ISHARES ESG ADV TOT USD BOND (EUSB) Institutional Shareholders

ISHARES ESG ADV TOT USD BOND (EUSB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $572.76M in EUSB holdings during the latest filing period.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of EUSB tracked by InsiderSet, reporting ownership valued at approximately $252.15M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $244.81M, representing an estimated loss of -2.91% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed EUSB value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Impactfolio, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES ESG ADV TOT USD BOND (EUSB).

This page ranks the largest institutional EUSB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

158

Total Reported Value

$572.76M

Largest Holder

Blackrock, Inc.

Largest Position

$252.15M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

59

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.00%5,803,299$252,153,342$244,813,329-$7,340,013-2.91%
Impactfolio, Llc10.44%638,127$27,726,618$26,919,515-$807,103-2.91%
Lpl Financial Llc0.01%545,647$23,708,377$23,018,228-$690,149-2.91%
Envestnet Asset Management Inc0.01%525,409$22,829,025$22,164,484-$664,541-2.91%
Jones Financial Companies Lllp0.01%412,309$17,978,732$17,393,338-$585,394-3.26%
Thrivent Financial For Lutherans0.03%376,418$16,357,000$15,879,269-$477,731-2.92%
Seeds Investor Llc1.64%366,740$15,934,846$15,471,000-$463,846-2.91%
Jpmorgan Chase & Co0.00%314,386$13,712,945$13,262,436-$450,509-3.29%
Allworth Financial Lp0.05%272,256$11,829,509$11,485,174-$344,335-2.91%
Advisory Services Network, Llc0.09%173,077$7,520,189$7,301,288-$218,901-2.91%
Goldman Sachs Group Inc0.00%161,071$6,998,535$6,794,812-$203,723-2.91%
Morgan Stanley0.00%160,267$6,963,646$6,760,895-$202,751-2.91%
Bond & Devick Financial Network, Inc.1.63%152,643$6,632,338$6,439,275-$193,063-2.91%
Decker Retirement Planning Inc.1.53%103,122$4,480,664$4,350,222-$130,442-2.91%
Perigon Wealth Management, Llc0.07%99,965$4,343,493$4,217,044-$126,449-2.91%
Envestnet Portfolio Solutions, Inc.0.02%96,390$4,188,166$4,066,231-$121,935-2.91%
Sofi Wealth, Llc0.16%93,698$4,071,165$3,952,669-$118,496-2.91%
One Wealth Advisors, Llc0.45%93,372$4,057,013$3,938,916-$118,097-2.91%
Stewardship Advisors, Llc0.79%87,081$3,783,669$3,673,529-$110,140-2.91%
Susquehanna International Group, Llp0.00%78,761$3,422,165$3,322,549-$99,616-2.91%
Xena Financial Planning, Llc3.20%76,669$3,331,272$3,234,297-$96,975-2.91%
Archer Investment Management, Llc1.14%76,663$3,331,007$3,234,044-$96,963-2.91%
Bank Of America Corp0.00%76,171$3,309,630$3,213,289-$96,341-2.91%
Jordan Park Group Llc0.16%74,646$3,243,369$3,148,956-$94,413-2.91%
Us Bancorp \De\0.00%73,634$3,199,397$3,106,265-$93,132-2.91%
Cetera Investment Advisers0.00%72,905$3,167,748$3,075,512-$92,236-2.91%
Retirement Capital Strategies1.08%71,252$3,095,899$3,005,780-$90,119-2.91%
Balanced Rock Investment Advisors Llc1.92%70,839$3,077,969$2,988,357-$89,612-2.91%
Newedge Advisors, Llc0.01%67,315$2,924,834$2,839,697-$85,137-2.91%
Osaic Holdings, Inc.0.00%65,555$2,848,455$2,765,451-$83,004-2.91%
Mercer Global Advisors Inc0.00%58,916$2,559,902$2,485,383-$74,519-2.91%
Onedigital Investment Advisors Llc0.02%52,950$2,300,693$2,233,706-$66,987-2.91%
Action Point Financial Planning, Llc0.24%51,593$2,241,439$2,176,461-$64,978-2.90%
Accredited Investors Inc.0.10%51,114$2,220,904$2,156,254-$64,650-2.91%
Baker Avenue Asset Management, Lp0.04%50,814$2,207,855$2,143,599-$64,256-2.91%
Wells Fargo & Company/Mn0.00%48,694$2,115,760$2,054,166-$61,594-2.91%
Charter Oak Capital Management, Llc0.16%48,472$2,108,520$2,044,801-$63,719-3.02%
Royal Bank Of Canada0.00%47,230$2,052,000$1,992,407-$59,593-2.90%
Stratos Wealth Partners, Ltd.0.02%46,283$2,011,009$1,952,458-$58,551-2.91%
Tarbox Family Office, Inc.0.26%42,320$1,838,807$1,785,278-$53,529-2.91%
Mml Investors Services, Llc0.00%41,300$1,794,467$1,742,249-$52,218-2.91%
Sbe Llc Dba Cedar Cove Wealth Partners0.83%40,628$1,765,304$1,713,900-$51,404-2.91%
Leonard Rickey Investment Advisors P.L.L.C.0.26%38,808$1,686,207$1,637,123-$49,084-2.91%
Hsbc Holdings Plc0.00%36,760$1,597,222$1,550,728-$46,494-2.91%
Raymond James Financial Inc0.00%36,334$1,578,712$1,532,757-$45,955-2.91%
Ubs Group Ag0.00%36,187$1,572,325$1,526,556-$45,769-2.91%
Haverford Trust Co0.01%35,865$1,558,334$1,512,972-$45,362-2.91%
Perennial Investment Advisors, Llc0.10%34,335$1,491,875$1,448,429-$43,446-2.91%
Johnson Bixby & Associates, Llc0.15%31,489$1,368,197$1,328,370-$39,827-2.91%
Bfsg, Llc0.12%31,335$1,361,506$1,321,873-$39,633-2.91%
Showing 50 of 158

Frequently asked questions about EUSB

  • Who owns the most EUSB stock?

    The largest holders of EUSB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES ESG ADV TOT USD BOND (EUSB).

  • Is EUSB widely held by superinvestors?

    Many widely followed stocks like EUSB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EUSB is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.