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Get Institutions for : 
Ishares Global Green Bond Etf (BGRN)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 96    7
Total shares held : 
 4,591,367  
% of shares held : 
 19.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -37,994  
% of shares held change : 
   -0.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 5,893
 0.13%
 
Increased Positions :
37
 320,648
 6.98%
 
Unchanged Positions :
25
 195,251
 4.25%
 
Decreased Positions :
30
-153,080
-3.33%
 
Closed Positions :
11
-211,455
-4.61%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Betterment LLC 46 - 2024-03-31 1,056,221 $49,526,000 61,561
   Empower Advisory Group LLC 115 - 2024-03-31 939,810 $44,068,000 -2,765
   Personal Capital Advisors Corp 109 - 2022-12-31 906,103 $41,654,000 31,397
   ENVESTNET ASSET MANAGEMENT INC 1097 - 2024-03-31 434,635 $20,380,000 68,669
   MERCER GLOBAL ADVISORS INC /ADV 222 - 2024-03-31 357,814 $16,778,000 82,744
   Francis Financial Inc. 7 - 2024-03-31 291,536 $13,670,000 83,678
   BANK OF AMERICA CORP /DE/ 2518 - 2024-03-31 198,230 $9,295,000 29,730
   ROYAL BANK OF CANADA 1572 - 2024-03-31 182,364 $8,550,000 956
   LPL FINANCIAL CORP 1639 - 2024-03-31 128,306 $6,016,000 52,374
   Stewardship Advisors LLC 19 - 2024-03-31 100,858 $4,729,000 760
   CREATIVE PLANNING 643 - 2024-03-31 95,693 $4,487,000 26,151
   Cetera Investment Advisers 1062 - 2024-03-31 92,025 $4,315,000 86,249
   FINANCIAL NETWORK 713 - 2024-03-31 85,304 $4,000,000 7,783
   HSBC HOLDINGS PLC 989 - 2024-03-31 77,900 $3,653,000 0
   BANK OF NEW YORK MELLON CORP 2503 - 2024-03-31 72,250 $3,388,000 -692
   PFS INVESTMENTS INC. 270 - 2023-06-30 72,602 $3,379,000 3,451
   UBS Group AG 2546 - 2024-03-31 69,927 $3,279,000 -11,453
   JANE STREET GROUP LLC 1821 - 2024-03-31 61,246 $2,872,000 11,033
   Bank Julius Baer & Co. Ltd Zurich 214 - 2024-03-31 58,200 $2,729,000 0
   Laurel Wealth Planning LLC 20 - 2024-03-31 55,267 $2,591,000 2,380
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 601 - 2024-03-31 39,183 $1,837,000 194
   Envestnet Portfolio Solutions Inc. 696 - 2024-03-31 34,704 $1,627,000 -556
   ROBINSON SMITH WEALTH ADVISORS LLC 18 - 2024-03-31 33,188 $1,556,000 1,390
   HIGHTOWER ADVISORS, LLC 1543 - 2024-03-31 32,462 $1,525,000 -1,711
   COMMONWEALTH EQUITY SERVICES LLC. 2043 - 2024-03-31 28,075 $1,316,000 11
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1931 - 2024-03-31 25,881 $1,214,000 -1,525
   Private Wealth Management Group LLC 28 - 2024-03-31 23,689 $1,111,000 1,071
   GOLDMAN SACHS GROUP INC/ 3553 *New 2024-03-31 21,870 $1,025,000 21,870
   ADVISORY SERVICES NETWORK, LLC 684 - 2024-03-31 21,532 $1,010,000 571
   Walkner Condon Financial Advisors LLC 97 - 2024-03-31 21,076 $988,000 -1,003
   Advisor Group Holdings Inc. 2343 - 2024-03-31 20,731 $972,000 -7,242
   Blue Barn Wealth LLC 38 - 2024-03-31 19,118 $896,000 -42
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 135 - 2024-03-31 18,878 $885,000 -110
   FRANKLIN RESOURCES INC 1910 - 2024-03-31 17,430 $817,000 110
   Berger Financial Group Inc 165 - 2024-03-31 17,385 $815,000 65
   Vontobel Holding Ltd. 648 - 2024-03-31 17,039 $799,000 1,134
   AMERIPRISE FINANCIAL INC 3190 - 2024-03-31 16,723 $790,000 97
   Lido Advisors LLC 663 - 2024-03-31 16,711 $784,000 4,809
   Dynamic Advisors Solutions LLC 491 - 2024-03-31 16,656 $781,000 -94
   Wealthfront Advisers LLC 672 - 2024-03-31 16,138 $757,000 1,059
   Omega Financial Group LLC 54 - 2024-03-31 15,908 $746,000 1,407
   Better Money Decisions LLC 31 - 2024-03-31 14,974 $702,000 -659
   FINANCIAL ARCHITECTS INC 176 - 2023-06-30 14,753 $687,000 -992
   Carr Financial Group Corp 74 - 2024-03-31 14,616 $685,000 0
   Cardinal Point Wealth Management Partners LLC 45 - 2023-03-31 13,359 $629,000 -76
