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 | $65M | 1% | Jun 2024 |
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| Envestnet Asset Management | 1.9M | $47M | 233% | Sep 2024 |
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| Morgan Stanley | 1.1M | $45M | 3% | Jun 2024 |
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| Sontag Advisory | 918k | $23M | 100% | Sep 2024 |
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| Royal Bank of Canada | 728k | $18M | 6% | Sep 2024 |
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| LPL Financial | 668k | $17M | 23% | Sep 2024 |
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| Acorns Advisers | 623k | $15M | 6% | Jun 2024 |
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| Commonwealth Equity Services | 594k | $15M | 5% | Sep 2024 |
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| Bank of New York Mellon | 559k | $14M | 2% | Sep 2024 |
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| Envestnet Portfolio Solutions | 512k | $13M | 1189% | Sep 2024 |
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| Wells Fargo & Company | 504k | $13M | 11% | Sep 2024 |
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| Modera Wealth Management | 497k | $13M | 18% | Sep 2024 |
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| Private Ocean | 462k | $11M | 0% | Jun 2024 |
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| Savant Capital Management | 400k | $10M | 7% | Sep 2024 |
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| Jpmorgan Chase & Co | 392k | $9.9M | 333% | Sep 2024 |
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| Putnam Fl Investment Management | 377k | $9.5M | 1% | Sep 2024 |
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| Francis Financial | 364k | $9.2M | 0% | Sep 2024 |
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| Hanson McClain Advisors | 361k | $9.1M | 2% | Sep 2024 |
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| EP Wealth Advisors | 345k | $8.7M | 5% | Sep 2024 |
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| Eastern Bank | 343k | $8.6M | 0% | Sep 2024 |
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| YCMNET Advisors | 326k | $8.2M | 1% | Sep 2024 |
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| Milestone Investment Advisors | 307k | $7.7M | 0% | Sep 2024 |
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| Perigon Wealth Management | 273k | $6.9M | 13% | Sep 2024 |
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| Integris Wealth Management | 262k | $6.6M | 5% | Sep 2024 |
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| CWM | 254k | $6.4M | 79% | Sep 2024 |
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| Dynamic Advisors Solutions | 244k | $6.1M | -3% | Sep 2024 |
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| D. J. St. Germain | 241k | $6.1M | 4% | Sep 2024 |
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| Advisor Group Holdings | 229k | $5.8M | 4% | Sep 2024 |
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| Bank of America Corporation | 224k | $5.6M | 2% | Sep 2024 |
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| LFA - Lugano Financial Advisors SA | 218k | $5.5M | -1% | Sep 2024 |
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| Apella Capital | 203k | $5.1M | -1% | Sep 2024 |
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| Financial Engines Advisors L.L.C | 192k | $4.8M | 11% | Sep 2024 |
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| Wescott Financial Advisory Group | 182k | $4.6M | 2% | Sep 2024 |
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| Fisher Investments | 169k | $4.3M | 1% | Sep 2024 |
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| Harbour Investments | 165k | $4.2M | 5% | Sep 2024 |
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| Arlington Financial Advisors | 163k | $4.1M | 5% | Sep 2024 |
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| Mather Group | 157k | $3.9M | -29% | Sep 2024 |
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| Seeds Investor | 150k | $3.8M | -8% | Sep 2024 |
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| Bear Mountain Capital | 148k | $3.7M | 2% | Sep 2024 |
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| Plan | 147k | $3.7M | 0% | Sep 2024 |
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| Colorado Capital Management | 140k | $3.5M | 2% | Sep 2024 |
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| Fiduciary Trust Company | 138k | $3.4M | 3% | Jun 2024 |
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| CI Private Wealth | 137k | $3.4M | 23% | Sep 2024 |
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| Thrivent Financial for Lutherans | 122k | $3.1M | 16% | Sep 2024 |
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| Charter Oak Capital Management | 121k | $3.0M | 12% | Sep 2024 |
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| Flow Traders US | 117k | $2.9M | 100% | Sep 2024 |
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| Klaas Financial Asset Advisors | 112k | $2.8M | 0% | Sep 2024 |
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| IMPACTfolio | 110k | $2.8M | 2% | Sep 2024 |
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| Park Avenue Securities | 99k | $2.5M | 100% | Sep 2024 |
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| Hsbc Holdings | 97k | $2.4M | -26% | Jun 2024 |
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| Brio Consultants | 96k | $2.4M | 8% | Sep 2024 |
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| Garrett Investment Advisors | 92k | $2.3M | 27% | Sep 2024 |
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| Payden & Rygel | 89k | $2.2M | 0% | Sep 2024 |
