Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Msci Usa Esg Optimized (ESGU)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 702    14
Total shares held : 
 110,192,743  
% of shares held : 
 6.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -3,279,570  
% of shares held change : 
   -0.18%  
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 :
30
 202,794
 0.18%
 
Increased Positions :
275
 6,387,045
 5.8%
 
Unchanged Positions :
124
 4,741,394
 4.3%
 
Decreased Positions :
273
-4,482,074
-4.07%
 
Closed Positions :
44
-5,387,335
-4.89%
 
Guru Positions :
4
177,586
 0.16%
 
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
   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
   MAGELLAN ASSET MANAGEMENT LTD 156 *Closed 2023-12-31 0 $0 -36,154
   CULLEN FROST BANKERS INC 1023 *Closed 2023-12-31 0 $0 -22
   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
   PHOENIX INVESTMENT COUNSEL INC 270 *Closed 2023-12-31 0 $0 -131,711
   Williams Financial LLC 21 *Closed 2024-03-31 0 $0 -35,937
   TORONTO DOMINION BANK 1178 *Closed 2023-12-31 0 $0 -121,000
   HOWE & RUSLING INC 385 *Closed 2023-12-31 0 $0 -448
   Coppell Advisory Solutions Corp. 250 *Closed 2023-03-31 0 $0 -16
   Cardinal Point Capital Management ULC 75 *Closed 2024-03-31 0 $0 -3,365
   Absolute Capital Management LLC 113 *Closed 2024-03-31 0 $0 -4,272
   Headlands Technologies LLC 1000 *Closed 2023-12-31 0 $0 -41
   CANTOR FITZGERALD L. P. 265 *Closed 2023-12-31 0 $0 -6,547
   TOMPKINS FINANCIAL CORP 650 *Closed 2024-03-31 0 $0 -55
   CITADEL ADVISORS LLC 5704 *Closed 2023-12-31 0 $0 -54,869
   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
   HRT FINANCIAL LLC 2468 *Closed 2023-12-31 0 $0 -10,760
   NVWM LLC 411 *Closed 2023-12-31 0 $0 -29
   Stonebridge Capital Advisors LLC 424 *Closed 2023-12-31 0 $0 -651
   Millburn Ridgefield Corp 186 *Closed 2024-03-31 0 $0 -21,555
   Commonwealth Financial Services LLC 183 *Closed 2023-12-31 0 $0 -6,145
   Balentine LLC 598 *Closed 2023-12-31 0 $0 -871
   DHK Financial Advisors Inc. 71 *Closed 2023-12-31 0 $0 -2,376
   Moss Adams Wealth Advisors LLC 151 *Closed 2023-12-31 0 $0 -2
   FIFTH THIRD BANCORP 2434 *Closed 2024-03-31 0 $0 -165
   Oakmont Partners LLC 773 *Closed 2024-03-31 0 $0 -1,952
   GSA CAPITAL PARTNERS LLP 1984 *Closed 2024-03-31 0 $0 -2,391
   TFO-TDC LLC 915 *Closed 2023-12-31 0 $0 -261
   Authentikos Wealth Advisory LLC 346 *Closed 2023-12-31 0 $0 -32
   THOROUGHBRED FINANCIAL SERVICES LLC 616 *Closed 2023-12-31 0 $0 -3,289
   Park Place Capital Corp 908 *Closed 2024-03-31 0 $0 -158
   Laurel Wealth Advisors LLC 577 *Closed 2023-12-31 0 $0 -98
   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
   Dentgroup LLC 79 *Closed 2024-03-31 0 $0 -4,296
   Gallagher Fiduciary Advisors LLC 191 *Closed 2023-12-31 0 $0 -2,165
   GenWealth Group Inc. 69 *Closed 2024-03-31 0 $0 -6,690
   Moors & Cabot Inc. 856 *Closed 2023-12-31 0 $0 -2,915
   Kure Advisory LLC 115 *Closed 2023-12-31 0 $0 -4,794
   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
   HHM Wealth Advisors LLC 818 *Closed 2023-12-31 0 $0 -121
   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
   PECAUT & CO. 102 *Closed 2023-12-31 0 $0 -1,190
   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
   MIZUHO CORPORATE BANK, LTD. 10 *Closed 2023-12-31 0 $0 -2,500,000
   Meridian Wealth Management LLC 587 *Closed 2024-03-31 0 $0 -8,307
   Metis Global Partners LLC 765 *Closed 2023-12-31 0 $0 -4,082
   Varma Mutual Pension Insurance Co 347 *Closed 2023-12-31 0 $0 -913,494
   STELAC ADVISORY SERVICES LLC 100 *Closed 2023-12-31 0 $0 -2,720
   Provida Pension Fund Administrator 6 *Closed 2023-12-31 0 $0 -238,215
  65 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us