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 | ||
---|---|---|---|---|---|---|
Private Ocean | 1.2M | $27M | 2% | Sep 2022 | ||
Envestnet Asset Management | 1.2M | $27M | -13% | Sep 2022 | ||
CWM | 730k | $17M | -19% | Dec 2022 | ||
Royal Bank of Canada | 577k | $14M | 100% | Sep 2022 | ||
UBS Group | 522k | $12M | 3% | Sep 2022 | ||
Putnam Fl Investment Management | 363k | $8.6M | 6% | Dec 2022 | ||
First Pacific Financial | 338k | $8.0M | 6% | Dec 2022 | ||
EP Wealth Advisors | 330k | $7.7M | 3% | Sep 2022 | ||
Alesco Advisors | 280k | $6.7M | 100% | Dec 2022 | ||
Parsec Financial Management | 279k | $6.6M | 74% | Sep 2022 | ||
Affinity Capital Advisors | 201k | $4.7M | 0% | Sep 2022 | ||
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Baird Financial | 197k | $4.6M | 18% | Sep 2022 | ||
Stewardship Advisors | 197k | $4.7M | -3% | Dec 2022 | ||
Dynamic Advisors Solutions | 196k | $4.7M | 14% | Dec 2022 | ||
IMPACTfolio | 182k | $4.3M | -2% | Dec 2022 | ||
Raymond James & Associates | 173k | $4.1M | -11% | Sep 2022 | ||
Apella Capital | 173k | $4.1M | 9% | Dec 2022 | ||
Savant Capital Management | 169k | $4.0M | 1% | Sep 2022 | ||
Eastern Bank | 160k | $3.8M | -2% | Dec 2022 | ||
Hanson McClain Advisors | 159k | $3.8M | 10% | Dec 2022 | ||
Arlington Financial Advisors | 141k | $3.3M | -2% | Sep 2022 | ||
Mascoma Wealth Management | 132k | $3.1M | 11% | Dec 2022 | ||
Laurel Wealth Planning | 131k | $3.1M | 17% | Sep 2022 | ||
Jane Street | 129k | $3.0M | -68% | Sep 2022 | ||
D. J. St. Germain | 123k | $3.0M | -5% | Sep 2022 | ||
Fiduciary Trust Company | 116k | $2.7M | 12% | Sep 2022 | ||
Payden & Rygel | 111k | $2.6M | 0% | Sep 2022 | ||
Charter Oak Capital Management | 111k | $2.6M | -26% | Dec 2022 | ||
Cambridge Investment Research Advisors | 106k | $2.5M | -3% | Sep 2022 | ||
Brookstone Capital Management | 103k | $2.5M | -53% | Dec 2022 | ||
Fisher Investments | 101k | $2.4M | -52% | Sep 2022 | ||
Halbert Hargrove Global Advisors | 97k | $2.3M | 25% | Dec 2022 | ||
Baldrige Asset Management | 93k | $2.2M | 2% | Dec 2022 | ||
Harbour Investments | 89k | $2.1M | 0% | Sep 2022 | ||
Summit Wealth Group | 87k | $2.0M | 14% | Sep 2022 | ||
Staley Capital Advisers | 75k | $1.8M | 0% | Sep 2022 | ||
Raymond James Financial Services Advisors | 75k | $1.8M | -25% | Sep 2022 | ||
Gradient Investments | 69k | $1.6M | -25% | Dec 2022 | ||
Klaas Financial Asset Advisors | 68k | $1.6M | 10% | Dec 2022 | ||
Bartlett & Co. | 65k | $1.5M | -5% | Dec 2022 | ||
Opal Wealth Advisors | 61k | $1.4M | -2% | Sep 2022 | ||
Grubman Wealth Management | 61k | $1.4M | -1% | Dec 2022 | ||
Boston Financial Mangement | 58k | $1.4M | -12% | Dec 2022 | ||
Better Money Decisions | 58k | $1.4M | 3% | Sep 2022 | ||
PrairieView Partners | 57k | $1.3M | 297% | Dec 2022 | ||
Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 56k | $1.3M | -7% | Sep 2022 | ||
Buffington Mohr McNeal | 55k | $1.3M | 0% | Sep 2022 | ||
Mma Asset Management | 49k | $1.2M | 0% | Sep 2022 | ||
HighTower Advisors | 49k | $1.2M | -1% | Sep 2022 | ||
Level Financial Advisors | 49k | $1.2M | 24% | Dec 2022 | ||
