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Ishares Tr esg usd corpt shares owned by Atria Investments

Quarter-by-quarter ownership of Ishares Tr esg usd corpt (SUSC) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Ishares Tr esg usd corpt

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg usd corpt held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg usd corpt by Atria Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $663k 28k 23.56
2025-06-30 $351k 15k 23.23
2025-03-31 $276k 12k 23.06
2024-12-31 $275k 12k 22.72
2024-09-30 $466k 20k 23.79
2024-06-30 $415k 18k 22.72

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Atria Investments

Top funds holding Ishares Tr esg usd corpt

Envestnet Asset Management
Jpmorgan Chase & Co
Wealthfront Advisers
LPL Financial
Envestnet Portfolio Solutions
Ameriprise Financial
Betterment
Creative Planning
Acorns Advisers
Cetera Investment Advisers
FMR
Morgan Stanley
Fisher Investments
Park Avenue Securities
CWM

View all funds holding Ishares Tr esg usd corpt