Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Esg Usd Corporate Bond (SUSC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 231    16
Total shares held : 
 41,357,542  
% of shares held : 
 45.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   91  
Amount of shares held : 
 1,673,024  
% of shares held change : 
   1.86%  
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 :
28
 1,040,379
 2.52%
 
Increased Positions :
124
 3,479,002
 8.41%
 
Unchanged Positions :
30
 921,633
 2.23%
 
Decreased Positions :
49
-2,640,760
-6.39%
 
Closed Positions :
12
-205,597
-0.5%
 
Guru Positions :
1
934,334
 2.26%
 
View holdings for period: 3-31-2022 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 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
   ENVESTNET ASSET MANAGEMENT INC 275 - 2024-03-31 7,874,229 $181,029,000 1,278,623
   Envestnet Portfolio Solutions Inc. 61 - 2024-03-31 2,631,577 $60,500,000 247,055
   J P MORGAN CHASE & CO 1140 - 2024-03-31 2,314,871 $53,219,000 135,274
   Wealthfront Advisers LLC 48 - 2024-03-31 2,056,080 $47,269,000 268,082
   BABSON CAPITAL MANAGEMENT LLC 22 - 2024-03-31 1,047,966 $24,093,000 484,452
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 328 - 2024-03-31 934,334 $21,480,000 100,967
   CREATIVE PLANNING 250 - 2024-03-31 930,657 $21,396,000 123,376
   LPL FINANCIAL CORP 918 - 2024-03-31 927,119 $21,314,000 46,437
   Acorns Advisers LLC 19 - 2024-03-31 898,392 $20,654,000 61,735
   MORGAN STANLEY 2657 - 2024-03-31 883,919 $20,321,000 132,538
   Betterment LLC 67 - 2024-03-31 670,565 $15,416,000 53,770
   Cetera Investment Advisers 533 - 2024-03-31 596,383 $13,711,000 283,622
   PARK AVENUE SECURITIES LLC 93 - 2024-03-31 544,861 $12,526,000 72,048
   MML INVESTORS SERVICES LLC 391 - 2024-03-31 462,512 $10,633,000 66,917
   UBS Group AG 1647 - 2024-03-31 408,479 $9,391,000 20,838
   IMPACTfolio LLC 6 - 2024-03-31 343,427 $7,895,000 21,027
   WELLS FARGO & CO/MN 1702 - 2024-03-31 336,165 $7,728,000 54,215
   One Wealth Advisors LLC 23 - 2024-03-31 326,221 $7,500,000 42,607
   BANK OF AMERICA CORP /DE/ 2685 - 2024-03-31 322,973 $7,425,000 21,746
   FINANCIAL ENGINES ADVISORS L.L.C. 101 - 2024-03-31 255,266 $5,869,000 37,767
   FMR LLC 1929 - 2024-03-31 241,250 $5,546,000 84,954
   Atria Wealth Solutions Inc. 316 - 2024-03-31 232,056 $5,335,000 23,192
   DOHJ LLC 23 - 2024-03-31 194,530 $4,472,000 53,176
   FINANCIAL NETWORK 703 - 2024-03-31 179,233 $4,121,000 4,693
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 866 - 2024-03-31 175,496 $4,035,000 19,642
   PUTNAM FL INVESTMENT MANAGEMENT CO 167 - 2024-03-31 165,148 $3,797,000 100,177
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 469 - 2024-03-31 161,690 $3,717,000 19,471
   Horst & Graben Wealth Management LLC 23 - 2024-03-31 158,818 $3,651,000 27,468
   Equitable Holdings Inc. 325 - 2024-03-31 141,450 $3,252,000 23,272
   WESBANCO BANK INC 148 - 2024-03-31 136,736 $3,144,000 7,302
   THRIVENT FINANCIAL FOR LUTHERANS 1063 - 2024-03-31 131,357 $3,020,000 16,940
   Sharkey Howes & Javer 39 - 2024-03-31 121,661 $2,797,000 3,010
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 381 - 2024-03-31 112,841 $2,594,000 8,361
   ADVISORY SERVICES NETWORK, LLC 380 - 2024-03-31 110,717 $2,545,000 1,931
   Perigon Wealth Management LLC 222 - 2024-03-31 110,263 $2,535,000 25,907
   JANNEY MONTGOMERY SCOTT LLC 1056 - 2024-03-31 105,057 $2,415,000 30,802
   Vontobel Holding Ltd. 415 - 2024-03-31 103,293 $2,375,000 6,204
   MULTIFINANCIAL SECURITIES CORP 750 - 2024-03-31 100,212 $2,304,000 56,166
   Klaas Financial Asset Advisors LLC 24 - 2024-03-31 98,730 $2,270,000 6,025
   HSBC HOLDINGS PLC 1138 - 2024-03-31 98,209 $2,258,000 292
   Summit Wealth Group LLC 12 - 2024-03-31 90,335 $2,077,000 18,106
   PRUDENTIAL FINANCIAL INC 1518 - 2024-03-31 77,140 $1,773,000 8,543
   Topel & Distasi Wealth Management LLC 35 - 2024-03-31 66,536 $1,530,000 10,245
   SigFig Wealth Management LLC 92 - 2024-03-31 61,018 $1,403,000 2,888
