EUSB institutional holders

iShares ESG Advanced Universal USD Bond ETF · 167 reporting institutions · $554.5M reported value

Funds that can replace EUSB · EUSB return decomposition

Institutional holdings

Institutions reporting EUSB, largest first
InstitutionReported positionAdvisors at firmReport period
Blackrock, Inc.$252.2M02026-06-30
Impactfolio LLC$27.7M32026-06-30
Lpl Financial LLC$23.7M23,4582026-06-30
Envestnet Pmc$22.8M602026-06-30
Jones Financial Companies LLLP$18M02026-06-30
Seeds Investor LLC$15.9M32026-06-30
Jpmorgan Chase & Co$13.7M02026-06-30
Allworth Financial, LP$11.8M3172026-06-30
Advisory Services Network$7.5M2532026-06-30
Goldman Sachs Group Inc$7M02026-06-30
Morgan Stanley$7M23,1852026-06-30
Bond & Devick Wealth Partners$6.6M102026-06-30
Decker Retirement Planning Inc.$4.5M102026-06-30
Perigon Wealth Management, LLC$4.3M922026-06-30
Envestnet Portfolio Solutions, Inc.$4.2M32026-06-30
Sofi Wealth, LLC$4.1M1102026-06-30
One Wealth Advisors, LLC$4.1M112026-06-30
Stewardship Advisors, LLC$3.8M92026-06-30
Susquehanna International Group, LLP$3.4M02026-06-30
Xena Financial Planning, LLC$3.3M22026-06-30
Archer Investment Management, LLC$3.3M32026-06-30
Bank of America Corp /de$3.3M02026-06-30
Jordan Park Group LLC$3.2M142026-06-30
US Bancorp$3.2M02026-06-30
Cetera Investment Advisers$3.2M10,3702026-06-30
Retirement Capital Strategies, Inc.$3.1M22026-06-30
Balanced Rock Investment Advisors LLC$3.1M52026-06-30
Newedge Advisors$2.9M6012026-06-30
Osaic Holdings, Inc.$2.8M02026-06-30
Mercer Global Advisors Inc /adv$2.6M02026-06-30
Onedigital Investment Advisors LLC$2.3M3862026-06-30
Fiduciary Financial Advisors$2.2M512026-06-30
Accredited Investors Inc.$2.2M32026-06-30
Bakeravenue$2.2M352026-06-30
Wells Fargo & Company/mn$2.1M02026-06-30
Charter Oak Capital Management, LLC$2.1M02026-03-31
Royal Bank of Canada$2.1M02026-06-30
Stratos Wealth Partners, Ltd.$2M3862026-06-30
Tarbox Family Office, Inc.$1.8M62026-06-30
MML Investors Services, LLC$1.8M5,1202026-06-30
Cedar Cove Wealth Partners$1.8M102026-06-30
Leonard Rickey Investment Advisors P.LLC$1.7M92026-06-30
HSBC Holdings PLC$1.6M02026-06-30
Raymond James Financial Inc$1.6M02026-06-30
UBS Group AG$1.6M02026-06-30
Haverford Trust Co$1.6M02026-06-30
Perennial Investment Advisors, LLC$1.5M492026-06-30
Johnson Bixby & Associates, LLC$1.4M132026-06-30
Bfsg, LLC$1.4M252026-06-30
Commonwealth Equity Services, LLC$1.3M2,8632026-06-30
Vise Technologies, Inc.$1.3M02026-06-30
Baird Financial Group, Inc.$1.3M02026-06-30
Geowealth Management, LLC$1.3M02026-06-30
Sandbox Financial Partners, LLC$1.2M12026-03-31
Van Hulzen Asset Management, LLC$1.1M192026-06-30
United Capital Financial Advisors, LLC$1.1M1662026-06-30
Central Pacific Bank - Trust Division$1M02026-06-30
Equitable Holdings, Inc.$971.5K02026-06-30
Davis Wealth Advisors, LLC$967.2K42026-06-30
Brookstone Capital Management$953.1K3372026-06-30
Horst & Graben Wealth Management, LLC$923.1K52026-06-30
Sharkey, Howes & Javer$896.8K92026-06-30
Private Advisor Group, LLC$874K9272026-06-30
Apollon Wealth Management, LLC$845.7K1512026-06-30
Steward Partners Investment Advisory, LLC$764.7K4812026-06-30
Mason & Associates Inc$756.1K82026-06-30
Savant Wealth Management$733.8K4052026-06-30
Ally Invest Advisors$720.6K822026-06-30
Assetmark, Inc$694.2K2202026-06-30
Valley National Advisers Inc$683.3K142026-06-30
Fsb Premier Wealth Management, Inc.$633.7K102026-06-30
Goldstein Advisors, LLC$629.9K122026-06-30
Shared Vision Wealth Group LLC$620.2K32026-06-30
Rossby Financial, Lcc$616.3K312026-06-30
Jane Street Group, LLC$612.6K02026-06-30
Rockport Wealth LLC$611.8K82026-06-30
Gc Wealth Management RIA, LLC$601.5K352026-06-30
Pinnacle Financial Partners, Inc.$588.9K02026-06-30
Synovus Financial Corp$579K02025-09-30
Essential Planning, Llc.$572.5K32026-06-30
Milestone Investment Advisors LLC$567.5K72026-06-30
Integrated Wealth Concepts LLC$548K4802026-06-30
