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 17M $842M 2% Sep 2024
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Jpmorgan Chase & Co 7.2M $351M 8% Sep 2024
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Envestnet Asset Management 4.2M $204M 7% Sep 2024
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BlackRock 2.3M $106M -14% Jun 2024
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BlackRock 2.2M $109M 100% Sep 2024
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Northwestern Mutual Wealth Management Company 1.7M $81M 3% Sep 2024
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Mercer Global Advisors 1.5M $70M 13% Jun 2024
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Goldman Sachs Group 1.3M $62M 1% Jun 2024
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LPL Financial 1.3M $64M 9% Sep 2024
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Northern Trust 1.3M $62M -4% Sep 2024
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Sontag Advisory 1.1M $56M 100% Sep 2024
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Raymond James & Associates 859k $42M 6% Sep 2024
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Envestnet Portfolio Solutions 834k $41M 1% Sep 2024
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M^T Bank Corporation 692k $34M 7% Sep 2024
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Alesco Advisors 657k $32M 5% Sep 2024
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Keybank National Association 639k $31M 4% Sep 2024
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Private Ocean 561k $26M 2% Jun 2024
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Bank of New York Mellon 551k $27M 7% Sep 2024
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Wells Fargo & Company 526k $26M -53% Sep 2024
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SigFig Wealth Management 519k $24M 14% Jun 2024
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CWM 496k $24M -19% Sep 2024
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Commonwealth Equity Services 437k $21M 5% Sep 2024
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Thrivent Financial for Lutherans 415k $20M 20% Sep 2024
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Hanson McClain Advisors 373k $18M 3% Sep 2024
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Financial Network Wealth Management 347k $17M 6% Sep 2024
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Sei Investments 299k $15M -2% Sep 2024
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Cetera Investment Advisers 296k $14M -4% Jun 2024
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YCMNET Advisors 269k $13M 1% Sep 2024
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Morningstar Investment Services 250k $12M -1% Sep 2024
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Morgan Stanley 238k $12M 1286% Jun 2024
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Wealthfront Advisers 227k $11M 8% Sep 2024
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Savant Capital Management 227k $11M 5% Sep 2024
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Wealth Enhancement Advisory Services 225k $11M 7% Jun 2024
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Advisor Group Holdings 215k $11M 3% Sep 2024
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Facet Wealth 209k $9.8M 9% Sep 2024
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Wesbanco Trust And Investments 208k $10M 4% Sep 2024
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Dohj 206k $10M 9% Sep 2024
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Cambridge Investment Research Advisors 192k $9.3M 11% Sep 2024
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Pensionmark Financial Group 190k $9.2M 1101% Sep 2024
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Accredited Investors 189k $9.2M 14% Sep 2024
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Apella Capital 187k $9.1M -1% Sep 2024
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Mariner Wealth Advisors 185k $9.0M 8% Sep 2024
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Nepc 183k $8.9M 0% Sep 2024
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Affinity Capital Advisors 177k $8.6M 24% Sep 2024
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Mather Group 175k $8.5M 229850% Sep 2024
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Mascoma Wealth Management 164k $8.0M 15% Sep 2024
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Branch Banking & Trust Company 164k $7.6M -2% Jun 2024
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Dynamic Advisors Solutions 156k $7.6M -2% Sep 2024
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Mml Investors Services 143k $7.0M -5% Sep 2024
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Financial Engines Advisors L.L.C 142k $6.9M 100% Sep 2024
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Balanced Rock Investment Advisors 139k $6.5M 11% Jun 2024
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Park Avenue Securities 133k $6.5M 2% Sep 2024
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Raymond James Financial Services Advisors 130k $6.3M -58% Sep 2024
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Royal Bank of Canada 128k $6.2M 2% Sep 2024
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APCM Wealth Management for Individuals 125k $6.1M 7% Sep 2024
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HighTower Advisors 119k $5.5M 1% Jun 2024
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One Wealth Advisors 111k $5.4M 100% Sep 2024
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Stewardship Advisors 110k $5.3M 6% Sep 2024
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Sand Hill Advisors 98k $4.8M 0% Sep 2024
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Robertson Stephens Wealth Management 97k $4.7M -6% Sep 2024
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Atlantic Private Wealth 90k $4.4M 14% Sep 2024
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Babson Capital Management 89k $4.3M -59% Sep 2024
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Fort Washington Investment Advisors 85k $4.1M 100% Sep 2024
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Us Bancorp 85k $4.1M 53% Sep 2024
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Pictet Asset Management Holding SA 85k $4.1M 100% Sep 2024
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Atria Wealth Solutions 79k $3.8M 2% Sep 2024
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Creative Planning 77k $3.7M 0% Sep 2024
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Steward Partners Investment Advisory 77k $3.6M 2% Jun 2024
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Jones Financial Companies, L.L 75k $3.7M 51% Sep 2024
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Beacon Pointe Advisors 73k $3.6M 1% Sep 2024
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Long Run Wealth Advisors 70k $3.4M 75% Sep 2024
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CliftonLarsonAllen Wealth Advisors 68k $3.3M -16% Sep 2024
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Resources Investment Advisors 66k $3.2M 10% Sep 2024
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Raymond James Trust 65k $3.2M 0% Sep 2024
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Trilogy Capital 65k $3.1M -4% Sep 2024
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Lake Street Advisors Group 64k $3.1M 37% Sep 2024
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Shira Ridge Wealth Management 64k $3.1M 806% Sep 2024
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Bluestem Financial Advisors 63k $3.0M 29% Jun 2024
