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Ishr ESG Advn Universal Bd-$ (EUSB)

CUSIP: 46436E619 | NYSE | 369 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock Portfolio Management LLC5,803,29935.0%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC5,803,299
35.0% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

IMPACTfolio, LLC685,732
10.4% of portfolio›$28.5M
LPL Financial LLC570,552
0.0% of portfolio›$23.7M
Allworth Financial LP275,210
0.0% of portfolio›$12.0M
Sofi Wealth, LLC223,965
0.4% of portfolio›$9.3M
Thrivent Financial for Lutherans216,191
0.0% of portfolio›$9.0M
Bond & Devick Financial Network, Inc.169,727
1.7% of portfolio›$7.1M
Perigon Wealth Management, LLC111,230
0.1% of portfolio›$4.6M
Stewardship Advisors, LLC86,279
0.7% of portfolio›$3.6M
US Bancorp \de\76,519
0.0% of portfolio›$3.2M
Jordan Park Group LLC74,646
0.2% of portfolio›$3.1M
Xena Financial Planning, LLC72,015
2.9% of portfolio›$3.0M
Vise Technologies, Inc.64,240
0.0% of portfolio›$2.7M
Archer Investment Management, LLC54,885
0.7% of portfolio›$2.3M
Accredited Investors Inc.51,448
0.1% of portfolio›$2.1M
Baker Avenue Asset Management, LP51,130
0.0% of portfolio›$2.1M
SBE LLC DBA Cedar Cove Wealth Partners42,836
0.8% of portfolio›$1.8M
Johnson Bixby & Associates, LLC37,517
0.2% of portfolio›$1.6M
Leonard Rickey Investment Advisors P.L.L.C.36,633
0.2% of portfolio›$1.5M
Commonwealth Equity Services, LLC33,807
0.0% of portfolio›$1.4M
Bfsg, LLC30,482
0.1% of portfolio›$1.3M
Brookstone Capital Management26,079
0.0% of portfolio›$1.1M
Central Pacific Bank - Trust Division24,818
0.1% of portfolio›$1.0M
Grimes & Co Wealth Management, LLC23,226
0.0% of portfolio›$965.5K
Sharkey, Howes & Javer20,693
0.1% of portfolio›$860.2K
Horst & Graben Wealth Management LLC20,612
0.1% of portfolio›$856.8K
Tarbox Family Office, Inc.18,368
0.1% of portfolio›$763.5K
Cambridge Investment Research Advisors, Inc.17,801
0.0% of portfolio›$740
Valley National Advisers Inc17,606
0.1% of portfolio›$731.9K
Goldstein Advisors, LLC15,355
0.1% of portfolio›$638.3K
Rossby Financial, LCC15,339
0.1% of portfolio›$637.6K
Capital Investment Advisory Services, LLC14,509
0.0% of portfolio›$603.1K
Assetmark, Inc14,258
0.0% of portfolio›$592.7K
Rockport Wealth LLC14,080
0.1% of portfolio›$585.3K
Apollon Wealth Management, LLC13,817
0.0% of portfolio›$574.4K
GC Wealth Management RIA, LLC13,658
0.0% of portfolio›$567.8K
Savant Capital, LLC13,291
0.0% of portfolio›$552.5K
Essential Planning, Llc.13,113
0.1% of portfolio›$545.1K
Milestone Investment Advisors LLC12,930
0.1% of portfolio›$537.5K
Park Avenue Securities LLC12,873
0.0% of portfolio›$535
Traveka Wealth, LLC12,321
0.2% of portfolio›$512.2K
Keener Financial Planning LLC11,969
0.2% of portfolio›$497.6K
Farther Finance Advisors, LLC11,752
0.0% of portfolio›$488.5K
Hofer & Associates. Inc10,791
0.3% of portfolio›$448.6K
RED Crane Wealth Management, LLC10,791
0.3% of portfolio›$448.6K
Walkner Condon Financial Advisors LLC10,145
0.0% of portfolio›$421.7K
Apella Capital, LLC9,820
0.0% of portfolio›$407.5K
Balance Wealth Partners LLC9,313
0.1% of portfolio›$387.2K
Endeavor Private Wealth, Inc.9,292
