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iShares ESG Advanced Total USD Bond Market ETF (EUSB) Institutional Ownership

iShares ESG Advanced Total USD Bond Market ETF logo
$42.56 +0.17 (+0.40%)
(As of 12/20/2024 04:33 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares ESG Advanced Total USD Bond Market ETF (NYSEARCA:EUSB)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$4.25M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.82M
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EUSB Institutional Buying and Selling by Quarter

iShares ESG Advanced Total USD Bond Market ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Continuum Advisory LLC1,518$65K0.0%-28.8%0.010%
11/14/2024 Flow Traders U.S. LLC16,092$713K0.0%N/A0.109%
11/8/2024 First Horizon Advisors Inc.7,386$327K0.0%+16.1%0.050%
11/6/2024 Cable Hill Partners LLC6,893$305K0.0%-58.9%0.047%
10/29/2024 Janney Montgomery Scott LLC21,736$963K0.0%+13.1%0.148%
10/29/2024 Farther Finance Advisors LLC9,665$428K0.0%+16.9%0.066%
10/8/2024 Sugarloaf Wealth Management LLC894$40K0.0%+70.6%0.006%
10/2/2024 Central Pacific Bank Trust Division8,453$374K0.0%N/A0.058%
8/14/2024 EverSource Wealth Advisors LLC9,359$405K0.0%N/A0.064%
7/31/2024 Farther Finance Advisors LLC8,271$348K0.0%+4.5%0.056%
7/23/2024 MFA Wealth Advisors LLC1,922$82K0.0%N/A0.013%
7/20/2024 Continuum Advisory LLC2,131$91K0.0%+25.6%0.014%
7/16/2024 ORG Partners LLC665$28K0.0%N/A0.005%
7/2/2024 Transcend Capital Advisors LLC4,929$210K0.0%N/A0.034%
5/17/2024 Comerica Bank2,471$106K0.0%+11.2%0.017%
5/13/2024 Rockport Wealth LLC13,536$580K0.2%N/A0.092%
5/4/2024 Gould Asset Management LLC CA9,500$407K0.1%N/A0.065%
5/1/2024 Janney Montgomery Scott LLC19,750$846K0.0%+31.8%0.135%
4/23/2024Hanson & Doremus Investment Management1,283$55K0.0%N/A0.009%
4/22/2024 Invera Wealth Advisors LLC10,219$426K0.4%+44.2%0.070%
2/13/2024 Jones Financial Companies Lllp119,899$5.19M0.0%+16.0%0.833%
2/8/2024 Janney Montgomery Scott LLC14,980$648K0.0%+11.3%0.104%
2/6/2024 First Horizon Advisors Inc.6,209$269K0.0%-13.4%0.043%
2/1/2024 Cable Hill Partners LLC24,824$1.07M0.1%-52.7%0.172%
1/25/2024 Strategic Blueprint LLC4,801$208K0.0%-24.6%0.033%
1/10/2024 Creative Financial Designs Inc. ADV3,099$134K0.0%-27.7%0.022%
11/15/2023 Baker Avenue Asset Management LP32,841$1.34M0.1%+97.0%0.228%
11/14/2023 Jones Financial Companies Lllp103,362$4.22M0.0%+7.3%0.718%
11/8/2023 Janney Montgomery Scott LLC13,463$550K0.0%-20.3%0.093%
10/24/2023 Bank of New York Mellon Corp15,076$616K0.0%+9.1%0.105%
10/24/2023 Gould Asset Management LLC CA8,950$366K0.1%+7.2%0.062%
9/12/2023 Farther Finance Advisors LLC7,637$325K0.1%-49.6%0.053%
8/9/2023 Jones Financial Companies Lllp96,315$4.10M0.0%+6.0%0.669%
8/8/2023 Archer Investment Corp851$36K0.0%N/A0.006%
8/3/2023 First Horizon Advisors Inc.7,075$301K0.0%+11.5%0.052%
7/26/2023 Creative Financial Designs Inc. ADV7,118$303K0.0%-23.2%0.052%
7/26/2023 Janney Montgomery Scott LLC16,892$719K0.0%+35.3%0.124%
5/11/2023 Jones Financial Companies Lllp90,848$3.93M0.0%+15.1%0.673%
5/5/2023 Assetmark Inc.19,604$847K0.0%-55.3%0.145%
5/5/2023Financial Connections Group Inc.41,359$1.79M1.3%+2.3%0.306%
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5/2/2023 Gould Asset Management LLC CA8,350$361K0.1%N/A0.062%
