Who owns Ishares Tr esg 1 5 yr usd?
- Ticker: SUSB
- CUSIP Number: 46435g243
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr esg 1 5 yr usd with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr esg 1 5 yr usd stock
Who bought or sold Ishares Tr esg 1 5 yr usd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Goldman Sachs Group | 2.6M | $64M | 1% | Mar 2024 |
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| Morgan Stanley | 1.1M | $47M | 11% | Mar 2024 |
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| First Pacific Financial | 749k | $18M | 6% | Mar 2024 |
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| Royal Bank of Canada | 663k | $16M | -3% | Mar 2024 |
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| Commonwealth Equity Services | 581k | $14M | 4% | Mar 2024 |
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| Bank of New York Mellon | 560k | $14M | -2% | Mar 2024 |
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| Ameriprise Financial | 555k | $14M | -20% | Mar 2024 |
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| Envestnet Asset Management | 538k | $13M | -14% | Mar 2024 |
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| LPL Financial | 531k | $13M | -3% | Mar 2024 |
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| UBS Group | 519k | $13M | -11% | Mar 2024 |
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| Private Ocean | 462k | $11M | -5% | Mar 2024 |
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| Modera Wealth Management | 443k | $11M | 3% | Mar 2024 |
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| Wells Fargo & Company | 436k | $11M | -10% | Mar 2024 |
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| Francis Financial | 389k | $9.5M | -17% | Mar 2024 |
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| Baird Financial | 372k | $9.1M | 6% | Dec 2023 |
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| EP Wealth Advisors | 368k | $9.0M | -10% | Dec 2023 |
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| Savant Capital Management | 347k | $8.5M | 16% | Mar 2024 |
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| Eastern Bank | 343k | $8.4M | 77% | Mar 2024 |
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| Alesco Advisors | 341k | $8.3M | 1% | Mar 2024 |
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| Putnam Fl Investment Management | 337k | $8.3M | -12% | Mar 2024 |
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| Hanson McClain Advisors | 336k | $8.2M | 10% | Mar 2024 |
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| Milestone Investment Advisors | 321k | $7.8M | -14% | Dec 2023 |
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| Dynamic Advisors Solutions | 264k | $6.5M | 7% | Mar 2024 |
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| Integris Wealth Management | 255k | $6.2M | -1% | Mar 2024 |
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| Perigon Wealth Management | 237k | $5.8M | -2% | Mar 2024 |
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| LFA - Lugano Financial Advisors SA | 221k | $5.4M | -3% | Mar 2024 |
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| Advisor Group Holdings | 220k | $5.4M | 3% | Mar 2024 |
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| Northern Trust | 218k | $5.3M | 100% | Mar 2024 |
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| Bank of America Corporation | 217k | $5.3M | -19% | Mar 2024 |
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| Apella Capital | 203k | $5.0M | 14% | Mar 2024 |
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| D. J. St. Germain | 203k | $5.0M | 14% | Dec 2023 |
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| Wescott Financial Advisory Group | 181k | $4.4M | 8% | Mar 2024 |
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| Mather Group | 180k | $4.4M | 0% | Mar 2024 |
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| Financial Engines Advisors L.L.C | 173k | $4.2M | 35% | Mar 2024 |
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| Seeds Investor | 168k | $4.1M | 11% | Mar 2024 |
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| Fisher Investments | 152k | $3.7M | 10% | Mar 2024 |
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| Hsbc Holdings | 151k | $3.7M | 0% | Dec 2023 |
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| Plan | 148k | $3.6M | 5% | Dec 2023 |
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| CWM | 143k | $3.5M | -56% | Mar 2024 |
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| Harbour Investments | 142k | $3.5M | 6% | Dec 2023 |
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| Bear Mountain Capital | 139k | $3.4M | -1% | Mar 2024 |
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| Arlington Financial Advisors | 139k | $3.4M | 8% | Mar 2024 |
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| Fiduciary Trust Company | 127k | $3.1M | 2% | Dec 2023 |
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| Colorado Capital Management | 122k | $3.0M | 37% | Mar 2024 |
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| CI Private Wealth | 120k | $2.9M | 74% | Mar 2024 |
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| Thrivent Financial for Lutherans | 105k | $2.6M | -34% | Mar 2024 |
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| Charter Oak Capital Management | 100k | $2.4M | 2% | Mar 2024 |
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| Long Run Wealth Advisors | 99k | $2.4M | -2% | Mar 2024 |
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| IMPACTfolio | 94k | $2.3M | -2% | Dec 2023 |
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| Klaas Financial Asset Advisors | 93k | $2.3M | 7% | Mar 2024 |
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| Halbert Hargrove Global Advisors | 92k | $2.2M | 5% | Mar 2024 |
