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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Ally Invest Advisors Inc. 16 *New 2024-03-31 154,653 $4,984,000 154,653
   BROWN ADVISORY HOLDINGS INC 551 *New 2024-03-31 108,816 $3,507,000 108,816
   GeoWealth Management LLC 119 *New 2024-03-31 104,540 $3,369,000 104,540
   Financial Advocates Investment Management 319 *New 2024-03-31 16,769 $941,000 16,769
   Change Path LLC 402 *New 2024-03-31 27,986 $902,000 27,986
   MARSHALL WACE LLP 1559 *New 2024-03-31 21,118 $681,000 21,118
   Catalytic Wealth RIA LLC 180 *New 2024-03-31 13,635 $439,000 13,635
   Portfolio Strategies Inc. 79 *New 2024-03-31 12,227 $394,000 12,227
   Atomi Financial Group Inc. 441 *New 2024-03-31 11,691 $377,000 11,691
   Aaron Wealth Advisors 218 *New 2024-03-31 9,469 $305,000 9,469
   Per Stirling Capital Management LLC. 188 *New 2024-03-31 9,387 $303,000 9,387
   Columbia Trust Co 01012016 127 *New 2023-12-31 7,685 $246,000 7,685
   Willow Creek Wealth Management Inc. 128 *New 2023-12-31 7,432 $238,000 7,432
   FOSTER DYKEMA CABOT & PARTNERS LLC 89 *New 2024-03-31 7,291 $235,000 7,291
   ADVISOR PARTNERS II LLC 1106 *New 2023-09-30 7,518 $228,000 7,518
   PATHSTONE FAMILY OFFICE, LLC 1441 *New 2023-09-30 7,468 $226,000 7,468
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 165 *New 2024-03-31 6,809 $219,000 6,809
   Petix & Botte Co 132 *New 2024-03-31 6,721 $217,000 6,721
   Topel & Distasi Wealth Management LLC 73 *New 2024-03-31 6,721 $217,000 6,721
   Continuum Advisory LLC 364 *New 2024-03-31 6,292 $210,000 6,292
   CFM WEALTH PARTNERS LLC 152 *New 2024-03-31 6,311 $203,000 6,311
   HTLF Bank 223 *New 2024-03-31 6,245 $201,000 6,245
   MORRIS FINANCIAL CONCEPTS INC. 105 *New 2024-03-31 4,262 $137,000 4,262
   Atlantic Trust Group LLC 1563 *New 2024-03-31 2,013 $65,000 2,013
   Fernwood Investment Management LLC 480 *New 2024-03-31 504 $16,000 504
   BALDWIN BROTHERS INC/MA 568 *New 2024-03-31 210 $7,000 210
   Frazier Financial Advisors LLC 512 *New 2024-03-31 229 $7,000 229
   WOODMONT INVESTMENT COUNSEL LLC 343 *New 2024-03-31 178 $6,000 178
   YHB INVESTMENT ADVISORS, INC. 831 *New 2024-03-31 85 $3,000 85
   SCBT FINANCIAL CORP 643 *New 2024-03-31 38 $1,000 38
   Burleson & Company LLC 368 *New 2022-12-31 16 $0 16
   WHITE BAY PT LLC 369 *New 2024-03-31 2 $0 2
  32 Records found
  1    
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