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 | $63M | 11% | Dec 2023 |
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| First Pacific Financial | 705k | $17M | 6% | Dec 2023 |
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| Royal Bank of Canada | 682k | $17M | 10% | Dec 2023 |
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| UBS Group | 587k | $14M | -14% | Dec 2023 |
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| Bank of New York Mellon | 569k | $14M | -14% | Dec 2023 |
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| Commonwealth Equity Services | 556k | $14M | -1% | Dec 2023 |
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| Wells Fargo & Company | 484k | $12M | 17% | Dec 2023 |
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| Private Ocean | 462k | $11M | -5% | Mar 2024 |
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| Modera Wealth Management | 432k | $11M | 6% | Dec 2023 |
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| Francis Financial | 389k | $9.5M | -17% | Mar 2024 |
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| Putnam Fl Investment Management | 383k | $9.4M | -2% | Dec 2023 |
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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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| Alesco Advisors | 338k | $8.3M | 2% | Dec 2023 |
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| Milestone Investment Advisors | 321k | $7.8M | -14% | Dec 2023 |
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| Hanson McClain Advisors | 304k | $7.4M | 11% | Dec 2023 |
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| Savant Capital Management | 298k | $7.3M | 14% | Dec 2023 |
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| Bank of America Corporation | 267k | $6.5M | 0% | Dec 2023 |
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| Dynamic Advisors Solutions | 264k | $6.5M | 7% | Mar 2024 |
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| Integris Wealth Management | 257k | $6.3M | 2% | Dec 2023 |
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| Perigon Wealth Management | 242k | $5.9M | 255% | Dec 2023 |
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| LFA - Lugano Financial Advisors SA | 228k | $5.6M | 41% | Dec 2023 |
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| Advisor Group Holdings | 215k | $5.3M | -15% | Dec 2023 |
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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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| Eastern Bank | 194k | $4.8M | 2% | Dec 2023 |
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| Mather Group | 180k | $4.4M | 0% | 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 | 140k | $3.4M | 100% | Dec 2023 |
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| Arlington Financial Advisors | 139k | $3.4M | 8% | Mar 2024 |
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| Fisher Investments | 138k | $3.4M | 3% | Dec 2023 |
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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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| Long Run Wealth Advisors | 101k | $2.5M | 0% | Dec 2023 |
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| Jane Street | 100k | $2.4M | -2% | Dec 2023 |
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| Charter Oak Capital Management | 98k | $2.4M | 0% | Dec 2023 |
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| IMPACTfolio | 94k | $2.3M | -2% | Dec 2023 |
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| Halbert Hargrove Global Advisors | 92k | $2.2M | 5% | Mar 2024 |
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| Klaas Financial Asset Advisors | 87k | $2.1M | -11% | Dec 2023 |
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| Flagstone Financial Management | 85k | $2.1M | -4% | Dec 2023 |
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| Summit Wealth Group | 84k | $2.1M | -2% | Dec 2023 |
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| HighTower Advisors | 84k | $2.1M | 0% | Dec 2023 |
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| Franklin Resources | 80k | $2.0M | 2910% | Dec 2023 |
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| Better Money Decisions | 80k | $2.0M | -3% | Dec 2023 |
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| Accredited Investors | 80k | $2.0M | -2% | Dec 2023 |
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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 | 3% | Dec 2023 |
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| Central Trust & Investment | 78k | $1.9M | -1% | Dec 2023 |
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| Brookstone Capital Management | 77k | $1.9M | -6% | Mar 2024 |
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| Brio Consultants | 77k | $1.9M | 14% | Dec 2023 |
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| Abacus Wealth Partners | 72k | $1.8M | 100% | Mar 2024 |
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| Omega Financial Group | 72k | $1.8M | -5% | Mar 2024 |
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| SageView Advisory Group | 70k | $1.7M | 18% | Dec 2023 |
