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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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 | 3.2M | $325M | 0% | Sep 2024 |
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Envestnet Asset Management | 773k | $79M | 15% | Sep 2024 |
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Mercer Global Advisors | 740k | $72M | 11% | Jun 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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Creative Planning | 214k | $22M | 0% | Sep 2024 |
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Wealth Enhancement Advisory Services | 211k | $21M | -1% | Jun 2024 |
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Hanson McClain Advisors | 195k | $20M | 0% | Sep 2024 |
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GeoWealth Management | 168k | $17M | -4% | Sep 2024 |
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Principal Financial Group | 100k | $10M | 16% | Sep 2024 |
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Resources Investment Advisors | 95k | $9.7M | 12% | Sep 2024 |
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Sanctuary Advisors | 90k | $9.5M | -15% | Sep 2024 |
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One Wealth Advisors | 82k | $8.3M | -1% | Sep 2024 |
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W Advisors | 72k | $7.3M | 0% | Sep 2024 |
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Bank of America Corporation | 71k | $7.2M | -5% | Sep 2024 |
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CliftonLarsonAllen Wealth Advisors | 71k | $7.2M | -14% | Sep 2024 |
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Commonwealth Equity Services | 57k | $5.8M | -2% | Sep 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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Bluestem Financial Advisors | 39k | $3.8M | -1% | Jun 2024 |
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Robertson Stephens Wealth Management | 38k | $3.8M | 4% | Sep 2024 |
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Kingsview Wealth Management | 31k | $3.2M | 0% | Sep 2024 |
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Sax Wealth Advisors | 29k | $2.9M | -1% | 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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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 | 1% | Sep 2024 |
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Advisor Group Holdings | 23k | $2.3M | -1% | Sep 2024 |
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Omega Financial Group | 21k | $2.1M | -2% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 21k | $2.1M | 0% | Sep 2024 |
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Keebeck Wealth Management | 21k | $2.0M | 0% | Jun 2024 |
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Retirement Capital Strategies | 19k | $2.0M | 6% | Sep 2024 |
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Kickstand Ventures | 19k | $1.9M | 0% | Sep 2024 |
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CFS Investment Advisory Services | 18k | $1.8M | 2% | Sep 2024 |
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Mather Group | 17k | $1.8M | -2% | Sep 2024 |
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Steward Partners Investment Advisory | 16k | $1.6M | 0% | Jun 2024 |
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Farther Finance Advisors | 16k | $1.7M | -2% | Sep 2024 |
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Cypress Wealth Services | 16k | $1.6M | 0% | Sep 2024 |
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Walkner Condon Financial Advisors | 15k | $1.5M | 100% | Sep 2024 |
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Friedenthal Financial | 14k | $1.5M | 0% | Sep 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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Values Added Financial | 12k | $1.3M | 0% | Sep 2024 |
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Private Ocean | 12k | $1.2M | -5% | Jun 2024 |
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Orgel Wealth Management | 12k | $1.2M | 0% | Sep 2024 |
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Zhang Financial | 11k | $1.2M | 100% | Sep 2024 |
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My Legacy Advisors | 11k | $1.1M | -25% | Sep 2024 |
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Csenge Advisory Group | 10k | $1.0M | -7% | Sep 2024 |
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Bond & Devick Financial Network | 9.7k | $988k | 100% | Sep 2024 |
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Compass Ion Advisors | 9.6k | $975k | 0% | Sep 2024 |
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One Capital Management | 9.1k | $922k | 1% | Sep 2024 |
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Townsquare Capital | 8.6k | $869k | 0% | Sep 2024 |
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H D Vest Advisory Services | 8.5k | $824k | 3% | Jun 2024 |
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Park Avenue Securities | 8.3k | $838k | -1% | 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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Stratos Wealth Partners | 7.8k | $788k | -4% | Sep 2024 |
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IMS Capital Management | 7.2k | $732k | 0% | Sep 2024 |
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Private Capital Management | 7.2k | $700k | -4% | Jun 2024 |
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Affinity Capital Advisors | 7.1k | $725k | 87% | Sep 2024 |
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Wealth Alliance | 6.5k | $657k | 8% | Sep 2024 |
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Charter Oak Capital Management | 6.2k | $634k | 0% | Sep 2024 |
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Captrust Financial Advisors | 6.1k | $618k | -4% | Sep 2024 |
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Aries Wealth Management | 6.0k | $607k | 0% | Sep 2024 |
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Beacon Financial | 5.9k | $598k | 0% | Sep 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 | 5.5k | $563k | 0% | 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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Cetera Investment Advisers | 4.8k | $466k | -9% | Jun 2024 |
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Agf Management | 4.7k | $477k | 7% | Sep 2024 |
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Firethorn Wealth Partners | 4.7k | $474k | 0% | Sep 2024 |
