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Get Institutions for : 
Ishares Esg Usd Corporate Bond (SUSC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 231    16
Total shares held : 
 41,357,542  
% of shares held : 
 45.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   91  
Amount of shares held : 
 1,673,024  
% of shares held change : 
   1.86%  
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 :
28
 1,040,379
 2.52%
 
Increased Positions :
124
 3,479,002
 8.41%
 
Unchanged Positions :
30
 921,633
 2.23%
 
Decreased Positions :
49
-2,640,760
-6.39%
 
Closed Positions :
12
-205,597
-0.5%
 
Guru Positions :
1
934,334
 2.26%
 
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
   AMERIPRISE FINANCIAL INC 323 - 2023-12-31 8,585,760 $201,325,000 -1,571,994
   ENVESTNET ASSET MANAGEMENT INC 292 - 2023-12-31 6,595,606 $153,480,000 706,076
   Envestnet Portfolio Solutions Inc. 61 - 2024-03-31 2,631,577 $60,500,000 247,055
   J P MORGAN CHASE & CO 1140 - 2024-03-31 2,314,871 $53,219,000 135,274
   Wealthfront Advisers LLC 48 - 2024-03-31 2,056,080 $47,269,000 268,082
   BABSON CAPITAL MANAGEMENT LLC 22 - 2024-03-31 1,047,966 $24,093,000 484,452
   CWM LLC 180 - 2024-03-31 991,100 $22,785,000 -306,458
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 328 - 2024-03-31 934,334 $21,480,000 100,967
   LPL FINANCIAL CORP 918 - 2024-03-31 927,119 $21,314,000 46,437
   Acorns Advisers LLC 19 - 2023-12-31 836,657 $19,469,000 45,725
   CREATIVE PLANNING 245 - 2023-12-31 807,281 $18,785,000 71,830
   MORGAN STANLEY 2807 - 2023-12-31 751,381 $17,485,000 99,206
   Betterment LLC 67 - 2024-03-31 670,565 $15,416,000 53,770
   PARK AVENUE SECURITIES LLC 93 - 2024-03-31 544,861 $12,526,000 72,048
   BLACKROCK INC. 3209 - 2024-03-31 457,893 $10,527,000 -113,269
   ROYAL BANK OF CANADA 1446 - 2023-12-31 434,117 $10,102,000 133,016
   MML INVESTORS SERVICES LLC 400 - 2023-12-31 395,595 $9,206,000 45,370
   UBS Group AG 1522 - 2023-12-31 387,641 $9,020,000 -8,263
   BANK OF NEW YORK MELLON CORP 2066 - 2024-03-31 353,890 $8,136,000 -1,432
   PFS INVESTMENTS INC. 156 - 2023-06-30 348,158 $7,917,000 -4,164
   IMPACTfolio LLC 6 - 2024-03-31 343,427 $7,895,000 21,027
   WELLS FARGO & CO/MN 1702 - 2024-03-31 336,165 $7,728,000 54,215
   One Wealth Advisors LLC 23 - 2024-03-31 326,221 $7,500,000 42,607
   Cetera Investment Advisers 316 - 2023-12-31 312,761 $7,278,000 18,891
   BANK OF AMERICA CORP /DE/ 2657 - 2023-12-31 301,227 $7,010,000 -16,942
   OLD MISSION CAPITAL LLC 99 - 2023-12-31 271,658 $6,321,000 145,187
   SAVANT CAPITAL MANAGEMENT INC 167 - 2024-03-31 259,434 $5,964,000 -46,899
   BANK OF MONTREAL /CAN/ 1029 - 2023-12-31 229,077 $5,349,000 229,077
   FINANCIAL ENGINES ADVISORS L.L.C. 99 - 2023-12-31 217,499 $5,061,000 37,344
   Atria Wealth Solutions Inc. 312 - 2023-12-31 208,864 $4,860,000 28,819
   DOHJ LLC 23 - 2024-03-31 194,530 $4,472,000 53,176
   Invera Wealth Advisors LLC 7 - 2024-03-31 196,745 $4,391,000 -8,669
   FINANCIAL NETWORK 667 - 2023-12-31 174,540 $4,062,000 7,837
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 866 - 2024-03-31 175,496 $4,035,000 19,642
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1258 - 2024-03-31 172,142 $3,958,000 -13,605
   PUTNAM FL INVESTMENT MANAGEMENT CO 167 - 2024-03-31 165,148 $3,797,000 100,177
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 469 - 2024-03-31 161,690 $3,717,000 19,471
   Horst & Graben Wealth Management LLC 23 - 2024-03-31 158,818 $3,651,000 27,468
   FMR LLC 2020 - 2023-12-31 156,296 $3,637,000 101,274
   COMMONWEALTH EQUITY SERVICES LLC. 1395 - 2024-03-31 150,094 $3,451,000 -4,056
   EASTERN BANK 104 - 2024-03-31 138,077 $3,174,000 -26,911
   WESBANCO BANK INC 148 - 2024-03-31 136,736 $3,144,000 7,302
   Sharkey Howes & Javer 39 - 2024-03-31 121,661 $2,797,000 3,010
   Equitable Holdings Inc. 329 - 2023-12-31 118,178 $2,750,000 19,976
   CITADEL ADVISORS LLC 2085 - 2023-12-31 114,949 $2,675,000 7,195
   THRIVENT FINANCIAL FOR LUTHERANS 1121 - 2023-12-31 114,417 $2,662,000 7,126
