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Get Institutions for : 
Ishares Global Green Bond Etf (BGRN)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 111    1
Total shares held : 
 5,237,861  
% of shares held : 
 21.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   25  
Amount of shares held : 
 283,277  
% of shares held change : 
   1.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 61,955
 1.18%
 
Increased Positions :
52
 433,096
 8.27%
 
Unchanged Positions :
22
 118,644
 2.27%
 
Decreased Positions :
28
-168,218
-3.21%
 
Closed Positions :
8
-43,556
-0.83%
 
Guru Positions :
0
 0%
 
View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for period: 3-31-2024 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF NEW YORK MELLON CORP 2534 - 2024-06-30 70,918 $3,301,000 -1,332
   UBS Group AG 2432 - 2024-06-30 69,339 $3,227,000 -588
   Stewardship Advisors LLC 26 - 2024-06-30 53,590 $2,494,000 -47,268
   Bank Julius Baer & Co. Ltd Zurich 216 - 2024-06-30 31,630 $1,638,000 -26,570
   ROBINSON SMITH WEALTH ADVISORS LLC 24 - 2024-06-30 25,715 $1,197,000 -7,473
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1965 - 2024-06-30 25,613 $1,192,000 -268
   HIGHTOWER ADVISORS, LLC 1717 - 2024-06-30 25,388 $1,182,000 -7,074
   AMERIPRISE FINANCIAL INC 3183 - 2024-06-30 16,666 $776,000 -57
   Dynamic Advisors Solutions LLC 513 - 2024-06-30 16,446 $765,000 -210
   FINANCIAL ARCHITECTS INC 176 - 2023-06-30 14,753 $687,000 -992
   Cardinal Point Wealth Management Partners LLC 45 - 2023-03-31 13,359 $629,000 -76
   KESTRA PRIVATE WEALTH SERVICES LLC 743 - 2024-06-30 13,251 $617,000 -138
   JANE STREET GROUP LLC 4100 - 2024-06-30 13,261 $617,000 -47,985
   Vontobel Holding Ltd. 728 - 2024-06-30 12,687 $590,000 -3,218
   Advisor Group Holdings Inc. 2638 - 2024-06-30 12,206 $568,000 -8,525
   Berger Financial Group Inc 200 - 2024-06-30 12,051 $561,000 -5,334
   Carr Financial Group Corp 108 - 2024-06-30 10,150 $472,000 -4,466
   Cardinal Point Capital Management ULC 57 - 2024-06-30 8,734 $406,000 -1,260
   PFG Investments LLC 572 - 2024-06-30 7,738 $360,000 -98
   Elevated Capital Advisors LLC 219 - 2024-06-30 4,693 $218,000 -125
   HALBERT, HARGROVE/RUSSELL LLC 73 - 2024-06-30 4,530 $211,000 -1,765
   Clarity Asset Management Inc. 36 - 2024-06-30 3,471 $162,000 -117
   Continuum Advisory LLC 468 - 2024-06-30 2,356 $110,000 -8
   Morton Brown Family Wealth LLC 74 - 2024-06-30 2,063 $97,000 -56
   Federation des caisses Desjardins du Quebec 1295 - 2024-06-30 1,643 $76,000 -800
   Hartland & Co. LLC 1217 - 2024-06-30 821 $38,000 -906
   Mascoma Wealth Management LLC 406 - 2024-06-30 108 $5,000 -90
   Signature Resources Capital Management LLC 330 - 2024-06-30 34 $2,000 -21
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3189 - 2024-06-30 30 $1,000 -1,305
   FOSTER DYKEMA CABOT & PARTNERS LLC 304 - 2024-06-30 17 $1,000 -1,161
  30 Records found
  1    
  Page 1 of 1
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