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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   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
   Ellevest Inc. 30 - 2023-12-31 76,885 $6,488,000 6,747
   COMMONWEALTH EQUITY SERVICES LLC. 1111 - 2024-03-31 57,327 $5,380,000 6,019
   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
   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
   Kingsview Wealth Management LLC 271 - 2024-03-31 27,725 $2,602,000 10,164
   RETIREMENT CAPITAL STRATEGIES 20 - 2023-12-31 30,051 $2,536,000 231
   LPL FINANCIAL CORP 2474 - 2024-03-31 22,079 $2,072,000 719
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 833 - 2023-12-31 18,875 $1,593,000 1,022
   Private Ocean LLC 57 - 2024-03-31 12,608 $1,183,000 17
   PRIVATE CAPITAL MANAGEMENT LLC 75 - 2024-03-31 7,469 $701,000 367
   TCWP LLC 17 - 2023-12-31 7,528 $635,000 248
   Farther Finance Advisors LLC 324 - 2023-12-31 6,704 $566,000 1,343
   DHK Financial Advisors Inc. 59 - 2024-03-31 5,705 $535,000 14
   CI INVESTMENTS INC 446 - 2023-12-31 5,969 $504,000 75
   UNITED ASSET STRATEGIES, INC. 193 - 2024-03-31 4,690 $440,000 16
   AGF MANAGEMENT LTD 599 - 2023-12-31 5,100 $430,000 1,300
   High Falls Advisors Inc 63 - 2023-12-31 4,813 $406,000 312
   FINANCIAL NETWORK 2055 - 2023-12-31 4,644 $392,000 8
   Stratos Wealth Advisors LLC 511 - 2024-03-31 4,094 $384,000 23
   TOWER RESEARCH CAPITAL LLC 1669 - 2023-12-31 4,101 $346,000 2,986
   HARBOUR INVESTMENTS INC. 679 - 2023-12-31 3,939 $332,000 3,405
   SWS Partners 106 - 2024-03-31 3,274 $307,000 223
   REGAL INVESTMENT ADVISORS, LLC 437 - 2023-12-31 3,257 $275,000 31
   GeoWealth Management LLC 477 - 2023-12-31 2,634 $222,000 8
   CITIGROUP INC 3258 - 2024-03-31 1,512 $142,000 724
   Goodwin Investment Advisory 44 - 2024-03-31 1,208 $113,000 1,208
   LGT Financial Advisors LLC 185 - 2024-03-31 968 $91,000 3
   Nalls Sherbakoff Group LLC 262 - 2023-12-31 139 $12,000 17
  37 Records found
  1    
  Page 1 of 1
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