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
$44.00
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
12,369,582
Total reported value
$543,255,498
% of total 13F portfolios
0%
Share change
-1,141,716
Value change
-$50,071,115
Number of holders
152
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, 152 institutional investors reported holding 12,369,582 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 3,717,305 $163,246,817 +$8,488,971 $43.91 75
2025 Q3 12,369,582 $543,255,498 -$50,071,115 $43.92 152
2025 Q2 13,534,179 $589,232,504 +$34,135,599 $43.55 171
2025 Q1 12,761,813 $552,687,541 -$37,128,772 $43.32 168
2024 Q4 13,629,623 $579,739,747 +$6,846,756 $42.48 163
2024 Q3 13,425,142 $594,492,895 +$39,339,018 $44.30 157
2024 Q2 12,459,465 $530,229,920 +$12,873,800 $42.55 138
2024 Q1 12,141,352 $519,963,106 +$23,911,414 $42.83 131
2023 Q4 11,705,125 $506,312,209 -$62,962,664 $43.26 138
2023 Q3 12,592,810 $514,430,908 -$9,153,152 $40.85 131
2023 Q2 11,868,964 $505,335,972 +$11,094,349 $42.58 129
2023 Q1 11,599,216 $501,422,110 -$269,616,140 $43.23 128
2022 Q4 17,858,763 $754,311,142 +$7,569,326 $42.20 140
2022 Q3 17,588,991 $736,500,002 -$23,879,816 $41.84 124
2022 Q2 18,146,729 $798,549,774 -$17,989,126 $43.99 115
2022 Q1 18,524,450 $860,750,097 +$232,011,597 $46.47 106
2021 Q4 13,340,890 $659,475,845 +$159,439,725 $49.44 109
2021 Q3 9,649,116 $478,479,758 +$176,963,382 $49.59 83
2021 Q2 6,086,656 $302,593,506 +$76,958,377 $49.71 69
2021 Q1 4,541,142 $222,662,632 +$73,636,786 $49.03 51
2020 Q4 3,036,728 $153,770,000 +$102,974,193 $50.64 31
2020 Q3 995,738 $50,205,000 +$24,684,701 $50.42 4
2020 Q2 506,191 $25,366,000 +$25,053,000 $50.00 3
2020 Q1 6,291 $313,000 $49.75 1
2019 Q4 6,291 $313,000 $49.75 1
2019 Q3 6,291 $313,000 $49.75 1
2019 Q2 6,291 $313,000 $49.75 1
2019 Q1 6,291 $313,000 $49.75 1