Who owns Ishares Tr esg msci leadr?
- Ticker: SUSL
- CUSIP Number: 46435u218
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr esg msci le with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr esg msci le stock
Who bought or sold Ishares Tr esg msci leadr this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Banca d'Italia | 5.0M | $418M | -21% | Dec 2023 |
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| Jpmorgan Chase & Co | 748k | $63M | -2% | Dec 2023 |
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| Mercer Global Advisors | 588k | $50M | 23% | Dec 2023 |
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| Royal Bank of Canada | 337k | $29M | 1% | Dec 2023 |
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| Creative Planning | 226k | $19M | -4% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 214k | $20M | 6% | Mar 2024 |
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| Hanson McClain Advisors | 183k | $15M | 9% | Dec 2023 |
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| First Ascent Asset Management | 170k | $14M | 21% | Dec 2023 |
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| Principal Financial Group | 123k | $10M | 0% | Dec 2023 |
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| Wealthsource Partners | 100k | $8.4M | -6% | Dec 2023 |
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| One Wealth Advisors | 89k | $8.4M | -11% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 84k | $7.0M | 1% | Dec 2023 |
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| Ellevest | 77k | $6.5M | 10% | Dec 2023 |
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| W Advisors | 76k | $6.4M | -1% | Dec 2023 |
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| Bank of America Corporation | 75k | $6.3M | -1% | Dec 2023 |
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| RPg Family Wealth Advisory | 69k | $5.8M | 0% | Dec 2023 |
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| Commonwealth Equity Services | 51k | $4.3M | 3% | Dec 2023 |
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| Citadel Advisors | 40k | $3.4M | 100% | Dec 2023 |
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| Bluestem Financial Advisors | 39k | $3.7M | -1% | Mar 2024 |
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| Robertson Stephens Wealth Management | 36k | $3.0M | 9% | Dec 2023 |
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| Keebeck Wealth Management | 31k | $2.6M | 6% | Dec 2023 |
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| Retirement Capital Strategies | 30k | $2.5M | 1% | Dec 2023 |
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| CI Private Wealth | 30k | $2.5M | 1% | Dec 2023 |
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| BFSG | 28k | $2.7M | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 28k | $2.7M | 609% | Mar 2024 |
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| Advisor Group Holdings | 26k | $2.2M | -43% | Dec 2023 |
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| Brookstone Capital Management | 23k | $2.1M | -6% | Mar 2024 |
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| Kickstand Ventures | 22k | $1.8M | 100% | Dec 2023 |
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| Omega Financial Group | 21k | $2.0M | -11% | Mar 2024 |
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| Mather Group | 18k | $1.5M | 0% | Mar 2024 |
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| Kingsview Wealth Management | 18k | $1.5M | 2% | Dec 2023 |
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| Cypress Wealth Services | 17k | $1.6M | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 16k | $1.4M | 0% | Dec 2023 |
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| Flow Traders US | 16k | $1.4M | 100% | Dec 2023 |
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| Friedenthal Financial | 16k | $1.3M | 0% | Dec 2023 |
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| Wells Fargo & Company | 16k | $1.3M | 965% | Dec 2023 |
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| My Legacy Advisors | 15k | $1.3M | -2% | Dec 2023 |
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| Raymond James Financial Services Advisors | 14k | $1.3M | -19% | Mar 2024 |
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| Wealth Alliance | 14k | $1.2M | -1% | Dec 2023 |
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| Private Ocean | 13k | $1.2M | 0% | Mar 2024 |
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| Orgel Wealth Management | 12k | $1.1M | 0% | Mar 2024 |
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| Townsquare Capital | 12k | $987k | 0% | Dec 2023 |
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| Values Added Financial | 11k | $895k | 65% | Dec 2023 |
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| Compass Ion Advisors | 9.6k | $901k | 0% | Mar 2024 |
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| SNS Financial | 9.5k | $892k | -3% | Mar 2024 |
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| One Capital Management | 8.9k | $753k | 3% | Dec 2023 |
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| Private Advisor | 8.7k | $731k | 28% | Dec 2023 |
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| William Blair $ Company | 8.5k | $715k | -9% | Dec 2023 |
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| Park Avenue Securities | 8.4k | $792k | -3% | Mar 2024 |
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| H D Vest Advisory Services | 8.2k | $696k | 0% | Dec 2023 |
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| Stratos Wealth Partners | 8.0k | $753k | -1% | Mar 2024 |
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| We Are One Seven | 8.0k | $674k | 100% | Dec 2023 |
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| Captrust Financial Advisors | 7.6k | $640k | -5% | Dec 2023 |
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| TCWP | 7.5k | $635k | 3% | Dec 2023 |
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| Private Capital Management | 7.1k | $599k | 5% | Dec 2023 |
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| Farther Finance Advisors | 6.7k | $566k | 25% | Dec 2023 |
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| Beacon Financial | 6.7k | $564k | 1% | Dec 2023 |
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| Charter Oak Capital Management | 6.2k | $586k | 0% | Mar 2024 |
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| Shared Vision Wealth Group | 6.0k | $508k | 100% | Dec 2023 |
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| Two Sigma Investments | 6.0k | $506k | -22% | Dec 2023 |
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| CI Investments | 6.0k | $504k | 1% | Dec 2023 |
