Ishr ESG Advn Universal BD-$EUSBETF
13F holders, Q1 2026 (March 31)162holders +6
13new positions
7sold out
1famous investor
$43.50avg. 13F price*
At the end of Q1 2026, 162 institutions reported holding Ishr ESG Advn Universal BD-$ (EUSB) in their 13F filings, up 6 from Q4 2025. 13 opened new positions and 7 sold out. The largest holders were BlackRock, Inc. ($225.9M), IMPACTfolio, LLC ($27.0M) and LPL Financial LLC ($26.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishr ESG Advn Universal BD-$
- Filed as
- ISHARES TR (Q1 2026)
- CUSIP
- 46436E619
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $19.0M |
| Exits | 7 | $3.1M |
All 13F filers, Q4 2025 → Q1 2026: 921,730 shares bought and 980,569 shares sold, net −58,839 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 162 holders
| BlackRock, Inc. | 0.00% | Reduce -1.8% | 5,193,546 | $225.9M |
| IMPACTfolio, LLC | 11.47% | Add +3.1% | 620,700 | $27.0M |
| LPL Financial LLC | 0.01% | Add +3.1% | 603,213 | $26.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.5% | 510,207 | $22.2M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -5.6% | 406,025 | $17.7M |
| Seeds Investor LLC | 2.21% | Add +3.0% | 370,504 | $16.2M |
| Jones Financial Companies LLLP | 0.01% | Add +16.0% | 368,784 | $15.9M |
| JPMorgan Chase & Co. | 0.00% | Add +0.8% | 301,287 | $13.1M |
| Allworth Financial LP | 0.05% | Add +7.1% | 256,560 | $11.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 237,767 | $10.3M |
| Advisory Services Network, LLC | 0.10% | Add +8.8% | 168,950 | $7.3M |
| Morgan Stanley | 0.00% | Reduce -0.4% | 156,440 | $6.8M |
| Bond & Devick Financial Network, Inc. | 1.74% | Add +11.4% | 143,639 | $6.2M |
| Citadel Advisors | 0.00% | Add +68.4% | 128,997 | $5.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -1.9% | 89,901 | $3.9M |
| Perigon Wealth Management, LLC | 0.07% | Add +5.8% | 85,460 | $3.7M |
| Decker Retirement Planning Inc. | 1.64% | Add +16.3% | 83,250 | $3.6M |
| One Wealth Advisors, LLC | 0.43% | Reduce -3.7% | 78,816 | $3.4M |
| Sofi Wealth, LLC | 0.16% | Add +37.0% | 78,641 | $3.4M |
| Archer Investment Management, LLC | 1.39% | Add +679.9% | 75,725 | $3.3M |
| Jordan Park Group LLC | 0.17% | No change | 74,646 | $3.2M |
| Retirement Capital Strategies | 1.17% | Add +2.7% | 71,395 | $3.1M |
| Stewardship Advisors, LLC | 0.71% | Reduce -14.7% | 70,800 | $3.1M |
| Cetera Investment Advisers | 0.00% | Reduce -1.9% | 68,991 | $3.0M |
| Balanced Rock Investment Advisors LLC | 2.09% | Reduce -4.0% | 68,556 | $3.0M |
| Jane Street Group, LLC | 0.00% | New | 68,439 | $3.0M |
| US Bancorp \de | 0.00% | Reduce -0.3% | 66,427 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | New | 63,734 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Add +40.9% | 55,992 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.2% | 54,920 | $2.4M |
| OneDigital Investment Advisors LLC | 0.02% | Add +24.5% | 52,266 | $2.3M |
| Baker Avenue Asset Management, LP | 0.05% | Add +1.2% | 50,500 | $2.2M |
| Charter Oak Capital Management, LLC | 0.16% | Add +37.3% | 48,472 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +8.7% | 48,333 | $2.1M |
| Xena Financial Planning, LLC | 2.24% | Add +86.8% | 45,690 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +11.4% | 44,581 | $1.9M |
| Royal Bank of Canada | 0.00% | Reduce -40.6% | 44,445 | $1.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.32% | Add +1.5% | 42,389 | $1.8M |
| Accredited Investors Inc. | 0.10% | Add +0.7% | 41,015 | $1.8M |
| Perennial Investment Advisors, LLC | 0.14% | Add +1.8% | 40,887 | $1.8M |
| Bank of America Corp. | 0.00% | Add +1.8% | 40,402 | $1.8M |
| GeoWealth Management, LLC | 0.06% | Reduce -9.8% | 40,281 | $1.8M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.87% | Add +10.7% | 38,144 | $1.7M |
| Haverford Trust Co | 0.01% | No change | 35,865 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Add +8.4% | 34,843 | $1.5M |
