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Get Institutions for : 
IShares MSCI EM ESG ETF (ESGE)  
$33.88 0.09 (0.26%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 478    21
Total shares held : 
 81,965,723  
% of shares held : 
 49.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 -6,421,702  
% of shares held change : 
   -3.9%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $30.11  
Last Quarter's Ending Price : 
 $32.06  
Last Quarter's Average Price : 
 $30.84  
Change from last quarter's     
avg. price to the last closing  : 
3.04 (9.86%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
28
 491,445
 0.6%
 
Increased Positions :
192
 4,613,004
 5.63%
 
Unchanged Positions :
80
 879,362
 1.07%
 
Decreased Positions :
178
-10,800,693
-13.18%
 
Closed Positions :
49
-725,458
-0.89%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 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 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 AMERICA CORP /DE/ 333 - 2024-03-31 16,159,427 $520,818,000 1,356,147
   Empower Advisory Group LLC 29 - 2024-03-31 5,786,152 $186,488,000 -51,010
   Personal Capital Advisors Corp 23 - 2022-12-31 5,644,157 $169,720,000 290,122
   TIAA TRUST NATIONAL ASSOCIATION 45 - 2024-03-31 5,087,975 $163,985,000 112,351
   TIAA FSB 41 - 2023-06-30 4,802,472 $151,902,000 30,121
   MORGAN STANLEY 1004 - 2024-03-31 4,141,527 $133,481,000 -96,431
   NORTHERN TRUST CORP 606 - 2024-03-31 3,230,806 $104,129,000 176,269
   Betterment LLC 37 - 2024-03-31 2,987,211 $96,278,000 271,731
   JANE STREET GROUP LLC 127 - 2024-03-31 2,824,467 $91,033,000 1,810,107
   GOLDMAN SACHS GROUP INC/ 733 - 2024-03-31 2,693,533 $86,813,000 -211,635
   ENVESTNET ASSET MANAGEMENT INC 486 - 2024-03-31 2,628,791 $84,726,000 11,720
   Wealthfront Advisers LLC 37 - 2024-03-31 2,509,901 $80,894,000 173,408
   WIT LLC 8 - 2024-03-31 1,874 $60,384,000 985
   J P MORGAN CHASE & CO 1102 - 2024-03-31 1,798,214 $57,956,000 182,394
   UBS Group AG 705 - 2024-03-31 1,739,916 $56,077,000 173,754
   CREATIVE PLANNING 125 - 2024-03-31 1,704,857 $54,948,000 -17,255
   Ellevest Inc. 8 - 2024-03-31 1,623,738 $52,333,000 936,080
   AMERIPRISE FINANCIAL INC 831 - 2024-03-31 1,468,936 $47,413,000 -916,637
   FMR LLC 1427 - 2024-03-31 1,132,562 $36,502,000 397,872
   BANK OF MONTREAL /CAN/ 512 - 2024-03-31 1,080,464 $35,191,000 1,077,737
   Acorns Advisers LLC 16 - 2024-03-31 1,045,728 $33,704,000 76,905
   LPL FINANCIAL CORP 726 - 2024-03-31 997,408 $32,146,000 21,409
   WELLS FARGO & CO/MN 894 - 2024-03-31 976,090 $31,459,000 6,478
   BLACKROCK INC. 2731 - 2024-03-31 860,945 $27,748,000 -961,940
   US BANCORP 260 - 2024-03-31 851,769 $27,453,000 -3,894
   PNC FINANCIAL SERVICES GROUP INC 363 - 2024-03-31 754,940 $24,332,000 8,922