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| Goldman Sachs Group | 5.9k | $500k | 100% | Dec 2023 |
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| True Link Financial Advisors | 5.9k | $556k | -10% | Mar 2024 |
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| Change Path | 5.8k | $493k | -10% | Dec 2023 |
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| DHK Financial Advisors | 5.7k | $480k | 100% | Dec 2023 |
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| GenTrust | 5.7k | $533k | 0% | Mar 2024 |
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| Wealthcare Advisory Partners | 5.5k | $518k | -12% | Mar 2024 |
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| Wharton Business Group | 5.5k | $462k | 0% | Dec 2023 |
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| EverSource Wealth Advisors | 5.2k | $438k | 0% | Dec 2023 |
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| Firethorn Wealth Partners | 5.1k | $481k | -12% | Mar 2024 |
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| Agf Management | 5.1k | $430k | 34% | Dec 2023 |
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| Mayflower Financial Advisors | 4.9k | $415k | -23% | Dec 2023 |
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| TSA Wealth Managment | 4.9k | $411k | 100% | Dec 2023 |
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| High Falls Advisors | 4.8k | $406k | 7% | Dec 2023 |
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| United Asset Strategies | 4.7k | $440k | 0% | Mar 2024 |
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| Ieq Capital | 4.7k | $395k | 0% | Dec 2023 |
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| Community Fin'l Svs | 4.6k | $433k | -78% | Mar 2024 |
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| Stratos Wealth Advisors | 4.1k | $384k | 1% | Mar 2024 |
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| Stifel Financial | 4.1k | $345k | -17% | Dec 2023 |
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| Harbour Investments | 3.9k | $332k | 638% | Dec 2023 |
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| Nwam | 3.8k | $322k | -4% | Dec 2023 |
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| Affinity Capital Advisors | 3.8k | $358k | 0% | Mar 2024 |
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| Advisory Services Network | 3.6k | $306k | 5% | Dec 2023 |
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| Strategic Blueprint | 3.6k | $339k | -23% | Mar 2024 |
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| Diversified Trust Company | 3.6k | $338k | 0% | Mar 2024 |
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| MKT Advisors | 3.1k | $288k | 0% | Mar 2024 |
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| Firestone Capital Management | 3.1k | $264k | 1% | Dec 2023 |
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| Millburn Ridgefield | 3.1k | $264k | 100% | Dec 2023 |
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| PFG Investments | 3.1k | $289k | 100% | Mar 2024 |
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| Foster Group | 3.0k | $283k | -1% | Mar 2024 |
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| HPM Partners | 2.9k | $246k | 100% | Dec 2023 |
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| BOS Asset Management | 2.9k | $242k | 0% | Dec 2023 |
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| Apexium Financial | 2.8k | $260k | 0% | Mar 2024 |
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| Parallel Advisors | 2.8k | $233k | 0% | Dec 2023 |
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| JGP Wealth Management | 2.7k | $255k | -7% | Mar 2024 |
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| Dynamic Advisors Solutions | 2.6k | $247k | 0% | Mar 2024 |
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| Lodestar Private Asset Management | 2.5k | $207k | 100% | Dec 2023 |
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| Marino, Stram & Associates | 2.5k | $207k | 100% | Dec 2023 |
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| RCS Financial Planning | 2.4k | $205k | -21% | Dec 2023 |
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| Hoxton Planning & Management | 2.2k | $211k | 100% | Mar 2024 |
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| Horizon Wealth Management | 2.2k | $208k | 100% | Mar 2024 |
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| Evergreen Private Wealth | 1.5k | $138k | -5% | Mar 2024 |
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| Hartland & Co | 1.3k | $108k | 0% | Dec 2023 |
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| Your Advocates | 1.0k | $88k | 453% | Dec 2023 |
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| LGT Financial Advisors | 965.00 | $81k | 1% | Dec 2023 |
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| Citigroup | 788.00 | $67k | 104% | Dec 2023 |
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| Global Retirement Partners | 696.00 | $65k | 0% | Mar 2024 |
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| DB Wealth Management Group | 642.00 | $54k | 0% | Dec 2023 |
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| GHP Investment Advisors | 575.00 | $49k | 0% | Dec 2023 |
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| Emerald Investment Partners | 539.00 | $46k | 0% | Dec 2023 |
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| DT Investment Partners | 491.00 | $43k | -56% | Dec 2023 |
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| Ancora Advisors | 435.00 | $37k | 0% | Dec 2023 |
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| Pnc Financial Services | 369.00 | $31k | 36% | Dec 2023 |
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| Front Row Advisors | 293.00 | $25k | 0% | Dec 2023 |
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| Larson Financial Group | 275.00 | $23k | 0% | Dec 2023 |
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| Spire Wealth Management | 175.00 | $16k | 0% | Mar 2024 |
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| Nalls Sherbakoff Group | 139.00 | $12k | 14% | Dec 2023 |
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| Cherry Tree Wealth Management | 98.00 | $8.3k | 0% | Dec 2023 |
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| UBS Group | 97.00 | $8.2k | -88% | Dec 2023 |
|
| Manchester Capital Management | 3.00 | $255.999900 | 0% | Dec 2023 |
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Who sold out of Ishares Tr esg msci le?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goodwin Investment Advisory | Sep 2023 | 5.3k | $398k |
| Marshall Wace | Sep 2023 | 4.6k | $350k |
| McGlone Suttner Wealth Management | Dec 2023 | 1.0k | $88k |