Who owns Ishares Tr esg usd corpt?
- Ticker: SUSC
- CUSIP Number: 46435g193
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr esg usd corpt with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Ishares Tr esg usd corpt this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Envestnet Asset Management | 8.0M | $190M | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 3.2M | $75M | 11% | Sep 2024 |
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Envestnet Portfolio Solutions | 2.7M | $64M | 1% | Sep 2024 |
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Wealthfront Advisers | 2.4M | $57M | 4% | Sep 2024 |
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Babson Capital Management | 1.6M | $38M | 47% | Sep 2024 |
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LPL Financial | 1.2M | $28M | 6% | Sep 2024 |
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Creative Planning | 1.0M | $24M | 3% | Sep 2024 |
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Morgan Stanley | 996k | $23M | 13% | Jun 2024 |
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Acorns Advisers | 953k | $22M | 6% | Jun 2024 |
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Fisher Investments | 836k | $20M | -20% | Sep 2024 |
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CWM | 732k | $17M | -19% | Sep 2024 |
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Cetera Investment Advisers | 593k | $14M | -1% | Jun 2024 |
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Park Avenue Securities | 567k | $14M | 1% | Sep 2024 |
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Mml Investors Services | 407k | $9.7M | -5% | Sep 2024 |
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Wells Fargo & Company | 401k | $9.5M | 4% | Sep 2024 |
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IMPACTfolio | 388k | $9.2M | 2% | Sep 2024 |
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Bank of America Corporation | 330k | $7.9M | 1% | Sep 2024 |
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Bank of New York Mellon | 328k | $7.8M | -4% | Sep 2024 |
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Royal Bank of Canada | 323k | $7.7M | 3% | Sep 2024 |
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One Wealth Advisors | 317k | $7.5M | 100% | Sep 2024 |
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Financial Engines Advisors L.L.C | 281k | $6.7M | 10% | Sep 2024 |
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Cambridge Investment Research Advisors | 249k | $5.9M | 14% | Sep 2024 |
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Atria Wealth Solutions | 231k | $5.5M | 1% | Sep 2024 |
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Thrivent Financial for Lutherans | 229k | $5.4M | 74% | Sep 2024 |
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BlackRock | 218k | $5.0M | -52% | Jun 2024 |
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Invera Wealth Advisors | 217k | $5.0M | 2% | Sep 2024 |
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Dohj | 214k | $5.1M | 3% | Sep 2024 |
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Assetmark | 212k | $5.1M | 13% | Sep 2024 |
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Savant Capital Management | 202k | $4.8M | -1% | Sep 2024 |
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Horst & Graben Wealth Management | 174k | $4.1M | 5% | Sep 2024 |
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Commonwealth Equity Services | 171k | $4.1M | 0% | Sep 2024 |
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Perigon Wealth Management | 170k | $4.0M | 44% | Sep 2024 |
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Raymond James Financial Services Advisors | 167k | $4.0M | 3% | Sep 2024 |
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Resources Investment Advisors | 163k | $3.9M | 1% | Sep 2024 |
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Morningstar Investment Services | 160k | $3.8M | 89% | Sep 2024 |
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Putnam Fl Investment Management | 148k | $3.5M | 1% | Sep 2024 |
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Equitable Holdings | 148k | $3.4M | 4% | Jun 2024 |
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Long Run Wealth Advisors | 145k | $3.4M | 78% | Sep 2024 |
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Miracle Mile Advisors | 142k | $3.4M | 19% | Sep 2024 |
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Wesbanco Trust And Investments | 140k | $3.3M | 4% | Sep 2024 |
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Eastern Bank | 138k | $3.3M | 0% | Sep 2024 |
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Sharkey, Howes & Javer | 131k | $3.1M | -2% | Sep 2024 |
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United Capital Financial Advisers | 126k | $3.0M | -5% | Sep 2024 |
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Klaas Financial Asset Advisors | 119k | $2.8M | 0% | Sep 2024 |
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Advisor Group Holdings | 116k | $2.8M | 40% | Sep 2024 |
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Janney Montgomery Scott | 111k | $2.6M | 1% | Sep 2024 |
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Facet Wealth | 107k | $2.5M | 8% | Sep 2024 |
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Summit Wealth Group | 99k | $2.3M | 3% | Sep 2024 |
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Hsbc Holdings | 97k | $2.2M | -2% | Jun 2024 |
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Advisory Services Network | 92k | $2.1M | 0% | Sep 2024 |
