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Get Institutions for : 
Ishares Esg Msci Usa Leaders Etf (SUSL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Aptus Capital Advisors LLC 190 *New 2024-03-31 42,514 $3,990,000 42,514
   MISSION WEALTH MANAGEMENT LLC 245 *New 2024-03-31 12,698 $1,192,000 12,698
   Aries Wealth Management 118 *New 2024-03-31 5,976 $561,000 5,976
   Cetera Investment Advisers 2594 *New 2024-03-31 5,243 $492,000 5,243
   SkyView Investment Advisors LLC 193 *New 2024-03-31 5,071 $470,000 5,071
   Mutual Advisors LLC 727 *New 2024-03-31 4,673 $439,000 4,673
   Better Money Decisions LLC 46 *New 2024-03-31 3,957 $371,000 3,957
   PFG Investments LLC 750 *New 2024-03-31 3,083 $289,000 3,083
   Hoxton Planning & Management LLC 153 *New 2024-03-31 2,245 $211,000 2,245
   Horizon Wealth Management LLC 77 *New 2024-03-31 2,214 $208,000 2,214
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 477 *New 2024-03-31 2,200 $206,000 2,200
   Fernwood Investment Management LLC 485 *New 2024-03-31 171 $16,000 171
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1873 *New 2024-03-31 1 $0 1
  13 Records found
  1    
  Page 1 of 1
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