   ROYAL BANK OF CANADA 1079 - 2024-03-31 689,383 $22,219,000 128,188
   M&T BANK CORP 193 - 2024-03-31 680,448 $21,931,000 54,519
   MISSION WEALTH MANAGEMENT LLC 27 - 2024-03-31 642,185 $20,698,000 40,837
   MERCER GLOBAL ADVISORS INC /ADV 203 - 2024-03-31 592,249 $19,119,000 84,484
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 316 - 2024-03-31 549,519 $17,711,000 -59,883
   FIFTH THIRD BANCORP 194 - 2024-03-31 503,383 $16,224,000 -12,875
   Envestnet Portfolio Solutions Inc. 164 - 2024-03-31 499,996 $16,115,000 -31,692
   Money Design Co.Ltd. 31 - 2024-03-31 470,706 $15,171,000 5,273
   CITADEL ADVISORS LLC 1066 - 2024-03-31 415,765 $13,400,000 344,623
   COMMONWEALTH EQUITY SERVICES LLC. 662 - 2024-03-31 410,835 $13,241,000 -61,701
   HIGHTOWER ADVISORS, LLC 590 - 2024-03-31 405,782 $13,079,000 -3,963
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 697 - 2024-03-31 391,653 $12,623,000 18,451
   FIDUCIARY TRUST CO 90 - 2024-03-31 360,346 $11,614,000 3,029
   EMPIRICAL FINANCIAL SERVICES, LLC 57 - 2024-03-31 350,824 $11,307,000 5,307
   SEI INVESTMENTS CO 867 - 2024-03-31 342,172 $11,028,000 24,244
   CI Private Wealth LLC 508 - 2024-03-31 331,888 $10,697,000 8,269
   PARTNERS CAPITAL INVESTMENT GROUP LLP 43 - 2024-03-31 300,203 $9,676,000 -23,725
   OLD MISSION CAPITAL LLC 67 - 2024-03-31 299,724 $9,660,000 -112,117
   IMPACTfolio LLC 5 - 2024-03-31 295,951 $9,539,000 4,117
   High Note Wealth LLC 11 - 2024-03-31 271,512 $8,751,000 2,443
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 705 - 2024-03-31 260,800 $8,406,000 -56,800
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 593 - 2024-03-31 213,939 $6,895,000 -33,331
   MARINER WEALTH ADVISORS, LLC 623 - 2024-03-31 212,862 $6,861,000 77,405
   SigFig Wealth Management LLC 41 - 2024-03-31 212,540 $6,850,000 22,571
   Baird Financial Group Inc. 601 - 2024-03-31 196,443 $6,331,000 15,219
   PARK AVENUE SECURITIES LLC 172 - 2024-03-31 187,100 $6,030,000 -4,377
   MML INVESTORS SERVICES LLC 579 - 2024-03-31 180,443 $5,816,000 -22,860
   ALESCO ADVISORS LLC 37 - 2024-03-31 164,877 $5,314,000 -1,745
   OXFORD FINANCIAL GROUP LTD 33 - 2024-03-31 157,516 $5,077,000 -525
   Pallas Capital Advisors LLC 93 - 2024-03-31 156,871 $5,056,000 -1,642
   Private Ocean LLC 27 - 2024-03-31 156,256 $5,036,000 -368,283
   Ally Invest Advisors Inc. 16 *New 2024-03-31 154,653 $4,984,000 154,653
   LITMAN GREGORY ASSET MANAGEMENT LLC 42 - 2024-03-31 149,854 $4,830,000 -16,318
   SAND HILL ADVISORS INC/CA 64 - 2024-03-31 149,287 $4,812,000 3,299
   Intergy Private Wealth LLC 16 - 2024-03-31 148,757 $4,794,000 1,996
   Nelson Van Denburg & Campbell Wealth Management Gr 87 - 2024-03-31 143,737 $4,633,000 143,737
   MODERA WEALTH MANAGEMENT, LLC 163 - 2024-03-31 143,327 $4,619,000 2,561
