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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
   GOLDMAN SACHS GROUP INC/ 870 - 2024-03-31 2,597,924 $63,597,000 17,795
   MORGAN STANLEY 2366 - 2024-03-31 1,093,695 $26,774,000 18,130
   First Pacific Financial 7 - 2024-03-31 749,429 $18,346,000 44,430
   Acorns Advisers LLC 21 - 2024-03-31 589,367 $14,428,000 40,966
   COMMONWEALTH EQUITY SERVICES LLC. 630 - 2024-03-31 580,967 $14,222,000 24,630
   MODERA WEALTH MANAGEMENT, LLC 105 - 2024-03-31 443,285 $10,852,000 11,759
   Baird Financial Group Inc. 487 - 2024-03-31 380,906 $9,325,000 8,586
   SAVANT CAPITAL MANAGEMENT INC 140 - 2024-03-31 346,495 $8,482,000 48,960
   EASTERN BANK 79 - 2024-03-31 343,097 $8,399,000 148,874
   ALESCO ADVISORS LLC 31 - 2024-03-31 341,065 $8,349,000 2,810
   HANSON MCCLAIN, INC. 131 - 2024-03-31 335,832 $8,221,000 31,608
   YCMNET ADVISORS INC 76 - 2024-03-31 331,269 $8,109,000 3,397
   Dynamic Advisors Solutions LLC 119 - 2024-03-31 263,649 $6,454,000 16,994
   ST GERMAIN D J CO INC 89 - 2024-03-31 220,800 $5,405,000 17,636
   Advisor Group Holdings Inc. 988 - 2024-03-31 220,088 $5,388,000 5,538
   NORTHERN TRUST CORP 2403 - 2024-03-31 217,963 $5,336,000 113,403
   Apella Capital LLC 66 - 2024-03-31 203,375 $4,958,000 24,343
   Wescott Financial Advisory Group LLC 33 - 2024-03-31 181,210 $4,436,000 10,579
   MATHER GROUP, INC. 98 - 2024-03-31 180,192 $4,411,000 234
   FINANCIAL ENGINES ADVISORS L.L.C. 119 - 2024-03-31 172,852 $4,231,000 17,281
   SEEDS INVESTOR LLC 3 - 2024-03-31 167,591 $4,103,000 17,102
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 528 - 2024-03-31 151,881 $3,718,000 13,594
   HARBOUR INVESTMENTS INC. 133 - 2023-12-31 142,216 $3,481,000 7,503
   Arlington Financial Advisors LLC 36 - 2024-03-31 138,787 $3,398,000 10,238
   FIDUCIARY TRUST CO 198 - 2024-03-31 133,992 $3,280,000 7,130
   Colorado Capital Management Inc. 22 - 2024-03-31 121,870 $2,983,000 32,778
   CI Private Wealth LLC 853 - 2024-03-31 119,644 $2,929,000 50,980
   Charter Oak Capital Management LLC 36 - 2024-03-31 99,529 $2,436,000 1,815
   IMPACTfolio LLC 11 - 2024-03-31 98,675 $2,416,000 5,192
   Baldrige Asset Management LLC 28 - 2023-03-31 94,451 $2,272,000 1,115
   Klaas Financial Asset Advisors LLC 25 - 2024-03-31 92,633 $2,268,000 5,897
   HALBERT, HARGROVE/RUSSELL LLC 30 - 2024-03-31 91,483 $2,239,000 4,342
   FRANKLIN RESOURCES INC 1605 - 2024-03-31 80,851 $1,979,000 446
   Cetera Investment Advisers 1557 - 2024-03-31 79,513 $1,946,000 47,857
   REGATTA CAPITAL GROUP LLC 50 - 2024-03-31 73,661 $1,803,000 4,642
   Grubman Wealth Management 30 - 2024-03-31 66,767 $1,634,000 4,144
   BARTLETT & CO. WEALTH MANAGEMENT LLC 216 - 2024-03-31 65,693 $1,608,000 1,817
   ADVISORY SERVICES NETWORK, LLC 528 - 2024-03-31 64,471 $1,578,000 3,528
   BARTLETT & CO. LLC 227 - 2023-12-31 63,876 $1,564,000 1,762
   Sowell Financial Services LLC 274 - 2024-03-31 62,346 $1,526,000 21,332
   Sequoia Financial Advisors LLC 377 - 2024-03-31 61,979 $1,517,000 11,991
   One Capital Management LLC 157 - 2024-03-31 61,906 $1,515,000 23
   J P MORGAN CHASE & CO 3161 - 2024-03-31 58,837 $1,440,000 21,663
   STIFEL FINANCIAL CORP 1989 - 2024-03-31 55,891 $1,368,000 934
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 515 - 2024-03-31 50,571 $1,238,000 9,533
   WADE G W & INC 207 - 2023-12-31 50,330 $1,232,000 11,704
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1137 - 2024-03-31 50,149 $1,228,000 1,061
   Equitable Holdings Inc. 567 - 2024-03-31 49,635 $1,215,000 3,449
   Leonard Rickey Investment Advisors P.L.L.C. 32 - 2024-03-31 49,290 $1,207,000 439
