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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 1637 - 2023-12-31 4,602,192 $199,091,000 85,350
   ENVESTNET ASSET MANAGEMENT INC 506 - 2023-12-31 1,550,984 $67,096,000 -760,578
   Envestnet Portfolio Solutions Inc. 99 - 2023-12-31 637,145 $27,563,000 -304,500
   IMPACTfolio LLC 4 - 2024-03-31 358,029 $15,334,000 24,067
   SigFig Wealth Management LLC 29 - 2023-12-31 338,471 $14,642,000 38,525
   J P MORGAN CHASE & CO 1871 - 2023-12-31 291,817 $12,624,000 -5,188
   Advisor Group Holdings Inc. 714 - 2023-12-31 266,886 $11,547,000 -170,910
   LPL FINANCIAL CORP 1197 - 2023-12-31 249,600 $10,798,000 -11,704
   Balanced Rock Investment Advisor 1 - 2023-12-31 211,445 $9,147,000 0
   US BANCORP 455 *New 2023-12-31 189,573 $8,201,000 189,573
   HANSON MCCLAIN, INC. 146 - 2024-03-31 171,221 $7,333,000 17,809
   ADVISORY SERVICES NETWORK, LLC 160 - 2023-12-31 132,830 $5,746,000 1,055
   One Wealth Advisors LLC 27 - 2024-03-31 133,831 $5,732,000 5,732
   JONES FINANCIAL COMPANIES LLLP 134 - 2023-12-31 119,899 $5,187,000 16,537
   First Ascent Asset Management LLC 30 - 2023-12-31 99,817 $4,318,000 15,817
   THRIVENT FINANCIAL FOR LUTHERANS 878 - 2023-12-31 95,728 $4,141,000 -1,737
   MML INVESTORS SERVICES LLC 692 - 2023-12-31 94,892 $4,105,000 -44,133
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1288 - 2023-12-31 92,023 $3,981,000 92,023
   Cetera Investment Advisers 538 - 2023-12-31 87,402 $3,781,000 -40,192
   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. 472 - 2023-12-31 66,835 $2,891,000 -23,603
   Perigon Wealth Management LLC - 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
   Horst & Graben Wealth Management LLC 36 - 2024-03-31 44,220 $1,894,000 1,621
   Betterment LLC 137 - 2023-12-31 42,350 $1,832,000 1,254
   Orion Portfolio Solutions LLC 668 - 2023-12-31 42,278 $1,815,000 12,382
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 448 - 2023-12-31 39,753 $1,720,000 31,620
   JANE STREET GROUP LLC 2622 - 2023-12-31 38,976 $1,686,000 -68,416
   Johnson Bixby & Associates LLC 35 - 2024-03-31 36,407 $1,559,000 4,816
   BAKER AVENUE ASSET MANAGEMENT, LP 180 - 2023-12-31 35,089 $1,518,000 2,248
   FINANCIAL NETWORK 1136 - 2023-12-31 33,362 $1,443,000 -18,338
   Equitable Holdings Inc. 492 - 2023-12-31 32,887 $1,423,000 -4,765
   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
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 604 - 2023-12-31 29,191 $1,263,000 -32,095
   MORNINGSTAR INVESTMENT SERVICES, INC. 212 - 2023-12-31 28,607 $1,240,000 14,283
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1936 - 2024-03-31 28,205 $1,208,000 7,593
   ROYAL BANK OF CANADA 2982 - 2023-12-31 26,769 $1,158,000 -469
   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 162 - 2023-12-31 22,659 $980,000 0
   Clarity Asset Management Inc. 15 - 2023-12-31 22,508 $974,000 0
   Sandbox Financial Partners LLC 44 - 2024-03-31 22,402 $959,000 6,146
   Kestra Advisory Services LLC 1181 - 2023-12-31 20,677 $894,000 261
   LINCOLN NATIONAL CORP - 2024-03-31 20,804 $891,000 3,448
