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 | 3.1M | $79M | -1% | Dec 2025 |
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| LPL Financial | 1.5M | $39M | 28% | Dec 2025 |
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| Ameriprise Financial | 789k | $20M | -3% | Dec 2025 |
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| Thrivent Financial for Lutherans | 771k | $20M | 49% | Dec 2025 |
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| EP Wealth Advisors | 669k | $17M | 100% | Dec 2025 |
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| Acorns Advisers | 658k | $17M | 5% | Dec 2025 |
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| Bank of New York Mellon | 619k | $16M | 8% | Dec 2025 |
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| Envestnet Asset Management | 596k | $15M | -12% | Dec 2025 |
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| Wells Fargo & Company | 546k | $14M | 7% | Dec 2025 |
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| Savant Capital Management | 543k | $14M | 3% | Dec 2025 |
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| Sontag Advisory | 507k | $13M | 4% | Dec 2025 |
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| Commonwealth Equity Services | 487k | $12M | 16% | Dec 2025 |
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| Modera Wealth Management | 481k | $12M | -1% | Dec 2025 |
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| D. J. St. Germain | 472k | $12M | 8% | Mar 2026 |
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| LFA - Lugano Financial Advisors SA | 457k | $12M | 0% | Dec 2025 |
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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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| UBS Group | 439k | $11M | -1% | Dec 2025 |
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| Perigon Wealth Management | 435k | $11M | -10% | Mar 2026 |
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| Milestone Investment Advisors | 417k | $11M | 9% | Dec 2025 |
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| Mariner Wealth Advisors | 415k | $11M | 2% | Dec 2025 |
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| Francis Financial | 414k | $10M | 1% | Dec 2025 |
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| Putnam Fl Investment Management | 377k | $9.5M | -4% | Dec 2025 |
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| YCMNET Advisors | 355k | $9.0M | 3% | Dec 2025 |
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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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| Elser Financial Planning | 272k | $6.8M | 100% | Mar 2026 |
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| Fisher Investments | 259k | $6.5M | 7% | Dec 2025 |
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| Colorado Capital Management | 257k | $6.4M | 5% | Mar 2026 |
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| Wescott Financial Advisory Group | 244k | $6.1M | 11% | Dec 2025 |
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| Impact Investors | 211k | $5.3M | 21% | Dec 2025 |
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| Accredited Investors | 197k | $5.0M | 14% | Dec 2025 |
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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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| Seeds Investor | 168k | $4.2M | 6% | Dec 2025 |
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| IMPACTfolio | 166k | $4.2M | 14% | Dec 2025 |
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| Bear Mountain Capital | 149k | $3.8M | 1% | Dec 2025 |
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| Plan | 147k | $3.7M | 0% | Mar 2026 |
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| Harbour Investments | 146k | $3.7M | -19% | Dec 2025 |
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| CI Private Wealth | 143k | $3.6M | 9% | Dec 2025 |
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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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| Brio Consultants | 127k | $3.2M | 8% | Dec 2025 |
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| Northland Capital Management | 124k | $3.1M | -36% | Mar 2026 |
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| One Capital Management | 121k | $3.1M | -1% | Dec 2025 |
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| Cetera Investment Advisers | 115k | $2.9M | 12% | Dec 2025 |
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| Dynamic Advisors Solutions | 101k | $2.5M | 2% | Mar 2026 |
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| NorthRock Partners | 98k | $2.5M | 100% | Dec 2025 |
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| HighTower Advisors | 96k | $2.4M | -6% | Dec 2025 |
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| Stifel Financial | 96k | $2.4M | 2% | Dec 2025 |
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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% | Dec 2025 |
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| Flagstone Financial Management | 87k | $2.2M | 5% | Dec 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 86k | $2.2M | 1% | Dec 2025 |
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| Bartlett & Co. Wealth Management | 85k | $2.2M | 8% | Dec 2025 |
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| CWM | 84k | $2.1M | -8% | Dec 2025 |
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| Kondo Wealth Advisors | 82k | $2.1M | -20% | Dec 2025 |
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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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| 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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| Omega Financial Group | 75k | $1.9M | 1% | Dec 2025 |
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| Cambridge Investment Research Advisors | 73k | $1.8M | 1% | Dec 2025 |
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| Staley Capital Advisers | 70k | $1.8M | 0% | Dec 2025 |
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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 | 61k | $1.5M | 5% | Dec 2025 |
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| Assetmark | 60k | $1.5M | 25% | Dec 2025 |
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| Clarius | 59k | $1.5M | 3% | Dec 2025 |
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| Albion Financial Group | 59k | $1.5M | 4% | Dec 2025 |
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| J.Safra Asset Management | 58k | $1.5M | 0% | Dec 2025 |
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| Davenport & Co | 50k | $1.3M | 4% | Mar 2026 |
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| Sequoia Financial Advisors | 49k | $1.2M | 14% | Dec 2025 |
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| Td Private Client Wealth | 48k | $1.2M | 1% | Dec 2025 |
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| Valeo Financial Advisors | 47k | $1.2M | 2% | Dec 2025 |
