EUSB Institutional Ownership
iShares ESG Advanced Universal USD Bond ETF
1W: -0.6%
1M: -2.6%
3M: -4.3%
YTD: -4.8%
1Y: -4.6%
3Y: +10.0%
5Y: -5.3%
$41.46
-0.06 (-0.14%)
Weekly Expected Move ±0.6%
$41
$41
$41
$42
$42
Overview
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Holdings
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Institutional Ownership — EUSB
171
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
552M
Total Invested
15
New Positions
90
Increased
44
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (182 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5,803,299 | $241M | +609,753 | +11.7% | 8Q | SEC ↗ |
| 2 | IMPACTfolio, LLC | 638,127 | $26M | +17,427 | +2.8% | 19Q | SEC ↗ |
| 3 | LPL Financial LLC | 545,647 | $23M | -57,566 | -9.5% | 22Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 525,409 | $22M | +15,202 | +3.0% | 23Q | SEC ↗ |
| 5 | JONES FINANCIAL COMPANIES LLLP | 412,309 | $17M | +43,525 | +11.8% | 19Q | SEC ↗ |
| 6 | Thrivent Financial for Lutherans | 376,418 | $16M | -29,607 | -7.3% | 23Q | SEC ↗ |
| 7 | SEEDS INVESTOR LLC | 366,740 | $15M | -3,764 | -1.0% | 11Q | SEC ↗ |
| 8 | JPMORGAN CHASE & CO | 314,386 | $13M | +13,099 | +4.3% | 12Q | SEC ↗ |
| 9 | Allworth Financial LP | 272,256 | $11M | +15,696 | +6.1% | 20Q | SEC ↗ |
| 10 | Advisory Services Network, LLC | 173,077 | $7M | +4,127 | +2.4% | 23Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC | 161,071 | $7M | -76,696 | -32.3% | 2Q | SEC ↗ |
| 12 | MORGAN STANLEY | 160,267 | $7M | +3,827 | +2.4% | 9Q | SEC ↗ |
| 13 | Bond & Devick Financial Network, Inc. | 152,643 | $6M | +9,004 | +6.3% | 3Q | SEC ↗ |
| 14 | Decker Retirement Planning Inc. | 103,122 | $4M | +19,872 | +23.9% | 7Q | SEC ↗ |
| 15 | Perigon Wealth Management, LLC | 99,965 | $4M | +14,505 | +17.0% | 19Q | SEC ↗ |
| 16 | Envestnet Portfolio Solutions, Inc. | 96,390 | $4M | +6,489 | +7.2% | 12Q | SEC ↗ |
| 17 | SOFI WEALTH, LLC | 93,698 | $4M | +15,057 | +19.1% | 7Q | SEC ↗ |
| 18 | One Wealth Advisors, LLC | 93,372 | $4M | +14,556 | +18.5% | 8Q | SEC ↗ |
| 19 | Stewardship Advisors, LLC | 87,081 | $4M | +16,281 | +23.0% | 6Q | SEC ↗ |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 78,761 | $3M | +15,027 | +23.6% | 2Q | SEC ↗ |
| 21 | Xena Financial Planning, LLC | 76,669 | $3M | +30,979 | +67.8% | 3Q | SEC ↗ |
| 22 | Archer Investment Management, LLC | 76,663 | $3M | +938 | +1.2% | 3Q | SEC ↗ |
| 23 | BANK OF AMERICA CORP /DE | 76,171 | $3M | +35,769 | +88.5% | 15Q | SEC ↗ |
| 24 | Jordan Park Group LLC | 74,646 | $3M | — | +0.0% | 8Q | SEC ↗ |
| 25 | US BANCORP \DE | 73,634 | $3M | +7,207 | +10.8% | 11Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 72,905 | $3M | +3,914 | +5.7% | 21Q | SEC ↗ |
| 27 | RETIREMENT CAPITAL STRATEGIES | 71,252 | $3M | -143 | -0.2% | 8Q | SEC ↗ |
| 28 | Balanced Rock Investment Advisors LLC | 70,839 | $3M | +2,283 | +3.3% | 11Q | SEC ↗ |