Omega Financial Group | 48k | $1.1M | -11% | Sep 2022 | ||
Garrett Investment Advisors | 48k | $1.1M | -1% | Dec 2022 | ||
Johnson Bixby & Associates | 48k | $1.1M | 25% | Sep 2022 | ||
Captrust Financial Advisors | 47k | $1.1M | 5% | Sep 2022 | ||
Bailard | 47k | $1.1M | -12% | Sep 2022 | ||
Umb Bank N A | 47k | $1.1M | -26% | Dec 2022 | ||
Long Run Wealth Advisors | 47k | $1.1M | 40% | Dec 2022 | ||
Affinia Financial Group | 46k | $1.1M | 100% | Dec 2022 | ||
Strategic Point Investment Advisors | 46k | $1.1M | 303% | Dec 2022 | ||
Grand Wealth Management | 44k | $1.0M | -39% | Sep 2022 | ||
Willow Creek Wealth Management | 44k | $1.0M | -6% | Sep 2022 | ||
Bank Julius Baer & Co. Ltd, Zurich | 44k | $1.0M | 2% | Dec 2022 | ||
Accredited Investors | 44k | $1.0M | -5% | Sep 2022 | ||
Financial Engines Advisors L.L.C | 43k | $1.0M | 26% | Sep 2022 | ||
Central Trust & Investment | 43k | $1.0M | -4% | Dec 2022 | ||
JNBA Financial Advisors | 42k | $982k | 17% | Sep 2022 | ||
Leonard Rickey Investment Advisors P | 42k | $992k | -8% | Dec 2022 | ||
Brio Consultants | 41k | $957k | 100% | Sep 2022 | ||
Park Avenue Securities | 41k | $973k | 100% | Dec 2022 | ||
Francis Financial | 39k | $923k | 0% | Sep 2022 | ||
Mather Group | 38k | $885k | 76% | Sep 2022 | ||
Honkamp Krueger Financial Services | 37k | $876k | -16% | Sep 2022 | ||
Miracle Mile Advisors | 35k | $827k | 16% | Sep 2022 | ||
Baystate Wealth Management | 35k | $824k | -10% | Dec 2022 | ||
GW & Wade | 34k | $794k | 5% | Sep 2022 | ||
Pecaut & Co. | 33k | $775k | -1% | Sep 2022 | ||
Rockefeller Capital Management | 31k | $724k | -1% | Sep 2022 | ||
Levy Wealth Management Group | 30k | $693k | 100% | Sep 2022 | ||
Albion Financial Group | 29k | $691k | -19% | Sep 2022 | ||
IFP Advisors | 28k | $686k | 0% | Sep 2022 | ||
Litman Gregory Asset Management | 28k | $661k | 150% | Dec 2022 | ||
Rathbones Brothers | 28k | $646k | 0% | Sep 2022 | ||
Sowell Financial Services | 27k | $637k | 100% | Sep 2022 | ||
Cardinal Point Wealth Management Partners | 27k | $626k | -5% | Sep 2022 | ||
One Day In July | 27k | $627k | -35% | Sep 2022 | ||
Davenport & Co | 27k | $633k | 58% | Dec 2022 | ||
VERITY Wealth Advisors | 26k | $614k | 0% | Dec 2022 | ||
Horst & Graben Wealth Management | 26k | $609k | 30% | Dec 2022 | ||
Acorn Financial Advisory Services | 26k | $608k | -3% | Dec 2022 | ||
Whittier Trust | 25k | $602k | -60% | Dec 2022 | ||
Hardy Reed | 25k | $585k | 19% | Sep 2022 | ||
Sigma Planning | 24k | $577k | -14% | Dec 2022 | ||
Kestra Advisory Services | 24k | $561k | 101% | Dec 2022 | ||
Harvest Group Wealth Management | 23k | $541k | 0% | Dec 2022 | ||
McKinley Carter Wealth Services | 22k | $524k | -10% | Sep 2022 | ||
Beacon Pointe Advisors | 22k | $518k | -5% | Sep 2022 | ||
P.J. Schmidt Investment Management | 22k | $517k | 4% | Dec 2022 | ||
Bangor Savings Bank | 21k | $509k | 0% | Dec 2022 | ||
Pine Haven Investment Counsel | 21k | $500k | -3% | Dec 2022 | ||
CX Institutional | 21k | $490k | 3% | Sep 2022 | ||
Larson Financial Group | 20k | $475k | 16% | Sep 2022 | ||
Archetype Wealth Partners | 20k | $469k | 100% | Sep 2022 | ||
