Who owns Ishares Tr esg 1 5 yr usd?

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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