| 29 | NewEdge Advisors, LLC | 67,315 | $3M | +11,323 | +20.2% | 6Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 65,555 | $3M | +10,635 | +19.4% | 23Q | SEC ↗ |
| 31 | MERCER GLOBAL ADVISORS INC /ADV NEW | 58,916 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 32 | OneDigital Investment Advisors LLC | 52,950 | $2M | +684 | +1.3% | 13Q | SEC ↗ |
| 33 | FIDUCIARY FINANCIAL ADVISORS | 51,593 | $2M | +30,366 | +143.1% | 2Q | SEC ↗ |
| 34 | Accredited Investors Inc. | 51,114 | $2M | +10,099 | +24.6% | 7Q | SEC ↗ |
| 35 | Baker Avenue Asset Management, LP | 50,814 | $2M | +314 | +0.6% | 20Q | SEC ↗ |
| 36 | WELLS FARGO & COMPANY/MN | 48,694 | $2M | +4,113 | +9.2% | 17Q | SEC ↗ |
| 37 | Charter Oak Capital Management, LLC | 48,472 | $2M | +13,159 | +37.3% | 5Q | SEC ↗ |
| 38 | ROYAL BANK OF CANADA | 47,230 | $2M | +2,785 | +6.3% | 22Q | SEC ↗ |
| 39 | Stratos Wealth Partners, LTD. | 46,283 | $2M | -2,050 | -4.2% | 14Q | SEC ↗ |
| 40 | Tarbox Family Office, Inc. | 42,320 | $2M | +9,636 | +29.5% | 12Q | SEC ↗ |
| 41 | MML INVESTORS SERVICES, LLC | 41,300 | $2M | +14,036 | +51.5% | 23Q | SEC ↗ |
| 42 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 40,628 | $2M | +2,484 | +6.5% | 3Q | SEC ↗ |
| 43 | Leonard Rickey Investment Advisors P.L | 38,808 | $2M | -3,581 | -8.4% | 22Q | SEC ↗ |
| 44 | HSBC HOLDINGS PLC | 36,760 | $2M | +16,360 | +80.2% | 5Q | SEC ↗ |
| 45 | RAYMOND JAMES FINANCIAL INC | 36,334 | $2M | +1,491 | +4.3% | 7Q | SEC ↗ |
| 46 | UBS Group AG | 36,187 | $2M | +5,137 | +16.5% | 21Q | SEC ↗ |
| 47 | Haverford Trust Co | 35,865 | $1M | — | +0.0% | 5Q | SEC ↗ |
| 48 | Perennial Investment Advisors, LLC | 34,335 | $1M | -6,552 | -16.0% | 9Q | SEC ↗ |
| 49 | Johnson Bixby & Associates, LLC | 31,489 | $1M | +1,222 | +4.0% | 19Q | SEC ↗ |
| 50 | BFSG, LLC | 31,335 | $1M | +3,023 | +10.7% | 13Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 58,916 | $2M |
| Vise Technologies, Inc. | 30,971 | $1M |
| Baird Financial Group, Inc. | 30,401 | $1M |
| PARK AVENUE SECURITIES LLC | 20,941 | $868K |
| Private Advisor Group, LLC | 20,116 | $834K |
| Janney Montgomery Scott LLC | 15,843 | $657K |
| Summit Financial, LLC | 8,918 | $370K |
| Advisory Solutions Group, LLC | 8,023 | $333K |
| Beacon Pointe Advisors, LLC | 7,137 | $296K |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 4,915 | $204K |
| Institute for Wealth Management, LL | 817 | $34K |
| Oakmont Advisory Group, LLC | 805 | $33K |
| AMERIFLEX GROUP, INC. | 354 | $15K |
| Parallel Advisors, LLC | 253 | $10K |
| Arax Advisory Partners | 227 | $9K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Betterment LLC | 23,820 | $988K |
| Sonoma Allocations LLC | 21,068 | $873K |
| Sequoia Financial Advisors, LLC | 17,462 | $724K |
| FLOW TRADERS U.S. LLC | 14,303 | $593K |
| KWB Wealth | 13,023 | $540K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 12,424 | $515K |