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Vontobel Holding | 79k | $1.9M | 4% | Sep 2024 |
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Brookstone Capital Management | 75k | $1.8M | 3% | Sep 2024 |
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Charter Oak Capital Management | 73k | $1.7M | 3% | Sep 2024 |
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Mutual Advisors | 70k | $1.6M | 253% | Sep 2024 |
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Topel & Distasi Wealth Management | 69k | $1.6M | 3% | Sep 2024 |
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SigFig Wealth Management | 67k | $1.5M | 10% | Jun 2024 |
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Sanctuary Advisors | 64k | $1.5M | -8% | Sep 2024 |
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Diversify Advisory Services | 63k | $1.5M | -9% | Sep 2024 |
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Hanson McClain Advisors | 62k | $1.5M | 19% | Sep 2024 |
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Integrated Wealth Concepts | 62k | $1.5M | 14% | Sep 2024 |
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Proffitt & Goodson | 60k | $1.4M | 1% | Sep 2024 |
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P.J. Schmidt Investment Management | 59k | $1.4M | 6% | Sep 2024 |
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Rsm Us Wealth Management | 56k | $1.3M | -2% | Sep 2024 |
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BlackRock | 55k | $1.3M | 100% | Sep 2024 |
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Emerald Investment Partners | 54k | $1.3M | 1% | Sep 2024 |
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Steward Partners Investment Advisory | 51k | $1.2M | 3% | Jun 2024 |
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SageView Advisory Group | 51k | $1.2M | -8% | Sep 2024 |
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Private Wealth Management Group | 48k | $1.1M | 14% | Sep 2024 |
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Goss Wealth Management | 48k | $1.1M | 53% | Jun 2024 |
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Vision Capital Management | 48k | $1.1M | 12% | Sep 2024 |
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Austin Private Wealth | 46k | $1.1M | 2% | Sep 2024 |
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Townsquare Capital | 44k | $1.1M | 13% | Sep 2024 |
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We Are One Seven | 43k | $1.0M | 4% | Sep 2024 |
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Umb Bank N A | 43k | $1.0M | 0% | Sep 2024 |
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Halbert Hargrove Global Advisors | 43k | $1.0M | 24% | Sep 2024 |
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Gradient Investments | 39k | $916k | 6% | Sep 2024 |
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JNBA Financial Advisors | 38k | $914k | 31% | Sep 2024 |
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Trilogy Capital | 38k | $905k | -1% | Sep 2024 |
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Aptus Capital Advisors | 38k | $899k | -10% | Sep 2024 |
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Mercer Global Advisors | 38k | $856k | 2% | Jun 2024 |
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Branch Banking & Trust Company | 38k | $856k | -1% | Jun 2024 |
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Pensionmark Financial Group | 37k | $890k | 0% | Sep 2024 |
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H D Vest Advisory Services | 37k | $837k | 17% | Jun 2024 |
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Stratos Wealth Advisors | 37k | $871k | -24% | Sep 2024 |
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Affinity Capital Advisors | 36k | $852k | 61% | Sep 2024 |
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Payden & Rygel | 36k | $846k | 0% | Sep 2024 |
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Payden & Rygel | 36k | $808k | 16% | Jun 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 35k | $842k | -3% | Sep 2024 |
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Van Hulzen Asset Management | 34k | $816k | 34% | Sep 2024 |
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Aprio Wealth Management | 34k | $816k | 0% | Sep 2024 |
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Cobblestone Capital Advisors | 34k | $812k | -26% | Sep 2024 |
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Summit Investment Advisors | 34k | $798k | 1% | Sep 2024 |
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Carr Financial Group Corp | 33k | $794k | 1% | Sep 2024 |
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EverSource Wealth Advisors | 33k | $778k | 1% | Sep 2024 |
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Wealth Alliance | 32k | $772k | -8% | Sep 2024 |
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MA Private Wealth | 31k | $727k | 1% | Sep 2024 |
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M^T Bank Corporation | 29k | $687k | -3% | Sep 2024 |
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HighTower Advisors | 28k | $629k | 16% | Jun 2024 |
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Patriot Financial Group Insurance Agency | 28k | $658k | -3% | Sep 2024 |
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Keystone Financial Services | 27k | $646k | 0% | Sep 2024 |
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Neumann Capital Management | 27k | $639k | 2% | Sep 2024 |
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McKinley Carter Wealth Services | 27k | $636k | 3% | Sep 2024 |
