SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF - Kepemilikan Institusional - Penjual

iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
US ˙ NasdaqGM ˙ US46435G2434

Kepemilikan Institusional dan Dana - Penjual

Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.

Tingkatkan ke versi premium untuk membuka data premium.

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-07 13F CENTRAL TRUST Co 22,276 -34.89 561 -34.50
2025-08-14 13F Diversify Advisory Services, LLC 0 -100.00 0
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100.00 0
2025-08-12 13F Global Retirement Partners, LLC 486 -2.99 12 0.00
2025-04-28 13F First Horizon Advisors, Inc. 0 -100.00 0
2025-07-15 13F Level Financial Advisors, Inc. 36,186 -2.15 911 -1.52
2025-08-15 13F Truefg, Llc 14,759 -1.79 371 -1.07
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100.00 0 -100.00
2025-07-24 13F Grand Wealth Management, Llc 9,810 -0.87 247 -0.40
2025-07-25 13F Midwest Capital Advisors, LLC 16,749 -2.26 422 -1.64
2025-08-01 13F Redwood Park Advisors LLC 0 -100.00 0
2025-04-09 13F SigFig Wealth Management, LLC 0 -100.00 0
2025-08-14 13F Financial Engines Advisors L.L.C. 281,233 -7.59 7,079 -6.93
2025-07-22 13F Stanich Group LLC 0 -100.00 0
2025-08-12 13F Fortis Capital Management LLC 0 -100.00 0
2025-08-05 13F Sigma Planning Corp 11,770 -4.93 296 -4.21
2025-08-15 13F CI Private Wealth, LLC 148,214 -0.48 3,731 0.24
2025-08-19 13F Advisory Services Network, LLC 47,517 -59.26 1,193 -59.06
2025-08-13 13F Transce3nd, LLC 900 -3.12 23 -4.35
2025-07-22 13F Mascoma Wealth Management LLC 8,941 -16.01 225 -15.41
2025-07-10 13F CWC Advisors, LLC. 8,238 -0.10 207 0.49
2025-07-30 13F Ethic Inc. 28,180 -63.59 708 -63.30
2025-05-14 13F Oarsman Capital, Inc. 0 -100.00 0
2025-08-12 13F BlackRock, Inc. 832 -20.08 21 -23.08
2025-07-09 13F Parkside Advisors LLC 86,192 -2.79 2,169 -2.08
2025-07-22 13F Valeo Financial Advisors, LLC 45,040 -5.58 1,134 -4.95
2025-08-07 13F Brio Consultants, LLC 109,527 -5.08 2,757 -4.41
2025-08-13 13F Continuum Advisory, LLC 14,421 -5.18 363 -4.74
2025-04-21 13F ORG Partners LLC 0 -100.00 0
2025-04-28 13F Fedenia Advisers LLC 0 -100.00 0
2025-05-08 13F Endeavor Private Wealth, Inc. 0 -100.00 0
2025-05-08 13F Essential Planning, LLC. 0 -100.00 0
2025-04-22 13F Veridan Wealth LLC 13,479 -25.13 337 -24.49
2025-08-06 13F Modera Wealth Management, LLC 497,791 -0.17 12,529 0.55
2025-07-14 13F Opal Wealth Advisors, LLC 39,976 -5.79 1,006 -5.09
2025-08-11 13F United Capital Financial Advisers, Llc 41,615 -21.69 1,047 -21.16
2025-05-13 13F LifePlan Investment Advisors, Inc. 0 -100.00 0
2025-07-15 13F Mather Group, Llc. 154,483 -16.66 3,888 -16.06
2025-08-01 13F May Hill Capital, LLC 0 -100.00 0
2025-08-14 13F Clarity Asset Management, Inc. 4,951 -1.35 125 -0.80
2025-08-14 13F Hrt Financial Lp 0 -100.00 0
2025-04-16 13F Martel Wealth Advisors Inc 0 -100.00 0
2025-07-14 13F Sweeney & Michel, Llc 8,522 -0.37 213 0.95
2025-08-08 13F Creative Planning 8,136 -29.04 205 -28.67
2025-05-15 13F One Wealth Capital Management, Llc 0 -100.00 0
2025-08-08 13F Francis Financial, Inc. 393,692 -2.41 9,909 -1.71
2025-08-06 13F AE Wealth Management LLC 3,357 -0.03 84 1.20
2025-08-12 13F MAI Capital Management 8,870 -0.74 223 0.00
2025-07-17 13F Willow Creek Wealth Management Inc. 44,437 -1.40 1,118 -0.71
2025-07-14 13F Northland Capital Management LLC 185,722 -7.85 4,675 -7.19
2025-08-01 13F Envestnet Asset Management Inc 685,807 -9.43 17,262 -8.78
