Ishr ESG Advn Universal BD-$EUSBETF
13F holders, Q4 2025 (December 31)156holders +4
11new positions
13sold out
1famous investor
$43.91avg. 13F price*
At the end of Q4 2025, 156 institutions reported holding Ishr ESG Advn Universal BD-$ (EUSB) in their 13F filings, up 4 from Q3 2025. 11 opened new positions and 13 sold out. The largest holders were BlackRock, Inc. ($232.3M), SigFig Wealth Management, LLC ($27.7M) and IMPACTfolio, LLC ($26.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishr ESG Advn Universal BD-$
- Filed as
- ISHARES TR (Q4 2025)
- CUSIP
- 46436E619
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $7.7M |
| Exits | 13 | $10.1M |
All 13F filers, Q3 2025 → Q4 2025: 707,465 shares bought and 734,160 shares sold, net −26,695 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 156 holders
| BlackRock, Inc. | 0.00% | Add +0.8% | 5,290,960 | $232.3M |
| SigFig Wealth Management, LLC | 0.83% | Add +2.7% | 631,412 | $27.7M |
| IMPACTfolio, LLC | 11.10% | Add +15.2% | 602,200 | $26.4M |
| LPL Financial LLC | 0.01% | Add +40.9% | 584,922 | $25.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.1% | 483,592 | $21.2M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -5.7% | 430,304 | $18.9M |
| Seeds Investor LLC | 3.03% | Add +4.2% | 359,666 | $15.8M |
| Jones Financial Companies LLLP | 0.01% | Add +6.5% | 317,943 | $14.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.4% | 298,894 | $13.1M |
| Allworth Financial LP | 0.04% | Add +2.5% | 239,592 | $10.5M |
| Morgan Stanley | 0.00% | Add +8.7% | 157,030 | $6.9M |
| Advisory Services Network, LLC | 0.10% | Add +0.1% | 155,303 | $6.8M |
| Bond & Devick Financial Network, Inc. | 1.59% | New | 128,903 | $5.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -1.8% | 91,688 | $4.0M |
| Stewardship Advisors, LLC | 0.84% | Reduce -20.6% | 82,999 | $3.6M |
| One Wealth Advisors, LLC | 0.44% | Reduce -4.6% | 81,818 | $3.6M |
| Perigon Wealth Management, LLC | 0.06% | Add +2.7% | 80,772 | $3.5M |
| Citadel Advisors | 0.00% | Reduce -73.7% | 76,596 | $3.4M |
| Royal Bank of Canada | 0.00% | Add +91.0% | 74,879 | $3.3M |
| Jordan Park Group LLC | 0.19% | No change | 74,646 | $3.3M |
| Decker Retirement Planning Inc. | 1.56% | Add +9.8% | 71,609 | $3.1M |
| Balanced Rock Investment Advisors LLC | 2.23% | Add +1.8% | 71,394 | $3.1M |
| Cetera Investment Advisers | 0.00% | Add +16.1% | 70,365 | $3.1M |
| Retirement Capital Strategies | 1.13% | Add +15.4% | 69,524 | $3.1M |
| US Bancorp \de | 0.00% | No change | 66,614 | $2.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.2% | 59,162 | $2.6M |
| Sofi Wealth, LLC | 0.13% | Add +16.0% | 57,386 | $2.5M |
| Baker Avenue Asset Management, LP | 0.05% | Add +15.5% | 49,884 | $2.2M |
| Betterment LLC | 0.00% | Reduce -1.0% | 47,201 | $2.1M |
| GeoWealth Management, LLC | 0.07% | Reduce -24.4% | 44,660 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +4.2% | 44,459 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Add +0.8% | 41,969 | $1.8M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.33% | Reduce -7.2% | 41,771 | $1.8M |
| Accredited Investors Inc. | 0.10% | Add +4.0% | 40,733 | $1.8M |
| Perennial Investment Advisors, LLC | 0.14% | Add +4.2% | 40,183 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +12.0% | 40,072 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +20.7% | 40,011 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +10.5% | 39,737 | $1.7M |
| Bank of America Corp. | 0.00% | Add +0.9% | 39,676 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.7% | 36,718 | $1.6M |
| Haverford Trust Co | 0.01% | Add +3.3% | 35,865 | $1.6M |
| Charter Oak Capital Management, LLC | 0.12% | Add +45.0% | 35,313 | $1.6M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.79% | — | 34,452 | $1.5M |