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| Cambridge Investment Research Advisors | 69k | $1.7M | -27% | Dec 2023 |
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| Fortis Capital Management | 69k | $1.7M | 0% | Dec 2023 |
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| Regatta Capital Group | 69k | $1.7M | 9% | Dec 2023 |
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| CI Private Wealth | 69k | $1.7M | -3% | Dec 2023 |
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| Staley Capital Advisers | 65k | $1.6M | -13% | Dec 2023 |
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| Bartlett & Co. | 64k | $1.6M | 3% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 64k | $1.6M | 3% | Dec 2023 |
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| Grubman Wealth Management | 63k | $1.5M | 5% | Dec 2023 |
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| One Capital Management | 62k | $1.5M | 0% | Dec 2023 |
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| Mascoma Wealth Management | 62k | $1.5M | -15% | Dec 2023 |
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| Fort Point Capital Partners | 61k | $1.5M | 343% | Dec 2023 |
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| Advisory Services Network | 61k | $1.5M | -4% | Dec 2023 |
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| Cardinal Point Capital Management, ULC | 61k | $1.5M | 1% | Dec 2023 |
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| Levy Wealth Management Group | 61k | $1.5M | 0% | Mar 2024 |
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| JNBA Financial Advisors | 58k | $1.4M | 0% | Dec 2023 |
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| Stifel Financial | 55k | $1.3M | 12% | Dec 2023 |
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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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| Sequoia Financial Advisors | 50k | $1.2M | 100% | Dec 2023 |
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| Leonard Rickey Investment Advisors P | 49k | $1.2M | 1% | Mar 2024 |
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| Affinity Capital Advisors | 49k | $1.2M | -21% | Mar 2024 |
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| Bank Julius Baer & Co. Ltd, Zurich | 44k | $1.1M | -1% | Dec 2023 |
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| Cantor Fitzgerald Investment Adviser | 43k | $1.1M | 100% | Dec 2023 |
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| United Capital Financial Advisers | 41k | $1.0M | -1% | Dec 2023 |
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| Sowell Financial Services | 41k | $1.0M | -13% | Dec 2023 |
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| Aprio Wealth Management | 40k | $981k | -36% | Mar 2024 |
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| Clarity Asset Management | 39k | $965k | 100% | Dec 2023 |
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| Valeo Financial Advisors | 39k | $957k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 37k | $910k | -3% | Dec 2023 |
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| Garrett Investment Advisors | 37k | $907k | 0% | Mar 2024 |
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| Johnson Bixby & Associates | 37k | $907k | -1% | Dec 2023 |
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| William Blair $ Company | 37k | $906k | 21% | Dec 2023 |
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| Albion Financial Group | 36k | $872k | 58% | Mar 2024 |
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| Grand Wealth Management | 36k | $868k | -2% | Dec 2023 |
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| Private Wealth Management Group | 35k | $864k | 100% | Dec 2023 |
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| Opal Wealth Advisors | 35k | $863k | -39% | Mar 2024 |
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| Raymond James Financial Services Advisors | 35k | $858k | -24% | Dec 2023 |
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| Braun-Bostich & Associates | 34k | $831k | 100% | Dec 2023 |
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| Litman Gregory Asset Management | 32k | $793k | 0% | Dec 2023 |
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| Davenport & Co | 31k | $757k | 0% | Dec 2023 |
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| Raymond James & Associates | 30k | $738k | -42% | Dec 2023 |
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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 | $720k | -5% | Dec 2023 |
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| Pine Haven Investment Counsel | 29k | $708k | 5% | Dec 2023 |
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| Umb Bank N A | 28k | $680k | 0% | Dec 2023 |
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| Whittier Trust | 26k | $634k | 0% | Dec 2023 |
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| VERITY Wealth Advisors | 26k | $630k | 0% | Mar 2024 |
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| One Day In July | 26k | $629k | 0% | Dec 2023 |
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| Mercer Global Advisors | 25k | $622k | 32% | Dec 2023 |