4/28/2023 Janney Montgomery Scott LLC12,483$540K0.0%-60.9%0.092%
4/28/2023 Strategic Blueprint LLC6,420$278K0.0%-59.8%0.048%
4/26/2023 Sugarloaf Wealth Management LLC1,645$71K0.0%-73.1%0.012%
4/25/2023 Creative Financial Designs Inc. ADV9,274$401K0.1%-37.2%0.069%
4/6/2023Bartlett & Co. LLC7,807$337K0.0%-5.2%0.058%
3/2/2023 Oliver Lagore Vanvalin Investment Group5,699$240K0.1%-37.4%0.042%
2/13/2023 Wealth Alliance21,064$889K0.2%-23.1%0.154%
2/10/2023 First Horizon Advisors Inc.11,666$492K0.0%-22.1%0.085%
2/10/2023 CoreCap Advisors LLC783$33K0.0%N/A0.006%
2/7/2023 Cable Hill Partners LLC54,385$2.30M0.4%+2.9%0.397%
2/2/2023 Congress Wealth Management LLC DE10,483$442K0.0%+20.7%0.077%
2/1/2023 Creative Financial Designs Inc. ADV14,760$623K0.1%-5.9%0.108%
2/1/2023 Janney Montgomery Scott LLC31,937$1.35M0.0%+1.6%0.233%
1/26/2023 Comerica Bank6,175$267K0.0%-9.1%0.045%
1/26/2023 Strategic Blueprint LLC15,966$674K0.1%-38.4%0.117%
1/20/2023 Transcend Capital Advisors LLC8,700$367K0.0%+6.4%0.064%
1/20/2023 Spectrum Planning & Advisory Services Inc.10,085$426K0.6%-28.7%0.074%
1/13/2023 AdvisorNet Financial Inc12,883$544K0.1%-4.8%0.070%
1/13/2023Baystate Wealth Management LLC1,237$52K0.0%N/A0.007%
1/11/2023 VERITY Wealth Advisors19,320$815K0.8%-7.6%0.104%
1/4/2023Bartlett & Co. LLC8,233$347K0.0%N/A0.045%
11/14/2022 United Capital Financial Advisers LLC15,276$639K0.0%+110.8%0.083%
11/14/2022 One Wealth Advisors LLC301,499$12.62M4.1%+48.6%1.648%
11/9/2022 First Horizon Advisors Inc.14,969$626K0.0%-9.3%0.082%
11/9/2022 Congress Wealth Management LLC DE8,688$364K0.0%+22.2%0.047%
11/8/2022 Strategic Blueprint LLC25,904$1.08M0.1%+1.7%0.142%
11/3/2022 Jones Financial Companies Lllp55,361$2.32M0.0%+64.0%0.303%
11/1/2022 Creative Financial Designs Inc. ADV15,680$656K0.1%-18.8%0.086%
10/28/2022 Comerica Bank6,792$277K0.0%-6.8%0.037%
10/27/2022 Absolute Capital Management LLC1,750$73K0.1%N/A0.010%
10/25/2022 Janney Montgomery Scott LLC31,431$1.32M0.0%+5.7%0.173%
10/17/2022 Transcend Capital Advisors LLC8,179$342K0.0%-36.5%0.045%
10/17/2022 Spectrum Planning & Advisory Services Inc.14,141$592K0.6%-10.4%0.078%
10/4/2022 AdvisorNet Financial Inc13,535$566K0.1%+5,759.3%0.076%
8/16/2022 Goodwin Investment Advisory18,301$805K0.6%+10.0%0.102%
8/16/2022 DHK Financial Advisors Inc.7,419$326K0.3%+7.5%0.041%
8/15/2022 One Wealth Advisors LLC202,910$8.93M2.4%-31.7%1.134%
8/12/2022 Strategic Blueprint LLC25,467$1.12M0.1%-5.0%0.142%
8/12/2022 Congress Wealth Management LLC DE7,109$312K0.0%N/A0.040%
8/12/2022 United Capital Financial Advisers LLC7,246$319K0.0%+63.4%0.040%
8/11/2022 CoreCap Advisors LLC641$28K0.0%N/A0.004%
8/11/2022 Cable Hill Partners LLC49,690$2.19M0.5%N/A0.278%
8/8/2022 Jones Financial Companies Lllp33,759$1.48M0.0%+36.8%0.189%
8/5/2022 OLD Mission Capital LLC19,582$861K0.0%N/A0.109%
8/4/2022 tru Independence LLC13,755$605K0.2%-37.0%0.077%
8/3/2022 Janney Montgomery Scott LLC29,731$1.31M0.0%+8.3%0.169%
8/3/2022 Assetmark Inc.27,107$1.19M0.0%N/A0.154%
8/2/2022 First Horizon Advisors Inc.16,505$725K0.0%N/A0.094%
7/29/2022 Patriot Financial Group Insurance Agency LLC30,777$1.35M0.3%+1.4%0.170%
Wall Street Icon: “You must get on the right side of this thing” (Ad)