| Skyline Advisors, Inc. | 0.49% | Add +7.0% | 33,473 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.3% | 32,140 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.3% | 31,384 | $1.4M |
| Tarbox Family Office, Inc. | 0.21% | Add +1.3% | 29,942 | $1.3M |
| Johnson Bixby & Associates, LLC | 0.16% | Reduce -1.4% | 29,643 | $1.3M |
| Davis Wealth Advisors, LLC | 1.05% | Reduce -2.1% | 28,675 | $1.3M |
| UBS Group AG | 0.00% | Add +8.9% | 27,599 | $1.2M |
| Bfsg, LLC | 0.12% | Add +7.2% | 27,058 | $1.2M |
| Contango Wealth Management LLC | 1.30% | — | 26,513 | $1.2M |
| Van Hulzen Asset Management, LLC | 0.08% | Reduce -0.5% | 24,635 | $1.1M |
| Xena Financial Planning, LLC | 1.26% | — | 24,460 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -3.2% | 23,948 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +2.3% | 23,508 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.4% | 22,046 | $968K |
| Central Pacific Bank - Trust Division | 0.12% | Add +33.8% | 21,932 | $963K |
| Sandbox Financial Partners, LLC | 0.27% | Reduce -15.2% | 21,812 | $958K |
| Horst & Graben Wealth Management LLC | 0.14% | Reduce -0.3% | 20,850 | $916K |
| HSBC Holdings PLC | 0.00% | Reduce -17.4% | 20,400 | $896K |
| Brookstone Capital Management | 0.01% | Add +9.4% | 19,199 | $843K |
| Sharkey, Howes & Javer | 0.10% | Reduce -7.9% | 17,190 | $755K |
| KWB Wealth | 0.07% | Add +79.7% | 16,953 | $744K |
| Savant Capital, LLC | 0.00% | Reduce -13.4% | 16,880 | $741K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.7% | 16,669 | $732K |
| Natixis Advisors, LLC | 0.00% | Add +5.6% | 15,397 | $676K |
| Ally Invest Advisors Inc. | 0.05% | Reduce -1.1% | 15,010 | $659K |
| Flow Traders U.S. LLC | 0.02% | Reduce -81.3% | 14,303 | $628K |
| Assetmark, Inc. | 0.00% | Reduce -0.2% | 14,158 | $622K |
| Valley National Advisers Inc. | 0.09% | Add +9.7% | 14,084 | $618K |
| Sonoma Allocations LLC | 0.20% | Add +104.7% | 13,941 | $610K |
| Rockport Wealth LLC | 0.12% | No change | 13,536 | $594K |
| Guardian Capital LP | 0.02% | Add +6.3% | 13,500 | $592K |
| Essential Planning, LLC. | 0.19% | Add +0.1% | 13,301 | $584K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 13,297 | $584K |
| Milestone Investment Advisors LLC | 0.14% | Add +29.0% | 13,270 | $583K |
| GC Wealth Management RIA, LLC | 0.02% | Add +130.8% | 13,064 | $574K |
| Goldstein Advisors, LLC | 0.06% | Add +0.7% | 12,912 | $567K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.6% | 12,862 | $565K |
| FSB Premier Wealth Management, Inc. | 0.17% | Add +26.7% | 12,502 | $549K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -7.1% | 12,424 | $546K |
| Shared Vision Wealth Group LLC | 0.22% | Reduce -49.1% | 12,088 | $532K |
| Red Crane Wealth Management, LLC | 0.42% | Add +1.9% | 11,827 | $519K |
| Theory Financial LLC | 0.17% | Reduce -0.1% | 11,478 | $505K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -17.0% | 11,495 | $505K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -0.3% | 9,746 | $428K |
| Avise Financial Cooperative, Inc. | 0.39% | — | 9,718 | $427K |
| Archer Investment Management, LLC | 0.23% | New | 9,710 | $426K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.6% | 9,669 | $425K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 9,614 | $422K |
| Traveka Wealth, LLC | 0.16% | Add +55.8% | 9,097 | $399K |
| Valmark Advisers, Inc. | 0.00% | No change | 9,066 | $398K |
| Financial Connections Group, Inc. | 0.13% | Add +11.4% | 8,482 | $372K |
| LifePlan Investment Advisors, Inc. | 0.15% | No change | 8,446 | $371K |
| HighTower Advisors, LLC | 0.00% | Reduce -51.3% | 8,131 | $357K |
| Schmidt P J Investment Management Inc. | 0.06% | Add +60.2% | 8,117 | $356K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -18.8% | 7,896 | $347K |
| Keener Financial Planning LLC | 0.15% | Add +41.6% | 7,756 | $340K |