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| Orion Portfolio Solutions | 24k | $587k | 22% | Dec 2023 |
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| Buckingham Strategic Partners | 24k | $580k | 0% | Dec 2023 |
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| BKD Wealth Advisors | 23k | $568k | -21% | Mar 2024 |
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| McKinley Carter Wealth Services | 23k | $560k | 5% | Dec 2023 |
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| Larson Financial Group | 22k | $547k | 0% | Dec 2023 |
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| Summit Investment Advisors | 22k | $538k | 1% | Dec 2023 |
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| P.J. Schmidt Investment Management | 22k | $537k | 13% | Dec 2023 |
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| Schneider Downs Wealth Management Advisors | 22k | $535k | 2% | Dec 2023 |
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| Cable Hill Partners | 22k | $531k | -50% | Dec 2023 |
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| Honkamp Krueger Financial Services | 22k | $526k | 0% | Dec 2023 |
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| Bangor Savings Bank | 21k | $512k | 0% | Mar 2024 |
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| Hardy Reed | 21k | $508k | -6% | Dec 2023 |
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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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| Tradition Wealth Management | 20k | $500k | 4% | Dec 2023 |
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| Arrow Financial Corp. | 19k | $470k | 0% | Dec 2023 |
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| Atria Wealth Solutions | 19k | $466k | 4% | Dec 2023 |
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| Assetmark | 19k | $462k | 34% | Dec 2023 |
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| Kestra Advisory Services | 18k | $449k | 1% | Dec 2023 |
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| Legacy Financial Advisors | 18k | $444k | -6% | Dec 2023 |
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| Goepper Burkhardt | 18k | $439k | -5% | Dec 2023 |
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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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| Nottingham Advisors | 16k | $403k | -10% | Dec 2023 |
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| Financial Gravity Wealth | 16k | $1.2M | 0% | Dec 2023 |
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| Presilium Private Wealth | 16k | $395k | -11% | Dec 2023 |
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| Acorn Financial Advisory Services | 16k | $395k | -1% | Dec 2023 |
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| Private Advisor | 16k | $381k | 6% | Dec 2023 |
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| Arbor Trust Wealth Advisors | 15k | $374k | 0% | Mar 2024 |
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| Financial Advocates Investment Management | 15k | $370k | 100% | Dec 2023 |
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| Resonant Capital Advisors | 15k | $366k | 0% | Dec 2023 |
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| American Capital Advisory | 15k | $366k | 100% | Dec 2023 |
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| Branch Banking & Trust Company | 15k | $354k | 3% | Dec 2023 |
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| Blue Edge Capital | 14k | $351k | 2% | Dec 2023 |
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| Envestnet Portfolio Solutions | 14k | $351k | 100% | Dec 2023 |
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| Bank Of Montreal | 14k | $362k | 100% | Dec 2023 |
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| Marshall Financial Group | 14k | $339k | 0% | Mar 2024 |
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| Truefg | 13k | $328k | -4% | Dec 2023 |
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| Streettalk Advisors | 13k | $319k | 1% | Dec 2023 |
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| Institutional & Family Asset Management | 13k | $317k | -3% | Dec 2023 |
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| Diversified Portfolios | 13k | $316k | 0% | Dec 2023 |
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| Bridgeworth | 13k | $308k | -3% | Dec 2023 |
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| Betterment | 13k | $306k | 3% | Dec 2023 |
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| Valley National Advisers | 12k | $303k | 13% | Mar 2024 |
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| RHS Financial | 12k | $304k | 13% | Mar 2024 |
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| Beacon Pointe Advisors | 12k | $299k | -2% | Dec 2023 |
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| Edmond De Rothschild Holding | 7.8k | $190k | -55% | Dec 2023 |
|
Who sold out of Ishares Tr esg 1 5 yr usd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Atria Investments | Sep 2023 | 105k | $2.5M |
| Cantor Fitzgerald, L. P. | Sep 2023 | 44k | $1.0M |
| Citadel Advisors | Sep 2023 | 33k | $779k |
| Ameritas Advisory Services | Sep 2023 | 19k | $449k |