2025-08-12 13F Putnam Fl Investment Management Co 370,847 -3.20 9,334 -2.50
2025-05-15 13F Guardian Wealth Advisors, Llc / Nc 0 -100.00 0
2025-08-14 13F Mml Investors Services, Llc 28,452 -15.86 1
2025-05-06 13F PFG Advisors 0 -100.00 0 -100.00
2025-07-23 13F Prime Capital Investment Advisors, LLC 0 -100.00 0
2025-07-29 13F Private Wealth Management Group, LLC 17,928 -1.61 451 -0.88
2025-08-13 13F SageView Advisory Group, LLC 28,744 -7.60 721 -7.21
2025-04-28 13F Financial Advocates Investment Management 0 -100.00 0
2025-07-25 13F Strategic Point Investment Advisors, LLC 74,590 -6.36 1,877 -5.68
2025-08-14 13F Fiduciary Trust Co 111,973 -5.17 2,818 -4.47
2025-04-30 13F Sharkey, Howes & Javer 0 -100.00 0
2025-08-04 13F One Day In July LLC 23,310 -1.39 587 -0.68
2025-08-12 13F Steward Partners Investment Advisory, Llc 5,929 -4.05 149 -3.25
2025-07-17 13F One Wealth Advisors, LLC 22,449 -13.17 565 -12.54
2025-07-17 13F Johnson Bixby & Associates, LLC 19,547 -12.77 492 -12.32
2025-08-13 13F Capital Analysts, Inc. 535 -19.79 0
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 15,148 -15.18 0
2025-04-08 13F Global Financial Private Client, LLC 0 -100.00 0
2025-08-11 13F Avantax Planning Partners, Inc. 14,226 -35.62 358 -35.14
2025-08-27 13F/A Brinker Capital Investments, LLC 8,105 -3.11 204 -2.39
2025-08-05 13F Cherry Tree Wealth Management, LLC 11,288 -0.04 284 0.71
2025-08-07 13F Verus Capital Partners, Llc 0 -100.00 0
2025-07-07 13F Shotwell Rutter Baer Inc 19,598 -0.47 491 -0.20
2025-07-30 13F Nottingham Advisors, Inc. 12,810 -1.06 322 -0.31
2025-07-10 13F Marshall Financial Group LLC 13,831 -2.90 346 -2.54
2025-05-12 13F Austin Private Wealth, LLC 0 -100.00 0
2025-07-24 13F IFP Advisors, Inc 218 -69.17 5 -70.59
2025-08-14 13F Warren Averett Asset Management, LLC 13,450 -4.27 339 -3.70
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 0 -100.00 0
2025-08-08 13F Avantax Advisory Services, Inc. 11,476 -0.88 289 -0.35
2025-08-12 13F Seeds Investor Llc 155,199 -5.08 3,906 -4.41
2025-08-26 13F/A Thrivent Financial For Lutherans 21,177 -74.19 1 -100.00
2025-07-14 13F Abacus Wealth Partners, LLC 28,180 -63.59 709 -63.34
2025-05-06 13F Kelman-Lazarov, Inc. 0 -100.00 0
2025-08-13 13F Cresset Asset Management, LLC 24,671 -39.45 621 -39.10
2025-08-14 13F CoreCap Advisors, LLC 289 -22.31 7 -22.22
2025-08-11 13F HighTower Advisors, LLC 98,097 -3.87 2,469 -3.18
2025-08-14 13F Kovitz Investment Group Partners, LLC 10,106 -2.59 254 -1.93
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 67,984 -7.24 2 0.00
2025-08-06 13F Summit Wealth Group, LLC 41,326 -3.78 1 0.00
2025-07-23 13F Integris Wealth Management, LLC 267,597 -4.97 6,735 -4.28
2025-05-09 13F Deutsche Bank Ag\ 0 -100.00 0 -100.00
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 0 -100.00 0
2025-07-09 13F Dynamic Advisor Solutions LLC 140,343 -7.58 3,532 -6.91
2025-05-15 13F/A Orion Portfolio Solutions, LLC 8,365 -40.84 209 -40.11
2025-08-11 13F One Capital Management, LLC 113,713 -4.32 2,862 -3.64
2025-04-29 13F Pensionmark Financial Group, Llc 0 -100.00 0
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-08-13 13F Ally Invest Advisors Inc. 21,265 -0.39 535 0.38
2025-08-05 13F Bank of New York Mellon Corp 544,185 -7.57 13,697 -6.90
2025-08-01 13F Rossby Financial, LCC 0 -100.00 0
2025-08-12 13F Ameritas Investment Partners, Inc. 24,737 -1.93 623 -1.27
2025-04-22 13F/A NorthRock Partners, LLC 0 -100.00 0 -100.00
2025-08-14 13F UBS Group AG 448,189 -0.47 11,281 0.25
