Who owns Ishares Tr esg msci leadr?
- Ticker: SUSL
- CUSIP Number: 46435u218
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr esg msci le with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr esg msci le stock
Who bought or sold Ishares Tr esg msci leadr this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Banca d'Italia | 1.7M | $170M | -48% | Dec 2024 |
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| Mercer Global Advisors | 826k | $83M | 12% | Sep 2024 |
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| Envestnet Asset Management | 773k | $79M | 15% | Sep 2024 |
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| Jpmorgan Chase & Co | 574k | $58M | -6% | Sep 2024 |
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| Royal Bank of Canada | 351k | $36M | 4% | Sep 2024 |
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| FMR | 341k | $35M | 15% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 231k | $24M | 9% | Dec 2024 |
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| Creative Planning | 214k | $22M | 0% | Sep 2024 |
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| Hanson McClain Advisors | 187k | $20M | -4% | Dec 2024 |
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| GeoWealth Management | 168k | $17M | -4% | Sep 2024 |
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| Principal Financial Group | 111k | $11M | 11% | Dec 2024 |
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| Ellevest | 104k | $11M | 11% | Sep 2024 |
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| Resources Investment Advisors | 95k | $9.7M | 12% | Sep 2024 |
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| Sanctuary Advisors | 87k | $9.2M | -3% | Dec 2024 |
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| One Wealth Advisors | 82k | $8.5M | 0% | Dec 2024 |
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| CliftonLarsonAllen Wealth Advisors | 72k | $7.4M | 1% | Dec 2024 |
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| Bank of America Corporation | 71k | $7.2M | -5% | Sep 2024 |
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| W Advisors | 70k | $7.2M | -2% | Dec 2024 |
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| Goldman Sachs Group | 70k | $7.1M | 100% | Sep 2024 |
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| Robertson Stephens Wealth Management | 60k | $6.2M | 59% | Dec 2024 |
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| Commonwealth Equity Services | 57k | $5.8M | -2% | Sep 2024 |
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| Bluestem Financial Advisors | 52k | $5.3M | 3% | Dec 2024 |
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| Integrated Wealth Concepts | 46k | $4.7M | 0% | Sep 2024 |
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| Aptus Capital Advisors | 44k | $4.4M | 3% | Sep 2024 |
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| Susquehanna International | 43k | $4.4M | 103% | Sep 2024 |
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| SK Wealth Management | 34k | $3.6M | 100% | Sep 2024 |
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| BFSG | 28k | $2.9M | 0% | Sep 2024 |
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| Cambridge Investment Research Advisors | 28k | $2.9M | 0% | Sep 2024 |
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| Sax Wealth Advisors | 28k | $2.9M | -2% | Dec 2024 |
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| CI Private Wealth | 27k | $2.7M | -1% | Sep 2024 |
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| Sontag Advisory | 24k | $2.4M | 100% | Sep 2024 |
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| LPL Financial | 23k | $2.4M | -3% | Sep 2024 |
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| Brookstone Capital Management | 23k | $2.3M | 0% | Dec 2024 |
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| Advisor Group Holdings | 23k | $2.3M | 100% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 21k | $2.1M | 0% | Sep 2024 |
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| Omega Financial Group | 21k | $2.1M | -2% | Dec 2024 |
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| Keebeck Wealth Management | 20k | $2.0M | -3% | Sep 2024 |
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| Retirement Capital Strategies | 19k | $2.0M | 100% | Sep 2024 |
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| Kickstand Ventures | 19k | $2.0M | 0% | Dec 2024 |
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| Walkner Condon Financial Advisors | 18k | $1.8M | 20% | Dec 2024 |
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| Mather Group | 17k | $1.8M | 0% | Dec 2024 |
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| CFS Investment Advisory Services | 17k | $1.8M | -3% | Dec 2024 |
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| Steward Partners Investment Advisory | 16k | $1.7M | 0% | Sep 2024 |
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| Farther Finance Advisors | 16k | $1.7M | -2% | Sep 2024 |
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| Cypress Wealth Services | 15k | $1.6M | 0% | Dec 2024 |
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| Values Added Financial | 15k | $1.6M | 22% | Dec 2024 |
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| Friedenthal Financial | 14k | $1.5M | 0% | Dec 2024 |
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| Raymond James Financial Services Advisors | 14k | $1.4M | 10% | Sep 2024 |
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| Wells Fargo & Company | 13k | $1.3M | -23% | Sep 2024 |