0.1% of portfolio›$386.3K
Concurrent Investment Advisors, LLC9,187
0.0% of portfolio›$381.9K
Valmark Advisers, Inc.9,066
0.0% of portfolio›$376.9K
Schmidt P J Investment Management Inc8,713
0.1% of portfolio›$362.2K
Merit Financial Group, LLC8,672
0.0% of portfolio›$360.5K
SigFig Wealth Management, LLC8,362
0.0% of portfolio›$347.6K
Brewster Financial Planning LLC7,945
0.2% of portfolio›$330.3K
Advisory Solutions Group, LLC7,895
0.1% of portfolio›$328.2K
Two West Capital Advisors LLC7,364
0.2% of portfolio›$306.3K
W.H. Cornerstone Investments Inc.7,277
0.2% of portfolio›$302.5K
Whitegate Investment Counselors, Inc.6,981
0.1% of portfolio›$290.2K
Kestra Advisory Services, LLC6,928
0.0% of portfolio›$288.0K
Sagespring Wealth Partners, LLC6,397
0.0% of portfolio›$265.9K
MLG Wealth Management DBA Pine Grove Financial Group6,148
0.0% of portfolio›$255.6K
Choreo, LLC6,130
0.0% of portfolio›$254.8K
Skyline Advisors, Inc.6,045
0.1% of portfolio›$251.3K
Bestgate Wealth Advisors, LLC5,869
0.2% of portfolio›$244.0K
Bank of New York Mellon Corp5,729
0.0% of portfolio›$238.1K
Key FInancial Inc4,405
0.0% of portfolio›$183.1K
Ashton Thomas Private Wealth, LLC4,057
0.0% of portfolio›$168.6K
Hanson & Doremus Investment Management2,822
0.0% of portfolio›$117
Armor Investment Advisors, LLC2,043
0.0% of portfolio›$84.9K
Gen-Wealth Partners Inc931
0.0% of portfolio›$38.7K
Evolution Wealth Management Inc.864
0.0% of portfolio›$35.9K
Triumph Capital Management605
0.0% of portfolio›$25.2K
Creative Financial Designs Inc428
0.0% of portfolio›$17.8K
Spire Wealth Management368
0.0% of portfolio›$15.3K
Physician Wealth Advisors, Inc.358
0.0% of portfolio›$14.9K
IFP Advisors, Inc308
0.0% of portfolio›$12.8K
Bare Financial Services, Inc288
0.0% of portfolio›$12.0K
Decker Retirement Planning Inc.278
0.0% of portfolio›$11.6K
Parallel Advisors, LLC256
0.0% of portfolio›$10.6K
Birch Financial Group, LLC219
0.0% of portfolio›$9.1K
Golden State Wealth Management, LLC105
0.0% of portfolio›$4.4K
Barrett & Company, Inc.70
0.0% of portfolio›$2.9K
CoreCap Advisors, LLC66
0.0% of portfolio›$2.7K
Latitude Advisors, LLC58
0.0% of portfolio›$2.4K
Mather Group, Llc.48
0.0% of portfolio›$2.0K
Larson Financial Group LLC8
0.0% of portfolio›$333
Silver Grove Financial Group, Inc.1
0.0% of portfolio›$42
StyleTurnoverLocationFiled
IMPACTfolio, LLC
685,732$28.5M10.4%ETFVery LowDenver, CO2026-10-28
LPL Financial LLC
570,552$23.7M0.0%IndexVery LowFort Mill, SC2026-11-06
Allworth Financial LP
275,210$12.0M0.0%IndexLowFolsom, CA2026-11-06
Sofi Wealth, LLC
223,965$9.3M0.4%ETFVery LowSan Francisco, CA2026-10-27
Thrivent Financial for Lutherans
216,191$9.0M0.0%GARPMediumMinneapolis, MN2026-11-05
Bond & Devick Financial Network, Inc.
169,727$7.1M1.7%ETFVery LowSt. Louis Park, MN2026-10-23
Perigon Wealth Management, LLC
111,230$4.6M0.1%GrowthLowSan Francisco, CA2026-10-22
Stewardship Advisors, LLC
86,279$3.6M0.7%ETFMediumMount Joy, PA2026-10-20
US Bancorp \de\
76,519$3.2M0.0%IndexLowMinneapolis, MN2026-11-05
Jordan Park Group LLC
74,646$3.1M0.2%ETFLowSan Francisco, CA2026-11-06
Xena Financial Planning, LLC
72,015$3.0M2.9%ETFVery LowPortland, OR2026-10-13
Vise Technologies, Inc.
