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Get Institutions for : 
Nushares Esg International Developed Markets Equity Etf (NUDM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 98    5
Total shares held : 
10,015,647  
% of shares held : 
87.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  9  
Amount of shares held : 
-185,815  
% of shares held change : 
  -1.63%  
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 :
3
 61,423
 0.61%
 
Increased Positions :
42
 682,310
 6.81%
 
Unchanged Positions :
25
 209,607
 2.09%
 
Decreased Positions :
28
-465,419
-4.65%
 
Closed Positions :
8
-464,129
-4.63%
 
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
   TIAA FSB 59 - 2023-06-30 2,557,412 $74,063,000 -77,548
   TIAA TRUST NATIONAL ASSOCIATION 72 - 2024-03-31 1,916,737 $59,553,000 -7,027
   Wealthfront Advisers LLC 57 - 2024-03-31 1,167,290 $36,268,000 55,758
   ROYAL BANK OF CANADA 1097 - 2023-12-31 725,757 $21,352,000 3,171
   BANK OF AMERICA CORP /DE/ 1806 - 2023-12-31 665,865 $19,590,000 67,438
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 278 - 2024-03-31 583,929 $18,143,000 -27,523
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 15 - 2023-12-31 440,799 $12,968,000 25,296
   Envestnet Portfolio Solutions Inc. 221 - 2024-03-31 341,107 $10,598,000 2,880
   MORGAN STANLEY 3287 - 2023-12-31 351,122 $10,330,000 45,575
   ENVESTNET ASSET MANAGEMENT INC 1495 - 2023-12-31 312,411 $9,191,000 29,383
   UBS Group AG 1560 - 2023-12-31 287,763 $8,466,000 -2,703
   JANE STREET GROUP LLC 1057 - 2023-12-31 284,941 $8,383,000 284,941
   WCG Wealth Advisors LLC 57 - 2023-12-31 238,607 $7,020,000 -6,151
   MISSION WEALTH MANAGEMENT LLC 96 - 2024-03-31 179,392 $5,574,000 7,329
   THRIVENT FINANCIAL FOR LUTHERANS 811 - 2023-12-31 161,642 $4,755,000 12,400
   Vestmark Advisory Solutions Inc. 108 - 2023-12-31 150,640 $4,432,000 -245
   Evolution Advisers Inc. 11 - 2024-03-31 131,887 $4,098,000 955
   UMB BANK N A/MO 188 - 2024-03-31 118,357 $3,677,000 523
   PFG Investments LLC 108 - 2024-03-31 101,987 $3,169,000 101,987
   Better Money Decisions LLC 11 - 2024-03-31 99,452 $3,090,000 4,655
   LPL FINANCIAL CORP 2148 - 2024-03-31 97,613 $3,033,000 2,167
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 117 - 2024-03-31 97,043 $3,015,000 -413
   Money Design Co.Ltd. 65 - 2024-03-31 92,870 $2,885,000 -16,631
   Global Assets Advisory LLC 125 *New 2024-03-31 88,586 $2,865,000 88,586
   FLOW TRADERS U.S. LLC 184 - 2023-12-31 80,178 $2,359,000 52,840
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 544 - 2024-03-31 75,846 $2,357,000 6,206
   CREATIVE PLANNING 865 - 2023-12-31 77,995 $2,295,000 13,384
   OLD MISSION CAPITAL LLC 246 - 2023-12-31 73,316 $2,157,000 20,123
   Cetera Investment Advisers 837 - 2023-12-31 61,638 $1,813,000 -4,533
   Trademark Financial Management LLC 15 - 2024-03-31 57,802 $1,796,000 3,672
   Brio Consultants LLC 48 - 2024-03-31 57,349 $1,782,000 -2,353
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 263 - 2024-03-31 56,911 $1,768,000 2,026
   BANK OF MONTREAL /CAN/ 1451 *New 2023-12-31 51,586 $1,518,000 51,586
   HIGHTOWER ADVISORS, LLC 1601 - 2024-03-31 43,610 $1,357,000 -17,448
   COMMONWEALTH EQUITY SERVICES LLC. 2038 - 2024-03-31 42,491 $1,320,000 2,140
   Sowell Financial Services LLC 306 - 2024-03-31 41,202 $1,280,000 8,807
   Advisor Group Holdings Inc. 2137 - 2024-03-31 39,386 $1,224,000 -14,659
   CX Institutional 252 - 2024-03-31 39,160 $1,217,000 1,677
   CITADEL ADVISORS LLC 2754 - 2023-12-31 41,004 $1,206,000 -59,845
   Bond & Devick Financial Network Inc. 28 - 2024-03-31 35,263 $1,096,000 1,055
   FINANCIAL ARCHITECTS INC 134 - 2023-06-30 36,392 $1,054,000 17
   Private Advisor Group LLC 1137 - 2024-03-31 33,886 $1,053,000 17,350
   Trust Co 53 - 2024-03-31 33,115 $1,029,000 -2,782
   WHITTIER TRUST CO OF NEVADA INC 285 - 2024-03-31 31,304 $972,000 9,224