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| SNS Financial | 13k | $1.3M | -2% | Sep 2024 |
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| Orgel Wealth Management | 12k | $1.2M | -2% | Dec 2024 |
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| Zhang Financial | 11k | $1.2M | 0% | Dec 2024 |
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| My Legacy Advisors | 9.9k | $1.0M | -5% | Dec 2024 |
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| Bond & Devick Financial Network | 9.7k | $988k | 0% | Dec 2024 |
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| Csenge Advisory Group | 9.6k | $991k | -5% | Dec 2024 |
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| Compass Ion Advisors | 9.6k | $975k | 0% | Sep 2024 |
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| Stratos Wealth Partners | 9.1k | $940k | 18% | Dec 2024 |
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| One Capital Management | 9.1k | $922k | 1% | Sep 2024 |
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| Townsquare Capital | 8.6k | $869k | 100% | Sep 2024 |
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| Stifel Financial | 8.4k | $857k | 112% | Sep 2024 |
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| Private Advisor | 8.2k | $833k | 13% | Sep 2024 |
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| William Blair $ Company | 8.1k | $826k | -2% | Sep 2024 |
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| We Are One Seven | 8.0k | $815k | 0% | Sep 2024 |
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| H D Vest Advisory Services | 8.0k | $811k | -6% | Sep 2024 |
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| IMS Capital Management | 7.2k | $743k | 0% | Dec 2024 |
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| Affinity Capital Advisors | 7.1k | $735k | -1% | Dec 2024 |
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| Private Capital Management | 7.0k | $709k | -3% | Sep 2024 |
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| Park Avenue Securities | 6.8k | $706k | -17% | Dec 2024 |
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| Two Sigma Investments | 6.8k | $690k | 100% | Sep 2024 |
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| Wealth Alliance | 6.5k | $657k | 8% | Sep 2024 |
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| Charter Oak Capital Management | 6.2k | $643k | 0% | Dec 2024 |
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| Captrust Financial Advisors | 6.1k | $618k | -4% | Sep 2024 |
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| Aries Wealth Management | 6.0k | $616k | 0% | Dec 2024 |
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| Beacon Financial | 5.9k | $606k | 0% | Dec 2024 |
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| GenTrust | 5.7k | $576k | 0% | Sep 2024 |
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| CI Investments | 5.6k | $573k | -3% | Sep 2024 |
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| Wealthcare Advisory Partners | 5.6k | $573k | 0% | Dec 2024 |
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| Vested Financial Planning | 5.2k | $533k | 100% | Dec 2024 |
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| Cetera Investment Advisers | 5.1k | $522k | 7% | Sep 2024 |
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| EverSource Wealth Advisors | 5.1k | $519k | 0% | Sep 2024 |
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| Shared Vision Wealth Group | 5.1k | $518k | 0% | Sep 2024 |
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| Wharton Business Group | 5.0k | $507k | 0% | Sep 2024 |
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| SkyView Investment Advisors | 5.0k | $492k | 0% | Sep 2024 |
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| Agf Management | 4.7k | $477k | 7% | Sep 2024 |
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| Change Path | 4.6k | $472k | 8% | Sep 2024 |
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| Firethorn Wealth Partners | 4.6k | $478k | -1% | Dec 2024 |
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| Stratos Wealth Advisors | 4.5k | $464k | 8% | Dec 2024 |
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| Ieq Capital | 4.5k | $456k | 0% | Sep 2024 |
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| Jane Street | 4.3k | $440k | 100% | Sep 2024 |
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| United Asset Strategies | 4.3k | $439k | -3% | Dec 2024 |
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| Novare Capital Management | 4.1k | $421k | -2% | Dec 2024 |
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| PFG Investments | 4.1k | $418k | 7% | Dec 2024 |
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| Redhawk Wealth Advisors | 3.9k | $403k | 0% | Dec 2024 |
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| Kingswood Wealth Advisors | 3.9k | $398k | 100% | Dec 2024 |
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| Fragasso | 3.8k | $393k | 0% | Dec 2024 |
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| Mayflower Financial Advisors | 3.8k | $393k | 0% | Dec 2024 |
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| Sweeney & Michel | 3.8k | $393k | 3% | Sep 2024 |
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| Diversified Trust Company | 3.4k | $352k | 0% | Dec 2024 |
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| Ridgeline Wealth | 3.4k | $345k | 100% | Dec 2024 |
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| Apexium Financial | 3.3k | $343k | 2% | Dec 2024 |
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| Strategic Blueprint | 3.3k | $341k | -6% | Dec 2024 |
