EUSB Institutional Ownership & Shareholders
ISHARES ESG ADV TOT USD BOND (EUSB) is currently held by 163 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $574.36M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $244.84M, representing an estimated loss of -2.90% 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
163
Total Reported Value
$574.36M
Largest Holder
Blackrock, Inc.
Largest Position
$252.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 5,803,299 | $252,153,342 | $244,841,185 | -$7,312,157 | -2.90% | |
| Impactfolio, Llc | 10.39% | 685,732 | $28,505,880 | $28,931,033 | +$425,153 | +1.49% | |
| Lpl Financial Llc | 0.01% | 545,647 | $23,708,377 | $23,020,847 | -$687,530 | -2.90% | |
| Envestnet Asset Management Inc | 0.01% | 525,409 | $22,829,025 | $22,167,006 | -$662,019 | -2.90% | |
| Jones Financial Companies Lllp | 0.01% | 412,309 | $17,978,732 | $17,395,317 | -$583,415 | -3.25% | |
| Thrivent Financial For Lutherans | 0.03% | 376,418 | $16,357,000 | $15,881,075 | -$475,925 | -2.91% | |
| Seeds Investor Llc | 1.64% | 366,740 | $15,934,846 | $15,472,761 | -$462,085 | -2.90% | |
| Jpmorgan Chase & Co | 0.00% | 314,386 | $13,712,945 | $13,263,945 | -$449,000 | -3.27% | |
| Allworth Financial Lp | 0.05% | 272,256 | $11,829,509 | $11,486,481 | -$343,028 | -2.90% | |
| Sofi Wealth, Llc | 0.36% | 223,965 | $9,310,228 | $9,449,083 | +$138,855 | +1.49% | |
| Advisory Services Network, Llc | 0.09% | 173,077 | $7,520,189 | $7,302,119 | -$218,070 | -2.90% | |
| Bond & Devick Financial Network, Inc. | 1.70% | 169,727 | $7,055,551 | $7,160,782 | +$105,231 | +1.49% | |
| Goldman Sachs Group Inc | 0.00% | 161,071 | $6,998,535 | $6,795,585 | -$202,950 | -2.90% | |
| Morgan Stanley | 0.00% | 160,267 | $6,963,646 | $6,761,665 | -$201,981 | -2.90% | |
| Perigon Wealth Management, Llc | 0.07% | 111,230 | $4,623,840 | $4,692,794 | +$68,954 | +1.49% | |
| Envestnet Portfolio Solutions, Inc. | 0.02% | 96,390 | $4,188,166 | $4,066,694 | -$121,472 | -2.90% | |
| One Wealth Advisors, Llc | 0.45% | 93,372 | $4,057,013 | $3,939,365 | -$117,648 | -2.90% | |
| Stewardship Advisors, Llc | 0.75% | 86,279 | $3,586,618 | $3,640,111 | +$53,493 | +1.49% | |
| Susquehanna International Group, Llp | 0.00% | 78,761 | $3,422,165 | $3,322,927 | -$99,238 | -2.90% | |
| Bank Of America Corp | 0.00% | 76,171 | $3,309,630 | $3,213,654 | -$95,976 | -2.90% | |
| Jordan Park Group Llc | 0.16% | 74,646 | $3,243,369 | $3,149,315 | -$94,054 | -2.90% | |
| Us Bancorp \De\ | 0.00% | 73,634 | $3,199,397 | $3,106,618 | -$92,779 | -2.90% | |
| Cetera Investment Advisers | 0.00% | 72,905 | $3,167,748 | $3,075,862 | -$91,886 | -2.90% | |
| Retirement Capital Strategies | 1.08% | 71,252 | $3,095,899 | $3,006,122 | -$89,777 | -2.90% | |
| Balanced Rock Investment Advisors Llc | 1.92% | 70,839 | $3,077,969 | $2,988,697 | -$89,272 | -2.90% | |
| Xena Financial Planning, Llc | 2.86% | 72,015 | $2,993,662 | $3,038,313 | +$44,651 | +1.49% | |
| Newedge Advisors, Llc | 0.01% | 67,315 | $2,924,834 | $2,840,020 | -$84,814 | -2.90% | |
| Osaic Holdings, Inc. | 0.00% | 65,555 | $2,848,455 | $2,765,765 | -$82,690 | -2.90% | |
| Vise Technologies, Inc. | 0.02% | 64,240 | $2,670,441 | $2,710,286 | +$39,845 | +1.49% | |
| Mercer Global Advisors Inc | 0.00% | 58,916 | $2,559,902 | $2,485,666 | -$74,236 | -2.90% | |
| Onedigital Investment Advisors Llc | 0.02% | 52,950 | $2,300,693 | $2,233,961 | -$66,733 | -2.90% | |
