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Get Institutions for : 
Ishares Esg 1 To 5 Year Usd Corporate Bond (SUSB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 251    6
Total shares held : 
 23,265,026  
% of shares held : 
 60.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 889,857  
% of shares held change : 
   2.32%  
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 :
15
 248,632
 1.07%
 
Increased Positions :
91
 2,094,655
 9%
 
Unchanged Positions :
45
 916,219
 3.94%
 
Decreased Positions :
100
-1,080,452
-4.64%
 
Closed Positions :
21
-372,978
-1.6%
 
Guru Positions :
1
151,881
 0.65%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   COLONY GROUP, LLC 502 *New 2024-03-31 74,516 $1,805,000 74,516
   Abacus Wealth Partners LLC 21 *New 2024-03-31 71,816 $1,758,000 71,816
   Ethic Inc. 420 *New 2024-03-31 71,816 $1,758,000 71,816
   iA Global Asset Management Inc. 370 *New 2024-03-31 37,200 $911,000 37,200
   Portfolio Strategies Inc. 66 *New 2024-03-31 20,748 $508,000 20,748
   MARINER WEALTH ADVISORS, LLC 2102 *New 2024-03-31 18,404 $451,000 18,404
   Idaho Trust Bank 75 *New 2024-03-31 11,426 $280,000 11,426
   H D Vest Advisory Services 1345 *New 2024-03-31 11,184 $274,000 11,184
   HRT FINANCIAL LLC 1574 *New 2024-03-31 9,733 $238,000 9,733
   Exchange Bank 104 *New 2024-03-31 9,461 $232,000 9,461
   TD Waterhouse Canada Inc. 784 *New 2024-03-31 7,600 $185,000 7,600
   Atlantic Trust Group LLC 1808 *New 2024-03-31 1,470 $36,000 1,470
   Spire Wealth Management 1576 *New 2024-03-31 645 $16,000 645
   Keener Financial Planning LLC 158 *New 2024-03-31 336 $9,000 336
   WOODMONT INVESTMENT COUNSEL LLC 351 *New 2024-03-31 178 $4,000 178
   Burleson & Company LLC 358 *New 2022-12-31 30 $1,000 30
   CREATIVE FINANCIAL DESIGNS INC /ADV 1634 *New 2024-03-31 8 $0 8
  17 Records found
  1    
  Page 1 of 1
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