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Get Institutions for : 
Ishares Esg Msci Usa Leaders Etf (SUSL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 135    7
Total shares held : 
 9,914,752  
% of shares held : 
 23.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 -892,083  
% of shares held change : 
   -2.07%  
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 :
11
 56,281
 0.57%
 
Increased Positions :
53
 502,965
 5.07%
 
Unchanged Positions :
28
 218,364
 2.2%
 
Decreased Positions :
43
-1,429,806
-14.42%
 
Closed Positions :
4
-21,523
-0.22%
 
Guru Positions :
0
 0%
 
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
   J P MORGAN CHASE & CO 1062 - 2024-03-31 679,561 $63,777,000 -68,020
   ROYAL BANK OF CANADA 910 - 2024-03-31 334,501 $31,393,000 -2,439
   CREATIVE PLANNING 263 - 2024-03-31 214,869 $20,165,000 -11,538
   WEALTHSOURCE PARTNERS LLC 35 - 2023-12-31 99,750 $8,417,000 -6,063
   One Wealth Advisors LLC 21 - 2024-03-31 89,106 $8,363,000 -8,468
   BANK OF AMERICA CORP /DE/ 2722 - 2024-03-31 74,952 $7,034,000 -107
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 58 - 2024-03-31 73,938 $6,939,000 -9,599
   W ADVISORS LLC 3 - 2024-03-31 72,858 $6,838,000 -3,250
   Integrated Wealth Concepts LLC 249 - 2024-03-31 57,403 $5,387,000 -3,017
   BLUESTEM FINANCIAL ADVISORS LLC 10 - 2024-03-31 39,162 $3,675,000 -480
   CITADEL ADVISORS LLC 1990 - 2024-03-31 35,466 $3,328,000 -4,830
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1429 - 2024-03-31 29,429 $2,762,000 -12,064
   CI Private Wealth LLC 899 - 2024-03-31 28,623 $2,686,000 -1,086
   BFSG LLC 89 - 2024-03-31 28,442 $2,669,000 -33
   Brookstone Capital Management 341 - 2024-03-31 22,879 $2,147,000 -1,358
   Advisor Group Holdings Inc. 1645 - 2024-03-31 22,707 $2,133,000 -2,779
   Omega Financial Group LLC 35 - 2024-03-31 20,976 $1,969,000 -2,653
   Keebeck Wealth Management LLC 95 - 2024-03-31 20,793 $1,951,000 -10,231
   KICKSTAND VENTURES LLC. 41 - 2024-03-31 19,159 $1,798,000 -2,749
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 840 - 2024-03-31 18,386 $1,726,000 -489
   RETIREMENT CAPITAL STRATEGIES 30 - 2024-03-31 18,105 $1,699,000 -11,946
   Resources Investment Advisors Inc. 384 - 2024-03-31 17,344 $1,628,000 -108
   CFS Investment Advisory Services LLC 61 - 2024-03-31 17,288 $1,622,000 -655
   Cypress Wealth Services LLC 60 - 2024-03-31 16,936 $1,589,000 -54
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1870 - 2024-03-31 14,298 $1,342,000 -3,366
   My Legacy Advisors LLC 55 - 2023-12-31 15,449 $1,313,000 -385
   WELLS FARGO & CO/MN 2928 - 2024-03-31 12,038 $1,130,000 -3,496
   Orgel Wealth Management LLC 42 - 2024-03-31 11,721 $1,100,000 -6
   Csenge Advisory Group 257 - 2024-03-31 10,980 $1,030,000 -159
   SNS Financial Group LLC 89 - 2024-03-31 9,502 $892,000 -305
   TOWNSQUARE CAPITAL LLC 713 - 2024-03-31 8,562 $804,000 -3,137
   PARK AVENUE SECURITIES LLC 764 - 2024-03-31 8,437 $792,000 -306
   Private Advisor Group LLC 1272 - 2024-03-31 8,398 $788,000 -260
   BLAIR WILLIAM & CO/IL 944 - 2024-03-31 8,386 $787,000 -84
   Stratos Wealth Partners LTD. 739 - 2024-03-31 8,023 $753,000 -111
   Wealth Alliance 205 - 2024-03-31 7,599 $713,000 -6,089
   CAPTRUST FINANCIAL ADVISORS 1348 - 2024-03-31 6,896 $647,000 -689
   Farther Finance Advisors LLC 339 - 2024-03-31 6,655 $625,000 -49
   BEACON FINANCIAL GROUP 201 - 2024-03-31 6,188 $581,000 -500
   Shared Vision Wealth Group LLC 40 - 2024-03-31 5,991 $562,000 -26
   True Link Financial Advisors LLC 39 - 2024-03-31 5,926 $556,000 -650
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1214 - 2023-09-30 7,231 $545,000 -1,610
   Wealthcare Advisory Partners LLC 526 - 2024-03-31 5,524 $518,000 -723
   FIRETHORN WEALTH PARTNERS LLC 82 - 2024-03-31 5,124 $481,000 -716
   WHARTON BUSINESS GROUP, LLC 97 - 2024-03-31 4,990 $468,000 -490
   High Falls Advisors Inc 67 - 2024-03-31 4,643 $436,000 -170
   Change Path LLC 605 - 2024-03-31 4,645 $436,000 -1,197
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 111 - 2024-03-31 4,611 $433,000 -16,140
   IEQ CAPITAL LLC 685 - 2024-03-31 4,490 $421,000 -187
   KB FINANCIAL PARTNERS LLC 112 - 2023-09-30 5,441 $410,000 -30
   Laurel Wealth Advisors Inc. 425 - 2022-12-31 5,828 $386,000 -429
   Mayflower Financial Advisors LLC 256 - 2024-03-31 3,799 $357,000 -1,122
   NWAM LLC 402 - 2024-03-31 3,764 $347,000 -54
   Strategic Blueprint LLC 458 - 2024-03-31 3,607 $339,000 -1,066
   SWEENEY & MICHEL LLC 86 - 2024-03-31 3,479 $324,000 -938
   TOWER RESEARCH CAPITAL LLC 1132 - 2024-03-31 3,359 $315,000 -742
   ADVISORY SERVICES NETWORK, LLC 1127 - 2024-03-31 3,348 $314,000 -278
   Foster Group Inc. 162 - 2024-03-31 3,013 $283,000 -38
   Firestone Capital Management 119 - 2024-03-31 2,924 $274,000 -203
   JGP Wealth Management LLC 154 - 2024-03-31 2,720 $255,000 -204
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 203 - 2024-03-31 2,293 $215,000 -162
   Evergreen Private Wealth LLC 88 - 2024-03-31 1,467 $138,000 -84
   Front Row Advisors LLC 363 - 2024-03-31 270 $25,000 -23
  63 Records found
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