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| Payden & Rygel | 89k | $2.2M | 7% | Jun 2024 |
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| Cambridge Investment Research Advisors | 83k | $2.1M | 48% | Sep 2024 |
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| Mml Investors Services | 81k | $2.0M | 309% | Sep 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 81k | $2.0M | -2% | Sep 2024 |
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| Brookstone Capital Management | 80k | $2.0M | 3% | Sep 2024 |
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| HighTower Advisors | 79k | $1.9M | -4% | Jun 2024 |
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| Cetera Investment Advisers | 78k | $1.9M | -2% | Jun 2024 |
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| Flagstone Financial Management | 78k | $2.0M | 4% | Sep 2024 |
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| Strategic Point Investment Advisors | 77k | $1.9M | 0% | Sep 2024 |
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| Jane Street | 77k | $1.9M | 58% | Sep 2024 |
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| Regatta Capital Group | 76k | $1.9M | 4% | Sep 2024 |
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| Accredited Investors | 73k | $1.8M | 1% | Sep 2024 |
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| Sowell Financial Services | 73k | $1.8M | -7% | Sep 2024 |
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| Canandaigua National Bank and Trust Company | 73k | $1.8M | 100% | Sep 2024 |
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| Abacus Wealth Partners | 72k | $1.8M | 0% | Sep 2024 |
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| Ethic | 72k | $1.8M | 0% | Sep 2024 |
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| Omega Financial Group | 70k | $1.8M | -2% | Sep 2024 |
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| Bartlett & Co. Wealth Management | 69k | $1.7M | -1% | Sep 2024 |
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| Grubman Wealth Management | 69k | $1.7M | 1% | Sep 2024 |
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| Better Money Decisions | 69k | $1.7M | -16% | Sep 2024 |
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| Halbert Hargrove Global Advisors | 68k | $1.7M | -22% | Sep 2024 |
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| United Capital Financial Advisers | 67k | $1.7M | 47% | Sep 2024 |
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| Fortis Capital Management | 67k | $1.7M | 0% | Sep 2024 |
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| Sequoia Financial Advisors | 64k | $1.6M | 0% | Sep 2024 |
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| One Capital Management | 62k | $1.6M | 0% | Sep 2024 |
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| Stifel Financial | 61k | $1.5M | 10% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 61k | $1.5M | 22% | Jun 2024 |
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| Atria Wealth Solutions | 61k | $1.5M | 100% | Sep 2024 |
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| Summit Wealth Group | 61k | $1.5M | -5% | Sep 2024 |
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| Levy Wealth Management Group | 61k | $1.5M | 0% | Jun 2024 |
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| Advisory Services Network | 58k | $1.4M | 0% | Sep 2024 |
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| One Wealth Advisors | 57k | $1.4M | 100% | Sep 2024 |
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| Franklin Resources | 57k | $1.4M | 0% | Sep 2024 |
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| PrairieView Partners | 57k | $1.4M | 77% | Sep 2024 |
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| Equitable Holdings | 57k | $1.4M | 14% | Jun 2024 |
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| Schneider Downs Wealth Management Advisors | 57k | $1.4M | 174% | Sep 2024 |
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| Fort Point Capital Partners | 56k | $1.4M | -7% | Sep 2024 |
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| Staley Capital Advisers | 55k | $1.4M | 0% | Sep 2024 |
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| Td Private Client Wealth | 53k | $1.3M | 2% | Sep 2024 |
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| Cardinal Point Capital Management, ULC | 53k | $1.3M | 4% | Sep 2024 |
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| Umb Bank N A | 52k | $1.3M | 11% | Sep 2024 |
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| Leonard Rickey Investment Advisors P | 50k | $1.2M | 0% | Sep 2024 |
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| SageView Advisory Group | 48k | $1.2M | -2% | Sep 2024 |
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| Assetmark | 47k | $1.2M | 83% | Sep 2024 |
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| JNBA Financial Advisors | 44k | $1.1M | -8% | Sep 2024 |
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| Cantor Fitzgerald Investment Adviser | 43k | $1.1M | -3% | Sep 2024 |
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| Valeo Financial Advisors | 43k | $1.1M | 5% | Sep 2024 |
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| William Blair $ Company | 41k | $1.0M | 1% | Sep 2024 |
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| Citadel Advisors | 41k | $1.0M | 100% | Sep 2024 |
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| Bank Julius Baer & Co. Ltd, Zurich | 40k | $1.1M | 100% | Jun 2024 |
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| J.Safra Asset Management | 40k | $996k | 43% | Sep 2024 |
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| Affinity Capital Advisors | 38k | $951k | -23% | Sep 2024 |
