SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF - Institutionelles Eigentümerschaft, Käufer

iShares Trust - iShares ESG Optimized MSCI USA ETF
US ˙ ARCA ˙ US4642888022

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares ESG Optimized MSCI USA ETF eröffnet haben, gehören Quent Long Short Global Small Cap Fund, LP, Tiaa-cref Individual & Institutional Services, Llc, Action Point Financial Planning, Llc, Heartwood Wealth Advisors LLC, Avail Investment Partners, LLC, January Capital Advisors LLC, Vanguard Advisers Inc, JDM Financial Group LLC, Gill Capital Partners, Llc, Bollard Group LLC, und EverSource Wealth Advisors, LLC .

Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
2026-06-01 13F Integrated Investment Consultants, LLC 3.549 1,00 469 -4,29
2026-04-28 13F SBI Securities Co., Ltd. 1.517 2,36 200 -2,91
2026-04-23 13F Bell Bank 3.802 502
2026-04-28 13F Quent Capital, LLC 91.969 0,31 12.149 -4,90
2026-04-16 13F McClarren Financial Advisors, Inc. 6.927 138,37 915 -4,98
2026-05-08 13F Coldstream Capital Management Inc 5.911 1,37 781 -3,94
2026-05-14 13F Lgl Partners, Llc 2.511 0,24 332 -4,89
2026-04-10 13F Harbor Group, Inc. 4.055 9,77 536 4,09
2026-05-19 13F Western Wealth Management, LLC 4.200 0,24 555 -4,97
2026-05-12 13F Bear Mountain Capital, Inc. 38.454 2,53 5.530 3,95
2026-04-13 13F Mather Group, Llc. 4.991 0,02 659 -5,18
2026-05-13 13F Avail Investment Partners, LLC 2.831 0
2026-05-05 13F HighTower Advisors, LLC 86.469 3,26 11.423 -2,11
2026-04-17 13F Stewardship Advisors, LLC 117.795 5,11 15.561 -0,36
2026-02-13 13F Colony Group, LLC 24.701 14,34 3.440 17,37
2026-04-29 13F Bluestem Financial Advisors, Llc 10.861 3,37 1.435 -2,05
2026-05-07 13F Basepoint Wealth LLC 379 0,53 50 -3,85
2026-05-14 13F Baird Financial Group, Inc. 184.874 0,05 24.422 -5,15
2026-05-14 13F Mill Creek Capital Advisors, LLC 7.835 0,15 1.035 -5,05
2026-05-01 13F Consilio Wealth Advisors, Llc 2.732 21,48 361 15,02
2026-05-13 13F ETF Portfolio Partners, Inc. 2.012 4,85 266 -0,75
2026-05-15 13F Goldman Sachs Group Inc 5.918 782
2026-04-09 13F Allodium Investment Consultants, LLC 2.488 0,04 329 -5,20
2026-04-30 13F Accredited Investors Inc. 52.961 4,47 6.996 -0,96
2026-05-15 13F Mission Wealth Management, Lp 412.271 0,31 54.461 -4,91
2026-01-29 13F Concurrent Investment Advisors, LLC 2.740 3,36 382 6,13
2026-05-07 13F Facet Wealth, Inc. 4.771 45,41 630 34,62
2026-04-29 13F Opulen Financial Group LLC 4.255 0,24 562 -4,91
2026-04-29 13F Red Crane Wealth Management, Llc 8.568 0,15 1.132 -5,12
2026-05-11 13F Collier Financial 197 0,51 26 -3,70
2026-05-15 13F Jones Financial Companies Lllp 37.922 13,99 4.894 5,57
2026-04-24 13F Root Financial Partners, LLC 331 10,33 44 4,88
2026-05-11 13F Legacy Edge Advisors, LLC 8.004 11,85 1.057 6,02
2026-04-14 13F Opal Wealth Advisors, LLC 844 111
2026-05-04 13F Westside Investment Management, Inc. 6.551 0,15 865 -5,05
2026-04-15 13F Cranbrook Wealth Management, LLC 648 0,15 86 -5,56
2026-05-15 13F Aqr Capital Management Llc 1.803 238
2026-05-15 13F Larson Financial Group LLC 183 0,55 24 -4,00
