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Get Institutions for : 
Ishares Msci Usa Esg Optimized (ESGU)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 702    14
Total shares held : 
 110,192,743  
% of shares held : 
 6.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -3,279,570  
% of shares held change : 
   -0.18%  
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 :
30
 202,794
 0.18%
 
Increased Positions :
275
 6,387,045
 5.8%
 
Unchanged Positions :
124
 4,741,394
 4.3%
 
Decreased Positions :
273
-4,482,074
-4.07%
 
Closed Positions :
44
-5,387,335
-4.89%
 
Guru Positions :
2
88,342
 0.08%
 
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/ 135 - 2024-03-31 13,478,482 $1,549,486,000 -49,709
   J P MORGAN CHASE & CO 182 - 2024-03-31 11,029,932 $1,268,001,000 355,054
   ENVESTNET ASSET MANAGEMENT INC 90 - 2024-03-31 4,637,372 $533,112,000 -8,063,597
   TIAA TRUST NATIONAL ASSOCIATION 13 - 2024-03-31 4,583,976 $526,974,000 767
   BLACKROCK INC. 1008 - 2024-03-31 4,463,448 $513,118,000 -816,567
   TIAA FSB 13 - 2023-06-30 4,566,732 $445,074,000 122,786
   GOLDMAN SACHS GROUP INC/ 224 - 2024-03-31 3,723,250 $428,025,000 -81,557
   NORTHERN TRUST CORP 248 - 2024-03-31 3,621,342 $416,309,000 521,298
   MORGAN STANLEY 608 - 2024-03-31 2,737,679 $314,724,000 -446,222
   Betterment LLC 24 - 2024-03-31 2,562,322 $294,565,000 8,838
   WELLS FARGO & CO/MN 239 - 2024-03-31 2,347,354 $269,852,000 -68,420
   Acorns Advisers LLC 7 - 2024-03-31 2,228,941 $256,239,000 37,438
   BANK OF ITALY 5 - 2024-03-31 2,068,908 $237,842,000 0
   LPL FINANCIAL CORP 154 - 2024-03-31 2,000,926 $230,026,000 -1,364,167
   Wealthfront Advisers LLC 23 - 2024-03-31 1,671,008 $192,099,000 131,464
   SUMITOMO MITSUI FINANCIAL GROUP INC. 2 - 2024-03-31 1,160,614 $133,424,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 106 - 2024-03-31 951,194 $109,349,000 -106,188
   Empower Advisory Group LLC 67 - 2024-03-31 792,773 $91,137,000 -33,189
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 106 - 2024-03-31 771,648 $88,712,000 36,890
   Envestnet Portfolio Solutions Inc. 50 - 2024-03-31 757,806 $87,117,000 -1,127,766
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 100 - 2023-09-30 873,962 $82,074,000 20,687
   ROYAL BANK OF CANADA 580 - 2024-03-31 656,561 $75,478,000 158,758
   CITIGROUP INC 252 - 2024-03-31 620,297 $71,309,000 93,481
   Personal Capital Advisors Corp 65 - 2022-12-31 840,339 $71,219,000 39,108
   CWM LLC 62 - 2024-03-31 534,583 $61,456,000 -988,102
   AMERIPRISE FINANCIAL INC 719 - 2024-03-31 524,330 $60,766,000 -180,999
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 157 - 2024-03-31 526,300 $60,503,000 -115,730
   PARTNERS CAPITAL INVESTMENT GROUP LLP 13 - 2024-03-31 505,134 $58,070,000 -23,378
   MML INVESTORS SERVICES LLC 87 - 2024-03-31 500,693 $57,560,000 -640,627
   FIDUCIARY TRUST CO 22 - 2024-03-31 469,968 $54,028,000 18,282
   PARK AVENUE SECURITIES LLC 23 - 2024-03-31 461,008 $52,998,000 -1,002,162
   BNP PARIBAS ARBITRAGE SA 318 - 2024-03-31 450,787 $51,822,000 358,182
   WEALTHSOURCE PARTNERS LLC 4 - 2023-12-31 478,322 $50,186,000 -39,799
   SG AMERICAS SECURITIES LLC 82 *New 2024-03-31 415,857 $47,807,000 415,857
   UBS Group AG 804 - 2024-03-31 382,399 $43,961,000 -26,966
   MERCER GLOBAL ADVISORS INC /ADV 118 - 2024-03-31 357,305 $41,150,000 45,927
   HIGHTOWER ADVISORS, LLC 321 - 2024-03-31 317,497 $36,499,000 -33,568
   Ally Invest Advisors Inc. 9 - 2024-03-31 314,910 $36,202,000 -733
   ALESCO ADVISORS LLC 16 - 2024-03-31 314,160 $36,116,000 -7,995
   Advisor Group Holdings Inc. 248 - 2024-03-31 306,855 $35,295,000 -990,910
   KEYBANK NATIONAL ASSOCIATION/OH 141 - 2024-03-31 277,780 $31,934,000 42,226
   IMPACTfolio LLC 2 - 2024-03-31 261,982 $30,117,000 63,140
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 165 - 2024-03-31 259,119 $29,788,000 -87,166
   CREATIVE PLANNING 201 - 2024-03-31 257,512 $29,604,000 10,751
   TORONTO DOMINION BANK 239 - 2024-03-31 243,000 $27,935,000 243,000
