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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: 
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
   Empower Advisory Group LLC 115 - 2024-03-31 939,810 $44,068,000 -2,765
   BANK OF NEW YORK MELLON CORP 2503 - 2024-03-31 72,250 $3,388,000 -692
   UBS Group AG 2546 - 2024-03-31 69,927 $3,279,000 -11,453
   Envestnet Portfolio Solutions Inc. 696 - 2024-03-31 34,704 $1,627,000 -556
   HIGHTOWER ADVISORS, LLC 1543 - 2024-03-31 32,462 $1,525,000 -1,711
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1931 - 2024-03-31 25,881 $1,214,000 -1,525
   Walkner Condon Financial Advisors LLC 97 - 2024-03-31 21,076 $988,000 -1,003
   Advisor Group Holdings Inc. 2343 - 2024-03-31 20,731 $972,000 -7,242
   Blue Barn Wealth LLC 38 - 2024-03-31 19,118 $896,000 -42
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 135 - 2024-03-31 18,878 $885,000 -110
   Dynamic Advisors Solutions LLC 491 - 2024-03-31 16,656 $781,000 -94
   Better Money Decisions LLC 31 - 2024-03-31 14,974 $702,000 -659
   FINANCIAL ARCHITECTS INC 176 - 2023-06-30 14,753 $687,000 -992
   Cardinal Point Wealth Management Partners LLC 45 - 2023-03-31 13,359 $629,000 -76
   Brio Consultants LLC 69 - 2024-03-31 12,098 $567,000 -79
   Cardinal Point Capital Management ULC 48 - 2024-03-31 9,994 $469,000 -400
   PrairieView Partners LLC 85 - 2024-03-31 9,085 $426,000 -1,047
   RETIREMENT CAPITAL STRATEGIES 54 - 2024-03-31 8,065 $378,000 -4,534
   Kestra Advisory Services LLC 1883 - 2024-03-31 7,423 $348,000 -373
   KilterHowling LLC 40 - 2024-03-31 5,271 $247,000 -143
   Beacon Pointe Advisors LLC 1202 - 2024-03-31 4,665 $219,000 -538
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2960 - 2024-03-31 4,508 $211,000 -838
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2167 - 2024-03-31 4,317 $202,000 -3,744
   Clarity Asset Management Inc. 36 - 2024-03-31 3,588 $168,000 -55
   NATIONAL BANK OF CANADA /FI/ 1764 - 2024-03-31 555 $26,000 -611
   Mascoma Wealth Management LLC 323 - 2024-03-31 198 $9,000 -295
   Dunhill Financial LLC 522 - 2024-03-31 32 $2,000 -598
   WELLS FARGO & CO/MN 5971 - 2024-03-31 0 $0 -24

  28 Records found
  1    
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