2026-05-15 13F/A Arrowroot Family Office, LLC 3.006 0,10 397 -5,02
2026-05-08 13F Steward Partners Investment Advisory, Llc 22.274 1,89 2.942 -3,41
2026-04-21 13F One Wealth Advisors, LLC 16.405 0,87 2.167 -4,37
2026-05-13 13F Mariner, LLC 183.905 2,13 24.294 -3,23
2026-04-24 13F Financial Life Planners 186 25
2026-05-04 13F Savant Capital, LLC 2.843 62,92 376 54,32
2026-05-14 13F EP Wealth Advisors, Inc. 5.131 2,03 678 -3,29
2026-05-08 13F Vanguard Advisers Inc 1.295 171
2026-04-22 13F Coston, McIsaac & Partners 336 0,30 0
2026-04-13 13F GoalVest Advisory LLC 16.096 2,99 2.126 -2,34
2026-05-14 13F Diversified Enterprises, LLC 3.573 0,53 472 -4,65
2026-05-14 13F Financial Network Wealth Advisors LLC 81 26,56 11 25,00
2026-04-20 13F Hoxton Planning & Management, LLC 1.975 22,52 261 16,07
2026-04-13 13F LexAurum Advisors, LLC 1.683 0,24 222 -2,20
2026-04-29 13F Penobscot Investment Management Company, Inc. 2.756 34,05 364 27,27
2026-05-07 13F Action Point Financial Planning, Llc 5.288 698
2026-05-13 13F Federation des caisses Desjardins du Quebec 9.442 8,93 1.247 3,31
2026-04-13 13F Shira Ridge Wealth Management 290.974 0,50 38.438 -4,72
2026-04-20 13F Apella Capital, LLC 7.364 11,75 1.059 15,25
2026-05-01 13F Connecticut Wealth Management, LLC 4.260 8,56 563 2,93
2026-05-15 13F Ameriprise Financial Inc 488.667 0,95 64.549 -4,34
2026-05-21 13F JDM Financial Group LLC 696 92
2026-05-01 13F Thrivent Financial For Lutherans 5.333 3,19 1
2026-05-11 13F Pathstone Holdings, LLC 31.749 0,08 4.194 -5,11
2026-05-05 13F Crestwood Advisors Group LLC 19.910 3,54 2.630 -1,83
2026-05-06 13F IMA Wealth, Inc. 522.494 1,56 69.022 -3,72
2026-04-13 13F Mallini Complete Financial Planning LLC 451 -5,26
2026-05-14 13F Allworth Financial LP 19.730 0,05 2.606 -5,13
2026-04-15 13F Stanich Group LLC 1.694 0,30 224 -5,11
2026-05-08 13F Resources Investment Advisors, LLC. 24.300 5,40 3.210 -0,06
2026-05-15 13F Royal Bank Of Canada 687.964 8,61 90.880 2,97
2026-05-15 13F Harbour Investments, Inc. 5.258 103,88 695 93,31
2026-05-15 13F Family Management Corp 1.798 6,64 238 1,28
2026-01-29 13F Comerica Bank 6.292 0,14 877 2,82
2026-05-05 13F Allspring Global Investments Holdings, LLC 0 0
2026-04-22 13F Janney Montgomery Scott LLC 48.516 4,54 6 0,00
2026-05-15 13F/A EverSource Wealth Advisors, LLC 40 5
2026-05-15 13F NorthRock Partners, LLC 27.246 1,48 3.599 -3,80
2026-05-06 13F SK Wealth Management, LLC 8.661 2,84 1.161 -2,85
2026-04-08 13F Warner Financial, Inc 3.711 0,08 490
2026-02-17 13F Glenmede Trust Co Na 8.514 48,74 1.186 80,52
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 21.420 1,54 2.830 -3,74
2026-05-15 13F Empowered Funds, LLC 1.680 222
2026-04-23 13F PayPay Securities Corp 29 3,57 4 33,33
2026-04-13 13F Gill Capital Partners, Llc 246 32
2026-04-10 13F Perigon Wealth Management, LLC 2.043 29,96 270 22,83
2026-04-06 13F GAMMA Investing LLC 884 20,44 117 13,73
2026-05-20 13F January Capital Advisors LLC 1.960 259
2026-05-15 13F Beacon Pointe Advisors, LLC 30.365 182,89 4.011 168,29
2026-05-15 13F Destination Wealth Management 45.006 1,48 5.945 -3,80