   KESTRA PRIVATE WEALTH SERVICES LLC 704 - 2024-03-31 13,389 $628,000 6,011
   Atria Wealth Solutions Inc. 1171 - 2024-03-31 12,741 $597,000 127
   Johnson Financial Group LLC 28 - 2024-03-31 12,206 $572,000 29
   Aprio Wealth Management LLC 94 - 2024-03-31 12,186 $571,000 473
   Brio Consultants LLC 69 - 2024-03-31 12,098 $567,000 -79
   MORGAN STANLEY 5118 - 2024-03-31 10,852 $509,000 10,699
   Tanager Wealth Management LLP 52 - 2024-03-31 10,595 $497,000 0
   Cardinal Point Capital Management ULC 48 - 2024-03-31 9,994 $469,000 -400
   PrairieView Partners LLC 85 - 2024-03-31 9,085 $426,000 -1,047
   Falcon Wealth Planning 87 - 2024-03-31 9,035 $424,000 570
   THRIVENT FINANCIAL FOR LUTHERANS 2230 - 2024-03-31 8,285 $388,000 582
   RETIREMENT CAPITAL STRATEGIES 54 - 2024-03-31 8,065 $378,000 -4,534
   PFG Investments LLC 652 - 2024-03-31 7,836 $367,000 7,836
   SUMMIT INVESTMENT ADVISORS INC 946 - 2024-03-31 7,478 $351,000 213
   Kestra Advisory Services LLC 1883 - 2024-03-31 7,423 $348,000 -373
   MML INVESTORS SERVICES LLC 2014 - 2024-03-31 7,273 $341,000 1,308
   GOULD ASSET MANAGEMENT LLC /CA/ 126 *New 2024-03-31 6,350 $298,000 6,350
   HALBERT, HARGROVE/RUSSELL LLC 69 - 2024-03-31 6,295 $295,000 7
   CONCENTRIC WEALTH MANAGEMENT LLC 116 *New 2024-03-31 6,000 $281,000 6,000
   LFA - Lugano Financial Advisors SA 55 - 2024-03-31 5,959 $279,000 0
   JFG Wealth Management LLC 51 - 2024-03-31 5,571 $261,000 445
   KilterHowling LLC 40 - 2024-03-31 5,271 $247,000 -143
   CWM LLC 1430 - 2024-03-31 4,987 $234,000 1,984
   Sargent Bickham Lagudis LLC 244 - 2022-12-31 5,079 $233,000 1
   Elevated Capital Advisors LLC 170 *New 2024-03-31 4,818 $226,000 4,818
   Beacon Pointe Advisors LLC 1202 - 2024-03-31 4,665 $219,000 -538
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2960 - 2024-03-31 4,508 $211,000 -838
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 481 - 2024-03-31 4,340 $204,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2167 - 2024-03-31 4,317 $202,000 -3,744
   Atlantic Trust Group LLC 1144 *New 2024-03-31 4,070 $189,000 4,070
   Clarity Asset Management Inc. 36 - 2024-03-31 3,588 $168,000 -55
   PRINCIPAL SECURITIES INC. 1102 - 2024-03-31 3,345 $157,000 318
   Nelson Van Denburg & Campbell Wealth Management Gr 843 *New 2024-03-31 2,867 $134,000 2,867
   Emerald Investment Partners LLC 308 - 2024-03-31 2,484 $116,000 0
   Federation des caisses Desjardins du Quebec 1195 - 2024-03-31 2,443 $115,000 0
   Continuum Advisory LLC 467 *New 2024-03-31 2,364 $109,000 2,364
   Morton Brown Family Wealth LLC 69 - 2024-03-31 2,119 $99,000 493
   Sachetta LLC 193 - 2024-03-31 1,940 $92,000 0
   Hartland & Co. LLC 647 - 2024-03-31 1,727 $80,000 0
   Trust Co 171 - 2024-03-31 1,421 $67,000 29
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1966 - 2024-03-31 1,335 $63,000 1,280
   FOSTER DYKEMA CABOT & PARTNERS LLC 174 *New 2024-03-31 1,178 $55,000 1,178
   BBJS FINANCIAL ADVISORS LLC 64 - 2024-03-31 1,100 $52,000 0
   WFA of San Diego LLC 172 - 2023-09-30 1,112 $50,000 0
   CBIZ Investment Advisory Services LLC 105 *New 2024-03-31 1,025 $48,000 1,025
   SMITHFIELD TRUST CO 594 - 2024-03-31 920 $43,000 0
   RICHARDSON FINANCIAL SERVICES INC. 263 *New 2024-03-31 763 $36,000 763
   BANK OF MONTREAL /CAN/ 3080 *New 2024-03-31 751 $35,000 751
   NATIONAL BANK OF CANADA /FI/ 1764 - 2024-03-31 555 $26,000 -611
   Scarborough Advisors LLC 150 - 2024-03-31 460 $22,000 3
   Archer Investment Corp 509 - 2024-03-31 463 $22,000 0
   HANSON MCCLAIN, INC. 1869 - 2024-03-31 339 $16,000 0
   Financial Perspectives Inc 402 - 2024-03-31 338 $16,000 3
   Steward Partners Investment Advisory LLC 2779 - 2024-03-31 213 $10,000 0
   Mascoma Wealth Management LLC 323 - 2024-03-31 198 $9,000 -295
  100 Records found
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