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Get Institutions for : 
Ishares Esg Advanced Total Usd Bond Market Etf (EUSB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 132    2
Total shares held : 
 11,315,723  
% of shares held : 
 12.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -33  
Amount of shares held : 
 -1,472,348  
% of shares held change : 
   -1.64%  
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 :
14
 274,092
 2.42%
 
Increased Positions :
36
 384,610
 3.4%
 
Unchanged Positions :
15
 319,860
 2.83%
 
Decreased Positions :
67
-1,731,878
-15.31%
 
Closed Positions :
16
-399,172
-3.53%
 
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
   BLACKROCK INC. 1605 - 2024-03-31 4,879,411 $208,985,000 277,219
   ENVESTNET ASSET MANAGEMENT INC 528 - 2024-03-31 1,702,938 $72,937,000 151,954
   Envestnet Portfolio Solutions Inc. 105 - 2024-03-31 631,524 $27,048,000 -5,621
   SigFig Wealth Management LLC 24 - 2024-03-31 394,349 $16,890,000 55,878
   SEEDS INVESTOR LLC 1 - 2024-03-31 373,761 $16,008,000 38,581
   IMPACTfolio LLC 4 - 2024-03-31 358,029 $15,334,000 24,067
   J P MORGAN CHASE & CO 1866 - 2024-03-31 329,496 $14,112,000 37,679
   LPL FINANCIAL CORP 1215 - 2024-03-31 277,190 $11,872,000 27,590
   Balanced Rock Investment Advisor 1 - 2024-03-31 206,933 $8,863,000 -4,512
   US BANCORP 467 - 2024-03-31 189,573 $8,119,000 0
   HANSON MCCLAIN, INC. 146 - 2024-03-31 171,221 $7,333,000 17,809
   Advisor Group Holdings Inc. 893 - 2024-03-31 149,415 $6,399,000 -117,471
   JONES FINANCIAL COMPANIES LLLP 140 - 2024-03-31 147,903 $6,335,000 28,004
   One Wealth Advisors LLC 27 - 2024-03-31 133,831 $5,732,000 5,732
   ADVISORY SERVICES NETWORK, LLC 186 - 2024-03-31 132,546 $5,677,000 -284
   GeoWealth Management LLC 97 *New 2024-03-31 105,607 $4,523,000 105,607
   First Ascent Asset Management LLC 30 - 2023-12-31 99,817 $4,318,000 15,817
   MML INVESTORS SERVICES LLC 726 - 2024-03-31 95,619 $4,095,000 727
   THRIVENT FINANCIAL FOR LUTHERANS 915 - 2024-03-31 93,396 $4,000,000 -2,332
   Cetera Investment Advisers 438 - 2024-03-31 82,252 $3,523,000 -5,150
   PARK AVENUE SECURITIES LLC 260 - 2024-03-31 80,116 $3,431,000 7,293
   Financial Connections Group Inc. - 2024-03-31 73,051 $3,129,000 14,015
   Atria Wealth Solutions Inc. 516 - 2024-03-31 64,869 $2,778,000 -1,966
   Perigon Wealth Management LLC 219 - 2024-03-31 60,858 $2,607,000 4,247
   Leonard Rickey Investment Advisors P.L.L.C. 26 - 2024-03-31 48,536 $2,079,000 697
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 427 - 2024-03-31 46,639 $1,998,000 6,886
   Betterment LLC 155 - 2024-03-31 44,598 $1,910,000 2,248
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1817 - 2024-03-31 44,577 $1,909,000 -47,446
   Horst & Graben Wealth Management LLC 36 - 2024-03-31 44,220 $1,894,000 1,621
   Equitable Holdings Inc. 488 - 2024-03-31 40,022 $1,714,000 7,135
   ROYAL BANK OF CANADA 2666 - 2024-03-31 37,442 $1,604,000 10,673
   Johnson Bixby & Associates LLC 35 - 2024-03-31 36,407 $1,559,000 4,816
   BAKER AVENUE ASSET MANAGEMENT, LP 187 - 2024-03-31 35,301 $1,512,000 212
   FINANCIAL NETWORK 1192 - 2024-03-31 34,065 $1,459,000 703
   Clarity Asset Management Inc. 15 - 2024-03-31 33,261 $1,425,000 10,753
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1480 - 2024-03-31 33,176 $1,421,000 -2,282
   WEALTHSOURCE PARTNERS LLC 163 - 2023-12-31 31,888 $1,379,000 -18,103
   Sharkey Howes & Javer 60 - 2024-03-31 31,664 $1,356,000 845
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1936 - 2024-03-31 28,205 $1,208,000 7,593
   COMMONWEALTH EQUITY SERVICES LLC. 2125 - 2024-03-31 26,499 $1,135,000 229
   Cable Hill Partners LLC 32 - 2024-03-31 24,824 $1,067,000 0
   Van Hulzen Asset Management LLC 164 - 2024-03-31 24,610 $1,054,000 1,951
   MULTIFINANCIAL SECURITIES CORP 1138 - 2024-03-31 23,931 $1,025,000 11,676