64,240$2.7M0.0%IndexLowNew York, NY2026-10-29
Archer Investment Management, LLC
54,885$2.3M0.7%ETFHighAustin, TX2026-10-13
Accredited Investors Inc.
51,448$2.1M0.1%ETFLowEdina, MN2026-11-03
Baker Avenue Asset Management, LP
51,130$2.1M0.0%GrowthLowSan Francisco, CA2026-11-06
SBE LLC DBA Cedar Cove Wealth Partners
42,836$1.8M0.8%ETFMediumBloomington, MN2026-10-15
Johnson Bixby & Associates, LLC
37,517$1.6M0.2%ETFMediumVancouver, WA2026-10-14
Leonard Rickey Investment Advisors P.L.L.C.
36,633$1.5M0.2%ETFLowYakima, WA2026-10-29
Commonwealth Equity Services, LLC
33,807$1.4M0.0%ETFLowWaltham, MA2026-11-02
Bfsg, LLC
30,482$1.3M0.1%CoreLowIrvine, CA2026-10-30
Brookstone Capital Management
26,079$1.1M0.0%ETFMediumWheaton, IL2026-10-22
Central Pacific Bank - Trust Division
24,818$1.0M0.1%CoreMediumHonolulu, HI2026-10-06
Grimes & Co Wealth Management, LLC
23,226$965.5K0.0%CoreLowWestborough, MA2026-10-29
Sharkey, Howes & Javer
20,693$860.2K0.1%ETFMediumDenver, CO2026-10-22
Horst & Graben Wealth Management LLC
20,612$856.8K0.1%ETFMediumPortland, OR2026-11-02
Tarbox Family Office, Inc.
18,368$763.5K0.1%ETFVery LowNewport Beach, CA2026-10-23
Cambridge Investment Research Advisors, Inc.
17,801$7400.0%ETFLowFairfield, IA2026-11-02
Valley National Advisers Inc
17,606$731.9K0.1%ETFLowBethlehem, PA2026-10-23
Goldstein Advisors, LLC
15,355$638.3K0.1%ETFMediumMadison, WI2026-10-15
Rossby Financial, LCC
15,339$637.6K0.1%ETFMediumMelbourne, FL2026-11-05
Capital Investment Advisory Services, LLC
14,509$603.1K0.0%CoreMediumRaleigh, NC2026-10-30
Assetmark, Inc
14,258$592.7K0.0%ETFLowConcord, CA2026-10-21
Rockport Wealth LLC
14,080$585.3K0.1%ETFMediumFairview Park, OH2026-11-03
Apollon Wealth Management, LLC
13,817$574.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
GC Wealth Management RIA, LLC
13,658$567.8K0.0%GrowthMediumCambridge, MA2026-11-02
Savant Capital, LLC
13,291$552.5K0.0%IndexVery LowRockford, IL2026-11-06
Essential Planning, Llc.
13,113$545.1K0.1%ETFLowPortsmouth, NH2026-10-21
Milestone Investment Advisors LLC
12,930$537.5K0.1%ETFVery LowMiddleton, WI2026-11-05
Park Avenue Securities LLC
12,873$5350.0%ETFMediumNew York, NY2026-10-26
Traveka Wealth, LLC
12,321$512.2K0.2%ETFLowLos Altos, CA2026-10-19
Keener Financial Planning LLC
11,969$497.6K0.2%ETFVery LowKeller, TX2026-11-06
Farther Finance Advisors, LLC
11,752$488.5K0.0%IndexLowSan Francisco, CA2026-10-08
Hofer & Associates. Inc
10,791$448.6K0.3%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
10,791$448.6K0.3%ETFLowSan Francisco, CA2026-10-14
Walkner Condon Financial Advisors LLC
10,145$421.7K0.0%ETFLowVerona, WI2026-11-02
Apella Capital, LLC
9,820$407.5K0.0%ETFVery LowWest Hartford, CT2026-10-08
Balance Wealth Partners LLC
9,313$387.2K0.1%ETFMediumWorthington, OH2026-10-27
Endeavor Private Wealth, Inc.