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| Regal Investment Advisors | 3.2k | $328k | 4% | Sep 2024 |
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| Foster Group | 3.2k | $333k | 1% | Dec 2024 |
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| SWS Partners | 3.2k | $322k | 7% | Sep 2024 |
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| MKT Advisors | 3.1k | $330k | 0% | Dec 2024 |
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| High Falls Advisors | 3.1k | $315k | 16% | Sep 2024 |
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| Nwam | 3.1k | $314k | 100% | Sep 2024 |
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| HB Wealth Management | 3.1k | $319k | -4% | Dec 2024 |
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| Tower Research Capital | 3.1k | $312k | 100% | Sep 2024 |
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| Citigroup | 3.0k | $305k | 100% | Sep 2024 |
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| Dynamic Advisors Solutions | 3.0k | $305k | -3% | Dec 2024 |
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| Firestone Capital Management | 2.9k | $296k | -2% | Sep 2024 |
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| BOS Asset Management | 2.9k | $292k | 0% | Sep 2024 |
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| HPM Partners | 2.8k | $289k | -2% | Sep 2024 |
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| JGP Wealth Management | 2.8k | $289k | 3% | Dec 2024 |
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| Better Money Decisions | 2.8k | $288k | -12% | Dec 2024 |
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| Parallel Advisors | 2.8k | $281k | 0% | Sep 2024 |
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| Mariner Wealth Advisors | 2.7k | $277k | 6% | Sep 2024 |
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| Millennium Management | 2.6k | $269k | 100% | Sep 2024 |
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| Horizon Wealth Management | 2.6k | $271k | 17% | Dec 2024 |
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| Ascent Group | 2.5k | $255k | -3% | Sep 2024 |
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| Marino, Stram & Associates | 2.5k | $253k | 0% | Dec 2024 |
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| Alera Investment Advisors | 2.4k | $248k | -10% | Sep 2024 |
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| Citadel Advisors | 2.4k | $239k | -93% | Sep 2024 |
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| Lodestar Private Asset Management | 2.3k | $238k | 0% | Dec 2024 |
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| Advisory Services Network | 2.3k | $222k | 0% | Sep 2024 |
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| Institute For Wealth Management | 2.2k | $227k | 0% | Dec 2024 |
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| HighTower Advisors | 2.2k | $219k | 100% | Sep 2024 |
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| Personal Cfo Solutions | 2.1k | $214k | 0% | Sep 2024 |
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| Us Bancorp | 2.1k | $213k | 104% | Sep 2024 |
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| Janney Montgomery Scott | 2.1k | $211k | 0% | Dec 2024 |
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| First Pacific Financial | 1.7k | $173k | 180% | Dec 2024 |
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| Sunbelt Securities | 1.5k | $149k | 100% | Sep 2024 |
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| Evergreen Private Wealth | 1.5k | $148k | 100% | Sep 2024 |
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| Clarity Asset Management | 1.3k | $128k | -1% | Sep 2024 |
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| Your Advocates | 1.0k | $106k | 0% | Sep 2024 |
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| Goss Wealth Management | 990.00 | $101k | 0% | Sep 2024 |
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| LGT Financial Advisors | 973.00 | $99k | 0% | Sep 2024 |
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| Pnc Financial Services | 642.00 | $65k | 18% | Sep 2024 |
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| Harbour Investments | 534.00 | $54k | -86% | Sep 2024 |
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| Keystone Financial Group | 525.00 | $54k | 100% | Dec 2024 |
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| DT Investment Partners | 498.00 | $51k | 0% | Dec 2024 |
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| Ancora Advisors | 435.00 | $44k | 0% | Sep 2024 |
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| UBS Group | 357.00 | $36k | 100% | Sep 2024 |
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| Global Retirement Partners | 345.00 | $36k | 0% | Dec 2024 |
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| GHP Investment Advisors | 320.00 | $33k | -44% | Dec 2024 |
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| CWM | 271.00 | $28k | -1% | Sep 2024 |
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| Larson Financial Group | 266.00 | $27k | -3% | Sep 2024 |
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| CoreCap Advisors | 250.00 | $25k | 0% | Sep 2024 |
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Who sold out of Ishares Tr esg msci le?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| RPg Family Wealth Advisory | Jun 2024 | 72k | $7.0M |
| Kingsview Wealth Management | Sep 2024 | 31k | $3.2M |
| TCWP | Jun 2024 | 7.5k | $734k |
| Win Advisors | Sep 2024 | 4.0k | $403k |
| Millburn Ridgefield | Jun 2024 | 1.8k | $172k |