SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF - Net Long/Short Value

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

SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF - Net Long/Short Value
In questa pagina sono riportate le valutazioni nette long/short per ogni partecipazione istituzionale segnalata tramite i depositi 13F o NPORT. Per calcolare il valore netto long/short, aggiungiamo il valore delle azioni al valore delle opzioni call e sottraiamo il valore delle opzioni put. I fondi che segnalano posizioni corte prese in prestito riporteranno i valori azionari come negativi. Le posizioni nette lunghe avranno numeri positivi nella colonna valore netto long/short, mentre le posizioni nette corte avranno valori negativi nella stessa colonna.
Proprietario Valore azionario
($1000)
Valore call
($1000)
Valore put
($1000)
Valore netto long/short
($1000)
Harbor Group, Inc.
LFA - Lugano Financial Advisors SA
Emerald Investment Partners, Llc
Walkner Condon Financial Advisors LLC
Bradley & Co. Private Wealth Management, LLC
Cerity Partners LLC
Gerber Kawasaki Wealth & Investment Management
Glenview Trust Co
Mechanics Bank Trust Department
Weaver Consulting Group
Acorns Advisers, LLC
Robertson Stephens Wealth Management, LLC
EP Wealth Advisors, Inc.
Addison Advisors LLC
Birchbrook, Inc.
Gould Asset Management Llc /ca/
Us Bancorp \de\
HighTower Advisors, LLC
Trust Co
AlTi Global, Inc.
Traveka Wealth, LLC
O'shaughnessy Asset Management, Llc
Empowered Funds, LLC
3EDGE Asset Management, LP
Montis Financial, LLC
Fund Evaluation Group, LLC
Blair William & Co/il
Nautilus Advisors LLC
McAdam, LLC
Global View Capital Management LLC
Mather Group, Llc.
Allodium Investment Consultants, LLC
Eagle Strategies LLC
Private Wealth Management Group, LLC
Winthrop Advisory Group LLC
Millstone Evans Group, LLC
Highview Capital Management LLC/DE/
Action Point Financial Planning, Llc
Rossmore Private Capital
Frederick Financial Consultants, LLC
OLIO Financial Planning
PayPay Securities Corp
Integrity Financial Corp /WA
Mercer Global Advisors Inc /adv
Stratos Wealth Partners, LTD.
Jpmorgan Chase & Co
PFG Investments, LLC
Crestwood Advisors Group LLC
Mallini Complete Financial Planning LLC
Bradley Foster & Sargent Inc/ct
Truist Financial Corp
Strategic Wealth Partners, Ltd.
Modern Wealth Management, LLC
Sage Financial Group Inc
BlackRock, Inc.
Garde Capital, Inc.
Wealthspire Advisors, LLC
Allworth Financial LP
IMA Wealth, Inc.
Garrett Investment Advisors LLC
Fusion Family Wealth LLC
Warren Averett Asset Management, LLC
Evelyn Partners Investment Management (Europe) Ltd
Fairview Capital Investment Management, Llc
CoreCap Advisors, LLC
Baird Financial Group, Inc.
Comerica Bank
Colonial Trust Advisors
Fifth Third Bancorp
Mariner, LLC
Hilltop Wealth Advisors, Llc
Dunhill Financial, LLC
Modera Wealth Management, LLC
ETF Portfolio Partners, Inc.
Morgan Stanley
Boston Family Office Llc
NorthRock Partners, LLC
Arcadia Investment Advisors Llc
Cranbrook Wealth Management, LLC
Cresset Asset Management, LLC
Princeton Global Asset Management LLC
Aqr Capital Management Llc
Abacus Planning Group, Inc.
Pittenger & Anderson Inc
Haverford Trust Co
Coldstream Capital Management Inc
Common Fund For Nonprofit Organizations
Biltmore Family Office, LLC
Sax Wealth Advisors, Llc
Spire Wealth Management
SNS Financial Group, LLC
Hallmark Capital Management Inc
Glenmede Trust Co Na
Colorado Capital Management, Inc.
SageView Advisory Group, LLC
Northwestern Mutual Wealth Management Co
Pointe Capital Management LLC
Carret Asset Management, Llc
Private Trust Co Na
Larson Financial Group LLC
Bessemer Group Inc
Evergreen Wealth Partners LLC
Commonwealth Equity Services, Llc
Financial Perspectives, Inc
Stanich Group LLC
Klingman & Associates, LLC
Pinnacle Wealth Management Advisory Group, LLC
Clean Yield Group
Perennial Investment Advisors, LLC
Pacific Center for Financial Services
Rehmann Capital Advisory Group
JNBA Financial Advisors
First Command Advisory Services, Inc.