2025-08-04 13F Creative Financial Designs Inc /adv 1,536 -8.46 39 -7.32
2025-05-08 13F We Are One Seven, LLC 0 -100.00 0
2025-05-15 13F Tower Research Capital LLC (TRC) 0 -100.00 0
2025-08-14 13F Gen-Wealth Partners Inc 289 -18.59 7 -12.50
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 32,617 -13.11 821 -12.58
2025-04-18 13F Halbert Hargrove Global Advisors, Llc 0 -100.00 0 -100.00
2025-04-15 13F McKinley Carter Wealth Services, Inc. 0 -100.00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 974 -0.41 25 0.00
2025-07-21 13F Ameritas Advisory Services, LLC 6,925 -53.65 174 -53.35
2025-08-14 13F Goldman Sachs Group Inc 3,085,549 -4.12 77,663 -3.43
2025-08-15 13F Morgan Stanley 965,816 -2.86 24,310 -2.16
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 0 -100.00 0
2025-08-13 13F Acorns Advisers, LLC 588,958 -13.94 15 -17.65
2025-07-21 13F Creative Capital Management Investments LLC 2,991 -80.28 75 -80.16
2025-07-29 13F Kondo Wealth Advisors, Inc. 106,300 -20.26 2,664 -20.05
2025-04-30 13F Sofos Investments, Inc. 4,885 -51.30 122 -50.20
2025-07-24 13F Eastern Bank 15,132 -86.76 381 -86.69
2025-08-13 13F VestGen Advisors, LLC 23,988 -1.63 604 -0.99
2025-08-06 13F Commonwealth Equity Services, Llc 400,115 -39.38 10 -37.50
2025-04-09 13F RFG Advisory, LLC 0 -100.00 0
2025-08-11 13F Plum Street Advisors, LLC 53,998 -3.68 1,359 -3.00
2025-08-14 13F Citadel Advisors Llc 0 -100.00 0
2025-07-08 13F Parallel Advisors, LLC 16,328 -21.61 411 -21.15
2025-08-12 13F Tradition Wealth Management, LLC 16,145 -0.64 406 0.00
2025-08-05 13F McGinn Investment Management, Inc. 0 -100.00 0
2025-08-15 13F Equitable Holdings, Inc. 45,702 -8.30 1,150 -7.63
2025-07-18 13F PFG Investments, LLC 8,988 -17.60 226 -16.91
2025-05-13 13F EverSource Wealth Advisors, LLC 0 -100.00 0
2025-08-14 13F Fort Point Capital Partners LLC 45,519 -8.82 1,146 -8.18
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 54,350 -32.10 1,368 -31.65
2025-07-17 13F Symmetry Partners, LLC 14,608 -0.04 368 0.55
2025-07-24 13F Us Bancorp \de\ 3,640 -85.87 92 -85.85
2025-07-14 13F Park Avenue Securities Llc 8,545 -18.72 0
2025-07-24 13F PDS Planning, Inc 8,669 -1.76 218 -0.91
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 46,170 -7.44 1,162 -5.91
2025-08-14 13F Colony Group, LLC 56,038 -8.63 1,410 -7.96
2025-04-30 13F Horst & Graben Wealth Management LLC 0 -100.00 0
2025-07-25 13F Sequoia Financial Advisors, LLC 42,837 -11.83 1,078 -11.20
2025-07-30 13F Brookstone Capital Management 75,265 -5.39 1,894 -4.73
2025-07-23 13F Dohj, Llc 0 -100.00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 8,681 -4.46 217 -4.41
2025-08-12 13F Goepper Burkhardt LLC 13,594 -17.61 342 -16.99
2025-05-15 13F WealthTrak Capital Management LLC 0 -100.00 0
2025-04-22 13F Jfs Wealth Advisors, Llc 0 -100.00 0
2025-05-12 13F Townsquare Capital Llc 0 -100.00 0
2025-08-08 13F Cetera Investment Advisers 89,674 -2.38 2,257 -1.66
2025-07-22 13F Clarius Group, LLC 57,435 -1.39 1,446 -0.69
2025-07-30 13F Avidian Wealth Solutions, LLC 18,647 -0.21 469 0.64
2025-07-28 13F Arlington Financial Advisors, LLC 163,051 -4.57 4,104 -3.89
2025-07-31 13F Orion Capital Management LLC 8,901 -0.18 224 0.90
2025-08-14 13F Aprio Wealth Management, LLC 29,794 -5.18 750 -4.59
2025-04-01 13F Massmutual Trust Co Fsb/adv 0 -100.00 0
2025-08-13 13F GeoWealth Management, LLC 7,374 -21.88 186 -21.28
Other Listings
MX:SUSB
CL:SUSB
CL:SUSBCL
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista