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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 3.8M | $94M | 613% | Jun 2026 |
|
| Goldman Sachs Group | 3.4M | $86M | 2% | Jun 2026 |
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| LPL Financial | 2.8M | $70M | 72% | Jun 2026 |
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| Morgan Stanley | 976k | $32M | 0% | Mar 2026 |
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| Thrivent Financial for Lutherans | 952k | $24M | 18% | Jun 2026 |
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| Jpmorgan Chase & Co | 885k | $22M | 100% | Jun 2026 |
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| Envestnet Portfolio Solutions | 768k | $19M | 3393% | Jun 2026 |
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| EP Wealth Advisors | 768k | $19M | 10% | Jun 2026 |
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| Royal Bank of Canada | 734k | $18M | 10% | Jun 2026 |
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| Ameriprise Financial | 726k | $18M | 8% | Jun 2026 |
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| Acorns Advisers | 699k | $18M | 6% | Jun 2026 |
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| Wells Fargo & Company | 679k | $17M | 12% | Jun 2026 |
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| Bank of New York Mellon | 663k | $17M | -1% | Jun 2026 |
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| Savant Capital Management | 597k | $15M | 4% | Jun 2026 |
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| Commonwealth Equity Services | 580k | $15M | 7% | Jun 2026 |
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| Sontag Advisory | 511k | $13M | 4% | Jun 2026 |
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| Perigon Wealth Management | 505k | $13M | 16% | Jun 2026 |
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| Modera Wealth Management | 498k | $12M | 2% | Jun 2026 |
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| UBS Group | 488k | $12M | 2% | Jun 2026 |
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| D. J. St. Germain | 487k | $12M | 3% | Jun 2026 |
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| Hanson McClain Advisors | 487k | $12M | 2% | Jun 2026 |
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| Baird Financial | 484k | $12M | 4% | Jun 2026 |
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| Milestone Investment Advisors | 414k | $10M | -2% | Jun 2026 |
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| Mariner Wealth Advisors | 412k | $10M | -2% | Jun 2026 |
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| Francis Financial | 411k | $10M | 2% | Jun 2026 |
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| Cetera Investment Advisers | 401k | $10M | 268% | Jun 2026 |
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| Putnam Fl Investment Management | 382k | $9.6M | 2% | Jun 2026 |
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| YCMNET Advisors | 374k | $9.3M | 3% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 340k | $8.5M | 4% | Jun 2026 |
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| Integris Wealth Management | 304k | $7.6M | 7% | Jun 2026 |
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| Fisher Investments | 297k | $7.4M | 7% | Jun 2026 |
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| Raffa Wealth Management | 293k | $7.3M | 13% | Jun 2026 |
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| Apella Capital | 287k | $7.1M | 2% | Jun 2026 |
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| Colorado Capital Management | 268k | $6.7M | 4% | Jun 2026 |
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| Bank of America Corporation | 266k | $6.6M | 7% | Jun 2026 |
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| Elser Financial Planning | 259k | $6.5M | -5% | Jun 2026 |
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| Wescott Financial Advisory Group | 255k | $6.4M | 1% | Jun 2026 |
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| Advisor Group Holdings | 239k | $6.0M | 24% | Jun 2026 |
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| Park Avenue Securities | 212k | $5.3M | 100% | Jun 2026 |
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| Impact Investors | 210k | $5.2M | -14% | Jun 2026 |
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| Mather Group | 209k | $5.2M | 10% | Jun 2026 |
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| IMPACTfolio | 181k | $4.5M | 3% | Jun 2026 |
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| Arlington Financial Advisors | 180k | $4.5M | 1% | Jun 2026 |
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| Seeds Investor | 177k | $4.4M | 1% | Jun 2026 |
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| Mml Investors Services | 171k | $4.3M | 811% | Jun 2026 |
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| Accredited Investors | 163k | $4.1M | 4% | Jun 2026 |
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| Assetmark | 160k | $4.0M | 125% | Jun 2026 |
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| Bear Mountain Capital | 158k | $3.9M | 3% | Jun 2026 |
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| Fiduciary Trust Company | 158k | $3.9M | 12% | Jun 2026 |
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| Goss Wealth Management | 157k | $3.9M | 341% | Jun 2026 |
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| Brio Consultants | 153k | $3.8M | 3% | Jun 2026 |
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| Harbour Investments | 151k | $3.8M | 6% | Jun 2026 |
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| Mercer Global Advisors | 147k | $3.7M | 988% | Jun 2026 |