   FINANCIAL NETWORK 168 - 2024-03-31 217,199 $24,969,000 -149,793
   Sharkey Howes & Javer 4 - 2024-03-31 205,742 $23,652,000 -18,778
   Brookstone Capital Management 54 - 2024-03-31 204,811 $23,545,000 -24,851
   JANNEY MONTGOMERY SCOTT LLC 283 - 2024-03-31 204,743 $23,537,000 -430,087
   TWO SIGMA ADVISERS, LLC 318 - 2024-03-31 193,800 $22,279,000 125,000
   AMERIVEST INVESTMENT MANAGEMENT LLC 49 - 2023-06-30 226,064 $22,032,000 -29,967
   JOURNEY STRATEGIC WEALTH LLC 6 - 2024-03-31 187,052 $21,504,000 3,525
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 306 - 2024-03-31 185,455 $21,320,000 -21,581
   Icon Wealth Partners LLC 8 - 2023-09-30 215,150 $20,205,000 -53,809
   RSM US WEALTH MANAGEMENT LLC 50 - 2024-03-31 171,792 $19,749,000 -1,519
   DOHJ LLC 4 - 2024-03-31 171,194 $19,681,000 -18,247
   Money Design Co.Ltd. 25 - 2024-03-31 167,336 $19,237,000 -7,342
   Cetera Investment Advisers 93 - 2024-03-31 167,228 $19,225,000 -222,622
   MISSION WEALTH MANAGEMENT LLC 30 - 2024-03-31 165,601 $19,037,000 -1,858
   RAYMOND JAMES & ASSOCIATES 819 - 2024-03-31 159,023 $18,281,000 -11,082
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 386 - 2024-03-31 158,826 $18,259,000 78,442
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 538 - 2024-03-31 158,794 $18,255,000 -2,435
   SAND HILL ADVISORS INC/CA 19 - 2024-03-31 157,358 $18,090,000 -7,881
   Integrated Wealth Concepts LLC 96 - 2024-03-31 152,440 $17,524,000 -20,312
   TWO SIGMA INVESTMENTS LLC 435 - 2024-03-31 146,500 $16,842,000 13,800
   Joel Isaacson & Co. LLC 20 - 2024-03-31 144,804 $16,647,000 6,925
   Van Hulzen Asset Management LLC 29 - 2024-03-31 139,311 $16,015,000 -4,839
   ATRIA INVESTMENTS LLC 88 - 2023-12-31 152,557 $16,006,000 7,545
   One Wealth Advisors LLC 7 - 2024-03-31 136,395 $15,680,000 -42,021
   Erickson Financial Group LLC 3 - 2024-03-31 132,378 $15,218,000 671
   NATIONAL BANK OF CANADA /FI/ 412 - 2024-03-31 132,600 $15,199,000 -50,000
   Northwest Capital Management Inc 6 - 2024-03-31 131,882 $15,161,000 -2,303
   Affinity Capital Advisors LLC 7 - 2024-03-31 129,157 $14,848,000 15,604
   Goss Wealth Management LLC 168 - 2024-03-31 123,508 $14,198,000 -225,718
   SPINNAKER TRUST 25 - 2024-03-31 120,925 $13,902,000 -1,051
   Apella Capital LLC 32 - 2024-03-31 120,597 $13,772,000 664
   Icon Wealth Advisors LLC 18 - 2024-03-31 119,480 $13,735,000 -93,297
   CLIENT 1ST ADVISORY GROUP LLC 4 - 2024-03-31 118,964 $13,676,000 -15,496
   SEI INVESTMENTS CO 784 - 2024-03-31 118,710 $13,647,000 -44,124
   SCHRODER INVESTMENT MANAGEMENT GROUP 577 - 2024-03-31 116,221 $13,361,000 -3,640
   AlTi Global Inc. 34 - 2024-03-31 111,634 $12,833,000 33,013
   Boulder Wealth Advisors LLC 4 - 2022-12-31 141,105 $11,959,000 0
   BB&T CORP 565 - 2024-03-31 103,756 $11,928,000 -74,114
   ALLIANCEBERNSTEIN L.P. 1070 - 2024-03-31 102,560 $11,790,000 -26,751
   MARINER WEALTH ADVISORS, LLC 473 - 2024-03-31 100,719 $11,579,000 12,500
   Plancorp LLC 25 - 2024-03-31 100,267 $11,527,000 -1,496
   Blue Edge Capital LLC 14 - 2024-03-31 100,232 $11,523,000 12,350
   STALEY CAPITAL ADVISERS INC 42 - 2024-03-31 100,135 $11,512,000 0
   Laurel Wealth Planning LLC 2 - 2024-03-31 99,299 $11,415,000 3,578
   PUTNAM FL INVESTMENT MANAGEMENT CO 90 - 2024-03-31 98,154 $11,284,000 14,193
   CI Private Wealth LLC 496 - 2024-03-31 97,654 $11,226,000 4,512
   OLD MISSION CAPITAL LLC 60 *New 2024-03-31 96,445 $11,087,000 96,445
   Maia Wealth LLC 2 - 2023-12-31 104,366 $10,950,000 0
   HARBOUR INVESTMENTS INC. 33 - 2023-12-31 103,099 $10,817,000 -1,108
   Kestra Advisory Services LLC 290 - 2024-03-31 94,016 $10,808,000 -20,296
   Atria Wealth Solutions Inc. 180 - 2024-03-31 93,684 $10,770,000 -97,734
   Spectrum Wealth Counsel LLC 19 - 2024-03-31 93,004 $10,692,000 1,263
   Lineweaver Wealth Advisors LLC 11 - 2024-03-31 92,981 $10,690,000 -717
   MULTIFINANCIAL SECURITIES CORP 233 - 2024-03-31 91,762 $10,549,000 -22,688
   Strategic Blueprint LLC 28 - 2024-03-31 91,605 $10,531,000 -26,808
  100 Records found
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