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Ishares Tr esg usd corpt shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 57k 23.38
2025-09-30 $352k 15k 23.56
2025-06-30 $302k 13k 23.23

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View all positions for Concurrent Investment Advisors

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
Fisher Investments
Park Avenue Securities
CWM
IMPACTfolio

View all funds holding Ishares Tr esg usd corpt