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Get Institutions for : 
Ishares Esg 1 To 5 Year Usd Corporate Bond (SUSB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 251    6
Total shares held : 
 23,265,026  
% of shares held : 
 60.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 889,857  
% of shares held change : 
   2.32%  
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 :
15
 248,632
 1.07%
 
Increased Positions :
91
 2,094,655
 9%
 
Unchanged Positions :
45
 916,219
 3.94%
 
Decreased Positions :
100
-1,080,452
-4.64%
 
Closed Positions :
21
-372,978
-1.6%
 
Guru Positions :
1
151,881
 0.65%
 
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
   ROYAL BANK OF CANADA 1228 - 2024-03-31 662,879 $16,229,000 -18,872
   PFS INVESTMENTS INC. 103 - 2023-06-30 675,204 $16,144,000 -62,591
   BANK OF NEW YORK MELLON CORP 1791 - 2024-03-31 559,763 $13,703,000 -9,067
   AMERIPRISE FINANCIAL INC 1518 - 2024-03-31 554,677 $13,538,000 -74,691
   ENVESTNET ASSET MANAGEMENT INC 1351 - 2024-03-31 537,913 $13,168,000 -71,465
   LPL FINANCIAL CORP 1157 - 2024-03-31 531,408 $13,009,000 -59,744
   UBS Group AG 1453 - 2024-03-31 519,258 $12,711,000 -67,441
   Private Ocean LLC 15 - 2024-03-31 462,192 $11,314,000 -26,056
   WELLS FARGO & CO/MN 1497 - 2024-03-31 435,789 $10,668,000 -48,067
   Francis Financial Inc. 11 - 2024-03-31 388,861 $9,519,000 -82,398
   PUTNAM FL INVESTMENT MANAGEMENT CO 112 - 2024-03-31 337,340 $8,258,000 -46,050
   EP WEALTH ADVISORS, INC. 125 - 2024-03-31 325,987 $7,980,000 -41,888
   Milestone Investment Advisors LLC 16 - 2024-03-31 314,279 $7,694,000 -6,341
   PARSEC FINANCIAL MANAGEMENT, INC. 76 - 2023-03-31 283,351 $6,817,000 -2,163
   Integris Wealth Management LLC 16 - 2024-03-31 254,789 $6,237,000 -2,005
   Perigon Wealth Management LLC 129 - 2024-03-31 236,460 $5,789,000 -5,784
   LFA - Lugano Financial Advisors SA 2 - 2024-03-31 220,922 $5,408,000 -7,183
   BANK OF AMERICA CORP /DE/ 2916 - 2024-03-31 217,045 $5,313,000 -49,448
   Plancorp LLC 52 - 2024-03-31 147,281 $3,605,000 -337
   CWM LLC 485 - 2024-03-31 142,748 $3,494,000 -181,108
   Bear Mountain Capital Inc. 14 - 2024-03-31 138,795 $3,362,000 -1,260
   HSBC HOLDINGS PLC 1034 - 2024-03-31 131,400 $3,217,000 -20,000
   THRIVENT FINANCIAL FOR LUTHERANS 1161 - 2024-03-31 104,940 $2,569,000 -26,028
   Long Run Wealth Advisors LLC 39 - 2024-03-31 98,889 $2,421,000 -2,430
   HIGHTOWER ADVISORS, LLC 1411 - 2024-03-31 81,733 $2,003,000 -2,091
   Better Money Decisions LLC 15 - 2024-03-31 80,158 $1,962,000 -5
   Flagstone Financial Management 18 - 2024-03-31 79,702 $1,951,000 -4,760
   STRATEGIC POINT INVESTMENT ADVISORS LLC 22 - 2024-03-31 78,360 $1,918,000 -325
   EMPIRICAL FINANCIAL SERVICES, LLC 181 - 2024-03-31 77,519 $1,898,000 -547
   Brookstone Capital Management 355 - 2024-03-31 77,337 $1,893,000 -5,148
   Brio Consultants LLC 45 - 2024-03-31 77,107 $1,888,000 -137
   ACCREDITED INVESTORS INC. 67 - 2024-03-31 72,775 $1,782,000 -7,141
   Omega Financial Group LLC 36 - 2024-03-31 71,652 $1,754,000 -3,743
   Summit Wealth Group LLC 14 - 2024-03-31 69,185 $1,694,000 -14,991
   GUARANTY TRUST CO OF MISSOURI /MO/ 252 - 2024-03-31 67,966 $1,664,000 -9,700
   Fortis Capital Management LLC 53 - 2024-03-31 66,510 $1,628,000 -2,706
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1441 - 2024-03-31 61,861 $1,514,000 -7,531
   Fort Point Capital Partners LLC 80 - 2024-03-31 60,746 $1,487,000 -382
   Cardinal Point Capital Management ULC 23 - 2024-03-31 59,413 $1,454,000 -1,310
   Cardinal Point Wealth Management Partners LLC 20 - 2023-03-31 59,873 $1,441,000 -9,805