   Charter Oak Capital Management LLC 57 - 2024-03-31 60,427 $1,389,000 13,790
   Resources Investment Advisors Inc. 418 - 2024-03-31 59,128 $1,359,000 11,496
   SCHMIDT P J INVESTMENT MANAGEMENT INC 61 - 2024-03-31 57,138 $1,314,000 922
   PROFFITT & GOODSON INC 45 - 2024-03-31 56,318 $1,295,000 5,284
   Integrated Wealth Concepts LLC 667 - 2024-03-31 54,295 $1,248,000 7,181
   Emerald Investment Partners LLC 128 - 2024-03-31 52,110 $1,198,000 2,216
   Austin Private Wealth LLC 69 - 2024-03-31 50,597 $1,150,000 10,706
   Steward Partners Investment Advisory LLC 742 - 2024-03-31 49,442 $1,137,000 3,947
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 123 - 2024-03-31 44,535 $1,024,000 5,023
   SageView Advisory Group LLC 197 - 2024-03-31 8,718 $1,002,000 8,718
   We Are One Seven LLC 349 - 2024-03-31 43,209 $993,000 5,557
   TCWP LLC 12 - 2024-03-31 43,208 $993,000 5,556
   Private Wealth Management Group LLC 30 - 2024-03-31 42,150 $969,000 14,094
   Aptus Capital Advisors LLC 388 - 2024-03-31 41,996 $965,000 36,611
   TOWNSQUARE CAPITAL LLC 681 - 2024-03-31 39,284 $903,000 7,598
   Stratos Wealth Advisors LLC 354 - 2024-03-31 38,585 $887,000 1,498
   BB&T CORP 1648 - 2024-03-31 38,130 $877,000 19,697
   Pensionmark Financial Group LLC 157 - 2024-03-31 35,545 $817,000 5,474
   EMPIRICAL FINANCIAL SERVICES, LLC 280 - 2024-03-31 33,164 $762,000 43
   LINCOLN NATIONAL CORP 603 - 2024-03-31 32,811 $754,000 11,047
   Wealth Alliance 199 - 2024-03-31 32,403 $745,000 3,484
   SUMMIT INVESTMENT ADVISORS INC 696 - 2024-03-31 32,140 $739,000 865
   One Wealth Management Investment & Advisory Servic 54 - 2024-03-31 31,655 $728,000 4,238
   H D Vest Advisory Services 878 - 2024-03-31 31,438 $723,000 7,324
   Goss Wealth Management LLC 1143 - 2024-03-31 31,337 $720,000 31,337
   HALBERT, HARGROVE/RUSSELL LLC 49 - 2024-03-31 30,633 $704,000 2,729
   STIFEL FINANCIAL CORP 2412 - 2024-03-31 29,943 $688,000 18,276
   Willow Creek Wealth Management Inc. 68 - 2023-12-31 29,434 $685,000 23
   Van Hulzen Asset Management LLC 207 - 2024-03-31 26,473 $609,000 14,715
   NATIONAL ASSET MANAGEMENT, INC. 718 - 2024-03-31 26,977 $587,000 8,775
   Continuum Advisory LLC 214 - 2024-03-31 24,947 $564,000 5,883
   Aprio Wealth Management LLC 96 - 2024-03-31 24,108 $554,000 24,108
   Neumann Capital Management LLC 74 - 2024-03-31 23,995 $552,000 700
   Venturi Wealth Management LLC 263 - 2024-03-31 22,682 $521,000 2,786
   Farther Finance Advisors LLC 380 - 2024-03-31 22,800 $518,000 683
   Affinity Capital Advisors LLC 91 - 2024-03-31 22,172 $510,000 5,809
   PROEQUITIES INC. 436 - 2024-03-31 22,165 $510,000 8,197
   Evergreen Private Wealth LLC 54 - 2024-03-31 21,745 $500,000 1,963
   Orion Portfolio Solutions LLC 1274 - 2024-03-31 20,783 $478,000 3,998
   Buck Wealth Strategies LLC 60 - 2024-03-31 20,604 $474,000 20,604
   Keystone Financial Services 52 - 2023-12-31 19,869 $462,000 3,327
   LexAurum Advisors LLC 168 - 2024-03-31 19,281 $443,000 1,067
   Buttonwood Financial Group LLC 25 - 2024-03-31 19,222 $442,000 7,713
   US FINANCIAL ADVISORS LLC 54 - 2024-03-31 18,972 $436,000 1,660
   Fingerlakes Wealth Management Inc. 60 - 2024-03-31 18,627 $428,000 225
   Peak Financial Management Inc. 59 - 2024-03-31 18,098 $416,000 2,940
   CI Private Wealth LLC 1715 - 2024-03-31 17,967 $413,000 4,001
   NOTTINGHAM ADVISORS INC 100 - 2024-03-31 17,259 $397,000 132
   KESTRA PRIVATE WEALTH SERVICES LLC 903 - 2024-03-31 16,846 $387,000 65
   Dynamic Advisors Solutions LLC 678 - 2024-03-31 16,810 $386,000 330
   REGAL INVESTMENT ADVISORS, LLC 411 - 2024-03-31 16,375 $376,000 2,699
   MODERA WEALTH MANAGEMENT, LLC 449 - 2024-03-31 15,346 $353,000 341
   Marshall Financial Group LLC 139 - 2024-03-31 15,188 $349,000 1,487
   Strategic Blueprint LLC 457 - 2024-03-31 14,889 $342,000 826
   Ascent Group LLC 418 - 2024-03-31 14,385 $331,000 7
   WEDBUSH MORGAN SECURITIES INC 828 - 2024-03-31 14,181 $326,000 3,364
  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