| Cerity Partners LLC | 5,825 | $242K |
| IHT Wealth Management, LLC | 5,537 | $230K |
| Spectrum Planning & Advisory Servic | 4,800 | $199K |
| SAX WEALTH ADVISORS, LLC | 4,667 | $193K |
| BESSEMER GROUP INC | 3,484 | $144K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 3,242 | $134K |
| MAI Capital Management | 1,347 | $56K |
| Clarity Asset Management, Inc. | 1,112 | $46K |
| Aptus Capital Advisors, LLC | 60 | $2K |
| NBT BANK N A /NY | 47 | $2K |
| TUCKER ASSET MANAGEMENT LLC | 24 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +609,753 | +11.7% | 5,803,299 |
| JONES FINANCIAL COMPANIES LLLP | +43,525 | +11.8% | 412,309 |
| BANK OF AMERICA CORP /DE | +35,769 | +88.5% | 76,171 |
| Xena Financial Planning, LLC | +30,979 | +67.8% | 76,669 |
| FIDUCIARY FINANCIAL ADVISORS | +30,366 | +143.1% | 51,593 |
| Decker Retirement Planning Inc. | +19,872 | +23.9% | 103,122 |
| IMPACTfolio, LLC | +17,427 | +2.8% | 638,127 |
| HSBC HOLDINGS PLC | +16,360 | +80.2% | 36,760 |
| Stewardship Advisors, LLC | +16,281 | +23.0% | 87,081 |
| Allworth Financial LP | +15,696 | +6.1% | 272,256 |
| ENVESTNET ASSET MANAGEMENT INC | +15,202 | +3.0% | 525,409 |
| SOFI WEALTH, LLC | +15,057 | +19.1% | 93,698 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +15,027 | +23.6% | 78,761 |
| One Wealth Advisors, LLC | +14,556 | +18.5% | 93,372 |
| Perigon Wealth Management, LLC | +14,505 | +17.0% | 99,965 |
| MML INVESTORS SERVICES, LLC | +14,036 | +51.5% | 41,300 |
| Charter Oak Capital Management, LLC | +13,159 | +37.3% | 48,472 |
| JPMORGAN CHASE & CO | +13,099 | +4.3% | 314,386 |
| NewEdge Advisors, LLC | +11,323 | +20.2% | 67,315 |
| OSAIC HOLDINGS, INC. | +10,635 | +19.4% | 65,555 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -121,528 | -94.2% | 7,469 |
| GOLDMAN SACHS GROUP INC | -76,696 | -32.3% | 161,071 |
| LPL Financial LLC | -57,566 | -9.5% | 545,647 |
| JANE STREET GROUP, LLC | -54,340 | -79.4% | 14,099 |
| Thrivent Financial for Lutherans | -29,607 | -7.3% | 376,418 |
| Contango Wealth Management LLC | -20,468 | -77.2% | 6,045 |
| GeoWealth Management, LLC | -10,719 | -26.6% | 29,562 |
| Skyline Advisors, Inc. | -8,517 | -46.8% | 9,678 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -7,758 | -24.2% | 24,237 |
| Mariner, LLC | -7,629 | -55.0% | 6,233 |
| Perennial Investment Advisors, LLC | -6,552 | -16.0% | 34,335 |
| Davis Wealth Advisors, LLC | -5,136 | -18.7% | 22,260 |
| LifePlan Investment Advisors, Inc. | -3,879 | -45.6% | 4,628 |
| SEEDS INVESTOR LLC | -3,764 | -1.0% | 366,740 |
| Leonard Rickey Investment Advisors | -3,581 | -8.4% | 38,808 |
| Cambridge Investment Research Advis | -2,173 | -10.3% | 18,843 |
| Ashton Thomas Private Wealth, LLC | -2,052 | -33.0% | 4,159 |
| Stratos Wealth Partners, LTD. | -2,050 | -4.2% | 46,283 |
| GUARDIAN CAPITAL LP | -1,000 | -7.4% | 12,600 |
| Farther Finance Advisors, LLC | -835 | -6.5% | 12,059 |