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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
151,881
 0.65%
 
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
   PFG Investments LLC 1037 *Closed 2024-03-31 0 $0 -8,416
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5446 *Closed 2024-03-31 0 $0 -126,547
   ATRIA INVESTMENTS LLC 893 *Closed 2023-12-31 0 $0 -104,705
   GRADIENT INVESTMENTS LLC 1182 *Closed 2024-03-31 0 $0 -744
   Coppell Advisory Solutions Corp. 589 *Closed 2023-03-31 0 $0 -791
   Patriot Financial Group Insurance Agency LLC 496 *Closed 2024-03-31 0 $0 -8,203
   Coppell Advisory Solutions LLC 1667 *Closed 2023-12-31 0 $0 -791
   Ameritas Advisory Services LLC 743 *Closed 2023-12-31 0 $0 -18,906
   Ten Capital Wealth Advisors LLC 311 *Closed 2023-06-30 0 $0 -545
   Stonebridge Capital Advisors LLC 676 *Closed 2023-12-31 0 $0 -1,989
   PITTENGER & ANDERSON INC 436 *Closed 2024-03-31 0 $0 -105
   SHEETS SMITH & ASSOCIATES INC 491 *Closed 2024-03-31 0 $0 -3,896
   DOHJ LLC 150 *Closed 2024-03-31 0 $0 -10,217
   Capital Analysts Inc. 1131 *Closed 2023-12-31 0 $0 -2,299
   American Capital Advisory LLC 516 *Closed 2024-03-31 0 $0 -14,936
   BAKER AVENUE ASSET MANAGEMENT, LP 1485 *Closed 2023-12-31 0 $0 -5,593
   Archetype Wealth Partners LLC 111 *Closed 2023-12-31 0 $0 -9,513
   Diversified Portfolios Inc. 131 *Closed 2024-03-31 0 $0 -12,895
   CITADEL ADVISORS LLC 6493 *Closed 2023-12-31 0 $0 -32,770
   CANTOR FITZGERALD L. P. 577 *Closed 2023-12-31 0 $0 -43,744
   Sound View Wealth Advisors Group LLC 394 *Closed 2024-03-31 0 $0 -11,933
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 232 *Closed 2024-03-31 0 $0 -16,120
   Orion Portfolio Solutions LLC 1754 *Closed 2024-03-31 0 $0 -24,045
   Orgel Wealth Management LLC 85 *Closed 2024-03-31 0 $0 -10,718

  24 Records found
  1    
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