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Get Institutions for : 
Ishares Esg Advanced Total Usd Bond Market Etf (EUSB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 132    2
Total shares held : 
 11,315,723  
% of shares held : 
 12.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -33  
Amount of shares held : 
 -1,472,348  
% of shares held change : 
   -1.64%  
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 :
14
 274,092
 2.42%
 
Increased Positions :
36
 384,610
 3.4%
 
Unchanged Positions :
15
 319,860
 2.83%
 
Decreased Positions :
67
-1,731,878
-15.31%
 
Closed Positions :
16
-399,172
-3.53%
 
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
   Envestnet Portfolio Solutions Inc. 105 - 2024-03-31 631,524 $27,048,000 -5,621
   Balanced Rock Investment Advisor 1 - 2024-03-31 206,933 $8,863,000 -4,512
   Advisor Group Holdings Inc. 893 - 2024-03-31 149,415 $6,399,000 -117,471
   ADVISORY SERVICES NETWORK, LLC 186 - 2024-03-31 132,546 $5,677,000 -284
   THRIVENT FINANCIAL FOR LUTHERANS 915 - 2024-03-31 93,396 $4,000,000 -2,332
   Atria Wealth Solutions Inc. 516 - 2024-03-31 64,869 $2,778,000 -1,966
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1817 - 2024-03-31 44,577 $1,909,000 -47,446
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1480 - 2024-03-31 33,176 $1,421,000 -2,282
   WEALTHSOURCE PARTNERS LLC 163 - 2023-12-31 31,888 $1,379,000 -18,103
   MORNINGSTAR INVESTMENT SERVICES, INC. 197 - 2024-03-31 20,211 $866,000 -8,396
   DFPG INVESTMENTS INC. 316 - 2023-12-31 15,989 $690,000 -2,026
   Patriot Financial Group Insurance Agency LLC 210 - 2024-03-31 15,905 $681,000 -1,691
   Brookstone Capital Management 558 - 2024-03-31 15,620 $669,000 -923
   Carr Financial Group Corp 84 - 2024-03-31 14,314 $613,000 -8,128
   Shared Vision Wealth Group LLC 44 - 2024-03-31 11,570 $496,000 -2,270
   Goldstein Advisors LLC 92 - 2024-03-31 9,478 $406,000 -8
   Integrated Wealth Concepts LLC 1214 - 2024-03-31 8,331 $357,000 -397
   H D Vest Advisory Services 1210 - 2024-03-31 8,244 $353,000 -363
   BARTLETT & CO. LLC 414 - 2023-12-31 6,762 $293,000 -1,045
   Optas LLC 146 - 2024-03-31 6,774 $290,000 -109
   Williams Financial LLC 14 - 2024-03-31 6,364 $273,000 -1,253
   Venturi Wealth Management LLC 326 - 2024-03-31 5,948 $255,000 -520
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 478 - 2024-03-31 4,792 $205,000 -346
   PRINCIPAL SECURITIES INC. 1108 - 2024-03-31 3,612 $155,000 -468
   CWM LLC 2511 - 2024-03-31 825 $35,000 -9,836
   Sugarloaf Wealth Management LLC 390 - 2024-03-31 524 $22,000 -1,218
   FRANKLIN RESOURCES INC 2686 - 2024-03-31 380 $16,000 -98
  27 Records found
  1    
  Page 1 of 1
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