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Get Institutions for : 
Ishares Global Green Bond Etf (BGRN)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 96    7
Total shares held : 
 4,591,367  
% of shares held : 
 19.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -37,994  
% of shares held change : 
   -0.16%  
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 :
4
 5,893
 0.13%
 
Increased Positions :
37
 320,648
 6.98%
 
Unchanged Positions :
25
 195,251
 4.25%
 
Decreased Positions :
30
-153,080
-3.33%
 
Closed Positions :
11
-211,455
-4.61%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Betterment LLC 40 - 2023-12-31 994,660 $46,978,000 19,751
   Empower Advisory Group LLC 113 - 2023-12-31 942,575 $44,518,000 -18,567
   Personal Capital Advisors Corp 109 - 2022-12-31 906,103 $41,654,000 31,397
   ENVESTNET ASSET MANAGEMENT INC 1119 - 2023-12-31 365,966 $17,285,000 46,775
   Francis Financial Inc. 7 - 2024-03-31 291,536 $13,670,000 83,678
   MERCER GLOBAL ADVISORS INC /ADV 256 - 2023-12-31 275,070 $12,992,000 68,465
   ROYAL BANK OF CANADA 1538 - 2023-12-31 181,408 $8,568,000 9,616
   BANK OF AMERICA CORP /DE/ 2559 - 2023-12-31 168,500 $7,958,000 31,772
   Stewardship Advisors LLC 19 - 2024-03-31 100,858 $4,729,000 760
   UBS Group AG 2222 - 2023-12-31 81,380 $3,844,000 29,167
   HSBC HOLDINGS PLC 1007 - 2023-12-31 77,900 $3,679,000 0
   FINANCIAL NETWORK 711 - 2023-12-31 77,521 $3,661,000 -2,393
   LPL FINANCIAL CORP 1902 - 2023-12-31 75,932 $3,586,000 6,080
   BANK OF NEW YORK MELLON CORP 2503 - 2024-03-31 72,250 $3,388,000 -692
   PFS INVESTMENTS INC. 270 - 2023-06-30 72,602 $3,379,000 3,451
   CREATIVE PLANNING 704 - 2023-12-31 69,542 $3,284,000 11,437
   Bank Julius Baer & Co. Ltd Zurich 196 - 2023-12-31 58,200 $2,749,000 -715
   Laurel Wealth Planning LLC 20 - 2024-03-31 55,267 $2,591,000 2,380
   JANE STREET GROUP LLC 2235 - 2023-12-31 50,213 $2,372,000 -67,837
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 550 - 2023-12-31 38,989 $1,841,000 10,255
   Envestnet Portfolio Solutions Inc. 638 - 2023-12-31 35,260 $1,665,000 -1,700
   HIGHTOWER ADVISORS, LLC 1519 - 2023-12-31 34,173 $1,615,000 -1,767
   ROBINSON SMITH WEALTH ADVISORS LLC 18 - 2024-03-31 33,188 $1,556,000 1,390
   FLOW TRADERS U.S. LLC 276 - 2023-12-31 29,587 $1,397,000 29,587
   COMMONWEALTH EQUITY SERVICES LLC. 1935 - 2023-12-31 28,064 $1,325,000 374
   Advisor Group Holdings Inc. 2221 - 2023-12-31 27,973 $1,321,000 -7,599
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1931 - 2024-03-31 25,881 $1,214,000 -1,525
   Private Wealth Management Group LLC 28 - 2023-12-31 22,618 $1,068,000 0
   ADVISORY SERVICES NETWORK, LLC 632 - 2023-12-31 20,961 $990,000 -3,916
   Walkner Condon Financial Advisors LLC 97 - 2024-03-31 21,076 $988,000 -1,003
   Blue Barn Wealth LLC 35 - 2023-12-31 19,160 $905,000 -10
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 136 - 2023-12-31 18,988 $897,000 991
   FRANKLIN RESOURCES INC 1659 - 2023-12-31 17,320 $818,000 220
   Berger Financial Group Inc 165 - 2024-03-31 17,385 $815,000 65
   AMERIPRISE FINANCIAL INC 3212 - 2023-12-31 16,626 $785,000 -934
   Dynamic Advisors Solutions LLC 491 - 2024-03-31 16,656 $781,000 -94
   Wealthfront Advisers LLC 672 - 2024-03-31 16,138 $757,000 1,059
   Vontobel Holding Ltd. 745 - 2023-12-31 15,905 $751,000 502
   Omega Financial Group LLC 54 - 2024-03-31 15,908 $746,000 1,407
   Better Money Decisions LLC - 2023-12-31 15,633 $738,000 -1,222
   FINANCIAL ARCHITECTS INC 176 - 2023-06-30 14,753 $687,000 -992
   Carr Financial Group Corp 74 - 2024-03-31 14,616 $685,000 0
   Cardinal Point Wealth Management Partners LLC 45 - 2023-03-31 13,359 $629,000 -76
   Atria Wealth Solutions Inc. 1105 - 2023-12-31 12,614 $596,000 -379
