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 | 3.4M | $85M | 8% | Mar 2026 |
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| LPL Financial | 1.6M | $41M | 5% | Mar 2026 |
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| Morgan Stanley | 976k | $32M | 0% | Mar 2026 |
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| Thrivent Financial for Lutherans | 806k | $20M | 4% | Mar 2026 |
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| EP Wealth Advisors | 701k | $18M | 5% | Mar 2026 |
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| Ameriprise Financial | 673k | $17M | -15% | Mar 2026 |
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| Bank of New York Mellon | 671k | $17M | 8% | Mar 2026 |
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| Royal Bank of Canada | 667k | $17M | -32% | Mar 2026 |
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| Acorns Advisers | 658k | $17M | 5% | Dec 2025 |
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| Wells Fargo & Company | 609k | $15M | 12% | Mar 2026 |
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| Savant Capital Management | 576k | $14M | 6% | Mar 2026 |
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| Commonwealth Equity Services | 543k | $14M | 12% | Mar 2026 |
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| Envestnet Asset Management | 528k | $13M | -11% | Mar 2026 |
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| Sontag Advisory | 493k | $12M | -3% | Mar 2026 |
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| Modera Wealth Management | 488k | $12M | 1% | Mar 2026 |
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| UBS Group | 477k | $12M | 9% | Mar 2026 |
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| D. J. St. Germain | 472k | $12M | 8% | Mar 2026 |
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| LFA - Lugano Financial Advisors SA | 457k | $11M | 0% | Mar 2026 |
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| Baird Financial | 449k | $11M | 6% | Dec 2025 |
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| Hanson McClain Advisors | 446k | $11M | 1% | Dec 2025 |
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| Perigon Wealth Management | 435k | $11M | -10% | Mar 2026 |
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| Milestone Investment Advisors | 422k | $11M | 1% | Mar 2026 |
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| Mariner Wealth Advisors | 419k | $11M | 1% | Mar 2026 |
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| Francis Financial | 404k | $10M | -2% | Mar 2026 |
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| Putnam Fl Investment Management | 376k | $9.4M | 0% | Mar 2026 |
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| YCMNET Advisors | 361k | $9.0M | 2% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 337k | $8.5M | 12% | Dec 2025 |
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| Integris Wealth Management | 285k | $7.1M | 4% | Mar 2026 |
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| Apella Capital | 281k | $7.1M | 8% | Mar 2026 |
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| Fisher Investments | 278k | $7.0M | 7% | Mar 2026 |
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| Elser Financial Planning | 272k | $6.8M | 100% | Mar 2026 |
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| Colorado Capital Management | 257k | $6.4M | 5% | Mar 2026 |
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| Wescott Financial Advisory Group | 254k | $6.4M | 4% | Mar 2026 |
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| Bank of America Corporation | 250k | $6.3M | 100% | Mar 2026 |
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| Impact Investors | 242k | $6.1M | 15% | Mar 2026 |
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| Mather Group | 190k | $4.8M | 5% | Mar 2026 |
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| Arlington Financial Advisors | 179k | $4.5M | 12% | Mar 2026 |
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| IMPACTfolio | 177k | $4.4M | 6% | Mar 2026 |
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| Seeds Investor | 174k | $4.4M | 3% | Mar 2026 |
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| Accredited Investors | 157k | $3.9M | -20% | Mar 2026 |
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| Bear Mountain Capital | 154k | $3.9M | 3% | Mar 2026 |
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| Brio Consultants | 149k | $3.7M | 17% | Mar 2026 |
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| CI Private Wealth | 148k | $3.7M | 3% | Mar 2026 |
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| Plan | 147k | $3.7M | 0% | Mar 2026 |
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| Harbour Investments | 143k | $3.6M | -2% | Mar 2026 |
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| Charter Oak Capital Management | 138k | $3.5M | -4% | Mar 2026 |
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| Fiduciary Trust Company | 132k | $3.3M | 17% | Dec 2025 |
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| Clarity Wealth Development | 130k | $3.3M | 2% | Mar 2026 |
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| Garrett Investment Advisors | 128k | $3.2M | 6% | Mar 2026 |
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| Northland Capital Management | 124k | $3.1M | -36% | Mar 2026 |
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| One Capital Management | 122k | $3.1M | 1% | Mar 2026 |
