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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Top investors of Ishares Tr esg usd corpt stock
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 Portfolio Solutions | 2.4M | $56M | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 2.2M | $51M | 13% | Dec 2023 |
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| Wealthfront Advisers | 2.1M | $47M | 15% | Mar 2024 |
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| CWM | 991k | $23M | -24% | Mar 2024 |
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| Fisher Investments | 833k | $19M | 2% | Dec 2023 |
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| Creative Planning | 807k | $19M | 10% | Dec 2023 |
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| Betterment | 617k | $14M | 3% | Dec 2023 |
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| Advisor Group Holdings | 579k | $14M | -20% | Dec 2023 |
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| Babson Capital Management | 564k | $13M | 100% | Dec 2023 |
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| Park Avenue Securities | 545k | $13M | 15% | Mar 2024 |
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| Royal Bank of Canada | 434k | $10M | 44% | Dec 2023 |
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| UBS Group | 388k | $9.0M | -2% | Dec 2023 |
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| Bank of New York Mellon | 355k | $8.3M | -5% | Dec 2023 |
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| One Wealth Advisors | 326k | $7.5M | 28% | Mar 2024 |
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| IMPACTfolio | 322k | $7.5M | -2% | Dec 2023 |
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| Savant Capital Management | 306k | $7.1M | -51% | Dec 2023 |
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| Bank of America Corporation | 301k | $7.0M | -5% | Dec 2023 |
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| Financial Gravity Wealth | 295k | $2.0M | 0% | Dec 2023 |
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| Wells Fargo & Company | 282k | $6.6M | 29% | Dec 2023 |
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| Bank Of Montreal | 229k | $5.3M | 100% | Dec 2023 |
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| Atria Wealth Solutions | 209k | $4.9M | 16% | Dec 2023 |
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| Invera Wealth Advisors | 197k | $4.4M | -4% | Mar 2024 |
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| Dohj | 195k | $4.5M | 38% | Mar 2024 |
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| Cambridge Investment Research Advisors | 176k | $4.0M | 13% | Mar 2024 |
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| Raymond James Financial Services Advisors | 172k | $4.0M | -7% | Mar 2024 |
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| Eastern Bank | 165k | $3.8M | 2% | Dec 2023 |
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| Horst & Graben Wealth Management | 159k | $3.7M | 21% | Mar 2024 |
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| Commonwealth Equity Services | 154k | $3.6M | 14% | Dec 2023 |
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| Assetmark | 142k | $3.3M | 34% | Dec 2023 |
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| Wesbanco Trust And Investments | 137k | $3.1M | 6% | Mar 2024 |
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| Sharkey, Howes & Javer | 122k | $2.8M | 3% | Mar 2024 |
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| Citadel Advisors | 115k | $2.7M | 7% | Dec 2023 |
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| Advisory Services Network | 109k | $2.5M | 0% | Dec 2023 |
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| United Capital Financial Advisers | 105k | $2.4M | 100% | Dec 2023 |
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| Miracle Mile Advisors | 103k | $2.4M | -41% | Mar 2024 |
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| Hsbc Holdings | 98k | $2.3M | 3% | Dec 2023 |
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| Wealthsource Partners | 98k | $2.3M | -3% | Dec 2023 |
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| Vontobel Holding | 97k | $2.3M | 3% | Dec 2023 |
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| Klaas Financial Asset Advisors | 93k | $2.2M | -12% | Dec 2023 |
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| Facet Wealth | 93k | $2.1M | 3% | Dec 2023 |
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| Long Run Wealth Advisors | 85k | $2.0M | 0% | Dec 2023 |
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| Perigon Wealth Management | 84k | $2.0M | 0% | Dec 2023 |
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| Jane Street | 82k | $1.9M | -20% | Dec 2023 |
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| SageView Advisory Group | 75k | $1.7M | 30% | Dec 2023 |
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| Janney Montgomery Scott | 74k | $1.7M | 42% | Dec 2023 |
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| Summit Wealth Group | 72k | $1.7M | 23% | Dec 2023 |
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| Brookstone Capital Management | 72k | $1.7M | -6% | Mar 2024 |
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| Putnam Fl Investment Management | 65k | $1.5M | -4% | Dec 2023 |
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| Charter Oak Capital Management | 60k | $1.4M | 30% | Mar 2024 |
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| SigFig Wealth Management | 58k | $1.4M | 22% | Dec 2023 |
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| Rsm Us Wealth Management | 57k | $1.3M | -1% | Dec 2023 |