   ADVISORY SERVICES NETWORK, LLC 380 - 2024-03-31 110,717 $2,545,000 1,931
   Perigon Wealth Management LLC 222 - 2024-03-31 110,263 $2,535,000 25,907
   MORNINGSTAR INVESTMENT SERVICES, INC. 176 - 2023-12-31 107,656 $2,512,000 78,258
   Financial Gravity Wealth Inc. 126 - 2023-12-31 295,070 $2,466,000 0
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 383 *New 2023-12-31 104,480 $2,431,000 104,480
   JANNEY MONTGOMERY SCOTT LLC 1056 - 2024-03-31 105,057 $2,415,000 30,802
   Vontobel Holding Ltd. 415 - 2024-03-31 103,293 $2,375,000 6,204
   Miracle Mile Advisors LLC 169 - 2024-03-31 102,495 $2,356,000 -71,923
   HSBC HOLDINGS PLC 1134 - 2023-12-31 97,917 $2,279,000 2,851
   WEALTHSOURCE PARTNERS LLC 111 - 2023-12-31 97,781 $2,275,000 -3,504
   Klaas Financial Asset Advisors LLC 24 - 2024-03-31 98,730 $2,270,000 6,025
   Adroit Compliance LLC 23 - 2023-12-31 92,705 $2,157,000 0
   Facet Wealth Inc. 50 - 2024-03-31 92,494 $2,091,000 -64
   Summit Wealth Group LLC 12 - 2024-03-31 90,335 $2,077,000 18,106
   Advisor Group Holdings Inc. 1726 - 2024-03-31 82,999 $1,908,000 -495,810
   JANE STREET GROUP LLC 2478 - 2023-12-31 81,809 $1,904,000 -20,626
   Long Run Wealth Advisors LLC 46 - 2024-03-31 80,447 $1,849,000 -4,245
   Brookstone Capital Management 386 - 2024-03-31 72,119 $1,658,000 -4,528
   PRUDENTIAL FINANCIAL INC 1574 - 2023-12-31 68,597 $1,596,000 -15,018
   Petix & Botte Co 56 *New 2024-03-31 66,536 $1,530,000 66,536
   Topel & Distasi Wealth Management LLC 35 - 2024-03-31 66,536 $1,530,000 10,245
   SigFig Wealth Management LLC 92 - 2024-03-31 61,018 $1,403,000 2,888
   Charter Oak Capital Management LLC 57 - 2024-03-31 60,427 $1,389,000 13,790
   Diversify Advisory Services LLC 192 - 2024-03-31 60,892 $1,384,000 0
   Resources Investment Advisors Inc. 418 - 2024-03-31 59,128 $1,359,000 11,496
   SCHMIDT P J INVESTMENT MANAGEMENT INC 61 - 2024-03-31 57,138 $1,314,000 922
   RSM US WEALTH MANAGEMENT LLC 235 - 2024-03-31 56,703 $1,304,000 -724
   DFPG INVESTMENTS INC. 188 - 2023-12-31 56,439 $1,303,000 -6,379
   PROFFITT & GOODSON INC 45 - 2024-03-31 56,318 $1,295,000 5,284
   MERCER GLOBAL ADVISORS INC /ADV 895 - 2023-12-31 52,965 $1,232,000 15,573
   Emerald Investment Partners LLC 128 - 2024-03-31 52,110 $1,198,000 2,216
   Austin Private Wealth LLC 69 - 2024-03-31 50,597 $1,150,000 10,706
   Integrated Wealth Concepts LLC 688 - 2023-12-31 47,114 $1,096,000 13,249
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2465 - 2024-03-31 46,648 $1,072,000 -136,704
   HANSON MCCLAIN, INC. 398 - 2024-03-31 46,129 $1,061,000 -238
   Steward Partners Investment Advisory LLC 697 - 2023-12-31 45,495 $1,059,000 11,289
   BAILARD BIEHL & KAISER INC 300 - 2024-03-31 45,071 $1,036,000 -4,037
   MULTIFINANCIAL SECURITIES CORP 761 - 2023-12-31 44,046 $1,025,000 5,594
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 123 - 2024-03-31 44,535 $1,024,000 5,023
   AE Wealth Management LLC 1139 - 2023-12-31 44,249 $1,018,000 3,951
   SageView Advisory Group LLC 197 - 2024-03-31 8,718 $1,002,000 8,718
   UMB BANK N A/MO 333 - 2024-03-31 43,106 $991,000 0
   Private Wealth Management Group LLC 30 - 2024-03-31 42,150 $969,000 14,094
   VISION CAPITAL MANAGEMENT INC 76 - 2024-03-31 42,105 $968,000 -762
   Stratos Wealth Advisors LLC 354 - 2024-03-31 38,585 $887,000 1,498
   We Are One Seven LLC 351 *New 2023-12-31 37,652 $876,000 37,652
   TCWP LLC 11 - 2023-12-31 37,652 $876,000 14,664
   Trilogy Capital Inc. 161 - 2024-03-31 36,385 $836,000 -234
   GRADIENT INVESTMENTS LLC 187 - 2024-03-31 35,461 $815,000 -2,084
   JNBA FINANCIAL ADVISORS 109 - 2024-03-31 35,115 $807,000 -2,506
   M&T BANK CORP 954 - 2024-03-31 34,488 $793,000 -6,239
   EMPIRICAL FINANCIAL SERVICES, LLC 280 - 2024-03-31 33,164 $762,000 43
   Carr Financial Group Corp 69 - 2024-03-31 32,911 $757,000 -10,000
   LINCOLN NATIONAL CORP 603 - 2024-03-31 32,811 $754,000 11,047
  100 Records found
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