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Get Institutions for : 
Ishares Esg Msci Usa Leaders Etf (SUSL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 135    7
Total shares held : 
 9,914,752  
% of shares held : 
 23.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 -892,083  
% of shares held change : 
   -2.07%  
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 :
11
 56,281
 0.57%
 
Increased Positions :
53
 502,965
 5.07%
 
Unchanged Positions :
28
 218,364
 2.2%
 
Decreased Positions :
43
-1,429,806
-14.42%
 
Closed Positions :
4
-21,523
-0.22%
 
Guru Positions :
0
 0%
 
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
   BANK OF ITALY 3 - 2023-12-31 4,955,251 $418,124,000 -1,326,830
   J P MORGAN CHASE & CO 996 - 2023-12-31 747,581 $63,081,000 -18,037
   MERCER GLOBAL ADVISORS INC /ADV 98 - 2023-12-31 587,514 $49,574,000 110,579
   ENVESTNET ASSET MANAGEMENT INC 647 - 2023-12-31 539,801 $45,548,000 103,187
   ROYAL BANK OF CANADA 947 - 2023-12-31 336,940 $28,431,000 3,941
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 320 - 2024-03-31 213,872 $20,072,000 11,912
   CREATIVE PLANNING 244 - 2023-12-31 226,407 $19,104,000 -8,573
   HANSON MCCLAIN, INC. 77 - 2024-03-31 191,218 $17,946,000 8,531
   First Ascent Asset Management LLC 16 - 2023-12-31 170,114 $14,354,000 29,161
   FMR LLC 1684 - 2023-12-31 168,867 $14,249,000 69,541
   PRINCIPAL FINANCIAL GROUP INC 1266 - 2023-12-31 122,789 $10,361,000 0
   WEALTHSOURCE PARTNERS LLC 35 - 2023-12-31 99,750 $8,417,000 -6,063
   One Wealth Advisors LLC 21 - 2024-03-31 89,106 $8,363,000 -8,468
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 59 - 2023-12-31 83,537 $7,049,000 690
   W ADVISORS LLC 3 - 2024-03-31 72,858 $6,838,000 -3,250
   Ellevest Inc. 30 - 2023-12-31 76,885 $6,488,000 6,747
   BANK OF AMERICA CORP /DE/ 2724 - 2023-12-31 75,059 $6,333,000 -1,041
   RPg Family Wealth Advisory LLC - 2023-12-31 69,327 $5,850,000 -28
   Integrated Wealth Concepts LLC 233 - 2023-12-31 60,420 $5,098,000 -8,487
   COMMONWEALTH EQUITY SERVICES LLC. 1169 - 2023-12-31 51,308 $4,329,000 1,389
   BLUESTEM FINANCIAL ADVISORS LLC 10 - 2024-03-31 39,162 $3,675,000 -480
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1376 - 2023-12-31 41,493 $3,501,000 24,766
   CITADEL ADVISORS LLC 1879 - 2023-12-31 40,296 $3,400,000 40,296
   Robertson Stephens Wealth Management LLC 102 - 2023-12-31 35,537 $2,999,000 3,019
   BFSG LLC 89 - 2024-03-31 28,442 $2,669,000 -33
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1089 - 2024-03-31 28,413 $2,667,000 24,408
   Keebeck Wealth Management LLC 65 - 2023-12-31 31,024 $2,618,000 1,639
   RETIREMENT CAPITAL STRATEGIES 20 - 2023-12-31 30,051 $2,536,000 231
   CI Private Wealth LLC 900 - 2023-12-31 29,709 $2,507,000 401
   Advisor Group Holdings Inc. 1801 - 2023-12-31 25,486 $2,152,000 -18,840
   Brookstone Capital Management 341 - 2024-03-31 22,879 $2,147,000 -1,358
   Omega Financial Group LLC 35 - 2024-03-31 20,976 $1,969,000 -2,653
   KICKSTAND VENTURES LLC. 41 - 2023-12-31 21,908 $1,849,000 -3,590
   LPL FINANCIAL CORP 2462 - 2023-12-31 21,360 $1,802,000 654
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 833 - 2023-12-31 18,875 $1,593,000 1,022
   Cypress Wealth Services LLC 60 - 2024-03-31 16,936 $1,589,000 -54
   CFS Investment Advisory Services LLC 57 - 2023-12-31 17,943 $1,514,000 -191
   MATHER GROUP, INC. 175 - 2024-03-31 17,669 $1,491,000 0
   Friedenthal Financial 22 - 2024-03-31 15,835 $1,486,000 0
   Kingsview Wealth Management LLC 355 - 2023-12-31 17,561 $1,482,000 426
   Resources Investment Advisors Inc. 373 - 2023-12-31 17,452 $1,473,000 2,035
   Steward Partners Investment Advisory LLC 615 - 2023-12-31 16,387 $1,383,000 0
   FLOW TRADERS U.S. LLC 281 *New 2023-12-31 16,175 $1,365,000 16,175