| Tarbox Family Office, Inc. | 0.23% | Add +9.2% | 32,684 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.9% | 31,995 | $1.4M |
| UBS Group AG | 0.00% | Add +12.5% | 31,050 | $1.4M |
| Johnson Bixby & Associates, LLC | 0.16% | Add +2.1% | 30,267 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -20.8% | 29,092 | $1.3M |
| Bfsg, LLC | 0.12% | Add +4.6% | 28,312 | $1.2M |
| Sandbox Financial Partners, LLC | 0.34% | Add +27.4% | 27,786 | $1.2M |
| Davis Wealth Advisors, LLC | 0.99% | Reduce -4.5% | 27,396 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -32.0% | 27,264 | $1.2M |
| Van Hulzen Asset Management, LLC | 0.08% | No change | 24,635 | $1.1M |
| Betterment LLC | 0.00% | Reduce -49.5% | 23,820 | $1.0M |
| Central Pacific Bank - Trust Division | 0.13% | No change | 21,932 | $954K |
| Fiduciary Financial Advisors | 0.82% | — | 21,227 | $923K |
| Sonoma Allocations LLC | 0.32% | Add +51.1% | 21,068 | $916K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.7% | 21,016 | $914K |
| Equitable Holdings, Inc. | 0.01% | Reduce -11.6% | 20,779 | $912K |
| Horst & Graben Wealth Management LLC | 0.12% | Reduce -0.7% | 20,696 | $904K |
| HSBC Holdings PLC | 0.00% | No change | 20,400 | $887K |
| Brookstone Capital Management | 0.01% | Add +3.7% | 19,912 | $866K |
| Skyline Advisors, Inc. | 0.28% | Reduce -45.6% | 18,195 | $791K |
| Sharkey, Howes & Javer | 0.10% | Add +4.0% | 17,873 | $777K |
| Natixis Advisors, LLC | 0.00% | Add +15.9% | 17,849 | $776K |
| Mason & Associates Inc | 0.15% | Add +137.1% | 17,704 | $769K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 17,462 | $760K |
| Savant Capital, LLC | 0.00% | Add +0.0% | 16,883 | $734K |
| Ally Invest Advisors Inc. | 0.05% | Add +4.1% | 15,629 | $680K |
| Assetmark, Inc. | 0.00% | Add +10.1% | 15,594 | $678K |
| Valley National Advisers Inc. | 0.09% | Add +9.4% | 15,415 | $670K |
| Apollon Wealth Management, LLC | 0.01% | Add +55.4% | 15,026 | $654K |
| FSB Premier Wealth Management, Inc. | 0.20% | Add +18.9% | 14,863 | $647K |
| Rockport Wealth LLC | 0.11% | Add +4.0% | 14,080 | $612K |
| Mariner, LLC | 0.00% | Add +91.5% | 13,862 | $603K |
| GC Wealth Management RIA, LLC | 0.02% | Add +4.4% | 13,638 | $593K |
| Guardian Capital LP | 0.02% | Add +0.7% | 13,600 | $592K |
| Rossby Financial, LCC | 0.12% | Add +102.8% | 13,586 | $590K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +1.9% | 13,553 | $590K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.0% | 13,253 | $577K |
| Goldstein Advisors, LLC | 0.06% | Add +2.6% | 13,243 | $576K |
| KWB Wealth | 0.06% | Reduce -23.2% | 13,023 | $572K |
| Milestone Investment Advisors LLC | 0.14% | Reduce -1.1% | 13,122 | $571K |
| Essential Planning, LLC. | 0.18% | Reduce -2.1% | 13,026 | $567K |
| Farther Finance Advisors, LLC | 0.01% | Add +12.2% | 12,894 | $560K |
| Theory Financial LLC | 0.18% | Add +3.1% | 11,834 | $515K |
| Shared Vision Wealth Group LLC | 0.19% | Reduce -10.6% | 10,809 | $470K |
| Red Crane Wealth Management, LLC | 0.38% | Reduce -9.2% | 10,738 | $467K |
| Walkner Condon Financial Advisors LLC | 0.06% | Add +1.3% | 9,869 | $429K |
| Merit Financial Group, LLC | 0.00% | New | 9,809 | $427K |
| Avise Financial Cooperative, Inc. | 0.35% | Add +0.3% | 9,742 | $424K |
| Endeavor Private Wealth, Inc. | 0.12% | New | 9,512 | $414K |
| Traveka Wealth, LLC | 0.16% | Add +2.9% | 9,360 | $407K |
| Apella Capital, LLC | 0.01% | New | 9,080 | $398K |
| Valmark Advisers, Inc. | 0.00% | No change | 9,066 | $394K |
| Financial Connections Group, Inc. | 0.13% | Add +4.3% | 8,850 | $384K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -9.5% | 8,700 | $378K |
| Keener Financial Planning LLC | 0.16% | Add +10.3% | 8,552 | $372K |
"% of holder's portfolio" is EUSB's weight in each manager's 13F, not the share of Ishr ESG Advn Universal BD-$ the manager owns.