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| Dfpg Investments | 56k | $1.3M | -10% | Dec 2023 |
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| Proffitt & Goodson | 56k | $1.3M | 10% | Mar 2024 |
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| Topel & Distasi Wealth Management | 56k | $1.3M | 2% | Dec 2023 |
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| P.J. Schmidt Investment Management | 56k | $1.3M | 35% | Dec 2023 |
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| Mercer Global Advisors | 53k | $1.2M | 42% | Dec 2023 |
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| Austin Private Wealth | 51k | $1.1M | 27% | Mar 2024 |
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| Emerald Investment Partners | 50k | $1.2M | 7% | Dec 2023 |
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| Bailard | 49k | $1.1M | -1% | Dec 2023 |
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| Hanson McClain Advisors | 46k | $1.1M | 540% | Dec 2023 |
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| Steward Partners Investment Advisory | 46k | $1.1M | 33% | Dec 2023 |
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| AE Wealth Management | 44k | $1.0M | 10% | Dec 2023 |
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| Umb Bank N A | 43k | $1.0M | 0% | Dec 2023 |
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| Carr Financial Group Corp | 43k | $999k | 0% | Dec 2023 |
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| Vision Capital Management | 43k | $998k | -1% | Dec 2023 |
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| M^T Bank Corporation | 41k | $948k | -20% | Dec 2023 |
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| Cobblestone Capital Advisors | 40k | $919k | 20% | Dec 2023 |
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| Stratos Wealth Advisors | 39k | $887k | 4% | Mar 2024 |
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| TCWP | 38k | $876k | 64% | Dec 2023 |
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| We Are One Seven | 38k | $876k | 100% | Dec 2023 |
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| JNBA Financial Advisors | 38k | $875k | 19% | Dec 2023 |
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| McKinley Carter Wealth Services | 37k | $864k | 6% | Dec 2023 |
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| Trilogy Capital | 36k | $837k | -1% | Mar 2024 |
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| Gradient Investments | 36k | $815k | -6% | Mar 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 33k | $771k | -28% | Dec 2023 |
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| Townsquare Capital | 32k | $737k | -6% | Dec 2023 |
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| Summit Investment Advisors | 31k | $728k | 1% | Dec 2023 |
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| Halbert Hargrove Global Advisors | 31k | $704k | 10% | Mar 2024 |
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| MA Private Wealth | 30k | $705k | 100% | Dec 2023 |
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| Pensionmark Financial Group | 30k | $700k | 20% | Dec 2023 |
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| Patriot Financial Group Insurance Agency | 29k | $676k | 2% | Dec 2023 |
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| Wealth Alliance | 29k | $673k | 82% | Dec 2023 |
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| Private Wealth Management Group | 28k | $653k | 100% | Dec 2023 |
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| One Wealth Management Investment & Advisory Services | 27k | $638k | 100% | Dec 2023 |
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| PFG Advisors | 26k | $607k | -2% | Dec 2023 |
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| Stock Yards Trust Company | 26k | $604k | 37% | Dec 2023 |
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| Beacon Financial | 26k | $597k | 100% | Dec 2023 |
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| H D Vest Advisory Services | 24k | $561k | 10% | Dec 2023 |
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| Aprio Wealth Management | 24k | $554k | 100% | Mar 2024 |
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| HighTower Advisors | 24k | $558k | 42% | Dec 2023 |
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| Larson Financial Group | 23k | $543k | -1% | Dec 2023 |
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| Neumann Capital Management | 23k | $542k | 9% | Dec 2023 |
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| Venturi Wealth Management | 23k | $522k | 14% | Mar 2024 |
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| Affinity Capital Advisors | 22k | $510k | 36% | Mar 2024 |
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| Farther Finance Advisors | 22k | $515k | 100% | Dec 2023 |
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| Lincoln National | 22k | $506k | -30% | Dec 2023 |
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| Evergreen Private Wealth | 22k | $500k | 10% | Mar 2024 |
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| Whittier Trust | 21k | $486k | 2% | Dec 2023 |
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| Retirement Income Solutions | 21k | $484k | 0% | Dec 2023 |
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| Keystone Financial Services | 20k | $462k | 20% | Dec 2023 |
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| Adviser Investments | 20k | $459k | -10% | Dec 2023 |
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| Buttonwood Financial Group | 19k | $442k | 67% | Mar 2024 |
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| Continuum Advisory | 19k | $444k | 100% | Dec 2023 |