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| HighTower Advisors | 82k | $2.0M | -2% | Mar 2024 |
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| Franklin Resources | 81k | $2.0M | 1% | Mar 2024 |
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| Better Money Decisions | 80k | $2.0M | 0% | Mar 2024 |
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| Flagstone Financial Management | 80k | $2.0M | -6% | Mar 2024 |
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| Strategic Point Investment Advisors | 79k | $1.9M | 47% | Dec 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 78k | $1.9M | -1% | Mar 2024 |
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| Brookstone Capital Management | 77k | $1.9M | -6% | Mar 2024 |
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| Brio Consultants | 77k | $1.9M | 0% | Mar 2024 |
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| Colony | 75k | $1.8M | 100% | Mar 2024 |
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| Regatta Capital Group | 74k | $1.8M | 7% | Mar 2024 |
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| Accredited Investors | 73k | $1.8M | -9% | Mar 2024 |
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| Abacus Wealth Partners | 72k | $1.8M | 100% | Mar 2024 |
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| Ethic | 72k | $1.8M | 100% | Mar 2024 |
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| Omega Financial Group | 72k | $1.8M | -5% | Mar 2024 |
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| Summit Wealth Group | 69k | $1.7M | -18% | Mar 2024 |
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| Central Trust & Investment | 68k | $1.7M | -12% | Mar 2024 |
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| Fortis Capital Management | 67k | $1.6M | -4% | Mar 2024 |
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| Bartlett & Co. Wealth Management | 66k | $1.6M | 3% | Mar 2024 |
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| Advisory Services Network | 65k | $1.6M | 6% | Mar 2024 |
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| Bartlett & Co. | 64k | $1.6M | 3% | Dec 2023 |
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| Grubman Wealth Management | 63k | $1.5M | 5% | Dec 2023 |
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| Sowell Financial Services | 62k | $1.5M | 52% | Mar 2024 |
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| Sequoia Financial Advisors | 62k | $1.5M | 24% | Mar 2024 |
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| One Capital Management | 62k | $1.5M | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 62k | $1.5M | -11% | Mar 2024 |
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| Fort Point Capital Partners | 61k | $1.5M | 343% | Dec 2023 |
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| Levy Wealth Management Group | 61k | $1.5M | 0% | Mar 2024 |
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| Cardinal Point Capital Management, ULC | 59k | $1.5M | -2% | Mar 2024 |
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| Jpmorgan Chase & Co | 59k | $1.4M | 58% | Mar 2024 |
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| Stifel Financial | 56k | $1.4M | 2% | Mar 2024 |
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| Staley Capital Advisers | 55k | $1.3M | -15% | Mar 2024 |
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| United Capital Financial Advisers | 51k | $1.2M | 23% | Mar 2024 |
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| GW & Wade | 50k | $1.2M | 30% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 50k | $1.2M | 2% | Mar 2024 |
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| Leonard Rickey Investment Advisors P | 49k | $1.2M | 1% | Mar 2024 |
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| Bank Of Montreal | 49k | $1.2M | 251% | Mar 2024 |
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| Affinity Capital Advisors | 49k | $1.2M | -21% | Mar 2024 |
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| JNBA Financial Advisors | 48k | $1.2M | -17% | Mar 2024 |
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| Cantor Fitzgerald Investment Adviser | 42k | $1.0M | -1% | Mar 2024 |
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| Raymond James Financial Services Advisors | 42k | $1.0M | 19% | Mar 2024 |
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| Envestnet Portfolio Solutions | 41k | $1.0M | 187% | Mar 2024 |
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| William Blair $ Company | 41k | $1.0M | 11% | Mar 2024 |
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| Valeo Financial Advisors | 40k | $977k | 3% | Mar 2024 |
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| Aprio Wealth Management | 40k | $981k | -36% | Mar 2024 |
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| iA Global Asset Management | 37k | $911k | 100% | Mar 2024 |
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| Garrett Investment Advisors | 37k | $907k | 0% | Mar 2024 |
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| Grand Wealth Management | 37k | $895k | 3% | Mar 2024 |
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| Albion Financial Group | 36k | $872k | 58% | Mar 2024 |
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| Opal Wealth Advisors | 35k | $863k | -39% | Mar 2024 |
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| Boston Financial Mangement | 34k | $824k | -16% | Mar 2024 |
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| Litman Gregory Asset Management | 32k | $793k | 0% | Mar 2024 |
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| Fairview Capital Investment Management | 32k | $779k | 2% | Mar 2024 |
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| Davenport & Co | 31k | $757k | 0% | Mar 2024 |
