Who owns iShares ESG Advanced Universal USD Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of EUSB from SEC Form 13F filings across 159 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 159 institutions disclosed 13.1M shares of iShares ESG Advanced Universal USD Bond ETF worth $570.3M — about 77.8% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
159
13F holders
$570.3M
value, 2026 filers
77.8%
of shares outstanding (13.1M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of EUSB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.8M | $252.2M | 0.0% | 34.4% | +11.7% |
| 2 | IMPACTfolio, LLC | 638,127 | $27.7M | 10.4% | 3.8% | +2.8% |
| 3 | LPL Financial LLC | 545,647 | $23.7M | 0.0% | 3.2% | -9.5% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 525,409 | $22.8M | 0.0% | 3.1% | +3.0% |
| 5 | JONES FINANCIAL COMPANIES LLLP | 412,309 | $18.0M | 0.0% | 2.4% | +11.8% |
| 6 | Thrivent Financial for Lutherans | 376,418 | $16.4M | 0.0% | 2.2% | -7.3% |
| 7 | SEEDS INVESTOR LLC | 366,740 | $15.9M | 1.6% | 2.2% | -1.0% |
| 8 | JPMORGAN CHASE & CO | 314,386 | $13.7M | 0.0% | 1.9% | +4.3% |
| 9 | Allworth Financial LP | 272,256 | $11.8M | 0.1% | 1.6% | +6.1% |
| 10 | Advisory Services Network, LLC | 173,077 | $7.5M | 0.1% | 1% | +2.4% |
| 11 | GOLDMAN SACHS GROUP INC | 161,071 | $7.0M | 0.0% | 1% | -32.3% |
| 12 | MORGAN STANLEY | 160,267 | $7.0M | 0.0% | 0.9% | +2.4% |
| 13 | Bond & Devick Financial Network, Inc. | 152,643 | $6.6M | 1.6% | 0.9% | +6.3% |
| 14 | Decker Retirement Planning Inc. | 103,122 | $4.5M | 1.5% | 0.6% | +23.9% |
| 15 | Perigon Wealth Management, LLC | 99,965 | $4.3M | 0.1% | 0.6% | +17.0% |
| 16 | Envestnet Portfolio Solutions, Inc. | 96,390 | $4.2M | 0.0% | 0.6% | +7.2% |
| 17 | SOFI WEALTH, LLC | 93,698 | $4.1M | 0.2% | 0.6% | +19.1% |
| 18 | One Wealth Advisors, LLC | 93,372 | $4.1M | 0.4% | 0.6% | +18.5% |
| 19 | Stewardship Advisors, LLC | 87,081 | $3.8M | 0.8% | 0.5% | +23.0% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 78,761 | $3.4M | 0.0% | 0.5% | +23.6% |
| 21 | Xena Financial Planning, LLC | 76,669 | $3.3M | 3.2% | 0.5% | +67.8% |
| 22 | Archer Investment Management, LLC | 76,663 | $3.3M | 1.1% | 0.5% | +1.2% |
| 23 | BANK OF AMERICA CORP /DE/ | 76,171 | $3.3M | 0.0% | 0.5% | +88.5% |
| 24 | Jordan Park Group LLC | 74,646 | $3.2M | 0.2% | 0.4% | 0.0% |
| 25 | US BANCORP \DE\ | 73,634 | $3.2M | 0.0% | 0.4% | +10.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.