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| Raymond James Trust | 19k | $432k | 0% | Mar 2024 |
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| Fingerlakes Wealth Management | 19k | $428k | 1% | Mar 2024 |
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| Branch Banking & Trust Company | 18k | $429k | -58% | Dec 2023 |
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| LexAurum Advisors | 18k | $424k | 4% | Dec 2023 |
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| National Asset Management | 18k | $424k | -33% | Dec 2023 |
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| Peak Financial Management | 18k | $416k | 19% | Mar 2024 |
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| Sound View Wealth Advisors Group | 18k | $419k | 2% | Dec 2023 |
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| Focus Financial Network | 18k | $400k | 100% | Mar 2024 |
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| Us Financial Advisors | 17k | $403k | 62% | Dec 2023 |
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| Nottingham Advisors | 17k | $399k | 1% | Dec 2023 |
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| Dynamic Advisors Solutions | 17k | $387k | 2% | Mar 2024 |
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| Orion Portfolio Solutions | 17k | $387k | 16% | Dec 2023 |
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| Kestra Private Wealth Services | 17k | $391k | 8% | Dec 2023 |
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| Procyon Private Wealth Partners | 16k | $369k | -44% | Mar 2024 |
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| Marshall Financial Group | 15k | $349k | 11% | Mar 2024 |
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| William Blair $ Company | 15k | $349k | -4% | Dec 2023 |
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| Modera Wealth Management | 15k | $349k | 0% | Dec 2023 |
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| Strategic Blueprint | 15k | $342k | 6% | Mar 2024 |
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| Focus Financial Network | 14k | $327k | 100% | Dec 2023 |
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| Proequities | 14k | $325M | 243% | Dec 2023 |
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| CI Private Wealth | 14k | $325k | -13% | Dec 2023 |
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| Baird Financial | 14k | $316k | 100% | Dec 2023 |
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| Baker Avenue Asset Management | 13k | $311k | 3% | Dec 2023 |
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| Private Advisor | 13k | $308k | 100% | Dec 2023 |
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| Level Financial Advisors | 13k | $303k | -1% | Mar 2024 |
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| ERTS Wealth Advisors | 12k | $282k | 19% | Mar 2024 |
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| ETF Portfolio Partners | 12k | $282k | 0% | Dec 2023 |
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| Fiduciary Trust Company | 12k | $282k | -13% | Dec 2023 |
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| Wharton Business Group | 12k | $279k | 0% | Dec 2023 |
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| Tempus Wealth Planning | 12k | $273k | 20% | Mar 2024 |
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| WCG Wealth Advisors | 12k | $275k | -16% | Dec 2023 |
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| Capasso Planning Partners | 12k | $272k | 11% | Mar 2024 |
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| Van Hulzen Asset Management | 12k | $274k | 0% | Dec 2023 |
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| Hoxton Planning & Management | 12k | $270k | 14% | Mar 2024 |
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| Stifel Financial | 12k | $272k | 13% | Dec 2023 |
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| GW & Wade | 11k | $266k | 4% | Dec 2023 |
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| Schneider Downs Wealth Management Advisors | 11k | $262k | 4% | Dec 2023 |
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| Harbour Investments | 11k | $256k | 25% | Dec 2023 |
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| Wedbush Morgan Securities | 11k | $252k | -12% | Dec 2023 |
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| Occidental Asset Management | 11k | $247k | 9% | Mar 2024 |
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| Raymond James & Associates | 11k | $245k | -1% | Mar 2024 |
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| Williams Financial | 11k | $244k | 9% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 10k | $243k | 100% | Dec 2023 |
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| Spire Wealth Management | 10k | $236k | 28% | Mar 2024 |
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| Two Sigma Securities | 10k | $238k | 100% | Dec 2023 |
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| GenTrust | 9.8k | $225k | 0% | Mar 2024 |
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| Transcend Wealth Collective | 9.7k | $225k | 100% | Dec 2023 |
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| JB Capital | 9.5k | $221k | 100% | Dec 2023 |
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| My Legacy Advisors | 9.4k | $217k | 100% | Dec 2023 |
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| Bigelow Investment Advisors | 8.8k | $205k | -14% | Dec 2023 |
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Who sold out of Ishares Tr esg usd corpt?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| MONECO Advisors | Sep 2023 | 21k | $464k |
| Rockefeller Capital Management | Sep 2023 | 12k | $254k |
| Beacon Pointe Advisors | Sep 2023 | 10k | $225k |