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iShares MSCI USA Sml-Cp ESG Optmzd ETF (ESML) |
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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:
 |
339  14 |
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Total
shares held :
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28,348,845 |
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% of shares
held :
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31.5% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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 28 |
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Amount
of shares held :
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-815,912 |
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% of shares
held change :
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-0.91% |
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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 :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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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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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  McGlone Suttner Wealth Management Inc. |
169 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,082 |
|
| MULTIFINANCIAL SECURITIES CORP |
1745 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,109 |
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| CITIGROUP INC |
4479 |
*Closed |
2023-12-31 |
0 |
$0 |
-985 |
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| Virtus Family Office LLC |
42 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,481 |
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| Onyx Bridge Wealth Group LLC |
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*Closed |
2024-03-31 |
0 |
$0 |
-11,869 |
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| PROVENCE WEALTH MANAGEMENT GROUP |
447 |
*Closed |
2023-12-31 |
0 |
$0 |
-345 |
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| Moisand Fitzgerald Tamayo LLC |
568 |
*Closed |
2024-03-31 |
0 |
$0 |
-364 |
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| Wealth Alliance |
512 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,310 |
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| APPLETON PARTNERS INC/MA |
284 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,783 |
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| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
745 |
*Closed |
2023-12-31 |
0 |
$0 |
-428 |
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| Cresset Asset Management LLC |
1813 |
*Closed |
2023-12-31 |
0 |
$0 |
-19,077 |
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| WEALTHSOURCE PARTNERS LLC |
512 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,432 |
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| PECAUT & CO. |
83 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,034 |
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| PRUDENTIAL FINANCIAL INC |
2685 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,099 |
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| AE Wealth Management LLC |
2177 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,209 |
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| VERITABLE LP |
302 |
*Closed |
2023-09-30 |
0 |
$0 |
-5,750 |
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| Resources Investment Advisors Inc. |
1142 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,274 |
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| THRIVENT FINANCIAL FOR LUTHERANS |
2481 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,059 |
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| ST GERMAIN D J CO INC |
822 |
*Closed |
2024-03-31 |
0 |
$0 |
-20 |
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| Envestnet Portfolio Solutions Inc. |
1585 |
*Closed |
2023-12-31 |
0 |
$0 |
-344,500 |
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| BerganKDV Wealth Management LLC |
1055 |
*Closed |
2023-06-30 |
0 |
$0 |
-128 |
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| Raleigh Capital Management Inc. |
1037 |
*Closed |
2023-12-31 |
0 |
$0 |
-33 |
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| EverSource Wealth Advisors LLC |
2746 |
*Closed |
2023-12-31 |
0 |
$0 |
-502 |
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| Pensionmark Financial Group LLC |
403 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,655 |
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| Atria Wealth Solutions Inc. |
2019 |
*Closed |
2023-12-31 |
0 |
$0 |
-26,439 |
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| Trellis Advisors LLC |
40 |
*Closed |
2023-12-31 |
0 |
$0 |
-20,356 |
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| CREDIT SUISSE/ |
3058 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,067 |
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| FIFTH THIRD BANCORP |
2547 |
*Closed |
2024-03-31 |
0 |
$0 |
-898 |
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| Sugarloaf Wealth Management LLC |
705 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,104 |
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| BOURGEON CAPITAL MANAGEMENT LLC |
388 |
*Closed |
2024-03-31 |
0 |
$0 |
-710 |
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| Cornerstone Planning Group LLC |
1193 |
*Closed |
2023-12-31 |
0 |
$0 |
-73 |
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| Goodwin Investment Advisory |
76 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,662 |
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32 Records found
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1
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