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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
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 383 *New 2023-12-31 104,480 $2,431,000 104,480
   Petix & Botte Co 56 *New 2024-03-31 66,536 $1,530,000 66,536
   We Are One Seven LLC 351 *New 2023-12-31 37,652 $876,000 37,652
   PAYDENFUNDS 107 *New 2023-09-30 30,697 $668,000 30,697
   Continuum Advisory LLC 299 *New 2023-12-31 19,064 $444,000 19,064
   Idaho Trust Bank 60 *New 2024-03-31 18,627 $428,000 18,627
   Baird Financial Group Inc. 1497 *New 2023-12-31 13,575 $316,000 13,575
   Vista Private Wealth Partners. LLC 62 *New 2023-12-31 6,171 $292,000 6,171
   Sequoia Financial Advisors LLC 926 *New 2024-03-31 11,239 $258,000 11,239
   TWO SIGMA SECURITIES LLC 761 *New 2023-12-31 10,241 $238,000 10,241
   Centurion Wealth Management LLC 157 *New 2024-03-31 10,282 $236,000 10,282
   Gateway Wealth Partners LLC 194 *New 2023-12-31 9,820 $229,000 9,820
   My Legacy Advisors LLC 198 *New 2023-12-31 9,369 $217,000 9,369
   BRAGG FINANCIAL ADVISORS INC 307 *New 2023-12-31 9,230 $215,000 9,230
   TD Waterhouse Canada Inc. 785 *New 2024-03-31 8,146 $185,000 8,146
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 279 *New 2024-03-31 4,535 $104,000 4,535
   Milestone Investment Advisors LLC 90 *New 2023-12-31 3,000 $70,000 3,000
   Atlantic Trust Group LLC 2288 *New 2024-03-31 440 $10,000 440
   Coppell Advisory Solutions LLC 946 *New 2023-12-31 401 $9,000 401
   JONES FINANCIAL COMPANIES LLLP 725 *New 2023-12-31 292 $7,000 292
   WOODMONT INVESTMENT COUNSEL LLC 350 *New 2024-03-31 195 $4,000 195
   MATHER GROUP, INC. 1436 *New 2024-03-31 119 $3,000 119
   Burleson & Company LLC 335 *New 2022-12-31 35 $1,000 35
   BNP PARIBAS ARBITRAGE SA 3054 *New 2024-03-31 60 $1,000 60
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3228 *New 2023-12-31 20 $0 20
  25 Records found
  1    
  Page 1 of 1
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