Who owns Ishares Tr esg msci leadr?

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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 888k $108M 0% Dec 2025
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Mercer Global Advisors 733k $89M -8% Dec 2025
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FMR 593k $72M 45% Dec 2025
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Creative Planning 203k $25M -1% Dec 2025
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Hanson McClain Advisors 192k $23M -3% Dec 2025
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Ellevest 149k $18M 4% Dec 2025
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Pathstone Holdings 100k $12M 27% Dec 2025
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CliftonLarsonAllen Wealth Advisors 82k $9.4M -1% Mar 2026
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Sanctuary Advisors 79k $9.6M -1% Dec 2025
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Resources Investment Advisors 77k $9.3M -2% Dec 2025
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Robertson Stephens Wealth Management 73k $8.8M 13% Dec 2025
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One Wealth Advisors 63k $7.7M -1% Dec 2025
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Xena Financial Planning 60k $6.8M 44% Mar 2026
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W Advisors 57k $6.9M -3% Dec 2025
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GeoWealth Management 56k $6.8M -35% Dec 2025
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Commonwealth Equity Services 56k $6.8M -9% Dec 2025
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SK Wealth Management 51k $6.3M -3% Dec 2025
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Bluestem Financial Advisors 49k $6.0M 0% Dec 2025
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Integrated Wealth Concepts 43k $5.2M -2% Dec 2025
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Aptus Capital Advisors 42k $5.1M 0% Dec 2025
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Advisor Group Holdings 30k $3.6M -5% Dec 2025
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BFSG 28k $3.4M 0% Dec 2025
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LPL Financial 26k $3.2M 3% Dec 2025
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Raymond James Financial 25k $3.0M -4% Dec 2025
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Northwestern Mutual Wealth Management Company 24k $2.9M 2% Dec 2025
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Wells Fargo & Company 24k $2.9M -2% Dec 2025
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Brookstone Capital Management 22k $2.5M 4% Mar 2026
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Omega Financial Group 21k $2.5M -5% Dec 2025
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CI Private Wealth 19k $2.3M -28% Dec 2025
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Kickstand Ventures 18k $2.2M 0% Dec 2025
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Equitable Holdings 18k $2.2M 8% Dec 2025
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Sontag Advisory 17k $2.1M 42% Dec 2025
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HB Wealth Management 17k $2.1M 18% Dec 2025
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Walkner Condon Financial Advisors 17k $2.0M 7% Dec 2025
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Steward Partners Investment Advisory 16k $2.0M 0% Dec 2025
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Mather Group 16k $1.9M -4% Mar 2026
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Cetera Investment Advisers 16k $2.0M -1% Dec 2025
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Bond & Devick Financial Network 16k $1.8M 11% Mar 2026
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CFS Investment Advisory Services 16k $1.9M -1% Dec 2025
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Ashton Thomas Private Wealth 16k $1.9M 0% Dec 2025
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Values Added Financial 16k $1.8M 0% Mar 2026
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Sax Wealth Advisors 16k $1.9M 0% Mar 2026
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Keebeck Wealth Management 15k $1.9M 0% Dec 2025
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Envestnet Asset Management 15k $1.8M -53% Dec 2025
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Orgel Wealth Management 14k $1.5M -2% Mar 2026
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Cypress Wealth Services 14k $1.5M 1% Mar 2026
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Obsido Oy 13k $1.6M 8% Dec 2025
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Affinity Capital Advisors 12k $1.4M 14% Mar 2026
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SNS Financial 12k $1.3M 31% Mar 2026
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Cambridge Investment Research Advisors 9.8k $1.2M 1% Dec 2025
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Compass Ion Advisors 9.7k $1.1M 1% Mar 2026
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We Are One Seven 9.3k $1.1M -3% Dec 2025
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Sequoia Financial Advisors 8.5k $1.0M -2% Dec 2025
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Citadel Advisors 8.5k $1.0M -48% Dec 2025
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Farther Finance Advisors 8.3k $953k -5% Mar 2026
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William Blair $ Company 8.1k $977k -1% Dec 2025
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Csenge Advisory Group 8.0k $970k 0% Dec 2025
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Stifel Financial 7.7k $933k -1% Dec 2025
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O'shaughnessy Asset Management 7.7k $931k 6% Dec 2025
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Stratos Wealth Partners 7.5k $915k -2% Dec 2025
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Perigon Wealth Management 7.4k $845k 20% Mar 2026
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Friedenthal Financial 7.3k $827k 0% Mar 2026
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Wealthcare Advisory Partners 7.2k $822k 1% Mar 2026
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Crusonia Wealth Advisors 6.4k $770k 100% Dec 2025
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WealthPlan Investment Management 6.3k $762k -2% Dec 2025
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Charter Oak Capital Management 6.2k $747k -1% Dec 2025
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Aries Wealth Management 6.0k $725k 0% Dec 2025
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Private Advisor 5.7k $696k -1% Dec 2025
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RVW Wealth 5.7k $650k 0% Mar 2026
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Park Avenue Securities 5.6k $636k 2% Mar 2026
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Beacon Financial 5.4k $660k 0% Dec 2025
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Merit Financial Group 5.2k $594k 23% Mar 2026
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Fragasso 5.0k $574k -1% Mar 2026
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EverSource Wealth Advisors 4.9k $590k 9% Dec 2025
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JGP Wealth Management 4.8k $542k -1% Mar 2026
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Relyea Zuckerberg Hanson 4.7k $576k 0% Dec 2025
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PFG Investments 4.7k $568k 0% Dec 2025