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| Fort Point Capital Partners | 46k | $1.1M | 0% | Dec 2025 |
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| Goss Wealth Management | 46k | $1.1M | -7% | Dec 2025 |
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| Equitable Holdings | 45k | $1.1M | -2% | Dec 2025 |
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| Leonard Rickey Investment Advisors P | 44k | $1.1M | -1% | 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 | 1% | Dec 2025 |
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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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| Envestnet Portfolio Solutions | 42k | $1.1M | -17% | Dec 2025 |
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| Birchbrook | 42k | $1.0M | 3% | 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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| Kestra Advisory Services | 39k | $993k | 85% | Dec 2025 |
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| Legacy Edge Advisors | 39k | $988k | 100% | 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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| Summit Wealth Group | 38k | $964k | 0% | Dec 2025 |
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| United Capital Financial Advisers | 37k | $933k | -10% | Dec 2025 |
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| Franklin Resources | 36k | $918k | 2% | Dec 2025 |
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| Susquehanna International | 36k | $916k | 100% | Dec 2025 |
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| Cresset Asset Management | 35k | $880k | 41% | Dec 2025 |
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| Level Financial Advisors | 35k | $873k | 0% | Mar 2026 |
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| Arrow Financial Corp. | 35k | $872k | 41% | Dec 2025 |
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| Rockefeller Capital Management | 35k | $871k | 24% | Dec 2025 |
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| Central Pacific Bank - Trust Division | 34k | $846k | 0% | Mar 2026 |
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| Fairview Capital Investment Management | 33k | $838k | 2% | Dec 2025 |
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| Wealthcare Advisory Partners | 31k | $770k | 35% | Mar 2026 |
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| SageView Advisory Group | 30k | $752k | 1% | Dec 2025 |
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| Westfuller Advisors | 29k | $731k | 1% | Dec 2025 |
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| Hardy Reed | 29k | $720k | 0% | Dec 2025 |
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| J. Mark Nickell & Co. | 28k | $716k | 100% | Dec 2025 |
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| Mml Investors Services | 28k | $715k | 22% | Dec 2025 |
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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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| Summit Investment Advisors | 26k | $663k | 6% | Dec 2025 |
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| Cantor Fitzgerald Investment Adviser | 26k | $652k | -20% | Mar 2026 |
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| Tempo Wealth | 25k | $631k | 100% | Dec 2025 |
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| Gould Asset Management | 24k | $613k | 9% | Dec 2025 |
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| Streettalk Advisors | 24k | $611k | 2% | Dec 2025 |
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| LexAurum Advisors | 24k | $605k | 9% | Mar 2026 |
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| Aptus Capital Advisors | 24k | $602k | 2% | Dec 2025 |
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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 | 4% | Dec 2025 |
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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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| BKD Wealth Advisors | 22k | $552k | 0% | Dec 2025 |
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| Frank. Day | 22k | $548k | 100% | Dec 2025 |
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| Kelsey Financial | 22k | $544k | 100% | Dec 2025 |
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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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| Jane Street | 21k | $534k | -16% | Dec 2025 |
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| Farther Finance Advisors | 21k | $524k | -2% | Mar 2026 |
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| Continuum Advisory | 21k | $523k | 1% | Mar 2026 |
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| Keener Financial Planning | 21k | $523k | 3% | Dec 2025 |
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| Headinvest | 21k | $516k | 2% | Dec 2025 |
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| Johnson Bixby & Associates | 20k | $509k | 6% | Mar 2026 |
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| Whittier Trust | 20k | $512k | 0% | Dec 2025 |
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| Midwest Financial Partners Investments | 20k | $507k | 12% | Mar 2026 |
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| Private Wealth Management Group | 20k | $501k | 2% | Mar 2026 |
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| Integrated Wealth Concepts | 20k | $493k | -23% | Dec 2025 |
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| Archer Investment Management | 19k | $487k | 100% | Mar 2026 |
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| Midwest Capital Advisors | 19k | $485k | 2% | Mar 2026 |
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| Joel Adams & Associates | 19k | $485k | 1% | Mar 2026 |
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| Aprio Wealth Management | 19k | $476k | -28% | Dec 2025 |
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| One Day In July | 19k | $469k | -16% | Dec 2025 |
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| P.J. Schmidt Investment Management | 17k | $434k | -17% | Dec 2025 |
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| Buckingham Strategic Partners | 16k | $412k | -40% | Dec 2025 |
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| Bank Julius Baer & Co. Ltd, Zurich | 15k | $374k | -72% | Dec 2025 |
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| Private Advisor | 14k | $348k | -32% | Dec 2025 |
|
| Larson Financial Group | 13k | $322k | -36% | Dec 2025 |
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| Citadel Advisors | 12k | $308k | -79% | Dec 2025 |
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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 |
|---|---|---|---|
| Klaas Financial Asset Advisors | Dec 2025 | 137k | $3.5M |
| Wealth Enhancement Advisory Services | Dec 2025 | 122k | $3.1M |
| VestGen Advisors | Sep 2025 | 24k | $607k |
| Flow Traders US | Sep 2025 | 22k | $562k |