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Orion Portfolio Solutions | 26k | $621k | 25% | Sep 2024 |
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Stock Yards Trust Company | 26k | $617k | 0% | Sep 2024 |
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Proequities | 26k | $617M | 7% | Sep 2024 |
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Farther Finance Advisors | 26k | $608k | 0% | Sep 2024 |
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Stifel Financial | 25k | $566k | -17% | Jun 2024 |
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Sequoia Financial Advisors | 25k | $587k | 15% | Sep 2024 |
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Jane Street | 24k | $581k | -78% | Sep 2024 |
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Continuum Advisory | 24k | $558k | -3% | Sep 2024 |
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National Asset Management | 24k | $578k | -9% | Sep 2024 |
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Larson Financial Group | 24k | $559k | -6% | Sep 2024 |
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Buttonwood Financial Group | 23k | $555k | 8% | Sep 2024 |
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Venturi Wealth Management | 23k | $554k | 1% | Sep 2024 |
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Beacon Financial | 22k | $526k | 0% | Sep 2024 |
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RFG Advisory | 22k | $523k | 100% | Sep 2024 |
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Diversified | 21k | $484k | 100% | Jun 2024 |
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Evergreen Private Wealth | 21k | $506k | -2% | Sep 2024 |
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Whittier Trust | 21k | $496k | 0% | Sep 2024 |
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Wells Financial Advisors | 21k | $489k | 0% | Sep 2024 |
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CIBC World Markets | 20k | $476k | 0% | Sep 2024 |
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PFG Advisors | 20k | $474k | -17% | Sep 2024 |
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Atria Investments | 20k | $466k | 7% | Sep 2024 |
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Kestra Private Wealth Services | 20k | $463k | 22% | Sep 2024 |
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Us Financial Advisors | 19k | $458k | 8% | Sep 2024 |
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CI Private Wealth | 19k | $440k | 3% | Sep 2024 |
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Focus Financial Network | 18k | $432k | 0% | Sep 2024 |
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Adviser Investments | 18k | $431k | -4% | Sep 2024 |
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Peak Financial Management | 18k | $424k | -3% | Sep 2024 |
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Regal Investment Advisors | 18k | $424k | 7% | Sep 2024 |
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Spectrum Planning & Advisory Services | 17k | $408k | 100% | Sep 2024 |
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Dynamic Advisors Solutions | 17k | $400k | -3% | Sep 2024 |
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Nottingham Advisors | 16k | $385k | -9% | Sep 2024 |
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Retirement Income Solutions | 16k | $379k | 0% | Sep 2024 |
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Strategic Blueprint | 16k | $378k | 0% | Sep 2024 |
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Maia Wealth | 16k | $363k | 4% | Sep 2024 |
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LexAurum Advisors | 16k | $372k | -30% | Sep 2024 |
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Braun-Bostich & Associates | 16k | $370k | 5% | Sep 2024 |
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Fiduciary Trust Company | 15k | $348k | 17% | Jun 2024 |
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Marshall Financial Group | 15k | $364k | 1% | Sep 2024 |
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My Legacy Advisors | 15k | $364k | 1% | Sep 2024 |
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Financial Gravity Wealth | 14k | $328k | 1038% | Jun 2024 |
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Maiden Cove Capital | 14k | $324k | 2% | Sep 2024 |
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Wedbush Morgan Securities | 14k | $336k | 0% | Sep 2024 |
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AE Wealth Management | 14k | $335k | -10% | Sep 2024 |
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U.S. Capital Wealth Advisors | 14k | $331k | 13% | Sep 2024 |
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WCG Wealth Advisors | 14k | $331k | 25% | Sep 2024 |
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Hoxton Planning & Management | 14k | $327k | 16% | Sep 2024 |
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Eq | 14k | $326k | 100% | Sep 2024 |
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Bragg Financial Advisors | 13k | $303k | -4% | Jun 2024 |
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Raymond James Trust | 13k | $312k | -30% | Sep 2024 |
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Mount Yale Investment Advisors | 13k | $312k | -8% | Sep 2024 |
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Who sold out of Ishares Tr esg usd corpt?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Bailard | Jun 2024 | 46k | $1.1M |
TCWP | Jun 2024 | 42k | $944k |
One Wealth Management Investment & Advisory Services | Jun 2024 | 30k | $685k |
Fingerlakes Wealth Management | Mar 2024 | 19k | $428k |