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 | 2.3M | $56M | 7% | Mar 2023 |
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| Summit Wealth Group | 2.1M | $87k | 2302% | Mar 2023 |
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| Ameriprise Financial | 1.2M | $29M | -4% | Mar 2023 |
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| Private Ocean | 1.1M | $26M | -7% | Mar 2023 |
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| Morgan Stanley | 1.1M | $25M | 100% | Dec 2022 |
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| Envestnet Asset Management | 902k | $22M | -54% | Mar 2023 |
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| Pfs Investments | 738k | $18M | 4% | Mar 2023 |
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| UBS Group | 654k | $16M | 14% | Mar 2023 |
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| Royal Bank of Canada | 633k | $15M | 10% | Dec 2022 |
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| LPL Financial | 574k | $14M | 13% | Mar 2023 |
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| CWM | 571k | $14M | -22% | Mar 2023 |
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| Commonwealth Equity Services | 568k | $14M | 1% | Mar 2023 |
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| First Pacific Financial | 561k | $14M | 66% | Mar 2023 |
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| Acorns Advisers | 455k | $11M | 11% | Mar 2023 |
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| Francis Financial | 405k | $9.7M | 554% | Mar 2023 |
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| Milestone Investment Advisors | 404k | $9.7M | 0% | Mar 2023 |
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| Wells Fargo & Company | 404k | $9.6M | -70% | Dec 2022 |
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| Baird Financial | 373k | $8.9M | 90% | Dec 2022 |
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| Putnam Fl Investment Management | 371k | $8.9M | 2% | Mar 2023 |
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| Alesco Advisors | 360k | $8.7M | 28% | Mar 2023 |
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| YCMNET Advisors | 339k | $8.1M | 5% | Mar 2023 |
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| Parsec Financial Management | 283k | $6.8M | -1% | Mar 2023 |
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| Jane Street | 278k | $6.7M | 106% | Mar 2023 |
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| Bank of America Corporation | 271k | $6.5M | 3% | Mar 2023 |
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| D. J. St. Germain | 263k | $6.3M | 115% | Dec 2022 |
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| Integris Wealth Management | 221k | $5.2M | 100% | Dec 2022 |
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| Savant Capital Management | 205k | $4.9M | 0% | Mar 2023 |
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| Dynamic Advisors Solutions | 202k | $4.9M | 3% | Mar 2023 |
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| Hanson McClain Advisors | 189k | $4.5M | 19% | Mar 2023 |
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| Eastern Bank | 188k | $4.5M | 17% | Mar 2023 |
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| Hsbc Holdings | 186k | $4.4M | -3% | Dec 2022 |
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| Apella Capital | 173k | $4.1M | 9% | Dec 2022 |
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| Affinity Capital Advisors | 171k | $4.1M | -13% | Mar 2023 |
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| Wescott Financial Advisory Group | 167k | $4.0M | 8% | Mar 2023 |
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| Laurel Wealth Planning | 154k | $3.7M | 8% | Mar 2023 |
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| Advisor Group Holdings | 136k | $3.3M | -45% | Mar 2023 |
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| Mascoma Wealth Management | 129k | $3.1M | -2% | Mar 2023 |
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| Arlington Financial Advisors | 117k | $2.8M | -8% | Mar 2023 |
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| Fisher Investments | 115k | $2.8M | 5% | Mar 2023 |
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| Fiduciary Trust Company | 110k | $2.7M | -9% | Mar 2023 |
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| Central Trust & Investment | 110k | $2.6M | 158% | Mar 2023 |
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| Harbour Investments | 105k | $2.5M | 44% | Mar 2023 |
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| Cambridge Investment Research Advisors | 102k | $2.5M | -1% | Mar 2023 |
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| Charter Oak Capital Management | 100k | $2.4M | -9% | Mar 2023 |
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| Long Run Wealth Advisors | 100k | $2.4M | 114% | Mar 2023 |
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| Halbert Hargrove Global Advisors | 98k | $2.3M | 1% | Mar 2023 |
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| Opal Wealth Advisors | 97k | $2.3M | 1% | Mar 2023 |
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| IMPACTfolio | 96k | $2.3M | -47% | Mar 2023 |
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| Betterment | 95k | $2.2M | -10% | Dec 2022 |
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| Baldrige Asset Management | 95k | $2.3M | 1% | Mar 2023 |
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| Financial Engines Advisors L.L.C | 93k | $2.2M | 75% | Mar 2023 |
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| Citadel Advisors | 93k | $2.2M | -3% | Mar 2023 |
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| Brookstone Capital Management | 92k | $2.2M | -10% | Mar 2023 |
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| CI Private Wealth | 87k | $2.1M | 114% | Mar 2023 |
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| Better Money Decisions | 84k | $2.0M | 37% | Mar 2023 |
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| Payden & Rygel | 83k | $2.0M | -17% | Mar 2023 |
