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

13F Institutional Holders and Ownership History from Q1 2019 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
EUSB
Shares outstanding
15,717,180
Price per share
$43.91
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
12,369,579
Total reported value
$543,255,362
% of total 13F portfolios
0%
Share change
-1,141,591
Value change
-$50,065,571
Number of holders
151
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares ESG Advanced Total USD Bond Market ETF - Common Stock (EUSB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 33% +7.7% $230,559,709 +$13,062,730 5,249,538 +6% BlackRock Portfolio Management LLC 30 Sep 2025

As of 30 Sep 2025, 151 institutional investors reported holding 12,369,579 shares of iShares ESG Advanced Total USD Bond Market ETF - Common Stock (EUSB). This represents 79% of the company’s total 15,717,180 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares ESG Advanced Total USD Bond Market ETF - Common Stock (EUSB) together control 67% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 33% 5,249,538 +0.57% 0% $230,559,709
SigFig Wealth Management, LLC 3.9% 614,694 +8.6% 0.84% $27,006,517
IMPACTfolio, LLC 3.3% 522,656 +9.1% 9.9% $22,955,052
ENVESTNET ASSET MANAGEMENT INC 3.2% 504,348 -68% 0.01% $22,150,977
Thrivent Financial for Lutherans 2.9% 456,091 +3940% 0.04% $20,032,000
LPL Financial LLC 2.6% 415,161 -33% 0.01% $18,233,873
JPMORGAN CHASE & CO 2.4% 371,055 -6.2% 0% $16,296,749
SEEDS INVESTOR LLC 2.2% 345,073 +4.4% 3.2% $15,155,588
JONES FINANCIAL COMPANIES LLLP 1.9% 298,530 +16% 0.01% $13,087,555
CITADEL ADVISORS LLC 1.8% 290,680 0.01% $12,766,666
Allworth Financial LP 1.5% 233,824 +3.9% 0.05% $10,269,529
Advisory Services Network, LLC 0.99% 155,136 -2.3% 0.1% $6,813,581
MORGAN STANLEY 0.92% 144,409 +1.9% 0% $6,342,450
JANE STREET GROUP, LLC 0.71% 110,910 +247% 0.01% $4,871,167
Stewardship Advisors, LLC 0.66% 104,472 +2.4% 1.1% $4,588,410
Envestnet Portfolio Solutions, Inc. 0.59% 93,327 -74% 0.02% $4,098,923
One Wealth Advisors, LLC 0.55% 85,762 -18% 0.47% $3,766,667
Perigon Wealth Management, LLC 0.5% 78,621 -11% 0.07% $3,453,047
FLOW TRADERS U.S. LLC 0.49% 76,306 +239% 0.14% $3,351,000
Jordan Park Group LLC 0.47% 74,646 +18% 0.19% $3,278,452
Balanced Rock Investment Advisors LLC 0.45% 70,136 +4.4% 2.3% $3,080,386
US BANCORP \DE\ 0.42% 66,614 -74% 0% $2,925,687
Decker Retirement Planning Inc. 0.41% 65,207 -5.4% 1.6% $2,863,907
OSAIC HOLDINGS, INC. 0.4% 63,094 -4.2% 0% $2,763,866
Cetera Investment Advisers 0.39% 60,597 -59% 0% $2,661,461

Institutional Holders of iShares ESG Advanced Total USD Bond Market ETF - Common Stock (EUSB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 977,388 $42,917,555 +$9,657,943 $43.91 18
2025 Q3 12,369,579 $543,255,362 -$50,065,571 $43.92 151
2025 Q2 13,534,179 $589,232,504 +$34,135,600 $43.55 171
2025 Q1 12,761,813 $552,687,541 -$37,125,680 $43.32 168
2024 Q4 13,616,067 $579,213,290 +$6,495,662 $42.48 163
2024 Q3 13,419,998 $594,265,016 +$39,111,127 $44.30 156
2024 Q2 12,449,973 $529,826,035 +$12,785,799 $42.55 136
2024 Q1 12,141,352 $519,963,106 +$25,736,283 $42.83 131
2023 Q4 6,193 $267,909 -$91,798 $43.26 1
2023 Q3 12,554,599 $512,869,988 -$10,302,239 $40.85 129
2023 Q2 11,855,380 $504,757,568 +$11,086,807 $42.58 127
2023 Q1 11,592,977 $501,152,400 -$269,885,830 $43.23 127
2022 Q4 17,858,763 $754,311,142 +$5,763,067 $42.20 140
2022 Q3 17,588,991 $736,500,002 -$26,176,517 $41.84 124
2022 Q2 18,146,729 $798,549,774 -$16,865,911 $43.99 115
2022 Q1 17,751,092 $824,809,097 +$233,836,751 $46.47 103
2021 Q4 13,325,833 $658,728,845 +$159,472,911 $49.44 108
2021 Q3 9,649,156 $478,481,758 +$176,318,256 $49.59 84
2021 Q2 6,086,656 $302,593,506 +$15,066,188 $49.71 69
2021 Q1 4,541,168 $222,663,632 +$11,496,410 $49.03 52
2020 Q4 7,325 $371,000 -$6,015,993 $50.65 1
2020 Q3 995,738 $50,205,000 +$24,684,688 $50.42 4
2020 Q2 506,191 $25,366,000 +$25,053,000 $50.00 3
2020 Q1 6,291 $313,000 $0 $49.75 1
2019 Q4 6,291 $313,000 $0 $49.75 1
2019 Q3 6,291 $313,000 $0 $49.75 1
2019 Q2 6,291 $313,000 $0 $49.75 1
2019 Q1 6,291 $313,000 $0 $49.75 1