Susquehanna International Group, Llp
National Bank Of Canada /fi/
Gill Capital Partners, Llc
Axis Wealth Partners, LLC
Quent Capital, LLC
Marks Group Wealth Management, Inc
Hoxton Planning & Management, LLC
Mjp Associates Inc /adv
SOA Wealth Advisors, LLC.
Penobscot Investment Management Company, Inc.
Spinnaker Trust
SCS Capital Management LLC
Zevin Asset Management Llc
HCR Wealth Advisors
Vanguard Advisers Inc
JDM Financial Group LLC
Diversified Trust Co
Coastal Investment Advisors, Inc.
Mml Investors Services, Llc
Investment Research Partners LLC
WJ Wealth Management, LLC
Root Financial Partners, LLC
Collier Financial
Leavell Investment Management, Inc.
Maimon Wealth Management Ltd.
Hollencrest Capital Management
Evoke Wealth, Llc
Aspiriant, Llc
Associated Banc-corp
Legacy Edge Advisors, LLC
McGinn Investment Management, Inc.
Excelsior Advisor Network LLC
Rockefeller Capital Management L.P.
AdvisorNet Financial, Inc
Aprio Wealth Management, LLC
Win Advisors, Inc
Financial Planning Hawaii, Inc.
Well Done, LLC
Grove Bank & Trust
Harbour Trust & Investment Management Co
Peak Financial Management, Inc.
MAI Capital Management
Janney Montgomery Scott LLC
Marino, Stram & Associates Llc
CX Institutional
Kraft, Davis & Associates, LLC
Skopos Labs, Inc.
Relyea Zuckerberg Hanson LLC
Pure Financial Advisors, Inc.
Ubs Asset Management Americas Inc
Long Run Wealth Advisors, LLC
Cetera Investment Advisers
Ellevest, Inc.
Evelyn Partners Investment Management Services Ltd
Miracle Mile Advisors, LLC
Tanglewood Legacy Advisors, LLC
Global Retirement Partners, LLC
Financial Life Planners
TrustBank
Armor Investment Advisors, LLC
Connecticut Wealth Management, LLC
Citrine Capital LLC
Moisand Fitzgerald Tamayo, LLC
Ronald Blue Trust, Inc.
Midwest Trust Co
Empower Advisory Group, LLC
Westend Capital Management LLC
Financial Insights, Inc.
Harfst & Associates, Inc.
Merit Financial Group, LLC
Coastline Trust Co
BigSur Wealth Management LLC
Avantax Planning Partners, Inc.
Grimes & Company, Inc.
Rollins Financial Advisors, LLC
United Capital Financial Advisers, Llc
Sand Hill Global Advisors, LLC
Whittier Trust Co Of Nevada Inc
Flagship Wealth Advisors, Llc
J. Mark Nickell & Co.
Huntington National Bank
Moneta Group Investment Advisors Llc
Kennebec Savings Bank
Swp Financial Llc
CWS Financial Advisors, LLC
SHP Wealth Management
Heartwood Wealth Advisors LLC
Brinker Capital Investments, LLC
Guardian Wealth Advisors, Llc / Nc
Bailard, Inc.
Continuum Advisory, LLC
Argyle Capital Partners, LLC
International Assets Investment Management, Llc
CIBC Asset Management Inc
Refined Wealth Management
Johnson Investment Counsel Inc
West Financial Advisors, LLC
Red Crane Wealth Management, Llc
Envestnet Portfolio Solutions, Inc.
Silverlake Wealth Management Llc
Richmond Investment Services, LLC
Parkshore Wealth Management, Inc.
Bluestem Financial Advisors, Llc
Wiley Bros.-aintree Capital, Llc
Agf Management Ltd
First Manhattan Co
Vontobel Holding Ltd.
Valley National Advisers Inc
Capital Investment Advisory Services, LLC
Equitable Holdings, Inc.
Advisor OS, LLC
Bollard Group LLC
We Are One Seven, LLC
Brio Consultants, LLC
Van Hulzen Asset Management, LLC
Brookstone Capital Management
Harbor Asset Planning, Inc.
Sharper & Granite LLC
BridgePort Financial Solutions, LLC
Heritage Wealth Advisors
Guardsman Private Capital Management, Inc.
Curbstone Financial Management Corp
Dorsey & Whitney Trust CO LLC
Pathstone Holdings, LLC
Advisory Services Network, LLC
Perigon Wealth Management, LLC
Financial Network Wealth Management LLC
Beacon Pointe Advisors, LLC
JustInvest LLC
Longview Financial Advisors LLC
Ulland Investment Advisors, LLC
Front Row Advisors LLC
Washington Trust Advisors, Inc.
Kmg Fiduciary Partners, Llc
Corundum Group, Inc.
M&t Bank Corp
Adirondack Trust Co
Creative Planning
Family Management Corp
VERITY Wealth Advisors
Wealthgarden F.s. Llc
Punch & Associates Investment Management, Inc.
