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Get Institutions for : 
Ishares Esg 1 To 5 Year Usd Corporate Bond (SUSB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 251    6
Total shares held : 
 23,265,026  
% of shares held : 
 60.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 889,857  
% of shares held change : 
   2.32%  
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 :
15
 248,632
 1.07%
 
Increased Positions :
91
 2,094,655
 9%
 
Unchanged Positions :
45
 916,219
 3.94%
 
Decreased Positions :
100
-1,080,452
-4.64%
 
Closed Positions :
21
-372,978
-1.6%
 
Guru Positions :
1
138,287
 0.59%
 
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
   GOLDMAN SACHS GROUP INC/ 856 - 2023-12-31 2,580,129 $63,162,000 245,507
   MORGAN STANLEY 2383 - 2023-12-31 1,075,565 $26,330,000 91,092
   First Pacific Financial 7 - 2024-03-31 749,429 $18,346,000 44,430
   ROYAL BANK OF CANADA 1187 - 2023-12-31 681,751 $16,689,000 62,900
   PFS INVESTMENTS INC. 103 - 2023-06-30 675,204 $16,144,000 -62,591
   AMERIPRISE FINANCIAL INC 1422 - 2023-12-31 629,368 $15,313,000 -67,024
   ENVESTNET ASSET MANAGEMENT INC 1196 - 2023-12-31 609,378 $14,918,000 -13,013
   LPL FINANCIAL CORP 1031 - 2023-12-31 591,152 $14,471,000 45,023
   UBS Group AG 1261 - 2023-12-31 586,699 $14,362,000 -92,830
   BANK OF NEW YORK MELLON CORP 1791 - 2024-03-31 559,763 $13,703,000 -9,067
   COMMONWEALTH EQUITY SERVICES LLC. 593 - 2023-12-31 556,337 $13,619,000 -6,935
   Acorns Advisers LLC 21 - 2023-12-31 548,401 $13,425,000 30,192
   WELLS FARGO & CO/MN 1381 - 2023-12-31 483,856 $11,845,000 68,896
   Private Ocean LLC 15 - 2024-03-31 462,192 $11,314,000 -26,056
   MODERA WEALTH MANAGEMENT, LLC 104 - 2023-12-31 431,526 $10,564,000 431,526
   Francis Financial Inc. 11 - 2024-03-31 388,861 $9,519,000 -82,398
   PUTNAM FL INVESTMENT MANAGEMENT CO 97 - 2023-12-31 383,390 $9,385,000 -8,610
   Baird Financial Group Inc. 477 - 2023-12-31 372,320 $9,114,000 22,446
   EP WEALTH ADVISORS, INC. 112 - 2023-12-31 367,875 $9,006,000 -41,778
   ALESCO ADVISORS LLC 32 - 2023-12-31 338,255 $8,280,000 7,800
   HANSON MCCLAIN, INC. 131 - 2024-03-31 335,832 $8,221,000 31,608
   YCMNET ADVISORS INC 76 - 2023-12-31 327,872 $8,026,000 -16,366
   Milestone Investment Advisors LLC 15 - 2023-12-31 320,620 $7,849,000 -51,050
   SAVANT CAPITAL MANAGEMENT INC 146 - 2023-12-31 297,535 $7,284,000 37,256
   PARSEC FINANCIAL MANAGEMENT, INC. 76 - 2023-03-31 283,351 $6,817,000 -2,163
   BANK OF AMERICA CORP /DE/ 2701 - 2023-12-31 266,493 $6,524,000 -1,048
   Dynamic Advisors Solutions LLC 119 - 2024-03-31 263,649 $6,454,000 16,994
   Integris Wealth Management LLC 16 - 2023-12-31 256,794 $6,286,000 4,835
   Perigon Wealth Management LLC 117 - 2023-12-31 242,244 $5,930,000 174,075
   LFA - Lugano Financial Advisors SA - 2023-12-31 228,105 $5,584,000 66,015
   ST GERMAIN D J CO INC 89 - 2024-03-31 220,800 $5,405,000 17,636
   Advisor Group Holdings Inc. 1178 - 2023-12-31 214,550 $5,252,000 -36,762
   Apella Capital LLC 66 - 2024-03-31 203,375 $4,958,000 24,343
   EASTERN BANK - 2023-12-31 194,223 $4,755,000 3,821
   OLD MISSION CAPITAL LLC 148 - 2023-12-31 182,596 $4,470,000 169,295
   MATHER GROUP, INC. 98 - 2024-03-31 180,192 $4,411,000 234
   Wescott Financial Advisory Group LLC 34 - 2023-12-31 170,631 $4,177,000 2,250
   FINANCIAL ENGINES ADVISORS L.L.C. 110 - 2023-12-31 155,571 $3,808,000 27,528
   HSBC HOLDINGS PLC 1001 - 2023-12-31 151,400 $3,706,000 0
   Plancorp LLC 47 - 2023-12-31 147,618 $3,614,000 6,720
   CWM LLC 485 - 2024-03-31 142,748 $3,494,000 -181,108
   HARBOUR INVESTMENTS INC. 133 - 2023-12-31 142,216 $3,481,000 7,503
   Arlington Financial Advisors LLC 36 - 2024-03-31 138,787 $3,398,000 10,238
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 532 - 2023-12-31 138,287 $3,385,000 4,473
   Bear Mountain Capital Inc. 14 - 2024-03-31 138,795 $3,362,000 -1,260
   THRIVENT FINANCIAL FOR LUTHERANS 999 - 2023-12-31 130,968 $3,206,000 -29,070