   Sandbox Financial Partners LLC 44 - 2024-03-31 22,402 $959,000 6,146
   Kestra Advisory Services LLC 1268 - 2024-03-31 22,091 $946,000 1,414
   UBS Group AG 3595 - 2024-03-31 21,382 $916,000 3,868
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 741 - 2024-03-31 21,070 $902,000 3,579
   LINCOLN NATIONAL CORP 551 - 2024-03-31 20,804 $891,000 3,448
   BANK OF AMERICA CORP /DE/ 4096 - 2024-03-31 20,396 $874,000 2,084
   MORNINGSTAR INVESTMENT SERVICES, INC. 197 - 2024-03-31 20,211 $866,000 -8,396
   JANNEY MONTGOMERY SCOTT LLC 1604 - 2024-03-31 19,750 $846,000 4,770
   Stratos Wealth Partners LTD. 714 - 2024-03-31 18,557 $795,000 562
   RETIREMENT CAPITAL STRATEGIES 46 - 2024-03-31 17,954 $769,000 705
   DOHJ LLC 92 - 2024-03-31 17,568 $752,000 189
   PRUDENTIAL FINANCIAL INC 1973 - 2024-03-31 17,512 $750,000 1
   Tarbox Group Inc. 48 - 2024-03-31 17,181 $736,000 718
   Steward Partners Investment Advisory LLC 895 - 2024-03-31 17,124 $733,000 92
   Diversify Advisory Services LLC 330 - 2024-03-31 16,767 $711,000 0
   VALLEY NATIONAL ADVISERS INC 139 - 2024-03-31 16,279 $697,000 2,248
   DFPG INVESTMENTS INC. 316 - 2023-12-31 15,989 $690,000 -2,026
   Patriot Financial Group Insurance Agency LLC 210 - 2024-03-31 15,905 $681,000 -1,691
   Brookstone Capital Management 558 - 2024-03-31 15,620 $669,000 -923
   FIERA SCEPTRE INC. 377 - 2024-03-31 15,415 $660,000 0
   NATIONAL ASSET MANAGEMENT, INC. 691 - 2024-03-31 15,249 $623,000 9,876
   Carr Financial Group Corp 84 - 2024-03-31 14,314 $613,000 -8,128
   BFSG LLC 166 - 2024-03-31 13,885 $595,000 233
   SageView Advisory Group LLC 292 *New 2024-03-31 9,286 $588,000 9,286
   Rockport Wealth LLC 34 - 2024-03-31 13,536 $580,000 0
   Resources Investment Advisors Inc. 687 - 2024-03-31 13,456 $576,000 63
   Austin Private Wealth LLC 118 - 2024-03-31 12,186 $516,000 2,111
   Essential Planning LLC. 36 - 2024-03-31 11,478 $497,000 0
   Shared Vision Wealth Group LLC 44 - 2024-03-31 11,570 $496,000 -2,270
   Ascent Group LLC 363 - 2024-03-31 11,177 $479,000 1
   BANK OF NEW YORK MELLON CORP 3523 - 2024-03-31 10,371 $444,000 973
   Apollon Wealth Management LLC 743 - 2024-03-31 10,074 $431,000 4,373
   Invera Wealth Advisors LLC 53 - 2024-03-31 10,219 $426,000 3,130
   Stratos Wealth Advisors LLC 500 - 2024-03-31 9,519 $408,000 679
   GOULD ASSET MANAGEMENT LLC /CA/ 108 - 2024-03-31 9,500 $407,000 9,500
   Goldstein Advisors LLC 92 - 2024-03-31 9,478 $406,000 -8
   Walkner Condon Financial Advisors LLC 176 - 2024-03-31 9,427 $404,000 0
   COMERICA SECURITIESINC. 313 - 2023-09-30 9,667 $395,000 454
   Integrated Wealth Concepts LLC 1214 - 2024-03-31 8,331 $357,000 -397
   Ally Invest Advisors Inc. 55 - 2024-03-31 8,312 $356,000 2,523
   H D Vest Advisory Services 1210 - 2024-03-31 8,244 $353,000 -363
   Dynamic Advisors Solutions LLC 719 - 2024-03-31 7,835 $336,000 0
   Farther Finance Advisors LLC 492 - 2024-03-31 7,916 $335,000 189
   GOLDMAN SACHS GROUP INC/ 4079 - 2024-03-31 7,620 $326,000 0
   Pensionmark Financial Group LLC 306 - 2024-03-31 7,108 $304,000 440
   TOWNSQUARE CAPITAL LLC 1002 - 2024-03-31 7,060 $302,000 1,610
   BARTLETT & CO. LLC 414 - 2023-12-31 6,762 $293,000 -1,045
   We Are One Seven LLC 736 - 2024-03-31 6,845 $293,000 481
   TCWP LLC 42 - 2024-03-31 6,844 $293,000 480
   BARTLETT & CO. WEALTH MANAGEMENT LLC 408 - 2024-03-31 6,762 $290,000 0
   Optas LLC 146 - 2024-03-31 6,774 $290,000 -109
   Aptus Capital Advisors LLC 631 - 2024-03-31 6,552 $281,000 6,020
   Williams Financial LLC 14 - 2024-03-31 6,364 $273,000 -1,253
   OLD MISSION CAPITAL LLC 709 - 2024-03-31 6,338 $271,000 6,338
   FTB Advisors Inc. 446 - 2024-03-31 6,316 $271,000 107
   Wealth Alliance 425 - 2024-03-31 6,331 $271,000 341
   One Wealth Management Investment & Advisory Servic 105 - 2024-03-31 6,056 $259,000 606
  100 Records found
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