| Archer Investment Management, Llc | 0.72% | 54,885 | $2,281,569 | $2,315,598 | +$34,029 | +1.49% | |
| Action Point Financial Planning, Llc | 0.24% | 51,593 | $2,241,439 | $2,176,709 | -$64,730 | -2.89% | |
| Baker Avenue Asset Management, Lp | 0.04% | 50,814 | $2,207,855 | $2,143,843 | -$64,012 | -2.90% | |
| Accredited Investors Inc. | 0.09% | 51,448 | $2,138,694 | $2,170,591 | +$31,897 | +1.49% | |
| Wells Fargo & Company/Mn | 0.00% | 48,694 | $2,115,760 | $2,054,400 | -$61,360 | -2.90% | |
| Charter Oak Capital Management, Llc | 0.16% | 48,472 | $2,108,520 | $2,045,034 | -$63,486 | -3.01% | |
| Royal Bank Of Canada | 0.00% | 47,230 | $2,052,000 | $1,992,634 | -$59,366 | -2.89% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 46,283 | $2,011,009 | $1,952,680 | -$58,329 | -2.90% | |
| Mml Investors Services, Llc | 0.00% | 41,300 | $1,794,467 | $1,742,447 | -$52,020 | -2.90% | |
| Sbe Llc Dba Cedar Cove Wealth Partners | 0.84% | 42,836 | $1,780,702 | $1,807,251 | +$26,549 | +1.49% | |
| Hsbc Holdings Plc | 0.00% | 36,760 | $1,597,222 | $1,550,904 | -$46,318 | -2.90% | |
| Raymond James Financial Inc | 0.00% | 36,334 | $1,578,712 | $1,532,931 | -$45,781 | -2.90% | |
| Ubs Group Ag | 0.00% | 36,187 | $1,572,325 | $1,526,730 | -$45,595 | -2.90% | |
| Johnson Bixby & Associates, Llc | 0.17% | 37,517 | $1,559,582 | $1,582,842 | +$23,260 | +1.49% | |
| Haverford Trust Co | 0.01% | 35,865 | $1,558,334 | $1,513,144 | -$45,190 | -2.90% | |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.24% | 36,633 | $1,522,850 | $1,545,546 | +$22,696 | +1.49% | |
| Perennial Investment Advisors, Llc | 0.10% | 34,335 | $1,491,875 | $1,448,594 | -$43,281 | -2.90% | |
| Commonwealth Equity Services, Llc | 0.00% | 33,807 | $1,405,373 | $1,426,317 | +$20,944 | +1.49% | |
| Baird Financial Group, Inc. | 0.00% | 30,401 | $1,320,923 | $1,282,618 | -$38,305 | -2.90% |
Frequently asked questions about EUSB
Who are the largest institutional holders of EUSB?
The largest institutional holders of EUSB reported in the latest SEC Form 13F filings include Blackrock, Inc., Impactfolio, Llc, Lpl Financial Llc, Envestnet Asset Management Inc, and Jones Financial Companies Lllp. InsiderSet ranks institutional holders by their latest reported EUSB position.
What is EUSB institutional ownership?
This page tracks EUSB positions reported by institutional investment managers through SEC Form 13F. ISHARES ESG ADV TOT USD BOND (EUSB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EUSB?
InsiderSet currently tracks 163 institutional managers reporting EUSB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EUSB shareholders.
How much EUSB stock do institutions own?
Institutional investment managers disclosed approximately $574.36M in EUSB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EUSB institutional ownership last updated?
The latest EUSB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EUSB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EUSB position after the reporting date.
Are institutions buying or selling EUSB?
Institutional buying and selling can be analyzed by comparing EUSB positions across consecutive 13F reporting periods. InsiderSet's EUSB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EUSB ownership changes.
How has EUSB institutional ownership changed over time?
InsiderSet tracks EUSB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.