I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants." I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years.

This market shakeup is going to be much more intense.
7/12/2022 VERITY Wealth Advisors20,919$920K0.9%+58.9%0.113%
7/12/2022 Transcend Capital Advisors LLC12,875$566K0.1%-12.7%0.070%
5/11/2022 Patriot Financial Group Insurance Agency LLC30,349$1.41M0.3%-4.8%0.166%
5/10/2022 Tcwp LLC13,022$605K0.1%N/A0.071%
5/10/2022 Wealth Alliance25,053$1.16M0.2%+4.6%0.137%
5/2/2022 Jones Financial Companies Lllp24,679$1.13M0.0%+209.1%0.135%
4/29/2022 Clearview Wealth Advisors LLC2,670$124K0.1%+1,248.5%0.015%
4/28/2022 tru Independence LLC21,830$1.01M0.3%+76.6%0.119%
4/27/2022 Comerica Bank7,381$331K0.0%N/A0.040%
4/25/2022 Mascoma Wealth Management LLC2,966$138K0.0%N/A0.016%
(Data available from 1/1/2016 forward)

EUSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EUSB shares?

During the previous two years, 34 institutional investors and hedge funds held shares of iShares ESG Advanced Total USD Bond Market ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($5.19M), Financial Connections Group Inc. ($1.79M), Baker Avenue Asset Management LP ($1.34M), Janney Montgomery Scott LLC ($963K), Wealth Alliance ($889K), Assetmark Inc. ($847K), and VERITY Wealth Advisors ($815K).Learn more on EUSB's institutional investors.

Which institutional investors have been buying iShares ESG Advanced Total USD Bond Market ETF stock?

Of the 26 institutional investors that purchased iShares ESG Advanced Total USD Bond Market ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($40.98K), Gould Asset Management LLC CA ($18.45K), Baker Avenue Asset Management LP ($16.17K), Flow Traders U.S. LLC ($16.09K), Janney Montgomery Scott LLC ($13.72K), Rockport Wealth LLC ($13.54K), and EverSource Wealth Advisors LLC ($9.36K).

How much institutional buying is happening at iShares ESG Advanced Total USD Bond Market ETF?

Institutional investors have bought a total of 170,399 shares in the last 24 months. This purchase volume represents approximately $7.29M in transactions.

Which iShares ESG Advanced Total USD Bond Market ETF major shareholders have been selling company stock?

Of the 16 institutional investors that sold iShares ESG Advanced Total USD Bond Market ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cable Hill Partners LLC ($37.55K), Assetmark Inc. ($24.29K), Janney Montgomery Scott LLC ($22.88K), Strategic Blueprint LLC ($21.05K), Creative Financial Designs Inc. ADV ($9.75K), Farther Finance Advisors LLC ($7.50K), and Wealth Alliance ($6.32K).

How much institutional selling is happening at iShares ESG Advanced Total USD Bond Market ETF?

Institutional investors have sold a total of 149,425 shares in the last 24 months. This volume of shares sold represents approximately $6.43M in transactions.


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This page (NYSEARCA:EUSB) was last updated on 12/22/2024 by MarketBeat.com Staff
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