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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
   SG AMERICAS SECURITIES LLC 82 *New 2024-03-31 415,857 $47,807,000 415,857
   OLD MISSION CAPITAL LLC 60 *New 2024-03-31 96,445 $11,087,000 96,445
   Desjardins Global Asset Management Inc. 17 *New 2023-12-31 74,140 $7,777,000 74,140
   ING GROEP NV 301 *New 2024-03-31 50,000 $5,748,000 50,000
   FLOW TRADERS U.S. LLC 58 *New 2024-03-31 48,527 $5,579,000 48,527
   COLONY GROUP, LLC 373 *New 2024-03-31 32,605 $3,748,000 32,605
   KINGSWOOD WEALTH ADVISORS LLC 71 *New 2024-03-31 22,980 $2,642,000 22,980
   Idaho Trust Bank 9 *New 2024-03-31 22,506 $2,587,000 22,506
   Resonant Capital Advisors LLC 136 *New 2024-03-31 9,107 $1,047,000 9,107
   Traynor Capital Management Inc. 98 *New 2024-03-31 7,183 $826,000 7,183
   BNP Paribas Investment Partners S.A. 700 *New 2024-03-31 6,260 $720,000 6,260
   One Capital Management LLC 202 *New 2024-03-31 5,961 $685,000 5,961
   Ethic Inc. 728 *New 2024-03-31 4,975 $572,000 4,975
   Northwest Financial Advisors 58 *New 2024-03-31 4,538 $522,000 4,538
   CREDIT SUISSE/ 2579 *New 2024-03-31 4,292 $493,000 4,292
   Atomi Financial Group Inc. 346 *New 2024-03-31 4,287 $493,000 4,287
   VANGUARD GROUP INC 4053 *New 2024-03-31 3,665 $421,000 3,665
   Veriti Management LLC 525 *New 2024-03-31 3,591 $413,000 3,591
   Imprint Wealth LLC 203 *New 2024-03-31 3,106 $356,000 3,106
   ARQ WEALTH ADVISORS LLC 48 *New 2023-12-31 3,230 $339,000 3,230
   Wealthstream Advisors Inc. 91 *New 2024-03-31 2,910 $335,000 2,910
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 358 *New 2024-03-31 2,591 $298,000 2,591
   Per Stirling Capital Management LLC. 194 *New 2024-03-31 2,573 $296,000 2,573
   OPPENHEIMER & CO INC 1240 *New 2024-03-31 2,223 $256,000 2,223
   Bellwether Advisors LLC 109 *New 2024-03-31 2,169 $249,000 2,169
   Leverty Financial Group LLC 28 *New 2024-03-31 2,031 $233,000 2,031
   Tradition Wealth Management LLC 345 *New 2024-03-31 2,020 $232,000 2,020
   Vertex Planning Partners LLC 146 *New 2024-03-31 1,945 $224,000 1,945
   Adviser Investments LLC 506 *New 2024-03-31 1,903 $219,000 1,903
   WARREN AVERETT ASSET MANAGEMENT, LLC 643 *New 2024-03-31 1,898 $218,000 1,898
   BlueChip Wealth Advisors LLC 115 *New 2024-03-31 1,888 $217,000 1,888
   Gallacher Capital Management LLC 241 *New 2024-03-31 1,866 $215,000 1,866
   QRG CAPITAL MANAGEMENT INC. 1003 *New 2024-03-31 1,855 $213,000 1,855
   Klingman & Associates LLC 221 *New 2024-03-31 1,826 $210,000 1,826
   Autumn Glory Partners LLC 158 *New 2024-03-31 1,793 $206,000 1,793
   USAdvisors Wealth Management LLC 129 *New 2024-03-31 1,760 $202,000 1,760
   WEBSTERROGERS FINANCIAL ADVISORS LLC 74 *New 2024-03-31 1,746 $201,000 1,746
   PACIFIC CAPITAL WEALTH ADVISORS INC 96 *New 2024-03-31 874 $100,000 874
   Continuum Advisory LLC 587 *New 2024-03-31 453 $52,000 453
   YHB INVESTMENT ADVISORS, INC. 472 *New 2024-03-31 385 $44,000 385
   SANDY SPRING BANK 630 *New 2024-03-31 318 $37,000 318
   Future Financial Wealth Managment LLC 296 *New 2024-03-31 301 $35,000 301
   Trust Co 238 *New 2024-03-31 195 $22,000 195
   Sargent Bickham Lagudis LLC 592 *New 2022-12-31 234 $20,000 234
   ESL Trust Services LLC 106 *New 2024-03-31 115 $13,000 115
   CGC Financial Services LLC 199 *New 2024-03-31 100 $11,000 100
   WOODMONT INVESTMENT COUNSEL LLC 331 *New 2024-03-31 88 $10,000 88
   CALDWELL SUTTER CAPITAL INC. 583 *New 2024-03-31 58 $7,000 58
   THOMPSON INVESTMENT MANAGEMENT INC 370 *New 2024-03-31 44 $5,000 44
   GRADIENT INVESTMENTS LLC 724 *New 2024-03-31 44 $5,000 44
   Russell Investments Group Ltd. 2944 *New 2024-03-31 26 $3,000 26
   Crewe Advisors LLC 849 *New 2024-03-31 19 $2,000 19
  52 Records found
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