9,292$386.3K0.1%ETFMediumTopeka, KS2026-11-05
Concurrent Investment Advisors, LLC
9,187$381.9K0.0%GrowthMediumTampa, FL2026-10-16
Valmark Advisers, Inc.
9,066$376.9K0.0%ETFVery LowAkron, OH2026-11-06
Schmidt P J Investment Management Inc
8,713$362.2K0.1%GrowthVery LowCedarburg, WI2026-11-02
Merit Financial Group, LLC
8,672$360.5K0.0%ETFLowAlpharetta, GA2026-11-06
SigFig Wealth Management, LLC
8,362$347.6K0.0%ETFLowSan Francisco, CA2026-10-07
Brewster Financial Planning LLC
7,945$330.3K0.2%ETFVery LowBrooklyn, NY2026-10-13
Advisory Solutions Group, LLC
7,895$328.2K0.1%ETFN/APlymouth, MN2026-10-14
Two West Capital Advisors LLC
7,364$306.3K0.2%ETFLowOverland Park, KS2026-10-15
W.H. Cornerstone Investments Inc.
7,277$302.5K0.2%CoreLowKingston, MA2026-11-03
Whitegate Investment Counselors, Inc.
6,981$290.2K0.1%ETFVery LowConcord, NH2026-11-02
Kestra Advisory Services, LLC
6,928$288.0K0.0%CoreLowAustin, TX2026-11-02
Sagespring Wealth Partners, LLC
6,397$265.9K0.0%ETFLowFranklin, TN2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
6,148$255.6K0.0%ETFMediumWoodbury, MN2026-10-13
Choreo, LLC
6,130$254.8K0.0%IndexLowRockford, IL2026-10-28
Skyline Advisors, Inc.
6,045$251.3K0.1%ETFMediumBellingham, WA2026-11-03
Bestgate Wealth Advisors, LLC
5,869$244.0K0.2%ETFLowFrederick, MD2026-10-13
Bank of New York Mellon Corp
5,729$238.1K0.0%CoreLowNew York, NY2026-11-05
Key FInancial Inc
4,405$183.1K0.0%ETFLowWest Chester, PA2026-11-02
Ashton Thomas Private Wealth, LLC
4,057$168.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Hanson & Doremus Investment Management
2,822$1170.0%CoreVery LowBurlington, VT2026-10-16
Armor Investment Advisors, LLC
2,043$84.9K0.0%ETFLowRaleigh, NC2026-10-27
Gen-Wealth Partners Inc
931$38.7K0.0%CoreLowZeeland, MI2026-11-04
Evolution Wealth Management Inc.
864$35.9K0.0%ETFMediumFort Myers, FL2026-10-28
Triumph Capital Management
605$25.2K0.0%ETFMediumDenver, CO2026-10-14
Creative Financial Designs Inc
428$17.8K0.0%ETFMediumKokomo, IN2026-11-04
Spire Wealth Management
368$15.3K0.0%GrowthMediumMclean, VA2026-10-30
Physician Wealth Advisors, Inc.
358$14.9K0.0%ETFMediumMidvale, UT2026-10-20
IFP Advisors, Inc
308$12.8K0.0%GrowthLowTampa, FL2026-10-16
Bare Financial Services, Inc
288$12.0K0.0%ETFVery LowGap, PA2026-11-04
Decker Retirement Planning Inc.
278$11.6K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Parallel Advisors, LLC
256$10.6K0.0%IndexLowSan Francisco, CA2026-11-03
Birch Financial Group, LLC
219$9.1K0.0%CoreLowKeene, NH2026-10-27
Golden State Wealth Management, LLC
105$4.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Barrett & Company, Inc.
70$2.9K0.0%ETFLowProvidence, RI2026-10-22
CoreCap Advisors, LLC
66$2.7K0.0%ETFMediumSouthfield, MI2026-10-08
Latitude Advisors, LLC
58$2.4K0.0%ETFLowYorkville, IL2026-10-27
Mather Group, Llc.
48$2.0K0.0%ETFMediumChicago, IL2026-10-14
Larson Financial Group LLC
8$3330.0%GrowthLowSt Louis, MO2026-11-05
Silver Grove Financial Group, Inc.
1$420.0%CoreMediumOrchard Park, NY2026-11-05