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Change Path | 4.6k | $472k | 8% | Sep 2024 |
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Ieq Capital | 4.5k | $438k | 0% | Jun 2024 |
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United Asset Strategies | 4.4k | $446k | -6% | Sep 2024 |
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Jane Street | 4.3k | $440k | 100% | Sep 2024 |
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Novare Capital Management | 4.2k | $425k | 0% | Sep 2024 |
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Stratos Wealth Advisors | 4.2k | $424k | 8% | Sep 2024 |
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Stifel Financial | 4.0k | $389k | -3% | Jun 2024 |
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Win Advisors | 4.0k | $403k | 0% | Sep 2024 |
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Redhawk Wealth Advisors | 3.9k | $396k | 100% | Sep 2024 |
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Mayflower Financial Advisors | 3.8k | $388k | 6% | Sep 2024 |
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Fragasso | 3.8k | $387k | 0% | Sep 2024 |
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Sweeney & Michel | 3.8k | $393k | 3% | Sep 2024 |
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Strategic Blueprint | 3.5k | $356k | -3% | Sep 2024 |
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Diversified Trust Company | 3.4k | $347k | 0% | Sep 2024 |
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PFG Investments | 3.3k | $326k | 8% | Jun 2024 |
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Apexium Financial | 3.3k | $332k | 0% | Sep 2024 |
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HB Wealth Management | 3.2k | $328k | 14% | Sep 2024 |
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Regal Investment Advisors | 3.2k | $328k | 4% | Sep 2024 |
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Foster Group | 3.2k | $324k | 5% | Sep 2024 |
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Better Money Decisions | 3.2k | $323k | -20% | Sep 2024 |
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SWS Partners | 3.2k | $322k | 7% | Sep 2024 |
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MKT Advisors | 3.1k | $314k | 0% | Sep 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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Dynamic Advisors Solutions | 3.0k | $308k | 100% | Sep 2024 |
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Citigroup | 3.0k | $305k | 100% | Sep 2024 |
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Firestone Capital Management | 3.0k | $290k | 2% | Jun 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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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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JGP Wealth Management | 2.7k | $276k | 0% | Sep 2024 |
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Alera Investment Advisors | 2.7k | $263k | 100% | Jun 2024 |
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Ascent Group | 2.5k | $255k | -3% | Sep 2024 |
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Marino, Stram & Associates | 2.5k | $249k | 0% | Sep 2024 |
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Morgan Stanley | 2.4k | $231k | 47% | Jun 2024 |
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Citadel Advisors | 2.4k | $239k | -93% | Sep 2024 |
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Lodestar Private Asset Management | 2.3k | $234k | 0% | Sep 2024 |
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Advisory Services Network | 2.3k | $222k | 0% | Sep 2024 |
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Horizon Wealth Management | 2.2k | $228k | 0% | Sep 2024 |
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Institute For Wealth Management | 2.2k | $223k | 0% | Sep 2024 |
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Personal Cfo Solutions | 2.1k | $205k | 100% | Jun 2024 |
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Us Bancorp | 2.1k | $213k | 104% | Sep 2024 |
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Janney Montgomery Scott | 2.1k | $208k | 100% | Sep 2024 |
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Millburn Ridgefield | 1.8k | $172k | 100% | Jun 2024 |
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Sunbelt Securities | 1.5k | $149k | 100% | Sep 2024 |
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Evergreen Private Wealth | 1.5k | $148k | 0% | 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 | $97k | 0% | Jun 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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First Pacific Financial | 600.00 | $61k | 100% | Sep 2024 |
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GHP Investment Advisors | 575.00 | $58k | 0% | Sep 2024 |
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Harbour Investments | 534.00 | $54k | -86% | Sep 2024 |
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DT Investment Partners | 498.00 | $51k | 0% | Sep 2024 |
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Ancora Advisors | 435.00 | $44k | 0% | Sep 2024 |
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Global Retirement Partners | 344.00 | $35k | -51% | Sep 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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Qube Research & Technologies | 230.00 | $22k | 0% | Jun 2024 |
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Front Row Advisors | 227.00 | $23k | 0% | Sep 2024 |
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Jones Financial Companies, L.L | 226.00 | $23k | 100% | Sep 2024 |
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HHM Wealth Advisors | 137.00 | $14k | 0% | Sep 2024 |
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Cherry Tree Wealth Management | 98.00 | $9.9k | 0% | Sep 2024 |
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O'shaughnessy Asset Management | 61.00 | $6.3k | 6000% | Sep 2024 |
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Abound Wealth Management | 3.00 | $306.000000 | 100% | Sep 2024 |
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Manchester Capital Management | 3.00 | $309.999900 | 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 |
Goldman Sachs Group | Mar 2024 | 28k | $2.6M |
TCWP | Jun 2024 | 7.5k | $734k |
True Link Financial Advisors | Jun 2024 | 4.0k | $390k |
Tower Research Capital | Mar 2024 | 3.4k | $315k |
First Manhattan | Mar 2024 | 300.00 | $28k |
Spire Wealth Management | Jun 2024 | 84.00 | $8.2k |
Kelly Financial Services | Jun 2024 | 13.00 | $1.3k |