   FIDUCIARY TRUST CO 200 - 2023-12-31 126,862 $3,106,000 2,911
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1459 - 2023-12-31 126,547 $3,098,000 -34,281
   Colorado Capital Management Inc. 22 - 2024-03-31 121,870 $2,983,000 32,778
   NORTHERN TRUST CORP 2859 *New 2023-12-31 104,560 $2,560,000 104,560
   JANE STREET GROUP LLC 2207 - 2023-12-31 99,589 $2,438,000 -2,151
   Charter Oak Capital Management LLC 36 - 2024-03-31 99,529 $2,436,000 1,815
   Long Run Wealth Advisors LLC 39 - 2024-03-31 98,889 $2,421,000 -2,430
   IMPACTfolio LLC 11 - 2024-03-31 98,675 $2,416,000 5,192
   Baldrige Asset Management LLC 28 - 2023-03-31 94,451 $2,272,000 1,115
   Klaas Financial Asset Advisors LLC 25 - 2024-03-31 92,633 $2,268,000 5,897
   HALBERT, HARGROVE/RUSSELL LLC 30 - 2024-03-31 91,483 $2,239,000 4,342
   Adroit Compliance LLC 24 - 2023-12-31 86,736 $2,123,000 0
   Flagstone Financial Management - 2023-12-31 84,462 $2,068,000 -3,598
   Summit Wealth Group LLC 12 - 2023-12-31 84,176 $2,061,000 -1,618
   HIGHTOWER ADVISORS, LLC 1386 - 2023-12-31 83,824 $2,053,000 -97
   PAYDEN & RYGEL 84 - 2023-12-31 82,849 $2,028,000 0
   PAYDENFUNDS 85 *New 2023-09-30 82,849 $1,969,000 82,849
   FRANKLIN RESOURCES INC 1333 - 2023-12-31 80,405 $1,968,000 77,734
   Better Money Decisions LLC - 2023-12-31 80,163 $1,962,000 -2,792
   ACCREDITED INVESTORS INC. 61 - 2023-12-31 79,916 $1,956,000 -1,569
   STRATEGIC POINT INVESTMENT ADVISORS LLC 23 - 2023-12-31 78,685 $1,926,000 25,305
   EMPIRICAL FINANCIAL SERVICES, LLC 171 - 2023-12-31 78,066 $1,911,000 1,933
   Brookstone Capital Management 355 - 2024-03-31 77,337 $1,893,000 -5,148
   Brio Consultants LLC 44 - 2023-12-31 77,244 $1,891,000 9,351
   REGATTA CAPITAL GROUP LLC 50 - 2024-03-31 73,661 $1,803,000 4,642
   Abacus Wealth Partners LLC 21 *New 2024-03-31 71,816 $1,758,000 71,816
   Omega Financial Group LLC 36 - 2024-03-31 71,652 $1,754,000 -3,743
   Fortis Capital Management LLC 49 - 2023-12-31 69,216 $1,694,000 -308
   CI Private Wealth LLC 1076 - 2023-12-31 68,664 $1,681,000 -2,082
   GUARANTY TRUST CO OF MISSOURI /MO/ 252 - 2024-03-31 67,966 $1,664,000 -9,700
   Grubman Wealth Management 30 - 2024-03-31 66,767 $1,634,000 4,144
   STALEY CAPITAL ADVISERS INC 85 - 2023-12-31 65,000 $1,591,000 -10,000
   BARTLETT & CO. LLC 227 - 2023-12-31 63,876 $1,564,000 1,762
   BARTLETT & CO. WEALTH MANAGEMENT LLC 227 - 2023-12-31 63,876 $1,564,000 1,762
   One Capital Management LLC 159 - 2023-12-31 61,883 $1,515,000 13
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1441 - 2024-03-31 61,861 $1,514,000 -7,531
   Mascoma Wealth Management LLC - 2023-12-31 61,460 $1,505,000 -10,429
   Fort Point Capital Partners LLC 74 - 2023-12-31 61,128 $1,496,000 47,316
   ADVISORY SERVICES NETWORK, LLC 506 - 2023-12-31 60,943 $1,492,000 -2,274
   Levy Wealth Management Group LLC 31 - 2024-03-31 60,611 $1,484,000 0
   Cardinal Point Capital Management ULC 23 - 2024-03-31 59,413 $1,454,000 -1,310
   Cardinal Point Wealth Management Partners LLC 20 - 2023-03-31 59,873 $1,441,000 -9,805
   STIFEL FINANCIAL CORP 1944 - 2023-12-31 54,957 $1,345,000 5,858
   FINANCIAL ARCHITECTS INC 116 - 2023-06-30 52,896 $1,265,000 -1,611
   WADE G W & INC 207 - 2023-12-31 50,330 $1,232,000 11,704
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1137 - 2024-03-31 50,149 $1,228,000 1,061
   Sequoia Financial Advisors LLC *New 2023-12-31 49,988 $1,224,000 49,988
   Leonard Rickey Investment Advisors P.L.L.C. 32 - 2024-03-31 49,290 $1,207,000 439
   Affinity Capital Advisors LLC 57 - 2024-03-31 48,772 $1,194,000 -13,216
   JNBA FINANCIAL ADVISORS 84 - 2024-03-31 48,296 $1,182,000 -10,098
   FINANCIAL NETWORK 1267 - 2023-12-31 48,103 $1,178,000 -2,138
   Financial Gravity Wealth Inc. 213 - 2023-12-31 16,226 $1,135,000 0
   Equitable Holdings Inc. 549 - 2023-12-31 46,186 $1,131,000 10,748
   AFFINIA FINANCIAL GROUP LLC 13 - 2023-06-30 47,254 $1,129,000 -1,241
  100 Records found
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