   Laurel Wealth Planning LLC 12 - 2024-03-31 140,875 $4,540,000 6,641
   WRAPMANAGER INC 19 - 2024-03-31 133,957 $4,317,000 -590
   RAYMOND JAMES & ASSOCIATES 1688 - 2024-03-31 132,625 $4,275,000 3,952
   MATHER GROUP, INC. 101 - 2024-03-31 133,308 $4,274,000 97
   BAILARD BIEHL & KAISER INC 155 - 2024-03-31 132,081 $4,257,000 -3,807
   Van Hulzen Asset Management LLC 73 - 2024-03-31 124,369 $4,008,000 2,255
   Icon Wealth Partners LLC 52 - 2023-09-30 124,894 $3,782,000 257
   PARSEC FINANCIAL MANAGEMENT, INC. 103 - 2023-03-31 117,770 $3,707,000 5,855
   H D Vest Advisory Services 381 - 2024-03-31 113,618 $3,662,000 10,388
   LAKE STREET ADVISORS GROUP LLC 87 - 2024-03-31 111,273 $3,586,000 -6,597
   Advisor Group Holdings Inc. 1274 - 2024-03-31 110,524 $3,563,000 -208,207
   DOHJ LLC 27 - 2024-03-31 109,187 $3,519,000 -2,306
   BROWN ADVISORY HOLDINGS INC 551 *New 2024-03-31 108,816 $3,507,000 108,816
   AMERIVEST INVESTMENT MANAGEMENT LLC 85 - 2023-06-30 110,751 $3,503,000 -11,215
   GeoWealth Management LLC 119 *New 2024-03-31 104,540 $3,369,000 104,540
   PRINCIPAL FINANCIAL GROUP INC 1698 - 2024-03-31 101,281 $3,264,000 0
   CITIGROUP INC 1465 - 2024-03-31 100,288 $3,232,000 -2,530
   WEALTHSOURCE PARTNERS LLC 77 - 2023-12-31 100,084 $3,209,000 -71,149
   Dynamic Advisors Solutions LLC 234 - 2024-03-31 96,276 $3,103,000 5,948
   First Ascent Asset Management LLC 34 - 2023-12-31 95,923 $3,075,000 18,808
   SAVANT CAPITAL MANAGEMENT INC 256 - 2024-03-31 94,957 $3,060,000 -2,108
   3EDGE Asset Management LP 22 - 2024-03-31 93,152 $3,002,000 -163,067
   Quent Capital LLC 51 - 2024-03-31 87,518 $2,821,000 9,484
   WCM INVESTMENT MANAGEMENT/CA 179 - 2024-03-31 87,224 $2,811,000 40,549
   NOTTINGHAM ADVISORS INC 39 - 2024-03-31 85,574 $2,758,000 -3,598
   HSBC HOLDINGS PLC 1074 - 2024-03-31 84,432 $2,721,000 -993
   MORNINGSTAR INVESTMENT SERVICES, INC. 152 - 2024-03-31 78,829 $2,540,000 -73,623
   COMERICA BANK 1066 - 2024-03-31 77,829 $2,508,000 -3,751
   ADVISORY SERVICES NETWORK, LLC 385 - 2024-03-31 77,608 $2,501,000 -1,120
   FINANCIAL NETWORK 929 - 2024-03-31 75,514 $2,434,000 -3,550
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 678 - 2023-09-30 79,938 $2,421,000 -6,499
   Steward Partners Investment Advisory LLC 521 - 2024-03-31 74,351 $2,396,000 -11,828
   BANK OF NEW YORK MELLON CORP 2678 - 2024-03-31 72,712 $2,344,000 -4,207
   Robertson Stephens Wealth Management LLC 140 - 2024-03-31 68,424 $2,205,000 1,495
   HPM Partners LLC 928 - 2024-03-31 68,294 $2,198,000 -3,313
   JNBA FINANCIAL ADVISORS 60 - 2024-03-31 67,686 $2,182,000 7,152
   HANSON MCCLAIN, INC. 308 - 2024-03-31 66,787 $2,153,000 4,691
  100 Records found
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