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Brio Consultants 62k $3.0M 5% Sep 2024
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Cantor Fitzgerald Investment Adviser 61k $3.0M -2% Sep 2024
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Horst & Graben Wealth Management 61k $2.9M 1% Sep 2024
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Orion Portfolio Solutions 61k $2.9M 127% Sep 2024
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Grubman Wealth Management 60k $2.9M 1% Sep 2024
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Omega Financial Group 59k $2.9M -2% Sep 2024
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RTD Financial Advisors 58k $2.8M 1% Sep 2024
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Bond & Devick Financial Network 58k $2.8M 13% Sep 2024
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EP Wealth Advisors 58k $2.8M 2% Sep 2024
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Assetmark 58k $2.8M 14% Sep 2024
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Gradient Investments 57k $2.8M 6% Sep 2024
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Retirement Capital Strategies 56k $2.7M 11% Sep 2024
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Sentinel Pension Advisors 56k $2.7M 13% Sep 2024
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Bear Mountain Capital 54k $2.6M 3% Sep 2024
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CI Private Wealth 53k $2.6M 3% Sep 2024
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Charter Oak Capital Management 52k $2.5M 30% Sep 2024
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Summit Wealth Group 52k $2.5M -6% Sep 2024
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Equitable Holdings 52k $2.4M 0% Jun 2024
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Modera Wealth Management 50k $2.4M 10% Sep 2024
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Eley Financial Management 45k $2.2M 13% Sep 2024
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United Capital Financial Advisers 45k $2.2M -2% Sep 2024
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Sharkey, Howes & Javer 44k $2.1M -2% Sep 2024
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Center for Financial Planning 43k $2.1M 1% Sep 2024
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Old Mission Capital 42k $2.0M 305% Jun 2024
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Foster Group 42k $2.0M 21% Sep 2024
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Goss Wealth Management 41k $1.9M 40% Jun 2024
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Bartlett & Co. Wealth Management 41k $2.0M -37% Sep 2024
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Fort Point Capital Partners 40k $2.0M 1% Sep 2024
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Westfuller Advisors 40k $1.9M 100% Sep 2024
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Better Money Decisions 39k $1.9M 8% Sep 2024
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Bogart Wealth 39k $1.9M 16% Sep 2024
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JNBA Financial Advisors 39k $1.9M 39% Sep 2024
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Brookstone Capital Management 37k $1.8M 4% Sep 2024
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Ally Invest Advisors 37k $1.8M 4% Sep 2024
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Sanctuary Advisors 36k $1.7M 37% Sep 2024
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Umb Bank N A 35k $1.7M 0% Sep 2024
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Principal Financial Group 35k $1.7M 30% Sep 2024
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Mutual Advisors 34k $1.6M 100% Sep 2024
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Baker Avenue Asset Management 33k $1.6M 13% Sep 2024
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Wealth Architects 33k $1.6M 9% Sep 2024
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One Day In July 31k $1.5M -4% Sep 2024
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Invera Wealth Advisors 31k $1.5M 17% Sep 2024
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Advisory Services Network 31k $1.4M 0% Sep 2024
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Stifel Financial 30k $1.4M 18% Jun 2024
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Janney Montgomery Scott 30k $1.4M -2% Sep 2024
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Hart & Patterson Financial Group 29k $1.4M -52% Sep 2024
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Levy Wealth Management Group 29k $1.4M 2% Jun 2024
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Planning Alternatives 29k $1.4M 100% Sep 2024
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Integrated Wealth Concepts 28k $1.4M 8% Sep 2024
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Tempus Wealth Planning 28k $1.4M -4% Sep 2024
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Pine Haven Investment Counsel 28k $1.3M 11% Sep 2024
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Diversify Advisory Services 27k $1.3M 26% Sep 2024
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Td Private Client Wealth 27k $1.3M 1% Sep 2024
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Aspiriant 26k $1.3M 0% Sep 2024
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RFG Advisory 26k $1.2M -1% Sep 2024
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Cranbrook Wealth Management 26k $1.2M 5% Sep 2024
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Neumann Capital Management 25k $1.2M 5% Sep 2024
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Harbour Investments 25k $1.2M -8% Sep 2024
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Brewster Financial Planning 24k $1.2M 1% Sep 2024
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Cornerstone Wealth Management 24k $1.2M 1% Sep 2024
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Stonehearth Capital Management 24k $1.2M 5% Sep 2024
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Congress Wealth Management LLC / DE / 24k $1.2M 4% Sep 2024
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Aprio Wealth Management 24k $1.2M 0% Sep 2024
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Axxcess Wealth Management 23k $1.1M -1% Sep 2024
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Valeo Financial Advisors 22k $1.1M 4% Sep 2024
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Grand Wealth Management 22k $1.1M 1% Sep 2024
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GenTrust 22k $1.1M 4% Sep 2024
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Wescott Financial Advisory Group 21k $1.0M 2% Sep 2024
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Divergent Wealth Advisors 21k $1.0M 0% Sep 2024
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SageView Advisory Group 21k $998k -8% Sep 2024
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Friedenthal Financial 20k $946k 1% Sep 2024
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AlTi Global 19k $921k -45% Sep 2024
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Parallel Advisors 19k $920k -52% Sep 2024
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Consolidated Portfolio Review Corp 19k $880k -7% Jun 2024
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Jane Street 11k $516k -97% Sep 2024
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Colony 8.2k $397k -71% Sep 2024
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Who sold out of Ishares Tr esg us agr bd?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Jun 2024 98k $4.6M
Citadel Advisors Jun 2024 83k $3.9M
Elwood & Goetz Wealth Advisory Group Mar 2024 31k $1.5M
PFG Investments Mar 2024 20k $954k