Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Esg Msci Usa Leaders Etf (SUSL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 135    7
Total shares held : 
 9,914,752  
% of shares held : 
 23.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 -892,083  
% of shares held change : 
   -2.07%  
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 :
11
 56,281
 0.57%
 
Increased Positions :
53
 502,965
 5.07%
 
Unchanged Positions :
28
 218,364
 2.2%
 
Decreased Positions :
43
-1,429,806
-14.42%
 
Closed Positions :
4
-21,523
-0.22%
 
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
   BANK OF ITALY 3 - 2024-03-31 4,955,251 $465,050,000 0
   J P MORGAN CHASE & CO 1062 - 2024-03-31 679,561 $63,777,000 -68,020
   MERCER GLOBAL ADVISORS INC /ADV 81 - 2024-03-31 664,968 $62,410,000 77,454
   ENVESTNET ASSET MANAGEMENT INC 620 - 2024-03-31 596,040 $55,938,000 56,239
   ROYAL BANK OF CANADA 910 - 2024-03-31 334,501 $31,393,000 -2,439
   CREATIVE PLANNING 263 - 2024-03-31 214,869 $20,165,000 -11,538
   FMR LLC 1622 - 2024-03-31 214,173 $20,100,000 45,306
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 320 - 2024-03-31 213,872 $20,072,000 11,912
   HANSON MCCLAIN, INC. 77 - 2024-03-31 191,218 $17,946,000 8,531
   GeoWealth Management LLC 34 - 2024-03-31 181,421 $17,026,000 178,787
   First Ascent Asset Management LLC 16 - 2023-12-31 170,114 $14,354,000 29,161
   PRINCIPAL FINANCIAL GROUP INC 1238 - 2024-03-31 122,789 $11,524,000 0
   WEALTHSOURCE PARTNERS LLC 35 - 2023-12-31 99,750 $8,417,000 -6,063
   One Wealth Advisors LLC 21 - 2024-03-31 89,106 $8,363,000 -8,468
   Ellevest Inc. 27 - 2024-03-31 83,107 $7,800,000 6,222
   BANK OF AMERICA CORP /DE/ 2722 - 2024-03-31 74,952 $7,034,000 -107
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 58 - 2024-03-31 73,938 $6,939,000 -9,599
   W ADVISORS LLC 3 - 2024-03-31 72,858 $6,838,000 -3,250
   RPg Family Wealth Advisory LLC 14 - 2024-03-31 72,418 $6,796,000 3,091
   Integrated Wealth Concepts LLC 249 - 2024-03-31 57,403 $5,387,000 -3,017
   COMMONWEALTH EQUITY SERVICES LLC. 1111 - 2024-03-31 57,327 $5,380,000 6,019
   Aptus Capital Advisors LLC 190 *New 2024-03-31 42,514 $3,990,000 42,514
   BLUESTEM FINANCIAL ADVISORS LLC 10 - 2024-03-31 39,162 $3,675,000 -480
   Robertson Stephens Wealth Management LLC 99 - 2024-03-31 36,293 $3,406,000 756
   CITADEL ADVISORS LLC 1990 - 2024-03-31 35,466 $3,328,000 -4,830
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1429 - 2024-03-31 29,429 $2,762,000 -12,064
   CI Private Wealth LLC 899 - 2024-03-31 28,623 $2,686,000 -1,086
   BFSG LLC 89 - 2024-03-31 28,442 $2,669,000 -33
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1089 - 2024-03-31 28,413 $2,667,000 24,408
   GOLDMAN SACHS GROUP INC/ 2993 - 2024-03-31 27,996 $2,627,000 22,068
   Kingsview Wealth Management LLC 271 - 2024-03-31 27,725 $2,602,000 10,164
   FLOW TRADERS U.S. LLC 157 - 2024-03-31 24,446 $2,294,000 8,271
   Brookstone Capital Management 341 - 2024-03-31 22,879 $2,147,000 -1,358
   Advisor Group Holdings Inc. 1645 - 2024-03-31 22,707 $2,133,000 -2,779
   LPL FINANCIAL CORP 2474 - 2024-03-31 22,079 $2,072,000 719
   Omega Financial Group LLC 35 - 2024-03-31 20,976 $1,969,000 -2,653
   Keebeck Wealth Management LLC 95 - 2024-03-31 20,793 $1,951,000 -10,231
   KICKSTAND VENTURES LLC. 41 - 2024-03-31 19,159 $1,798,000 -2,749
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 840 - 2024-03-31 18,386 $1,726,000 -489
   RETIREMENT CAPITAL STRATEGIES 30 - 2024-03-31 18,105 $1,699,000 -11,946
   Resources Investment Advisors Inc. 384 - 2024-03-31 17,344 $1,628,000 -108
   CFS Investment Advisory Services LLC 61 - 2024-03-31 17,288 $1,622,000 -655
   Cypress Wealth Services LLC 60 - 2024-03-31 16,936 $1,589,000 -54