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Mariner Wealth Advisors 4.6k $558k 4% Dec 2025
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United Capital Financial Advisers 4.5k $547k 100% Dec 2025
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Ieq Capital 4.5k $546k 0% Dec 2025
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Shared Vision Wealth Group 4.5k $555k 0% Dec 2025
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SkyView Investment Advisors 4.3k $517k -9% Dec 2025
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Atomi Financial Group 4.2k $510k -2% Dec 2025
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Firethorn Wealth Partners 4.1k $470k 0% Mar 2026
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Agf Management 4.0k $485k -13% Dec 2025
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Jones Financial Companies, L.L 3.9k $471k 16% Dec 2025
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Novare Capital Management 3.6k $413k -3% Mar 2026
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CI Investments 3.6k $439k 9% Dec 2025
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Redhawk Wealth Advisors 3.6k $410k 11% Mar 2026
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Foster Group 3.5k $399k -4% Mar 2026
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Strategic Blueprint 3.4k $413k 11% Dec 2025
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Horizon Wealth Management 3.4k $409k 7% Dec 2025
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Sweeney & Michel 3.3k $401k -11% Mar 2026
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Mayflower Financial Advisors 3.2k $391k 0% Dec 2025
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Balance Wealth 3.2k $359k -5% Mar 2026
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MKT Advisors 3.1k $360k 0% Mar 2026
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GenTrust 3.1k $377k -45% Dec 2025
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Veridan Wealth 3.1k $373k -1% Dec 2025
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Landaas & Co 3.0k $366k 0% Dec 2025
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United Asset Strategies 2.9k $355k -5% Dec 2025
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Mml Investors Services 2.9k $349k 7% Dec 2025
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BOS Asset Management 2.9k $326k 0% Mar 2026
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Change Path 2.9k $348k -3% Dec 2025
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HPM Partners 2.8k $345k 0% Dec 2025
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EP Wealth Advisors 2.8k $342k 100% Dec 2025
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Wharton Business Group 2.8k $341k -27% Dec 2025
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One Capital Management 2.8k $339k -64% Dec 2025
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AQR Capital Management 2.8k $336k 0% Dec 2025
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Parallel Advisors 2.8k $335k 0% Dec 2025
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IFP Advisors 2.7k $312k 0% Mar 2026
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Captrust Financial Advisors 2.7k $326k -17% Dec 2025
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Ridgeline Wealth 2.6k $291k 0% Mar 2026
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Vested Financial Planning 2.5k $290k -37% Mar 2026
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Beacon Pointe Advisors 2.5k $304k -17% Dec 2025
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Marino, Stram & Associates 2.5k $297k 0% Dec 2025
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Firestone Capital Management 2.3k $280k -18% Dec 2025
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Milestone Asset Management Group 2.2k $273k 0% Dec 2025
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Pnc Financial Services 2.2k $271k 61% Dec 2025
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Lodestar Private Asset Management 2.2k $270k -3% Dec 2025
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Institute For Wealth Management 2.2k $267k 0% Dec 2025
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CWM 2.2k $264k 7% Dec 2025
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Horst & Graben Wealth Management 2.2k $261k 0% Dec 2025
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Retirement Capital Strategies 1.9k $232k 0% Dec 2025
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Diversified Trust Company 1.9k $216k -5% Mar 2026
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Kingswood Wealth Advisors 1.9k $226k 3% Dec 2025
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Wealth Enhancement Trust Services 1.8k $206k 0% Mar 2026
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Janney Montgomery Scott 1.8k $218k 0% Dec 2025
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Wealth Alliance 1.8k $216k 100% Dec 2025
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Confluence Wealth Services 1.8k $215k 1% Dec 2025
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Sunbelt Securities 1.7k $207k 17% Dec 2025
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First Pacific Financial 1.7k $205k 0% Dec 2025
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BlackRock 1.6k $198k 1008% Dec 2025
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Clarity Asset Management 1.5k $177k -1% Dec 2025
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Glassy Mountain Advisors 1.4k $174k 0% Dec 2025
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Evergreen Private Wealth 1.4k $172k 0% Dec 2025
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National Bank Of Canada /fi/ 1.2k $151k 100% Dec 2025
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Larson Financial Group 1.2k $146k 223% Dec 2025
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Family Capital Trust Company 1.2k $146k 0% Dec 2025
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Keystone Financial Group 1.1k $128k 101% Dec 2025
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Us Bancorp 1.0k $125k 0% Dec 2025
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Goss Wealth Management 990.00 $120k 0% Dec 2025
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AE Wealth Management 860.00 $104k -45% Dec 2025
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Kestra Advisory Services 661.00 $80k 100% Dec 2025
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DT Investment Partners 640.00 $78k 8% Dec 2025
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Your Advocates 532.00 $65k -49% Dec 2025
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Hantz Financial Services 458.00 $56k 100% Dec 2025
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Community Fin'l Svs 444.00 $51k 100% Mar 2026
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Midway Capital Research & Management 400.00 $45k 100% Mar 2026
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Turning Point Benefit Group 384.00 $47k 100% Dec 2025
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Who sold out of Ishares Tr esg msci le?

Fund or Company Name Date Sold Shares Held Valued At
Wealth Enhancement Advisory Services Dec 2025 254k $31M
Goldman Sachs Group Sep 2025 39k $4.6M
Susquehanna International Sep 2025 2.7k $319k
Flow Traders US Sep 2025 2.5k $288k
Nwam Sep 2025 2.4k $288k
Meridian Financial Partners Dec 2025 1.7k $205k
Advisory Services Network Sep 2025 1.4k $165k
Tower Research Capital Sep 2025 1.4k $164k
Root Financial Partners Sep 2025 1.3k $154k
Clean Yield Group Dec 2025 455.00 $55k