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| Hartland & Co | 119k | $3.0M | 100% | Mar 2026 |
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| Cetera Investment Advisers | 109k | $2.7M | -5% | Mar 2026 |
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| NorthRock Partners | 103k | $2.6M | 5% | Mar 2026 |
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| Dynamic Advisors Solutions | 101k | $2.5M | 2% | Mar 2026 |
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| Stifel Financial | 96k | $2.4M | 0% | Mar 2026 |
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| Bartlett & Co. Wealth Management | 95k | $2.4M | 11% | Mar 2026 |
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| HighTower Advisors | 95k | $2.4M | -2% | Mar 2026 |
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| Brookstone Capital Management | 93k | $2.3M | 3% | Mar 2026 |
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| Regatta Capital Group | 91k | $2.3M | 3% | Mar 2026 |
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| Cardinal Point Capital Management, ULC | 91k | $2.3M | 13% | Mar 2026 |
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| Payden & Rygel | 89k | $2.2M | 0% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 87k | $2.2M | 2% | Mar 2026 |
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| Flagstone Financial Management | 86k | $2.2M | -1% | Mar 2026 |
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| CWM | 84k | $2.1M | -8% | Dec 2025 |
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| Kondo Wealth Advisors | 81k | $2.0M | -1% | Mar 2026 |
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| Advisor Group Holdings | 80k | $2.0M | -7% | Dec 2025 |
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| Canandaigua National Bank and Trust Company | 79k | $2.0M | 100% | Mar 2026 |
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| Canandaigua National Bank and Trust Company | 77k | $1.9M | -1% | Dec 2025 |
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| Omega Financial Group | 76k | $1.9M | 2% | Mar 2026 |
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| Strategic Point Investment Advisors | 75k | $1.9M | -2% | Mar 2026 |
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| Plum Street Advisors | 75k | $1.9M | 1% | Dec 2025 |
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| Citadel Advisors | 75k | $1.9M | 517% | Mar 2026 |
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| Cambridge Investment Research Advisors | 72k | $1.8M | -2% | Mar 2026 |
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| Assetmark | 71k | $1.8M | 17% | Mar 2026 |
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| Staley Capital Advisers | 70k | $1.8M | 0% | Mar 2026 |
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| eCIO | 68k | $1.7M | 23% | Mar 2026 |
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| Colony | 64k | $1.6M | 11% | Dec 2025 |
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| Advisory Services Network | 63k | $1.6M | 24% | Dec 2025 |
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| Umb Bank N A | 60k | $1.5M | -2% | Mar 2026 |
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| Clarius | 59k | $1.5M | 3% | Dec 2025 |
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| Albion Financial Group | 59k | $1.5M | 0% | Mar 2026 |
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| J.Safra Asset Management | 58k | $1.5M | 0% | Mar 2026 |
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| Davenport & Co | 50k | $1.3M | 4% | Mar 2026 |
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| Legacy Edge Advisors | 48k | $1.2M | 22% | Mar 2026 |
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| Action Point Financial Planning | 46k | $1.2M | 100% | Mar 2026 |
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| Fort Point Capital Partners | 46k | $1.1M | 0% | Dec 2025 |
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| Kestra Advisory Services | 45k | $1.1M | 14% | Mar 2026 |
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| Leonard Rickey Investment Advisors P | 44k | $1.1M | -1% | Mar 2026 |
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| Equitable Holdings | 44k | $1.1M | -2% | Mar 2026 |
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| Decker Retirement Planning | 44k | $1.1M | 5% | Mar 2026 |
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| William Blair $ Company | 43k | $1.1M | 0% | Mar 2026 |
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| Schneider Downs Wealth Management Advisors | 43k | $1.1M | -3% | Dec 2025 |
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| Opal Wealth Advisors | 42k | $1.1M | 7% | Mar 2026 |
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| JNBA Financial Advisors | 42k | $1.1M | 4% | Mar 2026 |
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| Birchbrook | 42k | $1.0M | 3% | Mar 2026 |
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| Sequoia Financial Advisors | 41k | $1.0M | -15% | Mar 2026 |
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| CX Institutional | 40k | $996k | 2% | Mar 2026 |
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| Raymond James Financial | 39k | $995k | 3% | Dec 2025 |
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| Pine Haven Investment Counsel | 39k | $977k | 1% | Mar 2026 |
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| Captrust Financial Advisors | 39k | $980k | 1% | Dec 2025 |
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| Creative Planning | 38k | $944k | 356% | Mar 2026 |