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| Davenport & Co | 37k | $938k | 13% | Sep 2024 |
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| iA Global Asset Management | 37k | $936k | 0% | Sep 2024 |
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| Opal Wealth Advisors | 36k | $898k | 7% | Sep 2024 |
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| Central Trust & Investment | 35k | $872k | 0% | Sep 2024 |
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| Morningstar Investment Services | 33k | $825k | 100% | Sep 2024 |
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| Fairview Capital Investment Management | 32k | $779k | 0% | Jun 2024 |
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| Boston Financial Mangement | 32k | $795k | 12% | Sep 2024 |
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| Albion Financial Group | 31k | $779k | -16% | Sep 2024 |
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| Pine Haven Investment Counsel | 30k | $765k | 10% | Sep 2024 |
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| Aprio Wealth Management | 30k | $765k | 0% | Sep 2024 |
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| Raymond James Financial Services Advisors | 30k | $743k | -39% | Sep 2024 |
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| Level Financial Advisors | 29k | $734k | -4% | Sep 2024 |
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| Resources Investment Advisors | 28k | $715k | 100% | Sep 2024 |
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| Rockefeller Capital Management | 28k | $694k | -4% | Jun 2024 |
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| Westfuller Advisors | 28k | $701k | 100% | Sep 2024 |
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| Horst & Graben Wealth Management | 27k | $679k | 100% | Sep 2024 |
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| Goss Wealth Management | 27k | $657k | 26% | Jun 2024 |
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| VERITY Wealth Advisors | 26k | $647k | 0% | Sep 2024 |
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| One Day In July | 26k | $647k | 0% | Sep 2024 |
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| Clarity Asset Management | 26k | $642k | 1% | Sep 2024 |
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| McKinley Carter Wealth Services | 25k | $624k | 6% | Sep 2024 |
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| Arrow Financial Corp. | 25k | $618k | 12% | Sep 2024 |
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| Novare Capital Management | 25k | $617k | -11% | Sep 2024 |
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| Northern Trust | 24k | $613k | -89% | Sep 2024 |
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| Summit Investment Advisors | 24k | $608k | 2% | Sep 2024 |
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| Kestra Advisory Services | 24k | $599k | -9% | Sep 2024 |
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| Sharkey, Howes & Javer | 23k | $586k | 100% | Sep 2024 |
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| RFG Advisory | 23k | $581k | 10% | Sep 2024 |
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| Larson Financial Group | 22k | $559k | 0% | Sep 2024 |
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| Litman Gregory Asset Management | 22k | $558k | -3% | Sep 2024 |
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| BKD Wealth Advisors | 22k | $540k | -5% | Jun 2024 |
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| Mariner Wealth Advisors | 22k | $553k | 9% | Sep 2024 |
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| Hardy Reed | 21k | $539k | 3% | Sep 2024 |
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| Honkamp Krueger Financial Services | 21k | $511k | -6% | Jun 2024 |
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| Tradition Wealth Management | 21k | $522k | 2% | Sep 2024 |
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| LexAurum Advisors | 21k | $521k | 61% | Sep 2024 |
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| Johnson Bixby & Associates | 20k | $513k | -18% | Sep 2024 |
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| Presilium Private Wealth | 20k | $512k | 1% | Sep 2024 |
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| P.J. Schmidt Investment Management | 20k | $509k | 3% | Sep 2024 |
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| Rehmann Capital Advisory | 19k | $480k | -2% | Sep 2024 |
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| Ally Invest Advisors | 19k | $471k | 9% | Sep 2024 |
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| Exchange Bank | 18k | $461k | 42% | Sep 2024 |
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| Shotwell Rutter Baer | 18k | $449k | 5% | Sep 2024 |
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| Janney Montgomery Scott | 18k | $451k | 100% | Sep 2024 |
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| Buckingham Strategic Partners | 16k | $414k | -42% | Sep 2024 |
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| Alesco Advisors | 9.7k | $245k | -97% | Sep 2024 |
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| First Pacific Financial | 8.0k | $202k | -99% | Sep 2024 |
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| Bangor Savings Bank | 1.7k | $42k | -92% | Sep 2024 |
|
Who sold out of Ishares Tr esg 1 5 yr usd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Elser Financial Planning | Jun 2024 | 247k | $6.0M |
| Long Run Wealth Advisors | Jun 2024 | 98k | $2.4M |
| Colony | Jun 2024 | 61k | $1.5M |
| Frank. Day | Jun 2024 | 48k | $1.2M |
| Legacy Financial Advisors | Mar 2024 | 18k | $440k |