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Ishares Tr esg msci le shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Ishares Tr esg msci le (SUSL) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Ishares Tr esg msci le

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg msci le held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg msci le by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5M 22k 113.60
2024-12-31 $2.8M 27k 103.04

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Top funds holding Ishares Tr esg msci le

Banca d'Italia
Mercer Global Advisors
FMR
Royal Bank of Canada
Creative Planning
Hanson McClain Advisors
Ellevest
Pathstone Holdings
CliftonLarsonAllen Wealth Advisors
Robertson Stephens Wealth Management
Sanctuary Advisors
Trilogy Capital
Resources Investment Advisors
Flow Traders US
Kingsview Wealth Management

View all funds holding Ishares Tr esg msci le