ISHARES TR ESG ADVANCED
Institutional coverage
152 13F filers hold $EUSB.
13F holders
152
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
2 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
01
Endeavor Private Wealth, Inc.
0.12% NEW
α +13.5pts
02
Walkner Condon Financial Advisors LLC
0.06% held
α +23.7pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 152 · Source: 13F-HR01
Atlantic Edge Private Wealth Management, LLC
—
5,193,546 sh
02
Activest Wealth Management
11.47% of portfolio
620,700 sh
03
Taconic Capital Advisors LP
0.01% of portfolio
603,213 sh
04
Fpr Partners LLC
0.05% of portfolio
513,120 sh
05
Marquette Asset Management, LLC
0.01% of portfolio
510,207 sh
06
Sierra Summit Advisors LLC
2.21% of portfolio
370,504 sh
07
Arrow Financial Corp.
0.01% of portfolio
368,784 sh
08
Covey Capital Advisors, LLC
0.10% of portfolio
337,900 sh
09
Orrstown Financial Services Inc.
—
237,767 sh
10
AIFG Consultants Ltd.
0.02% of portfolio
179,802 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $EUSB in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $EUSB in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:00 UTC.