   RETIREMENT CAPITAL STRATEGIES 48 - 2023-12-31 12,599 $595,000 -200
   Johnson Financial Group LLC 33 - 2023-12-31 12,177 $575,000 1,651
   Brio Consultants LLC 67 - 2023-12-31 12,177 $575,000 2,359
   Aprio Wealth Management LLC 94 - 2024-03-31 12,186 $571,000 473
   Lido Advisors LLC 722 - 2023-12-31 11,902 $562,000 -3,466
   Tanager Wealth Management LLP 48 - 2023-12-31 10,595 $500,000 0
   PrairieView Partners LLC - 2023-12-31 10,132 $479,000 -882
   Cardinal Point Capital Management ULC 48 - 2024-03-31 9,994 $469,000 -400
   Falcon Wealth Planning 87 - 2024-03-31 9,035 $424,000 570
   Kestra Advisory Services LLC 1703 - 2023-12-31 7,796 $368,000 398
   PFG Investments LLC 652 - 2024-03-31 7,836 $367,000 7,836
   THRIVENT FINANCIAL FOR LUTHERANS 2224 - 2023-12-31 7,703 $364,000 -237
   KESTRA PRIVATE WEALTH SERVICES LLC 867 - 2023-12-31 7,378 $348,000 385
   SUMMIT INVESTMENT ADVISORS INC 943 - 2023-12-31 7,265 $343,000 97
   HALBERT, HARGROVE/RUSSELL LLC 69 - 2024-03-31 6,295 $295,000 7
   MML INVESTORS SERVICES LLC 2073 - 2023-12-31 5,965 $282,000 -4,283
   LFA - Lugano Financial Advisors SA - 2023-12-31 5,959 $281,000 0
   Cetera Investment Advisers 1824 - 2023-12-31 5,776 $273,000 268
   KilterHowling LLC 41 - 2023-12-31 5,414 $254,000 358
   Beacon Pointe Advisors LLC 1111 *New 2023-12-31 5,203 $246,000 5,203
   JFG Wealth Management LLC 67 - 2023-12-31 5,126 $242,000 0
   CWM LLC 1430 - 2024-03-31 4,987 $234,000 1,984
   Sargent Bickham Lagudis LLC 244 - 2022-12-31 5,079 $233,000 1
   Elevated Capital Advisors LLC 170 *New 2024-03-31 4,818 $226,000 4,818
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2960 - 2024-03-31 4,508 $211,000 -838
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 467 - 2023-12-31 4,340 $205,000 4,340
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2167 - 2024-03-31 4,317 $202,000 -3,744
   Clarity Asset Management Inc. 35 - 2023-12-31 3,643 $172,000 0
   PRINCIPAL SECURITIES INC. 1032 - 2023-12-31 3,027 $143,000 0
   Emerald Investment Partners LLC - 2023-12-31 2,484 $117,000 -20
   Morton Brown Family Wealth LLC 69 - 2024-03-31 2,119 $99,000 493
   Sachetta LLC 193 - 2023-12-31 1,940 $92,000 0
   SHEETS SMITH & ASSOCIATES INC 353 *New 2023-09-30 2,027 $91,000 2,027
   Hartland & Co. LLC 619 - 2023-12-31 1,727 $82,000 0
   Trust Co 171 - 2024-03-31 1,421 $67,000 29
   NATIONAL BANK OF CANADA /FI/ 1566 - 2023-12-31 1,166 $55,000 0
   BBJS FINANCIAL ADVISORS LLC 63 - 2023-12-31 1,100 $52,000 0
   WFA of San Diego LLC 172 - 2023-09-30 1,112 $50,000 0
   SMITHFIELD TRUST CO 574 - 2023-12-31 920 $43,000 0
   Dunhill Financial LLC 128 *New 2023-12-31 630 $30,000 630
   Mascoma Wealth Management LLC - 2023-12-31 493 $23,000 -11
   Archer Investment Corp 497 - 2023-12-31 463 $22,000 0
   Scarborough Advisors LLC 272 *New 2023-12-31 457 $22,000 457
   HANSON MCCLAIN, INC. 1869 - 2024-03-31 339 $16,000 0
   Financial Perspectives Inc 402 - 2024-03-31 338 $16,000 3
   Steward Partners Investment Advisory LLC 2693 - 2023-12-31 213 $10,000 207
   MORGAN STANLEY 6498 - 2023-12-31 153 $7,000 1
   Baldrige Asset Management LLC 287 - 2023-03-31 110 $5,000 0
   BARTLETT & CO. LLC 1036 - 2023-12-31 115 $5,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1045 - 2023-12-31 115 $5,000 0
   Geneos Wealth Management Inc. - 2023-12-31 75 $4,000 17
   Signature Resources Capital Management LLC 292 - 2024-03-31 55 $3,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2916 - 2023-12-31 55 $3,000 30
   Farther Finance Advisors LLC 2271 *New 2023-12-31 58 $3,000 58
   Larson Financial Group LLC 1374 - 2023-12-31 42 $2,000 0
   Caitlin John LLC 684 - 2023-12-31 51 $2,000 0
  100 Records found
  1    
  Page 1 of 1
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