Guardian Capital LP$547.5K02026-06-30
Theory Financial LLC$531K32026-06-30
Farther Finance Advisors, LLC$524K3342026-06-30
Traveka Wealth, LLC$517K32026-06-30
Red Crane Wealth Management, LLC$468K22026-06-30
Avise Financial Cooperative, Inc.$448.4K72026-06-30
Walkner Condon Financial Advisors LLC$431.1K152026-06-30
Skyline Advisors, Inc.$420.5K72026-06-30
Apella Capital, LLC$420K1042026-06-30
Balance Wealth$403K92026-06-30
Endeavor Private Wealth, Inc.$400.8K122026-06-30
Valmark Advisers, Inc.$393.9K2952026-06-30
Merit Financial Group, LLC$392.2K2952026-06-30
Summit Financial, LLC$387.5K2292026-06-30
Schmidt P J Investment Management Inc$378.6K02026-06-30
Hightower Advisors, LLC$356.4K1,0462026-06-30
Advisory Solutions Group$348.6K422026-06-30
Concurrent Investment Advisors, LLC$347.3K3492026-06-30
Sigfig Wealth Management, LLC$341.8K42026-06-30
Stratos Investment Management, LLC$338.1K72026-06-30
Western Wealth Management, LLC$326K1122026-06-30
Citadel Advisors LLC$324.5K02026-06-30
Brewster Financial Planning LLC$322.9K32026-06-30
Two West Capital Advisors LLC$315.3K162026-06-30
W.H. Cornerstone Investments Inc.$313.2K42026-06-30
Harbour Investments, Inc.$311.8K2472026-06-30
Beacon Pointe Advisors, LLC$310.1K4662026-06-30
Kestra Advisory Services, LLC$300.2K1,4792026-06-30
Bartlett & Co. Wealth Management LLC$293.8K322026-06-30
&partners$289.7K5552026-06-30
Whitegate Investment Counselors, Inc.$277.2K32026-06-30
Mariner, LLC$270.8K02026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$269.8K02025-12-31
Choreo, LLC$265.8K1482026-06-30
Contango Wealth Management LLC$263K22026-03-31
Northeast Financial Group, Inc.$262.2K12026-03-31
Bank of New York Mellon Corp$244.8K02026-06-30
Keyvantage Wealth, LLC$224.9K02026-06-30
One Wealth Capital Management, LLC$213.6K52026-06-30
Dynamic$207.2K752026-06-30
Lifeplan Investment Advisors, Inc.$201.1K42026-06-30
Ashton Thomas Private Wealth, LLC$180.7K962026-06-30
Key Financial, Inc.$157.7K82026-06-30
Transamerica Financial Advisors, LLC$142.5K1,0972026-06-30
Godfrey Financial Associates, Inc.$140.7K32026-06-30
Cwm, LLC$124.2K6672026-03-31
Armor Investment Advisors, LLC$89.1K42026-06-30
Ameritas Investment Partners, Inc.$76.3K72026-06-30
Evolution Wealth Management Inc.$50.6K32026-06-30
Gen-Wealth Partners Inc$40.5K82026-06-30
CIBC Private Wealth Group LLC$37.7K02025-12-31
Ae Wealth Management LLC$37.1K4712026-06-30
Institute for Wealth Management, Llc.$35.5K132026-06-30
Oakmont Advisory Group, LLC$35K32026-06-30
Triumph Capital Management$26.3K142026-06-30
Cva Family Office, LLC$26.1K82026-06-30
Creative Financial Designs Inc /adv$18.6K02026-06-30
Thrivent Financial for Lutherans$16.4K02026-06-30
Physician Wealth Advisors, Inc.$16K92026-06-30
Ameriflex Group, Inc.$15.4K2122026-06-30
Franklin Resources Inc$15.2K02026-06-30
1 North Wealth Services LLC$13.5K62026-06-30
Spire Wealth Management$12.7K32026-06-30
Rockefeller Capital Management LP$11.7K3462026-06-30
Fort Vancouver Investment Management, LLC$11.1K42026-06-30
Parallel Advisors, LLC$11K752026-06-30
Arax Advisory Partners$9.9K2322026-06-30
Ifp Advisors, Inc$6.8K3182026-06-30
Golden State Wealth Management, LLC$4.6K472026-06-30
Barrett & Company, Inc.$3K42026-06-30
Qube Research & Technologies Ltd$3K02026-06-30
Corecap Advisors, LLC$2.9K1182026-06-30
Mather Group, Llc.$1.8K1102026-06-30
Natixis Advisors, LLC$961572026-06-30
Fmr LLC$92502026-06-30
Cambridge Investment Research Advisors, Inc.$9143,9402026-03-31
Park Avenue Securities LLC$9101,9082026-06-30
Janney Montgomery Scott LLC$6881,3422026-06-30
Keener Financial Planning$484102026-06-30
Financial Connections Group, Inc.$38402026-03-31
Northwestern Mutual Wealth Management Co$34802026-06-30
Larson Financial Group LLC$348672026-06-30
Capital Analysts, LLC$1986082026-06-30
Kilter Group LLC$17482026-06-30
Hanson & Doremus Investment Management$121102026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30