   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
   BANK OF AMERICA CORP /DE/ 4159 - 2023-12-31 18,312 $792,000 1,207
   PRUDENTIAL FINANCIAL INC 1954 - 2023-12-31 17,511 $758,000 -22,259
   UBS Group AG 3619 - 2023-12-31 17,514 $758,000 -1,973
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 729 - 2023-12-31 17,491 $757,000 -6,906
   DOHJ LLC 92 - 2024-03-31 17,568 $752,000 189
   RETIREMENT CAPITAL STRATEGIES 42 *New 2023-12-31 17,249 $746,000 17,249
   Steward Partners Investment Advisory LLC 833 - 2023-12-31 17,032 $737,000 455
   Tarbox Group Inc. 48 - 2024-03-31 17,181 $736,000 718
   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 - 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
   Carr Financial Group Corp 84 - 2024-03-31 14,314 $613,000 -8,128
   Shared Vision Wealth Group LLC 35 - 2023-12-31 13,840 $599,000 0
   BFSG LLC 166 - 2024-03-31 13,885 $595,000 233
   Resources Investment Advisors Inc. 656 - 2023-12-31 13,393 $579,000 7,245
   MULTIFINANCIAL SECURITIES CORP 1088 - 2023-12-31 12,255 $530,000 -5,122
   Austin Private Wealth LLC 118 - 2024-03-31 12,186 $516,000 2,111
   Essential Planning LLC. 36 - 2023-12-31 11,478 $497,000 -832
   Ascent Group LLC 353 - 2023-12-31 11,176 $477,000 -351
   AE Wealth Management LLC 1492 - 2023-12-31 10,455 $447,000 -6,141
   BANK OF NEW YORK MELLON CORP 3523 - 2024-03-31 10,371 $444,000 973
   Apollon Wealth Management LLC - 2024-03-31 10,074 $431,000 4,373
   Invera Wealth Advisors LLC 53 - 2024-03-31 10,219 $426,000 3,130
   Goldstein Advisors LLC 87 - 2023-12-31 9,486 $410,000 -1,146
   Stratos Wealth Advisors LLC 500 - 2024-03-31 9,519 $408,000 679
   GOULD ASSET MANAGEMENT LLC /CA/ - 2024-03-31 9,500 $407,000 9,500
   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 1117 - 2023-12-31 8,728 $378,000 -2,452
   H D Vest Advisory Services 1119 - 2023-12-31 8,607 $372,000 -2,083
   Dynamic Advisors Solutions LLC 719 - 2024-03-31 7,835 $336,000 0
   Farther Finance Advisors LLC 422 - 2023-12-31 7,727 $334,000 1,444
   GOLDMAN SACHS GROUP INC/ 4001 *New 2023-12-31 7,620 $330,000 7,620
   BARTLETT & CO. LLC 414 - 2023-12-31 6,762 $293,000 -1,045
   BARTLETT & CO. WEALTH MANAGEMENT LLC 414 - 2023-12-31 6,762 $293,000 -1,045
   Optas LLC 146 - 2024-03-31 6,774 $290,000 -109
   Pensionmark Financial Group LLC 316 - 2023-12-31 6,668 $288,000 -2,480
   We Are One Seven LLC 721 *New 2023-12-31 6,364 $275,000 6,364
   TCWP LLC 39 - 2023-12-31 6,364 $275,000 -1,477
   Williams Financial LLC 14 - 2024-03-31 6,364 $273,000 -1,253
   FTB Advisors Inc. 446 - 2024-03-31 6,316 $271,000 107
   Wealth Alliance 425 - 2023-12-31 5,990 $259,000 -642
   Venturi Wealth Management LLC 326 - 2024-03-31 5,948 $255,000 -520
   Buck Wealth Strategies LLC - 2024-03-31 5,916 $253,000 5,916
   STIFEL FINANCIAL CORP 2935 - 2023-12-31 5,800 $251,000 0
   Ally Invest Advisors Inc. 56 *New 2023-12-31 5,789 $250,000 5,789
   WEDBUSH MORGAN SECURITIES INC 857 - 2023-12-31 5,720 $247,000 -1,428
   SAVANT CAPITAL MANAGEMENT INC 762 *New 2023-12-31 5,543 $240,000 5,543
  100 Records found
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