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| Braun-Bostich & Associates | 30k | $740k | -11% | Mar 2024 |
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| Rockefeller Capital Management | 30k | $735k | 0% | Dec 2023 |
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| Level Financial Advisors | 30k | $732k | 4% | Mar 2024 |
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| PrairieView Partners | 29k | $718k | 0% | Mar 2024 |
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| Pine Haven Investment Counsel | 29k | $705k | 0% | Mar 2024 |
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| Buckingham Strategic Partners | 28k | $695k | 20% | Mar 2024 |
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| Umb Bank N A | 28k | $680k | 0% | Mar 2024 |
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| Whittier Trust | 26k | $634k | 0% | Mar 2024 |
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| VERITY Wealth Advisors | 26k | $630k | 0% | Mar 2024 |
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| One Day In July | 26k | $629k | 0% | Mar 2024 |
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| Johnson Bixby & Associates | 25k | $608k | -33% | Mar 2024 |
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| McKinley Carter Wealth Services | 24k | $582k | 4% | Mar 2024 |
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| BKD Wealth Advisors | 23k | $568k | -21% | Mar 2024 |
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| Summit Investment Advisors | 22k | $548k | 2% | Mar 2024 |
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| Honkamp Krueger Financial Services | 22k | $545k | 4% | Mar 2024 |
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| Larson Financial Group | 22k | $538k | -2% | Mar 2024 |
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| Cable Hill Partners | 22k | $531k | 0% | Mar 2024 |
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| Raymond James & Associates | 21k | $522k | -29% | Mar 2024 |
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| Goss Wealth Management | 21k | $520k | 1% | Mar 2024 |
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| Clarity Asset Management | 21k | $517k | -46% | Mar 2024 |
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| Bangor Savings Bank | 21k | $512k | 0% | Mar 2024 |
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| Hardy Reed | 21k | $508k | 0% | Mar 2024 |
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| Portfolio Strategies | 21k | $508k | 100% | Mar 2024 |
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| Tradition Wealth Management | 21k | $508k | 2% | Mar 2024 |
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| Schneider Downs Wealth Management Advisors | 21k | $506k | -5% | Mar 2024 |
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| RFG Advisory | 21k | $503k | 1% | Mar 2024 |
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| Baystate Wealth Management | 20k | $501k | -20% | Dec 2023 |
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| Assetmark | 20k | $485k | 5% | Mar 2024 |
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| Presilium Private Wealth | 20k | $481k | 22% | Mar 2024 |
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| P.J. Schmidt Investment Management | 20k | $478k | -11% | Mar 2024 |
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| Arrow Financial Corp. | 19k | $470k | 0% | Dec 2023 |
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| Mariner Wealth Advisors | 18k | $451k | 100% | Mar 2024 |
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| Rehmann Capital Advisory | 18k | $449k | -2% | Mar 2024 |
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| Kestra Advisory Services | 18k | $449k | 1% | Dec 2023 |
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| Legacy Financial Advisors | 18k | $440k | -1% | Mar 2024 |
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| Atria Wealth Solutions | 18k | $431k | -8% | Mar 2024 |
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| Shotwell Rutter Baer | 17k | $421k | 1% | Mar 2024 |
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| CX Institutional | 17k | $413k | 14% | Mar 2024 |
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| Goepper Burkhardt | 17k | $402k | -8% | Mar 2024 |
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| Nottingham Advisors | 16k | $403k | -10% | Dec 2023 |
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| Mascoma Wealth Management | 16k | $400k | -73% | Mar 2024 |
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| Mercer Global Advisors | 16k | $399k | -36% | Mar 2024 |
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| Financial Gravity Wealth | 16k | $1.2M | 0% | Dec 2023 |
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| Blue Edge Capital | 16k | $392k | 12% | Mar 2024 |
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| Private Advisor | 16k | $386k | 1% | Mar 2024 |
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| Arbor Trust Wealth Advisors | 15k | $374k | 0% | Mar 2024 |
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| Private Wealth Management Group | 15k | $370k | -57% | Mar 2024 |
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| Jane Street | 8.4k | $205k | -92% | Mar 2024 |
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| Running Point Capital Advisors | 3.7k | $91k | -81% | Mar 2024 |
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Who sold out of Ishares Tr esg 1 5 yr usd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2023 | 161k | $3.8M |
| Atria Investments | Sep 2023 | 105k | $2.5M |
| SageView Advisory Group | Dec 2023 | 70k | $1.7M |
| Bank Julius Baer & Co. Ltd, Zurich | Sep 2023 | 45k | $1.1M |
| Orion Portfolio Solutions | Dec 2023 | 24k | $587k |
| Ameritas Advisory Services | Sep 2023 | 19k | $449k |
| Acorn Financial Advisory Services | Dec 2023 | 16k | $395k |