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| Omega Financial Group | 83k | $2.0M | 7% | Mar 2023 |
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| Staley Capital Advisers | 75k | $1.8M | 0% | Mar 2023 |
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| Accredited Investors | 73k | $1.8M | 12% | Mar 2023 |
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| Klaas Financial Asset Advisors | 71k | $1.7M | 4% | Mar 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 70k | $1.7M | 19% | Mar 2023 |
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| Flagstone Financial Management | 65k | $1.6M | 1% | Mar 2023 |
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| Bartlett & Co. | 64k | $1.5M | 0% | Mar 2023 |
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| Grubman Wealth Management | 64k | $1.5M | 5% | Mar 2023 |
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| Advisory Services Network | 64k | $1.5M | -22% | Mar 2023 |
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| Johnson Bixby & Associates | 62k | $1.5M | 5% | Mar 2023 |
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| Grand Wealth Management | 62k | $1.5M | 88% | Mar 2023 |
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| One Capital Management | 62k | $1.5M | -62% | Mar 2023 |
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| Cardinal Point Wealth Management Partners | 60k | $1.4M | -14% | Mar 2023 |
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| Stifel Financial | 59k | $1.4M | 5% | Dec 2022 |
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| Raymond James & Associates | 59k | $1.4M | -35% | Mar 2023 |
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| SageView Advisory Group | 59k | $1.4M | 0% | Mar 2023 |
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| Gradient Investments | 57k | $1.4M | -18% | Mar 2023 |
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| Atria Investments | 56k | $1.4M | 100% | Mar 2023 |
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| JNBA Financial Advisors | 54k | $1.3M | 7% | Mar 2023 |
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| Buffington Mohr McNeal | 54k | $1.3M | 0% | Mar 2023 |
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| Fortis Capital Management | 53k | $1.3M | 11% | Mar 2023 |
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| Strategic Point Investment Advisors | 52k | $1.3M | 14% | Mar 2023 |
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| Mather Group | 51k | $1.2M | 14% | Mar 2023 |
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| Financial Architects | 50k | $1.2M | 0% | Dec 2022 |
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| Cable Hill Partners | 50k | $1.2M | 1% | Mar 2023 |
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| Mma Asset Management | 50k | $1.2M | 1% | Dec 2022 |
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| Brio Consultants | 50k | $1.2M | 9% | Mar 2023 |
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| Private Advisor | 49k | $1.2M | -1% | Mar 2023 |
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| Level Financial Advisors | 49k | $1.2M | -1% | Mar 2023 |
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| Affinia Financial Group | 49k | $1.2M | 6% | Mar 2023 |
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| Honkamp Krueger Financial Services | 48k | $1.2M | 3% | Mar 2023 |
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| Levy Wealth Management Group | 48k | $1.1M | 56% | Mar 2023 |
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| Raymond James Financial Services Advisors | 46k | $1.1M | -5% | Mar 2023 |
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| Cetera Investment Advisers | 46k | $1.1M | -47% | Mar 2023 |
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| GW & Wade | 46k | $1.1M | 14% | Mar 2023 |
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| One Wealth Advisors | 44k | $1.1M | 168% | Dec 2022 |
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| Bank Julius Baer & Co. Ltd, Zurich | 44k | $1.1M | 0% | Mar 2023 |
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| Cantor Fitzgerald, L. P. | 42k | $1.0M | -2% | Mar 2023 |
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| Braun-Bostich & Associates | 42k | $1.0M | -1% | Mar 2023 |
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| Leonard Rickey Investment Advisors P | 42k | $1.0M | 0% | Mar 2023 |
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| Boston Financial Mangement | 41k | $991k | -29% | Mar 2023 |
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| Jpmorgan Chase & Co | 40k | $971k | 260% | Mar 2023 |
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| Willow Creek Wealth Management | 40k | $951k | 18% | Mar 2023 |
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| Financial Network Investment Corporation | 39k | $925k | 100% | Dec 2022 |
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| Umb Bank N A | 38k | $910k | -20% | Mar 2023 |
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| Valeo Financial Advisors | 37k | $892k | 100% | Mar 2023 |
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| Baystate Wealth Management | 35k | $830k | 0% | Mar 2023 |
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| Miracle Mile Advisors | 34k | $824k | 5% | Mar 2023 |
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| Evergreen Wealth Solutions | 34k | $823k | -38% | Mar 2023 |
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| BKD Wealth Advisors | 34k | $819k | 101% | Mar 2023 |
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| CX Institutional | 33k | $806k | 1% | Mar 2023 |
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| Pecaut & Co. | 33k | $797k | 0% | Mar 2023 |
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| Albion Financial Group | 33k | $783k | -1% | Mar 2023 |
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| Garrett Investment Advisors | 32k | $772k | -33% | Mar 2023 |
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| Davenport & Co | 31k | $734k | 15% | Mar 2023 |