   WHITTIER TRUST CO 367 - 2024-03-31 31,076 $965,000 11,207
   OPPENHEIMER ASSET MANAGEMENT INC 700 - 2024-03-31 29,774 $925,000 -4,776
   ADVISORY SERVICES NETWORK, LLC 727 - 2024-03-31 28,872 $897,000 902
   EMPIRICAL FINANCIAL SERVICES, LLC 270 - 2024-03-31 27,960 $869,000 -10,971
   Personal Resources Investment & Strategic Manageme 34 - 2024-03-31 24,665 $766,000 1,838
   LOCKERMAN FINANCIAL GROUP INC. 13 - 2024-03-31 23,823 $740,000 -347
   MML INVESTORS SERVICES LLC 1541 - 2023-12-31 24,806 $730,000 11,327
   McNamara Financial Services Inc. 34 - 2024-03-31 22,665 $704,000 898
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1085 - 2023-12-31 23,844 $701,000 13,199
   AMERIVEST INVESTMENT MANAGEMENT LLC 110 - 2023-06-30 24,163 $699,000 -8,849
   US FINANCIAL ADVISORS LLC 43 - 2023-12-31 23,522 $692,000 1,619
   AdvisorNet Financial Inc 256 - 2024-03-31 21,498 $668,000 0
   Sound Stewardship LLC 37 - 2024-03-31 18,078 $562,000 0
   Fountainhead AM LLC 61 - 2024-03-31 17,634 $548,000 1,224
   Walkner Condon Financial Advisors LLC 146 - 2024-03-31 16,736 $520,000 -1,781
   Wealth Architects LLC 111 - 2023-12-31 16,383 $482,000 39
   PNC FINANCIAL SERVICES GROUP INC 1583 - 2024-03-31 14,936 $464,000 -272
   RAYMOND JAMES & ASSOCIATES 3074 - 2024-03-31 14,530 $451,000 -10
   Mutual Advisors LLC 722 - 2024-03-31 14,376 $447,000 -738
   IMPACTfolio LLC 23 - 2024-03-31 13,437 $417,000 1,431
   Legacy Financial Group LLC 71 - 2024-03-31 13,127 $408,000 13,127
   FLYNN ZITO CAPITAL MANAGEMENT LLC 66 - 2024-03-31 13,036 $405,000 13,036
   Tolleson Wealth Management Inc. 64 - 2023-12-31 13,479 $397,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2658 - 2024-03-31 12,723 $395,000 1,004
   US BANCORP 1636 - 2024-03-31 12,620 $392,000 1,726
   SAND HILL ADVISORS INC/CA 132 - 2023-12-31 12,943 $381,000 -877
   CAPTRUST FINANCIAL ADVISORS 1972 - 2023-12-31 12,320 $362,000 161
   Maia Wealth LLC 139 - 2023-12-31 11,178 $329,000 0
   SCHMIDT P J INVESTMENT MANAGEMENT INC 146 - 2024-03-31 10,459 $325,000 688
   Wescott Financial Advisory Group LLC 129 - 2023-12-31 10,990 $323,000 609
   MONEYWISE INC. 53 - 2024-03-31 10,062 $313,000 -7,101
   Clarity Asset Management Inc. 27 - 2023-12-31 10,571 $311,000 0
   Keener Financial Planning LLC 34 - 2024-03-31 9,729 $303,000 0
   Financial Insights Inc. 135 - 2024-03-31 9,387 $292,000 -65
   DAVIDSON D A & CO 1150 - 2023-12-31 9,361 $275,000 -247
   Goss Wealth Management LLC 1563 - 2023-12-31 9,479 $274,000 1,055
   Robertson Stephens Wealth Management LLC 403 - 2023-12-31 8,367 $246,000 0
   CB&T WEALTH MANAGEMENT 88 *New 2024-03-31 7,734 $240,000 7,734
   Garrett Investment Advisors LLC 237 *New 2024-03-31 7,371 $229,000 7,371
   Sunpointe LLC 122 - 2024-03-31 7,102 $221,000 0
   Evergreen Private Wealth LLC 68 - 2024-03-31 7,105 $221,000 679
   Steward Partners Investment Advisory LLC 1379 - 2023-12-31 6,734 $198,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 225 - 2023-12-31 5,348 $157,000 167
   BARTLETT & CO. WEALTH MANAGEMENT LLC 525 - 2024-03-31 3,735 $116,000 0
   IAG Wealth Partners LLC 114 - 2024-03-31 3,685 $114,000 -2,022
   BARTLETT & CO. LLC 553 - 2023-12-31 3,735 $110,000 0
   Tortoise Investment Management LLC 281 - 2024-03-31 3,500 $109,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 623 - 2024-03-31 2,427 $75,000 490
   COMERICA BANK 2649 - 2023-12-31 2,068 $61,000 0
   WELLS FARGO & CO/MN 4649 *New 2024-03-31 1,729 $54,000 1,729
   J P MORGAN CHASE & CO 4754 - 2024-03-31 1,313 $41,000 0
   PRIVATE TRUST CO NA 1308 - 2024-03-31 895 $28,000 0
   HANSON MCCLAIN, INC. 1576 - 2024-03-31 917 $28,000 0
   EverSource Wealth Advisors LLC 1212 - 2023-12-31 701 $21,000 0
   Orion Capital Management LLC 334 *New 2024-03-31 561 $17,000 561
   Global Retirement Partners LLC 1927 - 2024-03-31 492 $15,000 0

  100 Records found
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