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| Westfuller Advisors | 37k | $932k | 28% | Mar 2026 |
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| Summit Wealth Group | 37k | $929k | -3% | Mar 2026 |
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| Franklin Resources | 37k | $918k | 1% | Mar 2026 |
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| Susquehanna International | 36k | $916k | 100% | Dec 2025 |
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| Goss Wealth Management | 36k | $892k | -22% | Mar 2026 |
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| Cresset Asset Management | 35k | $874k | 0% | Mar 2026 |
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| Level Financial Advisors | 35k | $873k | 0% | Mar 2026 |
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| Arrow Financial Corp. | 35k | $866k | 0% | Mar 2026 |
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| Rockefeller Capital Management | 34k | $862k | 0% | Mar 2026 |
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| Central Pacific Bank - Trust Division | 34k | $846k | 0% | Mar 2026 |
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| Fairview Capital Investment Management | 33k | $832k | 0% | Mar 2026 |
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| Td Private Client Wealth | 33k | $821k | -32% | Mar 2026 |
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| United Capital Financial Advisers | 32k | $793k | -14% | Mar 2026 |
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| Hardy Reed | 32k | $791k | 11% | Mar 2026 |
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| Mutual Advisors | 31k | $771k | 68% | Mar 2026 |
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| Wealthcare Advisory Partners | 31k | $770k | 35% | Mar 2026 |
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| Jane Street | 30k | $762k | 44% | Mar 2026 |
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| Mason & Associates | 30k | $756k | 145% | Mar 2026 |
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| SageView Advisory Group | 30k | $752k | 1% | Dec 2025 |
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| Eley Financial Management | 29k | $717k | 100% | Mar 2026 |
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| J. Mark Nickell & Co. | 28k | $711k | 0% | Mar 2026 |
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| Summit Investment Advisors | 28k | $689k | 5% | Mar 2026 |
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| Journey Strategic Wealth | 27k | $688k | 9% | Mar 2026 |
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| Presilium Private Wealth | 26k | $662k | -2% | Mar 2026 |
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| VERITY Wealth Advisors | 26k | $660k | 0% | Mar 2026 |
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| Cantor Fitzgerald Investment Adviser | 26k | $652k | -20% | Mar 2026 |
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| Tempo Wealth | 25k | $627k | 0% | Mar 2026 |
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| Streettalk Advisors | 24k | $611k | 1% | Mar 2026 |
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| Gould Asset Management | 24k | $605k | -1% | Mar 2026 |
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| LexAurum Advisors | 24k | $605k | 9% | Mar 2026 |
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| Aptus Capital Advisors | 24k | $602k | 1% | Mar 2026 |
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| Novare Capital Management | 23k | $586k | -19% | Mar 2026 |
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| Diversified Enterprises | 23k | $589k | 2% | Dec 2025 |
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| Ally Invest Advisors | 23k | $578k | 1% | Mar 2026 |
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| Wealth Advisory Team | 23k | $577k | 100% | Dec 2025 |
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| Exchange Bank | 23k | $572k | 1% | Mar 2026 |
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| Kelsey Financial | 23k | $564k | 5% | Mar 2026 |
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| Integrated Wealth Concepts | 22k | $557k | 14% | Mar 2026 |
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| Envestnet Portfolio Solutions | 22k | $551k | -47% | Mar 2026 |
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| BKD Wealth Advisors | 22k | $549k | 0% | Mar 2026 |
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| Frank. Day | 22k | $543k | 0% | Mar 2026 |
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| Parallel Advisors | 22k | $541k | 97% | Mar 2026 |
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| Keener Financial Planning | 22k | $539k | 4% | Mar 2026 |
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| Central Trust & Investment | 21k | $536k | -1% | Mar 2026 |
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| Shotwell Rutter Baer | 21k | $531k | 3% | Mar 2026 |
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| Headinvest | 21k | $528k | 3% | Mar 2026 |
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| Farther Finance Advisors | 21k | $524k | -2% | Mar 2026 |
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| Mml Investors Services | 19k | $472k | -34% | Mar 2026 |
|
Who sold out of Ishares Tr esg 1 5 yr usd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 430k | $11M |
| Klaas Financial Asset Advisors | Dec 2025 | 137k | $3.5M |
| Wealth Enhancement Advisory Services | Dec 2025 | 122k | $3.1M |
| Valeo Financial Advisors | Dec 2025 | 47k | $1.2M |