   Steward Partners Investment Advisory LLC 656 - 2024-03-31 16,387 $1,538,000 0
   MATHER GROUP, INC. 175 - 2024-03-31 17,669 $1,491,000 0
   Friedenthal Financial 22 - 2024-03-31 15,835 $1,486,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1870 - 2024-03-31 14,298 $1,342,000 -3,366
   My Legacy Advisors LLC 55 - 2023-12-31 15,449 $1,313,000 -385
   MISSION WEALTH MANAGEMENT LLC 245 *New 2024-03-31 12,698 $1,192,000 12,698
   Private Ocean LLC 57 - 2024-03-31 12,608 $1,183,000 17
   WELLS FARGO & CO/MN 2928 - 2024-03-31 12,038 $1,130,000 -3,496
   Orgel Wealth Management LLC 42 - 2024-03-31 11,721 $1,100,000 -6
   Csenge Advisory Group 257 - 2024-03-31 10,980 $1,030,000 -159
   Values Added Financial LLC 27 - 2024-03-31 10,612 $996,000 0
   Compass Ion Advisors LLC 95 - 2024-03-31 9,600 $901,000 0
   SNS Financial Group LLC 89 - 2024-03-31 9,502 $892,000 -305
   One Capital Management LLC 189 - 2024-03-31 8,926 $838,000 0
   TOWNSQUARE CAPITAL LLC 713 - 2024-03-31 8,562 $804,000 -3,137
   PARK AVENUE SECURITIES LLC 764 - 2024-03-31 8,437 $792,000 -306
   Private Advisor Group LLC 1272 - 2024-03-31 8,398 $788,000 -260
   BLAIR WILLIAM & CO/IL 944 - 2024-03-31 8,386 $787,000 -84
   H D Vest Advisory Services 848 - 2024-03-31 8,248 $774,000 0
   Stratos Wealth Partners LTD. 739 - 2024-03-31 8,023 $753,000 -111
   We Are One Seven LLC 416 - 2024-03-31 8,026 $753,000 44
   Wealth Alliance 205 - 2024-03-31 7,599 $713,000 -6,089
   TCWP LLC 15 - 2024-03-31 7,528 $707,000 0
   PRIVATE CAPITAL MANAGEMENT LLC 75 - 2024-03-31 7,469 $701,000 367
   CAPTRUST FINANCIAL ADVISORS 1348 - 2024-03-31 6,896 $647,000 -689
   Farther Finance Advisors LLC 339 - 2024-03-31 6,655 $625,000 -49
   IMS CAPITAL MANAGEMENT 79 - 2023-12-31 7,180 $606,000 0
   Charter Oak Capital Management LLC 100 - 2024-03-31 6,240 $586,000 0
   BEACON FINANCIAL GROUP 201 - 2024-03-31 6,188 $581,000 -500
   CI INVESTMENTS INC 461 - 2024-03-31 6,194 $581,000 225
   Shared Vision Wealth Group LLC 40 - 2024-03-31 5,991 $562,000 -26
   Aries Wealth Management 118 *New 2024-03-31 5,976 $561,000 5,976
   True Link Financial Advisors LLC 39 - 2024-03-31 5,926 $556,000 -650
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1214 - 2023-09-30 7,231 $545,000 -1,610
   DHK Financial Advisors Inc. 59 - 2024-03-31 5,705 $535,000 14
   GenTrust LLC 96 - 2024-03-31 5,675 $533,000 0
   Wealthcare Advisory Partners LLC 526 - 2024-03-31 5,524 $518,000 -723
   Cetera Investment Advisers 2594 *New 2024-03-31 5,243 $492,000 5,243
   FIRETHORN WEALTH PARTNERS LLC 82 - 2024-03-31 5,124 $481,000 -716
   AGF MANAGEMENT LTD 583 - 2024-03-31 5,100 $479,000 0
   SkyView Investment Advisors LLC 193 *New 2024-03-31 5,071 $470,000 5,071
   WHARTON BUSINESS GROUP, LLC 97 - 2024-03-31 4,990 $468,000 -490
   UNITED ASSET STRATEGIES, INC. 193 - 2024-03-31 4,690 $440,000 16
   FINANCIAL NETWORK 2004 - 2024-03-31 4,683 $440,000 39
   Mutual Advisors LLC 727 *New 2024-03-31 4,673 $439,000 4,673
   EverSource Wealth Advisors LLC 263 - 2024-03-31 5,193 $438,000 0
   High Falls Advisors Inc 67 - 2024-03-31 4,643 $436,000 -170
   Change Path LLC 605 - 2024-03-31 4,645 $436,000 -1,197
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 111 - 2024-03-31 4,611 $433,000 -16,140
   IEQ CAPITAL LLC 685 - 2024-03-31 4,490 $421,000 -187
   KB FINANCIAL PARTNERS LLC 112 - 2023-09-30 5,441 $410,000 -30
   Laurel Wealth Advisors Inc. 425 - 2022-12-31 5,828 $386,000 -429
   STIFEL FINANCIAL CORP 2741 - 2024-03-31 4,092 $384,000 4
   Stratos Wealth Advisors LLC 511 - 2024-03-31 4,094 $384,000 23
   Better Money Decisions LLC 46 *New 2024-03-31 3,957 $371,000 3,957
   Affinity Capital Advisors LLC 110 - 2024-03-31 3,813 $358,000 0
   Mayflower Financial Advisors LLC 256 - 2024-03-31 3,799 $357,000 -1,122
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us