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| Plan | 147k | $3.7M | 0% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 146k | $3.6M | 100% | Jun 2026 |
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| Charter Oak Capital Management | 138k | $3.5M | -4% | Mar 2026 |
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| CI Private Wealth | 137k | $3.4M | -7% | Jun 2026 |
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| Avise Financial Cooperative | 135k | $3.4M | 100% | Jun 2026 |
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| Garrett Investment Advisors | 134k | $3.4M | 5% | Jun 2026 |
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| Clarity Wealth Development | 132k | $3.3M | 2% | Jun 2026 |
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| Regatta Capital Group | 123k | $3.1M | 36% | Jun 2026 |
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| Equitable Holdings | 122k | $3.1M | 180% | Jun 2026 |
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| One Capital Management | 122k | $3.1M | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 121k | $3.0M | 68% | Jun 2026 |
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| Northland Capital Management | 120k | $3.0M | -3% | Jun 2026 |
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| HighTower Advisors | 112k | $2.8M | 18% | Jun 2026 |
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| NorthRock Partners | 106k | $2.6M | 3% | Jun 2026 |
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| Stifel Financial | 105k | $2.6M | 9% | Jun 2026 |
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| One Wealth Advisors | 103k | $2.6M | 847% | Jun 2026 |
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| Brookstone Capital Management | 102k | $2.5M | 10% | Jun 2026 |
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| Dynamic Advisors Solutions | 101k | $2.5M | 0% | Jun 2026 |
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| Bartlett & Co. Wealth Management | 95k | $2.4M | 0% | Jun 2026 |
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| Janney Montgomery Scott | 93k | $2.3M | 551% | Jun 2026 |
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| Resources Investment Advisors | 92k | $2.3M | 100% | Jun 2026 |
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| Raymond James Financial | 91k | $2.3M | 40% | Jun 2026 |
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| Cardinal Point Capital Management, ULC | 91k | $2.3M | 0% | Jun 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 91k | $2.3M | 4% | Jun 2026 |
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| Flagstone Financial Management | 90k | $2.2M | 4% | Jun 2026 |
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| Susquehanna International | 89k | $2.2M | -42% | Jun 2026 |
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| Payden & Rygel | 89k | $2.2M | 0% | Jun 2026 |
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| Action Point Financial Planning | 82k | $2.0M | 77% | Jun 2026 |
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| Canandaigua National Bank and Trust Company | 80k | $2.0M | 4% | Jun 2026 |
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| United Capital Financial Advisers | 80k | $2.0M | 154% | Jun 2026 |
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| Canandaigua National Bank and Trust Company | 79k | $2.0M | 100% | Mar 2026 |
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| GeoWealth Management | 78k | $1.9M | 1958% | Jun 2026 |
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| Strategic Point Investment Advisors | 76k | $1.9M | 1% | Jun 2026 |
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| Archer Investment Management | 75k | $1.9M | 285% | Jun 2026 |
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| Plum Street Advisors | 74k | $1.8M | 2% | Jun 2026 |
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| Horst & Graben Wealth Management | 74k | $1.8M | 100% | Jun 2026 |
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| Omega Financial Group | 74k | $1.8M | -3% | Jun 2026 |
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| eCIO | 73k | $1.8M | 6% | Jun 2026 |
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| Kondo Wealth Advisors | 71k | $1.8M | -12% | Jun 2026 |
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| Advisory Services Network | 70k | $1.8M | 6% | Jun 2026 |
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| Staley Capital Advisers | 70k | $1.7M | 0% | Jun 2026 |
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| CWM | 70k | $1.7M | -17% | Mar 2026 |
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| Sharkey, Howes & Javer | 68k | $1.7M | 100% | Jun 2026 |
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| Colony | 68k | $1.7M | 5% | Jun 2026 |
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| Vise Technologies | 67k | $1.7M | 100% | Jun 2026 |
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| Albion Financial Group | 65k | $1.6M | 9% | Jun 2026 |
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| XY Planning Network | 62k | $1.6M | 100% | Jun 2026 |
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| Gould Asset Management | 61k | $1.5M | 153% | Jun 2026 |
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| Umb Bank N A | 60k | $1.5M | -1% | Jun 2026 |
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| J.Safra Asset Management | 58k | $1.5M | 0% | Jun 2026 |
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| Decker Retirement Planning | 56k | $1.4M | 28% | Jun 2026 |
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| Integrated Wealth Concepts | 53k | $1.3M | 141% | Jun 2026 |