   STALEY CAPITAL ADVISERS INC 95 - 2024-03-31 55,000 $1,346,000 -10,000
   FINANCIAL ARCHITECTS INC 116 - 2023-06-30 52,896 $1,265,000 -1,611
   Affinity Capital Advisors LLC 57 - 2024-03-31 48,772 $1,194,000 -13,216
   JNBA FINANCIAL ADVISORS 84 - 2024-03-31 48,296 $1,182,000 -10,098
   AFFINIA FINANCIAL GROUP LLC 13 - 2023-06-30 47,254 $1,129,000 -1,241
   Willow Creek Wealth Management Inc. 61 - 2023-12-31 42,631 $1,044,000 -281
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 114 - 2024-03-31 42,347 $1,037,000 -632
   Aprio Wealth Management LLC 66 - 2024-03-31 40,078 $981,000 -22,642
   Opal Wealth Advisors LLC 47 - 2024-03-31 35,240 $863,000 -22,643
   FINANCIAL NETWORK 1581 - 2024-03-31 33,926 $831,000 -14,177
   Braun-Bostich & Associates Inc. 49 - 2024-03-31 30,214 $740,000 -3,746
   Rockefeller Capital Management L.P. 1359 - 2024-03-31 29,462 $721,000 -550
   PrairieView Partners LLC 64 - 2024-03-31 29,314 $718,000 -83
   Pine Haven Investment Counsel Inc 46 - 2024-03-31 28,786 $705,000 -133
   Cribstone Capital Management LLC 65 - 2022-12-31 27,851 $662,000 -542
   Johnson Bixby & Associates LLC 58 - 2024-03-31 24,830 $608,000 -12,207
   RESOLUTE FINANCIAL LLC 51 - 2022-12-31 24,087 $573,000 -1,558
   BKD WEALTH ADVISORS LLC 268 - 2024-03-31 23,184 $568,000 -6,267
   Larson Financial Group LLC 230 - 2024-03-31 21,979 $538,000 -365
   RAYMOND JAMES & ASSOCIATES 3003 - 2024-03-31 21,318 $522,000 -8,840
   Clarity Asset Management Inc. 22 - 2024-03-31 21,132 $517,000 -18,301
   Schneider Downs Wealth Management Advisors LP 76 - 2024-03-31 20,666 $506,000 -1,188
   BAYSTATE WEALTH MANAGEMENT LLC 143 - 2023-12-31 20,445 $501,000 -5,033
   SCHMIDT P J INVESTMENT MANAGEMENT INC 113 - 2024-03-31 19,518 $478,000 -2,391
   Legacy Financial Advisors Inc. 192 - 2024-03-31 17,971 $440,000 -164
   Atria Wealth Solutions Inc. 1329 - 2024-03-31 17,601 $431,000 -1,449
   Goepper Burkhardt LLC 55 - 2024-03-31 16,500 $402,000 -1,500
   Mascoma Wealth Management LLC 66 - 2024-03-31 16,334 $400,000 -45,126
   MERCER GLOBAL ADVISORS INC /ADV 1404 - 2024-03-31 16,316 $399,000 -9,102
   Private Wealth Management Group LLC 51 - 2024-03-31 15,114 $370,000 -20,186
   Marshall Financial Group LLC 140 - 2024-03-31 13,859 $339,000 -22
   Bridgeworth LLC - 2023-12-31 12,567 $308,000 -338
   HARVEST GROUP WEALTH MANAGEMENT LLC 46 - 2023-03-31 12,471 $300,000 -10,280
   MULTIFINANCIAL SECURITIES CORP 1975 - 2024-03-31 11,423 $280,000 -362
   Berger Financial Group Inc 289 - 2024-03-31 11,337 $278,000 -585
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 130 - 2024-03-31 11,335 $277,000 -1,617
   Bigelow Investment Advisors LLC 141 - 2024-03-31 10,977 $269,000 -115
   Financial Gravity Wealth Inc. 99 - 2024-03-31 9,327 $228,000 -6,899
   Orion Capital Management LLC 115 - 2024-03-31 9,051 $222,000 -287
   HEAD & ASSOCIATES LLC 219 - 2023-12-31 8,538 $209,000 -400
   JANE STREET GROUP LLC 4710 - 2024-03-31 8,389 $205,000 -91,200
   CITIGROUP INC 3316 - 2024-03-31 5,000 $122,000 -450
   AMERIVEST INVESTMENT MANAGEMENT LLC 210 - 2023-06-30 4,455 $107,000 -2,213
   Coastal Capital Group Inc. 157 - 2023-06-30 4,052 $97,000 -22
   AdvisorNet Financial Inc 697 - 2024-03-31 3,100 $76,000 -1,894
   Emerald Investment Partners LLC 387 - 2024-03-31 939 $23,000 -2,205
   Smartleaf Asset Management LLC 1036 - 2024-03-31 225 $5,000 -576
   BNP PARIBAS ARBITRAGE SA 2991 - 2024-03-31 86 $2,000 -10
   FMR LLC 5317 - 2024-03-31 1 $0 -1
  89 Records found
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