| 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 31 Dec 2025, 153 institutional investors reported holding 12,415,179 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.
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. | 34% | 5,290,960 | +0.79% | 0% | $232,326,054 |
| SigFig Wealth Management, LLC | 4% | 631,412 | +2.7% | 0.83% | $27,725,252 |
| IMPACTfolio, LLC | 3.8% | 602,200 | +15% | 11% | $26,442,602 |
| LPL Financial LLC | 3.7% | 584,922 | +41% | 0.01% | $25,683,916 |
| ENVESTNET ASSET MANAGEMENT INC | 3.1% | 483,592 | -4.1% | 0.01% | $21,234,512 |
| Thrivent Financial for Lutherans | 2.7% | 430,304 | -5.7% | 0.03% | $18,916,000 |
| SEEDS INVESTOR LLC | 2.3% | 359,666 | +4.2% | 3% | $15,792,928 |
| JONES FINANCIAL COMPANIES LLLP | 2% | 317,943 | +6.5% | 0.01% | $13,960,877 |
| JPMORGAN CHASE & CO | 1.9% | 298,894 | -19% | 0% | $13,124,471 |
| Allworth Financial LP | 1.5% | 239,592 | +2.5% | 0.04% | $10,520,494 |
| MORGAN STANLEY | 1% | 157,030 | +8.7% | 0% | $6,895,242 |
| Advisory Services Network, LLC | 0.99% | 155,303 | +0.11% | 0.1% | $6,819,365 |
| Bond & Devick Financial Network, Inc. | 0.82% | 128,903 | 1.6% | $5,660,131 | |
| Envestnet Portfolio Solutions, Inc. | 0.58% | 91,688 | -1.8% | 0.01% | $4,026,006 |
| Stewardship Advisors, LLC | 0.53% | 82,999 | -21% | 0.84% | $3,644,486 |
| One Wealth Advisors, LLC | 0.52% | 81,818 | -4.6% | 0.44% | $3,592,628 |
| Perigon Wealth Management, LLC | 0.51% | 80,772 | +2.7% | 0.06% | $3,546,683 |
| CITADEL ADVISORS LLC | 0.49% | 76,596 | -74% | 0% | $3,363,330 |
| ROYAL BANK OF CANADA | 0.48% | 74,879 | +91% | 0% | $3,288,000 |
| Jordan Park Group LLC | 0.47% | 74,646 | 0% | 0.19% | $3,277,706 |
| Decker Retirement Planning Inc. | 0.46% | 71,609 | +9.8% | 1.6% | $3,144,341 |
| Balanced Rock Investment Advisors LLC | 0.45% | 71,394 | +1.8% | 2.2% | $3,134,931 |
| Cetera Investment Advisers | 0.45% | 70,365 | +16% | 0% | $3,089,743 |
| RETIREMENT CAPITAL STRATEGIES | 0.44% | 69,524 | +15% | 1.1% | $3,052,799 |
| US BANCORP \DE\ | 0.42% | 66,614 | 0% | 0% | $2,925,021 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 12,415,179 | $545,170,530 | -$1,444,547 | $43.91 | 153 |
| 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 |