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Get Institutions for : 
Ishares Global Green Bond Etf (BGRN)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 96    7
Total shares held : 
4,591,367  
% of shares held : 
19.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
-37,994  
% of shares held change : 
  -0.16%  
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 :
4
 5,893
 0.13%
 
Increased Positions :
37
 320,648
 6.98%
 
Unchanged Positions :
25
 195,251
 4.25%
 
Decreased Positions :
30
-153,080
-3.33%
 
Closed Positions :
11
-211,455
-4.61%
 
Guru Positions :
0
 0%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   HSBC HOLDINGS PLC 989 - 2024-03-31 77,900 $3,653,000 0
   Bank Julius Baer & Co. Ltd Zurich 214 - 2024-03-31 58,200 $2,729,000 0
   Carr Financial Group Corp 74 - 2024-03-31 14,616 $685,000 0
   Tanager Wealth Management LLP 52 - 2024-03-31 10,595 $497,000 0
   LFA - Lugano Financial Advisors SA 55 - 2024-03-31 5,959 $279,000 0
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 481 - 2024-03-31 4,340 $204,000 0
   Emerald Investment Partners LLC 308 - 2024-03-31 2,484 $116,000 0
   Sachetta LLC 193 - 2024-03-31 1,940 $92,000 0
   Hartland & Co. LLC 647 - 2024-03-31 1,727 $80,000 0
   BBJS FINANCIAL ADVISORS LLC 64 - 2024-03-31 1,100 $52,000 0
   WFA of San Diego LLC 172 - 2023-09-30 1,112 $50,000 0
   SMITHFIELD TRUST CO 594 - 2024-03-31 920 $43,000 0
   Archer Investment Corp 509 - 2024-03-31 463 $22,000 0
   HANSON MCCLAIN, INC. 1869 - 2024-03-31 339 $16,000 0
   Steward Partners Investment Advisory LLC 2779 - 2024-03-31 213 $10,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 972 - 2024-03-31 115 $5,000 0
   Baldrige Asset Management LLC 287 - 2023-03-31 110 $5,000 0
   BARTLETT & CO. LLC 1036 - 2023-12-31 115 $5,000 0
   Signature Resources Capital Management LLC 292 - 2024-03-31 55 $3,000 0
   Larson Financial Group LLC 1344 - 2024-03-31 42 $2,000 0
   Coston McIsaac & Partners 541 - 2024-03-31 38 $1,000 0
   J P MORGAN CHASE & CO 5568 - 2024-03-31 1 $0 0
   Global Wealth Strategies & Associates 331 - 2024-03-31 0 $0 0
   Bell Investment Advisors Inc 1890 - 2024-03-31 10 $0 0
   PROEQUITIES INC. 7887 - 2024-03-31 0 $0 0

  25 Records found
  1    
  Page 1 of 1
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