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Ishares Msci Usa Esg Optimized (ESGU) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
 |
702  14 |
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Total
shares held :
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110,192,743 |
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% of shares
held :
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6.12% |
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| Changes In:
|
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|
New/increased
positions vs
old/decreased
positions :
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-12 |
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|
Amount
of shares held :
|
-3,279,570 |
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|
% of shares
held change :
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-0.18% |
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| Quarter
Price vs. Current Price:
|
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
|
N/A |
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Last
Quarter's Ending
Price :
|
N/A |
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Last
Quarter's Average
Price :
|
N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
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New
Positions : |
30
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202,794
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0.18%
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Increased
Positions : |
275
|
6,387,045
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5.8%
|
|
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Unchanged
Positions : |
124
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4,741,394
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4.3%
|
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Decreased
Positions : |
273
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-4,482,074
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-4.07%
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Closed
Positions : |
44
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-5,387,335
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-4.89%
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Guru
Positions : |
2
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88,342
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0.08%
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Commonwealth Retirement Investments LLC |
81 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,075 |
|
| Arlington Trust Co LLC |
493 |
*Closed |
2024-03-31 |
0 |
$0 |
-27 |
|
| PACIFIC FINANCIAL GROUP INC |
59 |
*Closed |
2024-03-31 |
0 |
$0 |
-59,088 |
|
| Peninsula Wealth LLC |
83 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,718 |
|
| All Season Financial Advisors Inc. |
104 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,789 |
|
| HM PAYSON & CO |
967 |
*Closed |
2023-12-31 |
0 |
$0 |
-108 |
|
| Bay Harbor Wealth Management LLC |
172 |
*Closed |
2024-03-31 |
0 |
$0 |
-22,441 |
|
| Prostatis Group LLC |
115 |
*Closed |
2023-03-31 |
0 |
$0 |
-51,995 |
|
| Williams Financial LLC |
21 |
*Closed |
2024-03-31 |
0 |
$0 |
-35,937 |
|
| IFG Advisory LLC |
392 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,522 |
|
| Beverly Hills Private Wealth LLC |
365 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,317 |
|
| Semus Wealth Partners LLC |
128 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,566 |
|
| Cardinal Point Capital Management ULC |
75 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,365 |
|
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
211 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,686 |
|
| Absolute Capital Management LLC |
113 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,272 |
|
| PAX Financial Group LLC |
220 |
*Closed |
2024-03-31 |
0 |
$0 |
-25,223 |
|
| TOMPKINS FINANCIAL CORP |
650 |
*Closed |
2024-03-31 |
0 |
$0 |
-55 |
|
| TRUENORTH, INC. |
74 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,120 |
|
| LWMG LLC |
89 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,122 |
|
| CASTLE WEALTH MANAGEMENT LLC |
119 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,917 |
|
| New Republic Capital LLC |
222 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,589 |
|
| Beacon Capital Management LLC |
1044 |
*Closed |
2024-03-31 |
0 |
$0 |
-180 |
|
| Rockbridge Investment Management LCC |
389 |
*Closed |
2024-03-31 |
0 |
$0 |
-405 |
|
| Millburn Ridgefield Corp |
186 |
*Closed |
2024-03-31 |
0 |
$0 |
-21,555 |
|
| HILL ISLAND FINANCIAL LLC |
69 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,996 |
|
| Thrive Capital Management LLC |
170 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,490 |
|
| Prime Capital Investment Advisors LLC |
1000 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,325 |
|
| AlphaCore Capital LLC |
261 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,423 |
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| Pensionmark Financial Group LLC |
428 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,109 |
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| SHEETS SMITH & ASSOCIATES INC |
443 |
*Closed |
2024-03-31 |
0 |
$0 |
-46 |
|
| FIFTH THIRD BANCORP |
2434 |
*Closed |
2024-03-31 |
0 |
$0 |
-165 |
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| OHE FINANCIAL INC |
263 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,328 |
|
| Interchange Capital Partners LLC |
173 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,313 |
|
| Oakmont Partners LLC |
773 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,952 |
|
| Crabel Capital Management LLC |
81 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,048 |
|
| Benchmark Investment Advisors LLC |
180 |
*Closed |
2024-03-31 |
0 |
$0 |
-32,410 |
|
| GSA CAPITAL PARTNERS LLP |
1984 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,391 |
|
| Fortis Capital Advisors LLC |
162 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,148 |
|
| Park Place Capital Corp |
908 |
*Closed |
2024-03-31 |
0 |
$0 |
-158 |
|
| Vise Technologies Inc. |
391 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,326 |
|
| SageView Advisory Group LLC |
691 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,575 |
|
| Invera Wealth Advisors LLC |
78 |
*Closed |
2024-03-31 |
0 |
$0 |
-33,402 |
|
| Vident Investment Advisory LLC |
782 |
*Closed |
2023-09-30 |
0 |
$0 |
-9,795 |
|
| BerganKDV Wealth Management LLC |
1006 |
*Closed |
2023-06-30 |
0 |
$0 |
-514 |
|
| Gladstone Institutional Advisory LLC |
675 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,128 |
|
| Dentgroup LLC |
79 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,296 |
|
| Fortis Advisors LLC |
284 |
*Closed |
2024-03-31 |
0 |
$0 |
-64 |
|
| Trexquant Investment LP |
1769 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,989 |
|
| Y-Intercept (Hong Kong) Ltd |
1618 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,680 |
|
| GenWealth Group Inc. |
69 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,690 |
|
| EQ LLC |
55 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,404 |
|
| Orin Green Financial LLC |
65 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,068 |
|
| ALTFEST L J & CO INC |
325 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,086 |
|
| ZEKE CAPITAL ADVISORS, LLC |
501 |
*Closed |
2022-12-31 |
0 |
$0 |
-3,442 |
|
| Veracity Capital LLC |
218 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,710 |
|
| McGlone Suttner Wealth Management Inc. |
803 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,054 |
|
| FDX ADVISORS, INC. |
|
*Closed |
2024-03-31 |
0 |
$0 |
-14,652 |
|
| ST GERMAIN D J CO INC |
859 |
*Closed |
2024-03-31 |
0 |
$0 |
-17 |
|
| HANLON INVESTMENT MANAGEMENT, INC. |
156 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,699 |
|
| Vestcor Investment Management Corp |
1297 |
*Closed |
2024-03-31 |
0 |
$0 |
-269,500 |
|
| Moisand Fitzgerald Tamayo LLC |
653 |
*Closed |
2024-03-31 |
0 |
$0 |
-134 |
|
| BOURGEON CAPITAL MANAGEMENT LLC |
389 |
*Closed |
2024-03-31 |
0 |
$0 |
-250 |
|
| KARLINSKI ANDREW C |
207 |
*Closed |
2022-12-31 |
0 |
$0 |
-1,345 |
|
| Western Financial Corp/CA |
123 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,140 |
|
| ORG Partners LLC |
1187 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,757 |
|
| Meridian Wealth Management LLC |
587 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,307 |
|
| Obsidian Personal Planning Solutions LLC |
105 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,989 |
|
| GTS SECURITIES LLC |
1455 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,398 |
|
| Impact Partnership Wealth LLC |
767 |
*Closed |
2024-03-31 |
0 |
$0 |
-242 |
|
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69 Records found
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1
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Page 1 of 1 |
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