   BANK OF MONTREAL /CAN/ 1595 - 2024-03-31 48,906 $1,198,000 34,991
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2034 - 2024-03-31 41,697 $1,021,000 6,645
   Envestnet Portfolio Solutions Inc. 836 - 2024-03-31 41,257 $1,010,000 26,902
   BLAIR WILLIAM & CO/IL 865 - 2024-03-31 40,893 $1,001,000 3,893
   Valeo Financial Advisors LLC 243 - 2024-03-31 40,282 $977,000 1,193
   Garrett Investment Advisors LLC 153 - 2024-03-31 37,050 $907,000 29
   GRAND WEALTH MANAGEMENT LLC 24 - 2024-03-31 36,568 $895,000 1,106
   ALBION FINANCIAL GROUP /UT 117 - 2024-03-31 35,619 $872,000 13,106
   BOSTON FINANCIAL MANGEMENT INC /MA 209 - 2024-03-31 33,675 $824,000 1,080
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 99 - 2024-03-31 31,800 $778,000 200
   Level Financial Advisors Inc. 43 - 2024-03-31 29,920 $732,000 1,232
   Buckingham Strategic Partners 296 - 2024-03-31 28,402 $695,000 4,708
   MCKINLEY CARTER WEALTH SERVICES, INC. 198 - 2024-03-31 23,781 $582,000 909
   SUMMIT INVESTMENT ADVISORS INC 780 - 2024-03-31 22,385 $548,000 419
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 279 - 2024-03-31 22,247 $545,000 759
   MML INVESTORS SERVICES LLC 1746 - 2024-03-31 21,922 $537,000 4,965
   ARROW FINANCIAL CORP 124 - 2024-03-31 21,830 $534,000 2,650
   Goss Wealth Management LLC 1313 - 2024-03-31 21,240 $520,000 7,917
   Tradition Wealth Management LLC 219 - 2024-03-31 20,735 $508,000 319
   RFG Advisory Group LLC 499 - 2024-03-31 20,529 $503,000 246
   Kestra Advisory Services LLC 1669 - 2024-03-31 19,932 $488,000 1,584
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 834 - 2024-03-31 19,799 $485,000 945
   PRESILIUM PRIVATE WEALTH LLC 54 - 2024-03-31 19,663 $481,000 3,534
   Rehmann Capital Advisory Group 343 - 2024-03-31 18,351 $449,000 63
   Ameritas Advisory Services LLC 598 - 2024-03-31 17,327 $424,000 17,327
   Shotwell Rutter Baer Inc 12 - 2024-03-31 17,285 $421,000 252
   NOTTINGHAM ADVISORS INC 95 - 2024-03-31 16,939 $415,000 493
   CX Institutional 391 - 2024-03-31 16,904 $413,000 2,112
   Blue Edge Capital LLC 100 - 2024-03-31 16,030 $392,000 1,674
   Private Advisor Group LLC 1669 - 2024-03-31 15,765 $386,000 210
   Ally Invest Advisors Inc. 50 - 2024-03-31 15,744 $385,000 2,457
   Continuum Advisory LLC 264 - 2024-03-31 15,114 $368,000 3,480
   PFG Advisors 478 - 2024-03-31 14,710 $360,000 3,421
   TRUEFG LLC 37 - 2024-03-31 14,108 $345,000 730
   Betterment LLC 299 - 2024-03-31 13,587 $333,000 1,083
   BUCKINGHAM CAPITAL MANAGEMENT, INC. 112 - 2024-03-31 13,300 $326,000 3,028
   Streettalk Advisors LLC 340 - 2024-03-31 13,095 $321,000 72
   Sigma Planning Corp 928 - 2024-03-31 12,931 $317,000 12,931
   RHS Financial LLC 89 - 2024-03-31 12,417 $304,000 1,470
   VALLEY NATIONAL ADVISERS INC 208 - 2024-03-31 12,418 $303,000 1,403
   GOULD ASSET MANAGEMENT LLC /CA/ 125 - 2024-03-31 12,305 $301,000 1,370
   Fingerlakes Wealth Management Inc. 75 - 2024-03-31 11,426 $280,000 154
   WCG Wealth Advisors LLC 249 - 2024-03-31 11,450 $280,000 653
   LexAurum Advisors LLC 234 - 2024-03-31 11,299 $277,000 703
   Kelman-Lazarov Inc. 92 - 2024-03-31 10,381 $254,000 721
   US FINANCIAL ADVISORS LLC 71 - 2024-03-31 9,705 $238,000 1,088
   Western Wealth Management LLC 574 - 2024-03-31 9,738 $238,000 1,234
   EDMOND DE ROTHSCHILD HOLDING S.A. 375 - 2024-03-31 9,184 $225,000 1,429
   4Thought Financial Group Inc. 45 - 2024-03-31 8,865 $217,000 4,487
   Evergreen Private Wealth LLC 72 - 2024-03-31 7,585 $186,000 495
   PROEQUITIES INC. 731 - 2024-03-31 6,836 $167,000 667
  100 Records found
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