2026-04-20 13F Eagle Strategies LLC 1.735 2,97 229 -2,14
2026-05-11 13F Savvy Advisors, Inc. 5.105 11,66 674 5,81
2026-05-14 13F Acorns Advisers, LLC 451.156 2,84 60 -3,28
2026-04-21 13F Fingerlakes Wealth Management, Inc. 18.789 1,75 2.482 -3,54
2026-04-22 13F Citrine Capital LLC 7.265 0,21 960 -5,05
2026-05-15 13F Aufman Associates Inc 2.692 4,30 356 -1,11
2026-04-28 13F Goldstein Advisors, LLC 1.959 2,57 259 -3,01
2026-04-24 13F Ledyard National Bank 23.664 4,56 3.126 -0,86
2026-05-15 13F United Capital Financial Advisers, Llc 1.857 5,33 245 0,00
2026-05-01 13F Wealthspire Advisors, LLC 8.051 12,19 1.064 6,41
2026-04-24 13F Charter Oak Capital Management, LLC 76.374 6,08 10.089 0,57
2026-05-01 13F Pittenger & Anderson Inc 2.315 0,87 306 -4,39
2026-01-16 13F Trust Co Of Vermont 4.172 0,38 581 3,20
2026-04-24 13F Peregrine Asset Advisers, Inc. 3.822 0,92 505 -4,36
2026-05-11 13F Ashton Thomas Private Wealth, LLC 3.416 0,09 451 -5,05
2026-05-15 13F Nepc Llc 9.903 29,52 1.308 22,82
2026-05-12 13F Stifel Financial Corp 29.852 2,43 3.943 -2,91
2026-04-27 13F Financial Planning Fort Collins, LLC 8.001 3,63 1.158 7,72
2026-05-07 13F Advisor OS, LLC 1.734 0,99 229 -4,18
2026-05-05 13F Milestone Investment Advisors LLC 13.147 0,26 1.737 -4,98
2026-05-12 13F Moneta Group Investment Advisors Llc 7.308 0,38 965 -4,83
2026-04-21 13F Wesbanco Bank Inc 8.773 3,11 1.159 -2,28
2026-04-16 13F Brookstone Capital Management 36.554 4,12 4.829 -1,31
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 3.197 0,63 422 -4,52
2026-05-04 13F Envestnet Asset Management Inc 243.942 3,20 32.225 -2,17
2026-05-13 13F Bank Of Montreal /can/ 54.260 1,33 7.168 -3,94
2026-04-17 13F Wealthbridge Capital Management, Llc 4.554 0,02 602 -5,21
2026-05-05 13F Putnam Fl Investment Management Co 7.356 3,16 972 -2,22
2026-05-14 13F Us Bancorp \de\ 82.528 7,52 10.902 1,93
2026-05-05 13F Gould Asset Management Llc /ca/ 13.391 7,92 1.769 2,31
2026-05-04 13F Cornerstone Advisory, LLC 2.050 0,24 271 -5,26
2026-05-12 13F Financial Network Wealth Management LLC 34.689 0,03 5 0,00
2026-04-08 13F Miracle Mile Advisors, LLC 20.243 2,54 2.674 -2,76
2026-05-15 13F Carret Asset Management, Llc 7.069 0,24 934 -4,99
2026-05-13 13F Ubs Asset Management Americas Inc 4.386 158,15 579 145,34
2026-05-04 13F Geneos Wealth Management Inc. 1.993 0,35 263 -4,71
2026-04-23 13F Harbor Investment Advisory, Llc 3.277 0,21 433 -5,05
2026-04-20 13F McKinley Carter Wealth Services, Inc. 1.575 0,06 208 -5,02
2026-05-07 13F Dakota Wealth Management 2.516 0,16 332 -4,87
2026-05-15 13F Huntington National Bank 993 -2,94
2026-05-15 13F Equitable Holdings, Inc. 6.313 0,21 880 0,23
2026-04-10 13F High Probability Advisors, LLC 2.581 0,27 341 -5,03
2026-05-15 13F Mercer Global Advisors Inc /adv 397.779 30,06 52.547 23,30
2026-05-15 13F MAI Capital Management 4.941 10,61 653 4,82
2026-04-03 13F Investors Research Corp 918 12,36 121 7,08
2026-04-14 13F Clean Yield Group 539 71
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 526 69
2026-04-22 13F Harbor Asset Planning, Inc. 1.561 0,19 206 -5,07
