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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
   Empower Advisory Group LLC 29 - 2024-03-31 5,786,152 $186,488,000 -51,010
   MORGAN STANLEY 1004 - 2024-03-31 4,141,527 $133,481,000 -96,431
   GOLDMAN SACHS GROUP INC/ 733 - 2024-03-31 2,693,533 $86,813,000 -211,635
   CREATIVE PLANNING 125 - 2024-03-31 1,704,857 $54,948,000 -17,255
   AMERIPRISE FINANCIAL INC 831 - 2024-03-31 1,468,936 $47,413,000 -916,637
   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
   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
   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
   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
   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
   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
   LITMAN GREGORY ASSET MANAGEMENT LLC 42 - 2024-03-31 149,854 $4,830,000 -16,318
   WRAPMANAGER INC 19 - 2024-03-31 133,957 $4,317,000 -590
   BAILARD BIEHL & KAISER INC 155 - 2024-03-31 132,081 $4,257,000 -3,807
   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
   AMERIVEST INVESTMENT MANAGEMENT LLC 85 - 2023-06-30 110,751 $3,503,000 -11,215
   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
   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
   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
   HPM Partners LLC 928 - 2024-03-31 68,294 $2,198,000 -3,313
   EQ LLC 21 - 2024-03-31 66,773 $2,152,000 -4,239
   Cetera Investment Advisers 614 - 2024-03-31 66,573 $2,146,000 -8,308
   AlTi Global Inc. 141 - 2024-03-31 65,896 $2,124,000 -6,457
   QUADRANT CAPITAL GROUP LLC 89 - 2024-03-31 63,089 $2,033,000 -135
   RSM US WEALTH MANAGEMENT LLC 183 - 2024-03-31 60,187 $1,940,000 -1,171
   TIEDEMANN WEALTH MANAGEMENT, LLC 77 - 2023-09-30 61,262 $1,855,000 -74,169
   JONES FINANCIAL COMPANIES LLLP 201 - 2024-03-31 56,377 $1,817,000 -258
   THRIVENT FINANCIAL FOR LUTHERANS 1457 - 2024-03-31 53,179 $1,714,000 -22,919
   Baron Financial Group LLC 29 - 2024-03-31 53,023 $1,709,000 -3,554
   Integrated Wealth Concepts LLC 573 - 2024-03-31 50,903 $1,641,000 -9,951
   Goss Wealth Management LLC 763 - 2024-03-31 50,689 $1,634,000 -38,164
   Garde Capital Inc. 67 - 2023-12-31 47,819 $1,533,000 -15,785
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2084 - 2024-03-31 46,853 $1,510,000 -145,867
   Kestra Advisory Services LLC 1007 - 2024-03-31 46,131 $1,487,000 -3,392
   Atria Wealth Solutions Inc. 744 - 2024-03-31 44,871 $1,446,000 -3,350
   Bear Mountain Capital Inc. 24 - 2024-03-31 46,361 $1,445,000 -2,462
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 649 - 2024-03-31 44,275 $1,427,000 -167
   TWIN FOCUS CAPITAL PARTNERS, LLC 61 - 2024-03-31 44,111 $1,422,000 -7,580
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 490 - 2024-03-31 43,663 $1,407,000 -10,660
   KEYBANK NATIONAL ASSOCIATION/OH 458 - 2024-03-31 43,462 $1,401,000 -6,595
   Balanced Rock Investment Advisor 25 - 2024-03-31 42,798 $1,379,000 -4,878
   JMG FINANCIAL GROUP, LTD. 58 - 2024-03-31 42,643 $1,374,000 -6,357
   EVOKE WEALTH LLC 151 - 2024-03-31 40,383 $1,302,000 -65
   CITIZENS FINANCIAL GROUP INC/RI 188 - 2024-03-31 40,375 $1,301,000 -1,137
   One Wealth Advisors LLC 68 - 2024-03-31 39,253 $1,265,000 -8,826
   ALLIANCEBERNSTEIN L.P. 2155 - 2024-03-31 37,088 $1,195,000 -5,664
   HOWLAND CAPITAL MANAGEMENT INC 130 - 2024-03-31 33,315 $1,074,000 -14,601
   Objective Capital Management LLC 34 - 2023-12-31 32,967 $1,057,000 -3,926
   Affinity Capital Advisors LLC 60 - 2024-03-31 32,429 $1,045,000 -8,608
   Opes Wealth Management LLC 59 - 2024-03-31 31,907 $1,028,000 -1,938
   Orion Portfolio Solutions LLC 983 - 2024-03-31 30,783 $992,000 -1,802
   Mutual Advisors LLC 478 - 2024-03-31 30,111 $970,000 -11,639
   RENAISSANCE TECHNOLOGIES LLC 2510 - 2024-03-31 30,000 $967,000 -33,300
   REGATTA CAPITAL GROUP LLC 79 - 2024-03-31 29,753 $959,000 -1,984
   Brookstone Capital Management 494 - 2024-03-31 29,724 $958,000 -1,282
   Trust Co 61 - 2024-03-31 28,633 $923,000 -971
   LFA - Lugano Financial Advisors SA 34 - 2024-03-31 28,392 $915,000 -1,703
   Equitable Holdings Inc. 642 - 2024-03-31 27,874 $898,000 -1,888
   Parallel Advisors LLC 399 - 2024-03-31 26,087 $841,000 -854
   WEIL COMPANY INC 67 - 2024-03-31 25,309 $816,000 -550
   AMUNDI 1238 - 2024-03-31 25,876 $810,000 -32,864
   GOULD ASSET MANAGEMENT LLC /CA/ 63 - 2024-03-31 25,111 $809,000 -520
   MCKINLEY CARTER WEALTH SERVICES, INC. 169 - 2024-03-31 25,019 $806,000 -448
   Buckingham Strategic Partners 271 - 2024-03-31 24,944 $804,000 -2,957
   CLS INVESTMENT FIRM LLC 808 - 2022-12-31 26,745 $804,000 -8,191
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 168 - 2024-03-31 23,960 $772,000 -456,313
   Horst & Graben Wealth Management LLC 65 - 2024-03-31 23,732 $765,000 -238
   HILLTOP WEALTH ADVISORS LLC 29 - 2024-03-31 23,638 $762,000 -673
   BB&T CORP 1726 - 2024-03-31 23,398 $754,000 -10,944
   UMA Financial Services Inc. 74 - 2024-03-31 24,043 $750,000 -4,169
   TNF LLC 40 - 2024-03-31 23,500 $747,000 -6,024
   VISION CAPITAL MANAGEMENT INC 80 - 2024-03-31 23,088 $744,000 -423
   PRUDENTIAL FINANCIAL INC 2002 - 2024-03-31 22,180 $715,000 -1,578
   Connecticut Wealth Management LLC 183 - 2024-03-31 21,141 $681,000 -99,082
   COMMERCE BANK N A/MO 780 - 2024-03-31 19,003 $612,000 -370
   RAYMOND JAMES TRUST CO 645 - 2024-03-31 18,480 $596,000 -5,178
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1476 - 2024-03-31 18,111 $584,000 -816
  100 Records found
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