Who owns Ishares Tr esg us agr bd?

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Analyze quarterly positions in Ishares Tr esg us agr bd with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Ishares Tr esg us agr bd stock

Who bought or sold Ishares Tr esg us agr bd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Bank of America Corporation 16M $783M 4% Dec 2023
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Jpmorgan Chase & Co 6.0M $285M 10% Dec 2023
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Goldman Sachs Group 1.2M $59M -33% Dec 2023
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Mercer Global Advisors 1.1M $53M 21% Dec 2023
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Envestnet Portfolio Solutions 1.1M $50M 100% Dec 2023
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Wells Fargo & Company 1.0M $48M 14% Dec 2023
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Raymond James & Associates 742k $35M 11% Mar 2024
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CWM 668k $31M 20% Mar 2024
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Alesco Advisors 614k $29M 0% Dec 2023
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M^T Bank Corporation 603k $29M 5% Dec 2023
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Private Ocean 549k $26M 3% Mar 2024
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Bank of New York Mellon 498k $23M 23% Mar 2024
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Advisor Group Holdings 420k $20M -28% Dec 2023
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Betterment 408k $20M 3% Dec 2023
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SigFig Wealth Management 393k $19M 16% Dec 2023
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Commonwealth Equity Services 381k $18M 13% Dec 2023
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Hanson McClain Advisors 342k $16M 15% Mar 2024
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Raymond James Financial Services Advisors 338k $16M -11% Mar 2024
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Babson Capital Management 303k $15M 10% Dec 2023
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UBS Group 273k $13M 65% Dec 2023
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Financial Network Wealth Management 273k $13M 12% Dec 2023
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Baird Financial 260k $12M 19% Dec 2023
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Wealth Enhancement Advisory Services 210k $9.9M 14% Mar 2024
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Wesbanco Trust And Investments 202k $9.5M 6% Mar 2024
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Apella Capital 190k $8.8M 7% Mar 2024
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Wealthfront Advisers 186k $8.8M 30% Mar 2024
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Savant Capital Management 186k $8.9M 1% Dec 2023
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Nepc 183k $8.7M -13% Dec 2023
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Facet Wealth 180k $8.5M 5% Dec 2023
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Dohj 173k $8.1M -3% Mar 2024
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Dynamic Advisors Solutions 165k $7.8M 13% Mar 2024
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Royal Bank of Canada 161k $7.7M 47% Dec 2023
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Accredited Investors 158k $7.5M 15% Dec 2023
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Cambridge Investment Research Advisors 157k $7.4M 0% Mar 2024
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Branch Banking & Trust Company 149k $7.1M -3% Dec 2023
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Affinity Capital Advisors 143k $6.7M 10% Mar 2024
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Park Avenue Securities 138k $6.5M -23% Mar 2024
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APCM Wealth Management for Individuals 125k $5.9M 11% Mar 2024
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One Wealth Advisors 119k $5.6M -41% Mar 2024
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Mascoma Wealth Management 108k $5.1M 5% Dec 2023
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HighTower Advisors 100k $4.8M -19% Dec 2023
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Robertson Stephens Wealth Management 96k $4.6M 60% Dec 2023
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EP Wealth Advisors 93k $4.5M 355% Dec 2023
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Atria Wealth Solutions 84k $4.0M -4% Dec 2023
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Atlantic Private Wealth 79k $3.8M -1% Dec 2023
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Us Bancorp 77k $3.7M 17% Dec 2023
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Stewardship Advisors 76k $3.6M 1% Mar 2024
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Creative Planning 76k $3.6M -3% Dec 2023
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CliftonLarsonAllen Wealth Advisors 75k $3.6M 12% Dec 2023
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Grand Wealth Management 72k $3.4M 39% Dec 2023
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Mariner Wealth Advisors 68k $3.2M -22% Dec 2023
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Horst & Graben Wealth Management 66k $3.1M 12% Mar 2024
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Beacon Pointe Advisors 66k $3.1M -29% Dec 2023
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Hart & Patterson Financial Group 65k $3.1M -17% Mar 2024
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Raymond James Trust 65k $3.1M 0% Mar 2024
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Trilogy Capital 64k $3.0M -5% Mar 2024
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Bartlett & Co. 62k $3.0M 5% Dec 2023
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Bartlett & Co. Wealth Management 62k $3.0M 5% Dec 2023
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Baystate Wealth Management 62k $2.9M 110% Dec 2023
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CI Private Wealth 61k $2.9M 30% Dec 2023
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Omega Financial Group 61k $2.9M 0% Mar 2024
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RTD Financial Advisors 59k $2.8M 0% Mar 2024
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Cantor Fitzgerald Investment Adviser 57k $2.7M 100% Dec 2023
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Sharkey, Howes & Javer 56k $2.7M 4% Mar 2024
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Summit Wealth Group 56k $2.7M 11% Dec 2023
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AlTi Global 55k $2.6M 100% Dec 2023
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Franklin Resources 54k $2.6M 423% Dec 2023
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Grubman Wealth Management 54k $2.6M 8% Dec 2023
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Cambridge Trust Company 53k $2.6M -10% Dec 2023
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Gradient Investments 52k $2.5M -5% Mar 2024
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Bond & Devick Financial Network 51k $2.4M 4% Mar 2024
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Bear Mountain Capital 50k $2.3M -1% Mar 2024
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Brio Consultants 50k $2.4M 22% Dec 2023
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Wetherby Asset Management 50k $2.4M 0% Dec 2023
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Bluestem Financial Advisors 49k $2.3M 27% Mar 2024
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Retirement Capital Strategies 49k $2.3M 100% Dec 2023
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Sand Hill Advisors 48k $2.3M 490% Dec 2023