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| Legacy Edge Advisors | 53k | $1.3M | 12% | Jun 2026 |
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| Davenport & Co | 53k | $1.3M | 6% | Jun 2026 |
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| Kestra Advisory Services | 50k | $1.3M | 13% | Jun 2026 |
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| Scott Capital Advisors | 47k | $1.2M | 100% | Jun 2026 |
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| Opal Wealth Advisors | 47k | $1.2M | 10% | Jun 2026 |
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| Fort Point Capital Partners | 46k | $1.1M | 0% | Jun 2026 |
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| Merit Financial Group | 45k | $1.1M | 100% | Jun 2026 |
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| Aptus Capital Advisors | 45k | $1.1M | 88% | Jun 2026 |
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| Davis Wealth Advisors | 45k | $1.1M | 100% | Jun 2026 |
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| Captrust Financial Advisors | 44k | $1.1M | 3% | Jun 2026 |
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| Birchbrook | 44k | $1.1M | 5% | Jun 2026 |
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| JNBA Financial Advisors | 43k | $1.1M | 1% | Jun 2026 |
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| Wealth Advisory Team | 43k | $1.1M | 87% | Jun 2026 |
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| Pine Haven Investment Counsel | 42k | $1.1M | 9% | Jun 2026 |
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| Schneider Downs Wealth Management Advisors | 42k | $1.0M | 1% | Jun 2026 |
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| CX Institutional | 41k | $1.0M | 4% | Jun 2026 |
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| Franklin Resources | 40k | $1.0M | 9% | Jun 2026 |
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| Cresset Asset Management | 40k | $994k | 14% | Jun 2026 |
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| William Blair $ Company | 40k | $992k | -7% | Jun 2026 |
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| Mutual Advisors | 39k | $975k | 27% | Jun 2026 |
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| Summit Wealth Group | 37k | $930k | 0% | Jun 2026 |
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| Leonard Rickey Investment Advisors P | 36k | $908k | -17% | Jun 2026 |
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| Central Pacific Bank - Trust Division | 36k | $906k | 7% | Jun 2026 |
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| Level Financial Advisors | 35k | $881k | 1% | Jun 2026 |
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| Farther Finance Advisors | 35k | $880k | 68% | Jun 2026 |
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| SigFig Wealth Management | 35k | $872k | 100% | Jun 2026 |
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| Arrow Financial Corp. | 35k | $863k | 0% | Jun 2026 |
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| Rockefeller Capital Management | 34k | $861k | 0% | Jun 2026 |
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| Td Private Client Wealth | 34k | $859k | 5% | Jun 2026 |
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| CLS Investments | 34k | $845k | 100% | Jun 2026 |
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| Fairview Capital Investment Management | 33k | $830k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 32k | $805k | 541% | Jun 2026 |
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| Hardy Reed | 32k | $797k | 1% | Jun 2026 |
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| Creative Planning | 32k | $797k | -15% | Jun 2026 |
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| Wealthcare Advisory Partners | 31k | $768k | 0% | Jun 2026 |
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| LexAurum Advisors | 31k | $767k | 27% | Jun 2026 |
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| Mason & Associates | 31k | $763k | 1% | Jun 2026 |
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| Westfuller Advisors | 30k | $746k | -20% | Jun 2026 |
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| Eley Financial Management | 30k | $745k | 4% | Jun 2026 |
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| Presilium Private Wealth | 30k | $737k | 12% | Jun 2026 |
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| Summit Investment Advisors | 29k | $731k | 6% | Jun 2026 |
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| Skyline Advisors | 29k | $718k | 100% | Jun 2026 |
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| Streettalk Advisors | 28k | $697k | 14% | Jun 2026 |
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| AdvisorNet Financial | 28k | $693k | 231% | Jun 2026 |
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| Journey Strategic Wealth | 27k | $688k | 9% | Mar 2026 |
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| J. Mark Nickell & Co. | 25k | $620k | -13% | Jun 2026 |
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| Citadel Advisors | 24k | $599k | -68% | Jun 2026 |
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| Sequoia Financial Advisors | 22k | $541k | -48% | Jun 2026 |
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| SageView Advisory Group | 20k | $498k | -33% | Jun 2026 |
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| Hartland & Co | 16k | $404k | -86% | Jun 2026 |
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| Jane Street | 11k | $272k | -64% | Jun 2026 |
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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 |
|---|---|---|---|
| LFA - Lugano Financial Advisors SA | Mar 2026 | 457k | $11M |