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Get Institutions for : 
Ishares Esg Usd Corporate Bond (SUSC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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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: 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
   UMB BANK N A/MO 333 - 2024-03-31 43,106 $991,000 0
   PAYDEN & RYGEL 106 - 2023-12-31 30,697 $714,000 0
   PAYDENFUNDS 98 - 2024-03-31 30,697 $706,000 0
   MA Private Wealth 46 - 2024-03-31 30,279 $696,000 0
   STOCK YARDS BANK & TRUST CO 261 - 2024-03-31 25,945 $596,000 0
   WHITTIER TRUST CO 496 - 2024-03-31 20,866 $480,000 0
   Retirement Income Solutions Inc 80 - 2024-03-31 20,818 $479,000 0
   Wells Financial Advisors INC 31 - 2024-03-31 20,535 $472,000 0
   CIBC WORLD MARKETS INC. 936 - 2024-03-31 20,000 $460,000 0
   RAYMOND JAMES TRUST CO 786 - 2024-03-31 18,806 $432,000 0
   PRINCIPAL SECURITIES INC. 1050 - 2024-03-31 7,601 $175,000 0
   Qube Research & Technologies Ltd 2913 - 2024-03-31 3,231 $74,000 0
   Milestone Investment Advisors LLC 95 - 2024-03-31 3,000 $69,000 0
   Global Retirement Partners LLC 1379 - 2024-03-31 2,268 $52,000 0
   GPS Wealth Strategies Group LLC 527 - 2024-03-31 2,046 $47,000 0
   Archer Investment Corp 406 - 2024-03-31 2,016 $46,000 0
   BANGOR SAVINGS BANK 362 - 2024-03-31 893 $21,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 607 - 2022-12-31 850 $19,000 0
   NBT BANK N A /NY 463 - 2024-03-31 512 $12,000 0
   WHITTIER TRUST CO OF NEVADA INC 953 - 2024-03-31 434 $10,000 0
   Community Bank N.A. 347 - 2024-03-31 375 $9,000 0
   Annis Gardner Whiting Capital Advisors LLC 684 - 2024-03-31 376 $9,000 0
   JONES FINANCIAL COMPANIES LLLP 1132 - 2024-03-31 292 $7,000 0
   BARRETT & COMPANY INC. 552 - 2024-03-31 58 $1,000 0
   Bogart Wealth LLC 1001 - 2024-03-31 33 $1,000 0
   IAG Wealth Partners LLC 459 *Closed 2024-03-31 0 $0 0
   VisionPoint Advisory Group LLC 790 - 2024-03-31 2 $0 0
  27 Records found
  1    
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