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Assetmark 46k $2.2M 11% Dec 2023
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United Capital Financial Advisers 46k $2.2M 100% Dec 2023
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New York Life Investment Management 45k $2.1M 100% Dec 2023
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Wealthsource Partners 44k $2.1M -18% Dec 2023
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Principal Financial Group 44k $2.1M 40% Dec 2023
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Modera Wealth Management 42k $2.0M -2% Dec 2023
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Colony 42k $2.0M 100% Dec 2023
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Eley Financial Management 41k $2.0M 730% Dec 2023
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Center for Financial Planning 40k $1.9M 55% Mar 2024
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Long Run Wealth Advisors 39k $1.8M -2% Mar 2024
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Fort Point Capital Partners 39k $1.9M 368% Dec 2023
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JNBA Financial Advisors 38k $1.8M -18% Mar 2024
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Advisory Services Network 37k $1.8M -2% Dec 2023
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Umb Bank N A 35k $1.7M 0% Mar 2024
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Brookstone Capital Management 35k $1.7M -5% Mar 2024
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Better Money Decisions 33k $1.6M -2% Dec 2023
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Foster Group 33k $1.5M -4% Mar 2024
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SageView Advisory Group 31k $1.5M 98% Dec 2023
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Elwood & Goetz Wealth Advisory Group 31k $1.5M -41% Mar 2024
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Janney Montgomery Scott 31k $1.5M 22% Dec 2023
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Retirement Income Solutions 30k $1.4M -2% Dec 2023
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Sentinel Pension Advisors 30k $1.4M -2% Dec 2023
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Levy Wealth Management Group 29k $1.4M 0% Mar 2024
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Baker Avenue Asset Management 29k $1.4M 1% Dec 2023
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Orion Portfolio Solutions 27k $1.3M -8% Dec 2023
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Citizens Financial Group 27k $1.3M 2% Dec 2023
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Dfpg Investments 27k $1.3M 4% Dec 2023
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Aspiriant 26k $1.2M -2% Mar 2024
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RFG Advisory 25k $1.2M 1% Mar 2024
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Pine Haven Investment Counsel 24k $1.1M 5% Mar 2024
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Cornerstone Wealth Management 24k $1.1M 3% Mar 2024
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Brewster Financial Planning 24k $1.1M 0% Mar 2024
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Cranbrook Wealth Management 24k $1.1M 148% Mar 2024
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Cable Hill Partners 23k $1.1M -50% Dec 2023
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Congress Wealth Management LLC / DE / 23k $1.1M -8% Mar 2024
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Axxcess Wealth Management 23k $1.1M 76% Dec 2023
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Aprio Wealth Management 23k $1.1M -2% Mar 2024
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Steward Partners Investment Advisory 22k $1.1M 28% Dec 2023
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Parallel Advisors 22k $1.1M 64% Dec 2023
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Invera Wealth Advisors 22k $1.0M 38% Mar 2024
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Charter Oak Capital Management 22k $1.0M 84% Mar 2024
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Legacy Financial Advisors 22k $1.0M -5% Dec 2023
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Valeo Financial Advisors 21k $976k 4% Mar 2024
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GenTrust 21k $987k 0% Mar 2024
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Divergent Wealth Advisors 21k $997k 0% Dec 2023
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Stonehearth Capital Management 21k $995k -1% Dec 2023
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Stifel Financial 21k $989k 18% Dec 2023
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PFG Investments 20k $954k 100% Mar 2024
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One Day In July 20k $933k 8% Mar 2024
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Consolidated Portfolio Review Corp 20k $941k -1% Dec 2023
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AE Wealth Management 20k $928k -6% Dec 2023
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WCG Wealth Advisors 19k $921k 7% Dec 2023
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Harbour Investments 19k $918k 7% Dec 2023
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CX Institutional 19k $887k 100% Mar 2024
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Friedenthal Financial 18k $866k 3% Mar 2024
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Bogart Wealth 18k $864k 3% Mar 2024
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Pensionmark Financial Group 18k $865k 2% Dec 2023
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D.A. Davidson & Co. 18k $855k 10% Dec 2023
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Neumann Capital Management 18k $853k 8% Dec 2023
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Sequoia Financial Advisors 18k $853k -12% Dec 2023
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Rsm Us Wealth Management 18k $839k 2% Dec 2023
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International Assets Investment Management 17k $804k 0% Mar 2024
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Stratos Wealth Advisors 17k $788k -8% Mar 2024
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Tradition Wealth Management 17k $789k 9% Dec 2023
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Moneta Group Investment Advisors 16k $775k 11% Dec 2023
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KilterHowling 16k $766k 4% Dec 2023
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Diversified Portfolios 16k $768k 4% Dec 2023
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H D Vest Advisory Services 16k $753k 6% Dec 2023
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Cardinal Point Capital Management, ULC 15k $698k -3% Mar 2024
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Spinnaker Trust 15k $706k 3% Dec 2023
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Austin Private Wealth 15k $683k -1% Mar 2024
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ETF Portfolio Partners 15k $697k 0% Dec 2023
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We Are One Seven 14k $689k 100% Dec 2023
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Change Path 13k $633k -13% Dec 2023
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Institute For Wealth Management 13k $609k -12% Dec 2023
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First Hawaiian Bank 12k $576k -42% Mar 2024
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Jane Street 10k $484k -81% Dec 2023
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National Asset Management 8.7k $415k -46% Dec 2023
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Who sold out of Ishares Tr esg us agr bd?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Sep 2023 99k $4.5M
Cantor Fitzgerald, L. P. Sep 2023 58k $2.6M