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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: 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
   AMERIPRISE FINANCIAL INC 814 - 2024-03-31 2,123,534 $48,740,000 -6,462,226
   CWM LLC 180 - 2024-03-31 991,100 $22,785,000 -306,458
   BLACKROCK INC. 3209 - 2024-03-31 457,893 $10,527,000 -113,269
   BANK OF NEW YORK MELLON CORP 2066 - 2024-03-31 353,890 $8,136,000 -1,432
   PFS INVESTMENTS INC. 156 - 2023-06-30 348,158 $7,917,000 -4,164
   ROYAL BANK OF CANADA 1707 - 2024-03-31 302,332 $6,950,000 -131,785
   SAVANT CAPITAL MANAGEMENT INC 167 - 2024-03-31 259,434 $5,964,000 -46,899
   Invera Wealth Advisors LLC 7 - 2024-03-31 196,745 $4,391,000 -8,669
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1258 - 2024-03-31 172,142 $3,958,000 -13,605
   COMMONWEALTH EQUITY SERVICES LLC. 1395 - 2024-03-31 150,094 $3,451,000 -4,056
   EASTERN BANK 104 - 2024-03-31 138,077 $3,174,000 -26,911
   Miracle Mile Advisors LLC 169 - 2024-03-31 102,495 $2,356,000 -71,923
   WEALTHSOURCE PARTNERS LLC 111 - 2023-12-31 97,781 $2,275,000 -3,504
   Facet Wealth Inc. 50 - 2024-03-31 92,494 $2,091,000 -64
   MORNINGSTAR INVESTMENT SERVICES, INC. 161 - 2024-03-31 84,827 $1,951,000 -22,829
   Advisor Group Holdings Inc. 1726 - 2024-03-31 82,999 $1,908,000 -495,810
   Long Run Wealth Advisors LLC 46 - 2024-03-31 80,447 $1,849,000 -4,245
   Brookstone Capital Management 386 - 2024-03-31 72,119 $1,658,000 -4,528
   RSM US WEALTH MANAGEMENT LLC 235 - 2024-03-31 56,703 $1,304,000 -724
   DFPG INVESTMENTS INC. 188 - 2023-12-31 56,439 $1,303,000 -6,379
   CITADEL ADVISORS LLC 2920 - 2024-03-31 50,525 $1,162,000 -64,424
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2465 - 2024-03-31 46,648 $1,072,000 -136,704
   HANSON MCCLAIN, INC. 398 - 2024-03-31 46,129 $1,061,000 -238
   BAILARD BIEHL & KAISER INC 300 - 2024-03-31 45,071 $1,036,000 -4,037
   JANE STREET GROUP LLC 3061 - 2024-03-31 43,645 $1,003,000 -38,164
   VISION CAPITAL MANAGEMENT INC 76 - 2024-03-31 42,105 $968,000 -762
   MERCER GLOBAL ADVISORS INC /ADV 1029 - 2024-03-31 37,064 $852,000 -15,901
   Trilogy Capital Inc. 161 - 2024-03-31 36,385 $836,000 -234
   GRADIENT INVESTMENTS LLC 187 - 2024-03-31 35,461 $815,000 -2,084
   JNBA FINANCIAL ADVISORS 109 - 2024-03-31 35,115 $807,000 -2,506
   M&T BANK CORP 954 - 2024-03-31 34,488 $793,000 -6,239
   Carr Financial Group Corp 69 - 2024-03-31 32,911 $757,000 -10,000
   Patriot Financial Group Insurance Agency LLC 226 - 2024-03-31 27,090 $623,000 -1,979
   MCKINLEY CARTER WEALTH SERVICES, INC. 194 - 2024-03-31 26,122 $601,000 -11,009
   PFG Advisors 372 - 2024-03-31 24,011 $552,000 -2,076
   HIGHTOWER ADVISORS, LLC 2174 - 2024-03-31 23,927 $550,000 -106
   Larson Financial Group LLC 233 - 2024-03-31 23,298 $536,000 -56
   Adviser Investments LLC 407 - 2024-03-31 18,817 $433,000 -922
   Procyon Private Wealth Partners LLC 378 - 2024-03-31 16,064 $369,000 -12,875
   AE Wealth Management LLC 892 - 2024-03-31 15,711 $361,000 -28,538
   BEACON FINANCIAL GROUP 247 - 2024-03-31 15,665 $360,000 -9,969
   COMERICA SECURITIESINC. 327 - 2023-09-30 16,357 $356,000 -1,814
   Level Financial Advisors Inc. 59 - 2024-03-31 13,194 $303,000 -196
   Baldrige Asset Management LLC 93 - 2023-03-31 12,797 $295,000 -86
   Private Advisor Group LLC 1843 - 2024-03-31 12,731 $293,000 -506
   WHARTON BUSINESS GROUP, LLC 119 - 2024-03-31 11,565 $266,000 -440
   Schneider Downs Wealth Management Advisors LP 114 - 2024-03-31 11,179 $257,000 -71
   RAYMOND JAMES & ASSOCIATES 3447 - 2024-03-31 10,667 $245,000 -61
   BLAIR WILLIAM & CO/IL 1332 - 2024-03-31 10,464 $241,000 -4,545
   Sound View Wealth Advisors Group LLC 340 - 2024-03-31 9,811 $226,000 -8,184
   US BANCORP 2786 - 2024-03-31 1,677 $39,000 -512
   BANK OF MONTREAL /CAN/ 3078 - 2024-03-31 1,512 $35,000 -227,565
   Financial Gravity Wealth Inc. 276 - 2024-03-31 1,269 $29,000 -293,801
   Smartleaf Asset Management LLC 973 - 2024-03-31 239 $6,000 -611
  54 Records found
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