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

iShares ESG Advanced Total USD Bond Market ETF logo
$42.94
-0.06 (-0.14%)
(As of 10:55 AM ET)

Institutional Ownership Changes (13F Filings) for iShares ESG Advanced Total USD Bond Market ETF (NYSEARCA:EUSB)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$4.44M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.50M
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EUSB Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/14/2024EverSource 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%
7/20/2024Continuum 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%
5/17/2024Comerica Bank2,471$106K0.0%+11.2%0.017%
5/13/2024Rockport Wealth LLC13,536$580K0.2%N/A0.092%
5/4/2024Gould 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%
4/22/2024Invera Wealth Advisors LLC10,219$426K0.4%+44.2%0.070%
2/13/2024Jones 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%
2/6/2024First Horizon Advisors Inc.6,209$269K0.0%-13.4%0.043%
2/1/2024Cable 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%
11/15/2023Baker Avenue Asset Management LP32,841$1.34M0.1%+97.0%0.228%
11/14/2023Jones 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%
10/24/2023Bank of New York Mellon Corp15,076$616K0.0%+9.1%0.105%
10/24/2023Gould 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%
8/9/2023Jones Financial Companies Lllp96,315$4.10M0.0%+6.0%0.669%
8/8/2023Archer Investment Corp851$36K0.0%N/A0.006%
8/3/2023First 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%
5/11/2023Jones 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%
5/2/2023Gould 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%
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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%
3/2/2023Oliver Lagore Vanvalin Investment Group5,699$240K0.1%-37.4%0.042%
2/13/2023Wealth Alliance21,064$889K0.2%-23.1%0.154%
2/10/2023First Horizon Advisors Inc.11,666$492K0.0%-22.1%0.085%
2/10/2023CoreCap Advisors LLC783$33K0.0%N/A0.006%
2/7/2023Cable Hill Partners LLC54,385$2.30M0.4%+2.9%0.397%
2/2/2023Congress 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%
1/26/2023Comerica 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%
1/20/2023Spectrum 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%
11/14/2022United 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%
11/9/2022First Horizon Advisors Inc.14,969$626K0.0%-9.3%0.082%
11/9/2022Congress 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%
11/3/2022Jones 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%
10/28/2022Comerica Bank6,792$277K0.0%-6.8%0.037%
10/27/2022Absolute 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%
10/17/2022Spectrum 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%
8/16/2022Goodwin 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%
8/12/2022Congress Wealth Management LLC DE7,109$312K0.0%N/A0.040%
8/12/2022United Capital Financial Advisers LLC7,246$319K0.0%+63.4%0.040%
8/11/2022CoreCap Advisors LLC641$28K0.0%N/A0.004%
8/11/2022Cable Hill Partners LLC49,690$2.19M0.5%N/A0.278%
8/8/2022Jones Financial Companies Lllp33,759$1.48M0.0%+36.8%0.189%
8/5/2022OLD Mission Capital LLC19,582$861K0.0%N/A0.109%
8/4/2022tru 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%
8/2/2022First 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%
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%
5/10/2022Tcwp LLC13,022$605K0.1%N/A0.071%
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5/10/2022Wealth Alliance25,053$1.16M0.2%+4.6%0.137%
5/2/2022Jones 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%
4/28/2022tru Independence LLC21,830$1.01M0.3%+76.6%0.119%
4/27/2022Comerica Bank7,381$331K0.0%N/A0.040%
4/25/2022Mascoma Wealth Management LLC2,966$138K0.0%N/A0.016%
4/20/2022 Transcend Capital Advisors LLC14,756$686K0.1%+33.8%0.081%
4/18/2022Spectrum Planning & Advisory Services Inc.15,599$725K0.7%-3.1%0.085%
4/14/2022 AdvisorNet Financial Inc2,603$121K0.0%+1,127.8%0.020%
4/13/2022Transparent Wealth Partners LLC6,899$321K0.3%N/A0.052%
(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, 35 institutional investors and hedge funds held shares of iShares ESG Advanced Total USD Bond Market ETF. The most heavily invested institutionals were One Wealth Advisors LLC ($12.62M), Jones Financial Companies Lllp ($5.19M), Financial Connections Group Inc. ($1.79M), Baker Avenue Asset Management LP ($1.34M), Cable Hill Partners LLC ($1.07M), Janney Montgomery Scott LLC ($963K), and Wealth Alliance ($889K).Learn more on EUSB's institutional investors.

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

Of the 28 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: One Wealth Advisors LLC ($98.59K), Jones Financial Companies Lllp ($40.98K), Gould Asset Management LLC CA ($18.45K), Baker Avenue Asset Management LP ($16.17K), 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 261,919 shares in the last 24 months. This purchase volume represents approximately $11.08M in transactions.

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

Of the 15 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 ($27.66K), 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 140,455 shares in the last 24 months. This volume of shares sold represents approximately $6.02M in transactions.



This page (NYSEARCA:EUSB) was last updated on 11/5/2024 by MarketBeat.com Staff
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