Nbc Securities, Inc.
Western Wealth Management, LLC
Asempa Wealth Advisors
Qube Research & Technologies Ltd
Wescott Financial Advisory Group, LLC
Advisor Group Holdings, Inc.
Westside Investment Management, Inc.
Moment Partners, LLC
Raymond James Financial Inc
Ritholtz Wealth Management
Hughes Financial Services, LLC
Betterment LLC
Concurrent Investment Advisors, LLC
Clarity Asset Management, Inc.
Evergreen Capital Management Llc
Flagship Private Wealth, LLC
Northern Trust Corp
Capital Investment Counsel, LLC
Arkadios Wealth Advisors
Aptus Capital Advisors, LLC
Prestige Wealth Management Group LLC
Greenup Street Wealth Management Llc
Hills Bank & Trust Co
DAVENPORT & Co LLC
Nbt Bank N A /ny
Boothe Investment Group, Inc.
McClarren Financial Advisors, Inc.
Opal Wealth Advisors, LLC
Steward Partners Investment Advisory, Llc
Strategic Financial Concepts, LLC
Howe & Rusling Inc
Running Point Capital Advisors, LLC
Signaturefd, Llc
Pine Haven Investment Counsel, Inc
Farther Finance Advisors, LLC
Archetype Wealth Partners
Milestone Investment Advisors LLC
HB Wealth Management, LLC
Tompkins Financial Corp
Caldwell Trust Co
Portfolio Resources Advisor Group, Inc.
Captrust Financial Advisors
Diversified Enterprises, LLC
Summit Financial, LLC
Ameritas Advisory Services, LLC
Farrow Financial Inc.
GoalVest Advisory LLC
Cornerstone Wealth Management, LLC
StoneX Group Inc.
Founders Financial Alliance, LLC
WHI TRUST Co LLC
eCIO, Inc.
Wealthbridge Capital Management, Llc
SBI Securities Co., Ltd.
Mill Capital Management, LLC
D.a. Davidson & Co.
SK Wealth Management, LLC
Coston, McIsaac & Partners
ProVise Management Group, LLC
Roof Eidam & Maycock/adv
Acropolis Investment Management, LLC
UBS Group AG
Private Wealth Asset Management, LLC
Shira Ridge Wealth Management
Berman McAleer LLC
Dynamic Advisor Solutions LLC
Evolve Private Wealth, Llc
Nepc Llc
Litman Gregory Asset Management LLC
Bank of New Hampshire
MEMBERS Trust Co
IAG Wealth Partners, LLC
Harbour Investments, Inc.
Charter Trust Co
Sequoia Financial Advisors, LLC
Laird Norton Trust Company, Llc
Private Advisor Group, LLC
Hengehold Capital Management Llc
High Probability Advisors, LLC
Smart Portfolios, LLC
Angeles Wealth Management, Llc
Assetmark, Inc
Wealth Enhancement Advisory Services, Llc
Riverbend Wealth Management, LLC
VestGen Advisors, LLC
Corepath Wealth Partners Llc
Baron Silver Stevens Financial Advisors, Llc
Putnam Fl Investment Management Co
Royal Bank Of Canada
Whittier Trust Co
Fingerlakes Wealth Management, Inc.
Harbor Investment Advisory, Llc
Kelman-Lazarov, Inc.
Charter Oak Capital Management, LLC
Bell Bank
Kesler, Norman & Wride, LLC
Financially in Tune, LLC
Destination Wealth Management
First Pacific Financial
Sigma Planning Corp
First Foundation Advisors
Savvy Advisors, Inc.
Kestra Advisory Services, LLC
January Capital Advisors LLC
Goldstein Advisors, LLC
Keybank National Association/oh
Magnus Financial Group LLC
Pinnacle Associates Ltd
Laurel Oak Wealth Management, Llc
Dakota Wealth Management
Sound Stewardship, LLC
Fiduciary Trust Co
Chicago Partners Investment Group LLC
Lgl Partners, Llc
Forza Wealth Management, LLC
AllSquare Wealth Management LLC
Financial Network Wealth Advisors LLC
May Hill Capital, LLC
Rossby Financial, LCC
Consolidated Planning Corp
Trust Co Of Vermont
Resources Investment Advisors, LLC.
Aufman Associates Inc
Bond & Devick Financial Network, Inc.
Bear Mountain Capital, Inc.
DHJJ Financial Advisors, Ltd.
American Capital Advisory, LLC
Villere St Denis J & Co Llc
Regions Financial Corp
Peregrine Asset Advisers, Inc.
Round Rock Advisors, LLC
M Holdings Securities, Inc.
CI Private Wealth, LLC
Freestone Capital Holdings, LLC
Retirement Income Solutions, Inc
Mutual Advisors, LLC
Cambridge Investment Research Advisors, Inc.