Private Advisor | 19k | $438k | -2% | Sep 2022 | ||
Fingerlakes Wealth Management | 18k | $425k | 0% | Sep 2022 | ||
Bigelow Investment Advisors | 18k | $420k | -42% | Dec 2022 | ||
Legacy Financial Advisors | 18k | $411k | -1% | Sep 2022 | ||
Berger Financial Group | 17k | $412k | -1% | Dec 2022 | ||
One Wealth Advisors | 17k | $388k | 2% | Sep 2022 | ||
RFG Advisory | 16k | $377k | -27% | Sep 2022 | ||
GenTrust | 16k | $374k | 100% | Dec 2022 | ||
United Capital Financial Advisers | 16k | $369k | 36% | Sep 2022 | ||
Fort Point Capital Partners | 16k | $369k | 100% | Sep 2022 | ||
Parallel Advisors | 16k | $368k | -60% | Sep 2022 | ||
Arrow Financial Corp. | 16k | $365k | 0% | Sep 2022 | ||
Mercer Global Advisors | 16k | $363k | 2% | Sep 2022 | ||
Arbor Trust Wealth Advisors | 15k | $367k | 0% | Dec 2022 | ||
Schneider Downs Wealth Management Advisors | 15k | $355k | 12% | Sep 2022 | ||
Resonant Capital Advisors | 15k | $355k | 0% | Dec 2022 | ||
Edmond De Rothschild Holding | 15k | $351k | -68% | Sep 2022 | ||
New York Life Investment Management | 15k | $347k | 2% | Sep 2022 | ||
Branch Banking & Trust Company | 15k | $347k | 31% | Sep 2022 | ||
PFG Advisors | 15k | $348k | -6% | Dec 2022 | ||
Retirement Income Solutions | 14k | $327k | -13% | Sep 2022 | ||
Blue Edge Capital | 14k | $327k | -1% | Sep 2022 | ||
PDS Planning | 14k | $331k | -2% | Dec 2022 | ||
Institutional & Family Asset Management | 14k | $323k | -2% | Sep 2022 | ||
Ameritas Advisory Services | 13k | $311k | 5% | Sep 2022 | ||
Walkner Condon Financial Advisors | 13k | $312k | 1% | Dec 2022 | ||
Sharkey, Howes & Javer | 13k | $310k | 100% | Dec 2022 | ||
REDW Stanley Financial Advisors | 13k | $303k | 0% | Sep 2022 | ||
Diversified Portfolios | 13k | $307k | 0% | Dec 2022 | ||
ETF Portfolio Partners | 13k | $302k | 0% | Dec 2022 | ||
Buckingham Capital Management | 12k | $292k | -1% | Dec 2022 | ||
Creative Capital Management Investments | 12k | $281k | 100% | Dec 2022 | ||
Proequities | 12k | $278M | 41% | Dec 2022 | ||
Orgel Wealth Management | 12k | $273k | -2% | Dec 2022 | ||
Resources Investment Advisors | 11k | $266k | 100% | Sep 2022 | ||
Modera Wealth Management | 11k | $266k | 0% | Sep 2022 | ||
Firestone Capital Management | 11k | $264k | -9% | Sep 2022 | ||
Nottingham Advisors | 11k | $263k | -4% | Sep 2022 | ||
AE Wealth Management | 11k | $264k | 100% | Dec 2022 | ||
Patriot Financial Group Insurance Agency | 11k | $259k | 100% | Dec 2022 | ||
Coastal Capital Group | 11k | $250k | -1% | Sep 2022 | ||
Marshall Financial Group | 11k | $253k | -15% | Dec 2022 | ||
Kelman-Lazarov | 11k | $246k | 0% | Sep 2022 | ||
Rede Wealth | 10k | $239k | -7% | Dec 2022 | ||
Gould Asset Management | 9.9k | $233k | 100% | Sep 2022 | ||
Orion Portfolio Solutions | 9.7k | $228k | 100% | Sep 2022 | ||
AdvisorNet Financial | 9.4k | $225k | 2% | Dec 2022 | ||
Van Hulzen Asset Management | 9.3k | $218k | 0% | Sep 2022 |
Who sold out of Ishares Tr esg 1 5 yr usd?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Clarius | Sep 2022 | 188k | $4.4M |
Plan | Jun 2022 | 129k | $3.1M |
Bond & Devick Financial Network | Sep 2022 | 9.5k | $223k |