Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Esg Usd Corporate Bond (SUSC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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
833,367
 2.02%
 
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
   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. 58 - 2023-12-31 2,384,522 $55,488,000 300,691
   J P MORGAN CHASE & CO 1086 - 2023-12-31 2,179,597 $50,719,000 248,280
   Wealthfront Advisers LLC 48 - 2024-03-31 2,056,080 $47,269,000 268,082
   CWM LLC 180 - 2024-03-31 991,100 $22,785,000 -306,458
   LPL FINANCIAL CORP 865 - 2023-12-31 880,682 $20,493,000 -11,344
   Acorns Advisers LLC 19 - 2023-12-31 836,657 $19,469,000 45,725
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 328 - 2023-12-31 833,367 $19,392,000 18,215
   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 60 - 2023-12-31 616,795 $14,353,000 17,080
   Advisor Group Holdings Inc. 647 - 2023-12-31 578,809 $13,470,000 -141,723
   BLACKROCK INC. 3143 - 2023-12-31 571,162 $13,291,000 -145,786
   BABSON CAPITAL MANAGEMENT LLC 30 *New 2023-12-31 563,514 $13,113,000 563,514
   PARK AVENUE SECURITIES LLC 93 - 2024-03-31 544,861 $12,526,000 72,048
   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
   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
   SAVANT CAPITAL MANAGEMENT INC 148 - 2023-12-31 306,333 $7,128,000 -325,242
   BANK OF AMERICA CORP /DE/ 2657 - 2023-12-31 301,227 $7,010,000 -16,942
   WELLS FARGO & CO/MN 1760 - 2023-12-31 281,950 $6,561,000 63,626
   OLD MISSION CAPITAL LLC 99 - 2023-12-31 271,658 $6,321,000 145,187
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1227 - 2023-12-31 183,352 $4,267,000 144,139
   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
   EASTERN BANK - 2023-12-31 164,988 $3,839,000 3,473
   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. 1289 - 2023-12-31 154,150 $3,587,000 18,456
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 459 - 2023-12-31 142,219 $3,309,000 35,711
   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 363 - 2023-12-31 108,786 $2,531,000 -528
   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
   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
   Vontobel Holding Ltd. 464 - 2023-12-31 97,089 $2,259,000 2,969
   Adroit Compliance LLC 23 - 2023-12-31 92,705 $2,157,000 0
   Facet Wealth Inc. 45 - 2023-12-31 92,558 $2,131,000 2,403
   Perigon Wealth Management LLC 226 - 2023-12-31 84,356 $1,963,000 -392
   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
   JANNEY MONTGOMERY SCOTT LLC 1160 - 2023-12-31 74,255 $1,728,000 22,108
   Summit Wealth Group LLC 14 - 2023-12-31 72,229 $1,681,000 13,387
   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
   PUTNAM FL INVESTMENT MANAGEMENT CO 225 - 2023-12-31 64,971 $1,512,000 -2,632
   Charter Oak Capital Management LLC 57 - 2024-03-31 60,427 $1,389,000 13,790
   SigFig Wealth Management LLC 89 - 2023-12-31 58,130 $1,353,000 10,519
   RSM US WEALTH MANAGEMENT LLC 224 - 2023-12-31 57,427 $1,336,000 -662
   SCHMIDT P J INVESTMENT MANAGEMENT INC 61 - 2024-03-31 57,138 $1,314,000 922
   Topel & Distasi Wealth Management LLC 36 - 2023-12-31 56,291 $1,310,000 1,224
   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 - 2023-12-31 49,894 $1,161,000 3,452
   Austin Private Wealth LLC 69 - 2024-03-31 50,597 $1,150,000 10,706
   BAILARD BIEHL & KAISER INC 277 - 2023-12-31 49,108 $1,143,000 -656
   Resources Investment Advisors Inc. 441 - 2023-12-31 47,632 $1,108,000 4,245
   Integrated Wealth Concepts LLC 688 - 2023-12-31 47,114 $1,096,000 13,249
   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
   MULTIFINANCIAL SECURITIES CORP 761 - 2023-12-31 44,046 $1,025,000 5,594
   AE Wealth Management LLC 1139 - 2023-12-31 44,249 $1,018,000 3,951
   VISION CAPITAL MANAGEMENT INC 76 - 2023-12-31 42,867 $998,000 -359
   UMB BANK N A/MO 333 - 2024-03-31 43,106 $991,000 0
   M&T BANK CORP 889 - 2023-12-31 40,727 $948,000 -10,356
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 133 - 2023-12-31 39,512 $919,000 6,531
   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
   EMPIRICAL FINANCIAL SERVICES, LLC 262 - 2023-12-31 33,121 $771,000 -12,693
   Carr Financial Group Corp 69 - 2024-03-31 32,911 $757,000 -10,000
   TOWNSQUARE CAPITAL LLC 675 - 2023-12-31 31,686 $737,000 -1,885
   SUMMIT INVESTMENT ADVISORS INC 685 - 2023-12-31 31,275 $728,000 282
   PAYDEN & RYGEL 106 - 2023-12-31 30,697 $714,000 0
   MA Private Wealth - 2023-12-31 30,279 $705,000 30,279
   HALBERT, HARGROVE/RUSSELL LLC 49 - 2024-03-31 30,633 $704,000 2,729
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us