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| Fairview Capital Investment Management | 31k | $724k | 1% | Dec 2022 |
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| Rockefeller Capital Management | 30k | $728k | 1% | Mar 2023 |
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| Atria Wealth Solutions | 30k | $728k | -38% | Mar 2023 |
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| PrairieView Partners | 30k | $711k | -48% | Mar 2023 |
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| Baker Avenue Asset Management | 29k | $693k | 0% | Mar 2023 |
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| Buckingham Strategic Partners | 28k | $675k | 0% | Mar 2023 |
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| Cribstone Capital Management | 28k | $662k | -2% | Dec 2022 |
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| HighTower Advisors | 28k | $667k | -19% | Mar 2023 |
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| Rathbones Brothers | 28k | $662k | 0% | Mar 2023 |
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| Equitable Holdings | 27k | $656k | -16% | Mar 2023 |
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| One Day In July | 27k | $640k | 0% | Mar 2023 |
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| United Capital Financial Advisers | 26k | $619k | 66% | Dec 2022 |
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| VERITY Wealth Advisors | 26k | $621k | 0% | Mar 2023 |
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| Axxcess Wealth Management | 26k | $613k | 4% | Mar 2023 |
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| Acorn Financial Advisory Services | 26k | $613k | 0% | Mar 2023 |
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| Whittier Trust | 25k | $609k | 0% | Mar 2023 |
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| P.J. Schmidt Investment Management | 25k | $598k | 14% | Mar 2023 |
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| Resolute Financial | 24k | $573k | -6% | Dec 2022 |
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| William Blair $ Company | 24k | $578k | 32% | Mar 2023 |
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| Lido Advisors | 23k | $558k | 0% | Mar 2023 |
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| Summit Investment Advisors | 23k | $553k | 0% | Mar 2023 |
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| Pine Haven Investment Counsel | 22k | $530k | 5% | Mar 2023 |
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| McKinley Carter Wealth Services | 21k | $513k | -2% | Mar 2023 |
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| Larson Financial Group | 21k | $508k | 3% | Mar 2023 |
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| Bangor Savings Bank | 21k | $507k | -2% | Mar 2023 |
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| Schneider Downs Wealth Management Advisors | 21k | $495k | 0% | Mar 2023 |
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| Archetype Wealth Partners | 20k | $492k | 0% | Mar 2023 |
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| RFG Advisory | 20k | $478k | 1% | Mar 2023 |
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| Edmond De Rothschild Holding | 20k | $477k | 14% | Mar 2023 |
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| Running Point Capital Advisors | 20k | $474k | 0% | Mar 2023 |
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| Goss Wealth Management | 19k | $465k | -42% | Mar 2023 |
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| Arrow Financial Corp. | 19k | $462k | 0% | Mar 2023 |
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| Aprio Wealth Management | 19k | $457k | 100% | Mar 2023 |
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| Hardy Reed | 19k | $452k | -1% | Mar 2023 |
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| Prudential Financial | 18k | $438k | 100% | Dec 2022 |
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| Cary Street Partner Investment Advisory | 18k | $440k | 0% | Mar 2023 |
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| Bailard | 18k | $429k | -51% | Mar 2023 |
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| Berger Financial Group | 18k | $429k | 3% | Mar 2023 |
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| Morningstar Investment Services | 18k | $417k | -17% | Dec 2022 |
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| Bigelow Investment Advisors | 17k | $416k | -2% | Mar 2023 |
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| Rehmann Capital Advisory | 17k | $414k | -6% | Mar 2023 |
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| Kestra Advisory Services | 15k | $348k | -39% | Mar 2023 |
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| Captrust Financial Advisors | 13k | $310k | -53% | Mar 2023 |
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| Harvest Group Wealth Management | 13k | $300k | -45% | Mar 2023 |
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| Mml Investors Services | 11k | $270k | -85% | Mar 2023 |
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| Sigma Planning | 11k | $259k | -56% | Mar 2023 |
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| Horst & Graben Wealth Management | 10k | $245k | -60% | Mar 2023 |
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| IFP Advisors | 6.0k | $146k | -79% | Mar 2023 |
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| BlackRock | 3.8k | $92k | -99% | Mar 2023 |
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Who sold out of Ishares Tr esg 1 5 yr usd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Dec 2022 | 200k | $4.8M |
| Stewardship Advisors | Dec 2022 | 197k | $4.7M |
| Main Management | Dec 2022 | 110k | $2.6M |
| Financial Advocates Investment Management | Dec 2022 | 70k | $3.1M |
| Old Mission Capital | Sep 2022 | 67k | $1.6M |
| Park Avenue Securities | Dec 2022 | 41k | $973k |
| Litman Gregory Asset Management | Dec 2022 | 28k | $661k |
| Sowell Financial Services | Dec 2022 | 19k | $454k |