| Mason & Associates Inc | 0.06% | Add +2.8% | 7,466 | $328K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.3% | 7,252 | $318K |
| Bank of New York Mellon Corp | 0.00% | New | 7,237 | $318K |
| Mariner, LLC | 0.00% | Add +7.0% | 7,237 | $318K |
| Brewster Financial Planning LLC | 0.20% | Add +3.3% | 7,233 | $318K |
| Western Wealth Management, LLC | 0.01% | New | 6,960 | $306K |
| Stratos Investment Management, LLC | 0.01% | Reduce -2.9% | 6,909 | $303K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 6,762 | $297K |
| Rossby Financial, LCC | 0.09% | Add +5.7% | 6,701 | $294K |
| Harbour Investments, Inc. | 0.01% | Reduce -28.5% | 6,665 | $293K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -2.3% | 6,151 | $270K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | — | 6,144 | $270K |
| Northeast Financial Group, Inc. | 0.07% | Reduce -1.9% | 6,027 | $265K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -41.7% | 5,776 | $254K |
| &partners | 0.00% | Add +4.2% | 5,629 | $247K |
| Keyvantage Wealth, LLC | 0.10% | No change | 5,226 | $229K |
| Whitegate Investment Counselors, Inc. | 0.07% | Add +0.6% | 5,179 | $227K |
| W.H. Cornerstone Investments Inc. | 0.14% | Add +1.2% | 5,136 | $226K |
| Spectrum Planning & Advisory Services Inc. | 0.11% | Add +0.6% | 4,953 | $217K |
| Balance Wealth Partners LLC | 0.07% | New | 4,922 | $216K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -9.8% | 4,667 | $205K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -19.1% | 4,512 | $198K |
| Physician Wealth Advisors, Inc. | 0.02% | Reduce -12.8% | 3,881 | $170K |
| Bessemer Group Inc. | 0.00% | New | 3,484 | $153K |
| Godfrey Financial Associates, Inc. | 0.12% | — | 3,150 | $138K |
| Cwm, LLC | 0.00% | Add +2.2% | 2,917 | $128K |
| Key Financial Inc | 0.02% | No change | 2,650 | $116K |
| Hanson & Doremus Investment Management | 0.01% | Add +1.1% | 2,513 | $110K |
| Armor Investment Advisors, LLC | 0.03% | New | 1,971 | $87K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.3% | 1,843 | $81K |
| Capital Analysts, LLC | 0.00% | No change | 1,371 | $60K |
| MAI Capital Management | 0.00% | No change | 1,347 | $59K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +343.3% | 1,330 | $58K |
| Clarity Asset Management, Inc. | 0.03% | Reduce -5.6% | 1,105 | $49K |
| CIBC Private Wealth Group LLC | 0.00% | New | 858 | $38K |
| Evolution Wealth Management Inc. | 0.03% | Add +64.8% | 763 | $34K |
| Triumph Capital Management | 0.01% | New | 605 | $27K |
| CVA Family Office, LLC | 0.00% | No change | 601 | $26K |
| Gen-Wealth Partners Inc | 0.01% | No change | 535 | $23K |
| Franklin Resources Inc. | 0.00% | No change | 416 | $18K |
| AE Wealth Management LLC | 0.00% | Reduce -92.1% | 387 | $17K |
| 1 North Wealth Services LLC | 0.00% | No change | 310 | $14K |
| Spire Wealth Management | 0.00% | No change | 293 | $13K |
| Creative Financial Designs Inc. | 0.00% | Reduce -49.0% | 268 | $12K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -79.0% | 264 | $12K |
| Fort Vancouver Investment Management, LLC | 0.01% | No change | 256 | $11K |
| IFP Advisors, Inc | 0.00% | Add +1.3% | 154 | $7K |
| Golden State Wealth Management, LLC | 0.00% | No change | 105 | $5K |
| Larson Financial Group LLC | 0.00% | Add +94.9% | 76 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 70 | $3K |
| Qube Research & Technologies Ltd | 0.00% | No change | 68 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 66 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 60 | $3K |
| NBT Bank, N.A. | 0.00% | No change | 44 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 24 | $1K |
| FMR LLC | 0.00% | No change | 20 | $879 |
| Kilter Group LLC | 0.00% | No change | 4 | $176 |
"% of holder's portfolio" is EUSB's weight in each manager's 13F, not the share of Ishr ESG Advn Universal BD-$ the manager owns.