2026-05-15 13F National Bank Of Canada /fi/ 1.025 135
2026-05-14 13F Bollard Group LLC 96 0
2026-05-07 13F Hollencrest Capital Management 1.055 25,15 139 18,80
2026-05-07 13F Sage Financial Group Inc 4.386 0,09 579 -5,08
2026-04-07 13F Abacus Planning Group, Inc. 8.241 0,01 1.089 -5,23
2026-04-30 13F Sequoia Financial Advisors, LLC 12.644 0,10 1.670 -5,11
2026-04-10 13F Corepath Wealth Partners Llc 3.461 7,25 476 3,49
2026-05-11 13F Commerce Bank 18.295 0,08 2.417 -5,14
2026-05-01 13F Fifth Third Bancorp 8.982 211,55 1.186 195,76
2026-05-01 13F Midwest Trust Co 7.950 2,93 1.050 -2,42
2026-05-14 13F Klingman & Associates, LLC 2.719 0,93 359 -4,27
2026-04-29 13F Skopos Labs, Inc. 2.182 5,92 288 -0,35
2026-05-15 13F Cresset Asset Management, LLC 19.880 0,08 2.626 -5,13
2026-04-22 13F Coastal Investment Advisors, Inc. 4 1
2026-04-30 13F Kestra Advisory Services, LLC 27.437 11,38 3.624 5,59
2026-05-12 13F Creative Planning 74.628 54,50 9.858 46,48
2026-05-06 13F Assetmark, Inc 635 5,31 84 -1,19
2026-04-17 13F Swp Financial Llc 2.671 7,61 353 2,03
2026-04-07 13F Farther Finance Advisors, LLC 6.450 6,70 859 1,90
2026-04-07 13F Heartwood Wealth Advisors LLC 3.830 506
2026-05-06 13F Brio Consultants, LLC 5.100 9,77 751 16,07
2026-05-13 13F Cetera Investment Advisers 96.974 0,80 12.810 -4,44
2026-04-29 13F Garde Capital, Inc. 34.665 7,48 4.579 1,89
2026-05-15 13F Perennial Investment Advisors, LLC 1.671 0,12 221 -5,17
2026-04-27 13F HB Wealth Management, LLC 20.226 0,09 2.672 -5,12
2026-05-11 13F Bailard, Inc. 23.947 2,17 3.163 -3,15
2026-05-15 13F Excelsior Advisor Network LLC 2.608 3,45 345 -1,99
2026-04-30 13F LRI Investments, LLC 4.940 3,50 653 -1,95
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 14.363 1.897
2026-05-04 13F Global View Capital Management LLC 3.224 4,00 426 -1,39
2026-04-20 13F Ronald Blue Trust, Inc. 387 0,26 51 -3,77
2026-05-15 13F Cerity Partners LLC 35.077 1,26 4.634 -4,02
2026-04-22 13F Continuum Advisory, LLC 3.279 433
2026-04-22 13F Financially in Tune, LLC 23.152 0,51 3.058 -4,71
2026-05-14 13F Captrust Financial Advisors 44.408 10,28 5.861 4,46
2026-04-28 13F Whittier Trust Co 1.000 134
2026-04-29 13F Marino, Stram & Associates Llc 9.478 0,06 1.252 -5,16
2026-05-15 13F Fmr Llc 16.107 11,47 2.128 5,66
2026-05-05 13F Mjp Associates Inc /adv 1.691 0,18 223 -5,11
2026-05-12 13F Wood Tarver Financial Group, LLC 1.912 0,10 0
2026-04-17 13F Morris Financial Concepts, Inc. 5.677 5,50 750 0,00
2026-05-14 13F StoneX Group Inc. 1.701 225
2026-04-22 13F Traphagen Investment Advisors Llc 7.550 0,15 997 -5,05
2026-02-17 13F Snowden Capital Advisors LLC 8.717 0,21 1.215 2,88
2026-05-11 13F Wells Fargo & Company/mn 392.073 3,48 51.793 -1,90
2026-05-15 13F Evelyn Partners Investment Management (Europe) Ltd 428 613,33 57 600,00
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 91.685 12.776
2026-05-01 13F International Assets Investment Management, Llc 111 3,74 15 0,00
2026-05-01 13F Smart Portfolios, LLC 7.488 3,53 989 -1,79
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