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1870 - 2024-03-31 14,298 $1,342,000 -3,366
   My Legacy Advisors LLC 55 - 2023-12-31 15,449 $1,313,000 -385
   WELLS FARGO & CO/MN 2786 - 2023-12-31 15,534 $1,311,000 14,075
   Private Ocean LLC 57 - 2024-03-31 12,608 $1,183,000 17
   Wealth Alliance 128 - 2023-12-31 13,688 $1,155,000 -124
   Orgel Wealth Management LLC 42 - 2024-03-31 11,721 $1,100,000 -6
   Values Added Financial LLC 27 - 2024-03-31 10,612 $996,000 0
   TOWNSQUARE CAPITAL LLC 602 - 2023-12-31 11,699 $987,000 0
   Csenge Advisory Group 246 - 2023-12-31 11,139 $940,000 -3,917
   Compass Ion Advisors LLC 95 - 2024-03-31 9,600 $901,000 0
   SNS Financial Group LLC 89 - 2024-03-31 9,502 $892,000 -305
   PARK AVENUE SECURITIES LLC 764 - 2024-03-31 8,437 $792,000 -306
   One Capital Management LLC 189 - 2023-12-31 8,926 $753,000 290
   Stratos Wealth Partners LTD. 739 - 2024-03-31 8,023 $753,000 -111
   Private Advisor Group LLC 1282 - 2023-12-31 8,658 $731,000 1,895
   BLAIR WILLIAM & CO/IL 964 - 2023-12-31 8,470 $715,000 -860
   PRIVATE CAPITAL MANAGEMENT LLC 75 - 2024-03-31 7,469 $701,000 367
   H D Vest Advisory Services 851 - 2023-12-31 8,248 $696,000 0
   We Are One Seven LLC 428 *New 2023-12-31 7,982 $674,000 7,982
   CAPTRUST FINANCIAL ADVISORS 1558 - 2023-12-31 7,585 $640,000 -430
   TCWP LLC 17 - 2023-12-31 7,528 $635,000 248
   IMS CAPITAL MANAGEMENT 79 - 2023-12-31 7,180 $606,000 0
   Charter Oak Capital Management LLC 100 - 2024-03-31 6,240 $586,000 0
   Farther Finance Advisors LLC 324 - 2023-12-31 6,704 $566,000 1,343
   BEACON FINANCIAL GROUP 193 - 2023-12-31 6,688 $564,000 49
   True Link Financial Advisors LLC 39 - 2024-03-31 5,926 $556,000 -650
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1214 - 2023-09-30 7,231 $545,000 -1,610
   GenTrust LLC 96 - 2024-03-31 5,675 $533,000 0
   Wealthcare Advisory Partners LLC 526 - 2024-03-31 5,524 $518,000 -723
   Shared Vision Wealth Group LLC 41 - 2023-12-31 6,017 $508,000 0
   TWO SIGMA INVESTMENTS LLC 2318 - 2023-12-31 6,000 $506,000 -1,700
   CI INVESTMENTS INC 446 - 2023-12-31 5,969 $504,000 75
   GOLDMAN SACHS GROUP INC/ 3838 *New 2023-12-31 5,928 $500,000 5,928
   Change Path LLC 375 - 2023-12-31 5,842 $493,000 -674
   FIRETHORN WEALTH PARTNERS LLC 82 - 2024-03-31 5,124 $481,000 -716
   DHK Financial Advisors Inc. 55 *New 2023-12-31 5,691 $480,000 5,691
   WHARTON BUSINESS GROUP, LLC 94 - 2023-12-31 5,480 $462,000 0
   UNITED ASSET STRATEGIES, INC. 193 - 2024-03-31 4,690 $440,000 16
   EverSource Wealth Advisors LLC 262 - 2023-12-31 5,193 $438,000 0
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 111 - 2024-03-31 4,611 $433,000 -16,140
   AGF MANAGEMENT LTD 599 - 2023-12-31 5,100 $430,000 1,300
   Mayflower Financial Advisors LLC - 2023-12-31 4,921 $415,000 -1,502
   TSA Wealth Managment LLC 39 - 2023-12-31 4,874 $411,000 0
   KB FINANCIAL PARTNERS LLC 112 - 2023-09-30 5,441 $410,000 -30
   High Falls Advisors Inc 63 - 2023-12-31 4,813 $406,000 312
   IEQ CAPITAL LLC 646 - 2023-12-31 4,677 $395,000 7
   FINANCIAL NETWORK 2055 - 2023-12-31 4,644 $392,000 8
   Laurel Wealth Advisors Inc. 425 - 2022-12-31 5,828 $386,000 -429
   Stratos Wealth Advisors LLC 511 - 2024-03-31 4,094 $384,000 23
   Affinity Capital Advisors LLC 110 - 2024-03-31 3,813 $358,000 0
   TOWER RESEARCH CAPITAL LLC 1669 - 2023-12-31 4,101 $346,000 2,986
   STIFEL FINANCIAL CORP 2755 - 2023-12-31 4,088 $345,000 -851
   SWEENEY & MICHEL LLC 79 - 2023-09-30 4,417 $341,000 -1,416
   Strategic Blueprint LLC 458 - 2024-03-31 3,607 $339,000 -1,066
   DIVERSIFIED TRUST CO 617 - 2024-03-31 3,605 $338,000 0
   HARBOUR INVESTMENTS INC. 679 - 2023-12-31 3,939 $332,000 3,405
   NWAM LLC 422 - 2023-12-31 3,818 $322,000 -150
  100 Records found
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