Warner Financial, Inc
EverSource Wealth Advisors, LLC
Mmbg Investment Advisors Co.
Tradition Wealth Management, LLC
Mason & Associates Inc
Stewardship Advisors, LLC
Mission Wealth Management, Lp
LPL Financial LLC
Ameriprise Financial Inc
Baker Avenue Asset Management, LP
Sanctuary Advisors, LLC
Oxford Financial Group Ltd
Endeavor Private Wealth, Inc.
Citizens Financial Group Inc/ri
Thrivent Financial For Lutherans
Meridian Financial, LLC
Financial Services Advisory Inc
Asset Dedication, LLC
Bank Of America Corp /de/
Ashton Thomas Private Wealth, LLC
Parsons Capital Management Inc/ri
Consilio Wealth Advisors, Llc
New Covenant Trust Company, N.A.
Guerra Pan Advisors, Llc
Journey Strategic Wealth Llc
Prentiss Smith & Co Inc
LRI Investments, LLC
Catherine Avery Investment Management LLC
Atlantic Union Bankshares Corp
Destiny Capital Corp/CO
Jfs Wealth Advisors, Llc
Financial Advisory Service, Inc.
Bank Of Montreal /can/
Allspring Global Investments Holdings, LLC
Pnc Financial Services Group, Inc.
Pathway Financial Advisors LLC
Hartland & Co., LLC
Investors Research Corp
Apella Capital, LLC
TriaGen Wealth Management LLC
Evercore Wealth Management, LLC
Federation des caisses Desjardins du Quebec
Evelyn Partners Asset Management Ltd
Simmons Bank
Facet Wealth, Inc.
Russell Investments Group, Ltd.
Sunbelt Securities, Inc.
ASL Financial, LLC
Shepherd Financial Partners LLC
Progressive Investment Management Corp
Bigelow Investment Advisors, LLC
Hantz Financial Services, Inc.
Rsm Us Wealth Management Llc
Accredited Investors Inc.
Smartleaf Asset Management LLC
Snowden Capital Advisors LLC
Glen Eagle Advisors, LLC
Cwm, Llc
Financial Planning Fort Collins, LLC
Mill Creek Capital Advisors, LLC
Opulen Financial Group LLC
Align Financial, LLC
Bartlett & Co. Wealth Management Llc
Pensionmark Financial Group, Llc
GAMMA Investing LLC
Wells Fargo & Company/mn
Foster Dykema Cabot & Partners, Llc
Avail Investment Partners, LLC
Sound View Wealth Advisors Group, LLC
Ameritas Investment Partners, Inc.
Parallel Advisors, LLC
Tower Research Capital LLC (TRC)
Zrc Wealth Management, Llc
Triumph Capital Management
Cornerstone Advisory, LLC
Lido Advisors, LLC
Ryan Investment Management, Inc.
Financial Connections Group, Inc.
Portland Global Advisors LLC
Envestnet Asset Management Inc
Wealth Architects, LLC
Creekside Partners
One Wealth Advisors, LLC
Natural Investments, Llc
Colony Group, LLC
Hm Payson & Co
Crewe Advisors LLC
Basepoint Wealth LLC
Wesbanco Bank Inc
AE Wealth Management LLC
Morris Financial Concepts, Inc.
Pilgrim Partners Asia Pte Ltd
Arrowroot Family Office, LLC
LVZ Advisors, Inc.
TFC Financial Management
Quent Long Short Global Small Cap Fund, LP
Capital Advisors Wealth Management, LLC
Franklin Resources Inc
Abound Wealth Management
Red Reef Advisors Llc
Integrated Wealth Concepts LLC
Chilton Capital Management Llc
Focus Financial Network, Inc.
Lodestone Wealth Management LLC
Ledyard National Bank
LexAurum Advisors, LLC
Integrated Investment Consultants, LLC
Geneos Wealth Management Inc.
Pinnacle Financial Partners, Inc.
CIBC Private Wealth Group, LLC
Jones Financial Companies Lllp
Wood Tarver Financial Group, LLC
Commerce Bank
Tiaa-cref Individual & Institutional Services, Llc
Goldman Sachs Group Inc
Balanced Rock Investment Advisor
Savant Capital, LLC
Bank Julius Baer & Co. Ltd, Zurich
Flagship Harbor Advisors, Llc
Traphagen Investment Advisors Llc
Trillium Asset Management, Llc
Bell Investment Advisors, Inc
Stifel Financial Corp
Resonant Capital Advisors, LLC
Wealth Enhancement Trust Services, Inc.
Finley Financial, LLC
McKinley Carter Wealth Services, Inc.
Fmr Llc
Golden State Wealth Management, LLC
Alliancebernstein L.p.
Grand Wealth Management, Llc
Ferguson Wellman Capital Management, Inc
St Germain D J Co Inc
North Star Investment Management Corp.
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