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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
   J P MORGAN CHASE & CO 182 - 2024-03-31 11,029,932 $1,268,001,000 355,054
   TIAA TRUST NATIONAL ASSOCIATION 13 - 2024-03-31 4,583,976 $526,974,000 767
   TIAA FSB 13 - 2023-06-30 4,566,732 $445,074,000 122,786
   NORTHERN TRUST CORP 248 - 2024-03-31 3,621,342 $416,309,000 521,298
   Betterment LLC 24 - 2024-03-31 2,562,322 $294,565,000 8,838
   Acorns Advisers LLC 7 - 2024-03-31 2,228,941 $256,239,000 37,438
   Wealthfront Advisers LLC 23 - 2024-03-31 1,671,008 $192,099,000 131,464
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 106 - 2024-03-31 771,648 $88,712,000 36,890
   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
   FIDUCIARY TRUST CO 22 - 2024-03-31 469,968 $54,028,000 18,282
   BNP PARIBAS ARBITRAGE SA 318 - 2024-03-31 450,787 $51,822,000 358,182
   MERCER GLOBAL ADVISORS INC /ADV 118 - 2024-03-31 357,305 $41,150,000 45,927
   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
   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
   TWO SIGMA ADVISERS, LLC 318 - 2024-03-31 193,800 $22,279,000 125,000
   JOURNEY STRATEGIC WEALTH LLC 6 - 2024-03-31 187,052 $21,504,000 3,525
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 386 - 2024-03-31 158,826 $18,259,000 78,442
   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
   ATRIA INVESTMENTS LLC 88 - 2023-12-31 152,557 $16,006,000 7,545
   Erickson Financial Group LLC 3 - 2024-03-31 132,378 $15,218,000 671
   Affinity Capital Advisors LLC 7 - 2024-03-31 129,157 $14,848,000 15,604
   Apella Capital LLC 32 - 2024-03-31 120,597 $13,772,000 664
   AlTi Global Inc. 34 - 2024-03-31 111,634 $12,833,000 33,013
   MARINER WEALTH ADVISORS, LLC 473 - 2024-03-31 100,719 $11,579,000 12,500
   Blue Edge Capital LLC 14 - 2024-03-31 100,232 $11,523,000 12,350
   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
   Spectrum Wealth Counsel LLC 19 - 2024-03-31 93,004 $10,692,000 1,263
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 424 - 2024-03-31 85,926 $9,878,000 548
   IEQ CAPITAL LLC 115 - 2024-03-31 72,035 $8,281,000 70,099
   NATIONAL ASSET MANAGEMENT, INC. 93 - 2024-03-31 87,574 $8,259,000 18,884
   Grubman Wealth Management 13 - 2024-03-31 71,358 $8,203,000 776
   Relyea Zuckerberg Hanson LLC 14 - 2024-03-31 70,940 $8,155,000 8,296
   TIEDEMANN WEALTH MANAGEMENT, LLC 40 - 2023-09-30 76,317 $7,197,000 4,995
   Miracle Mile Advisors LLC 89 - 2024-03-31 61,166 $7,032,000 7,779
   Dynamic Advisors Solutions LLC 103 - 2024-03-31 60,845 $6,995,000 554
   Keystone Financial Services 6 - 2023-12-31 66,242 $6,950,000 3,187
   FRANKLIN RESOURCES INC 1130 - 2024-03-31 59,858 $6,881,000 3,003
   HPM Partners LLC 581 - 2024-03-31 56,240 $6,421,000 1,257
   LAKE STREET ADVISORS GROUP LLC 57 - 2024-03-31 52,946 $6,087,000 18,268
   TOWER RESEARCH CAPITAL LLC 105 - 2024-03-31 51,498 $5,920,000 51,444
   PARSEC FINANCIAL MANAGEMENT, INC. 87 - 2023-03-31 62,359 $5,640,000 5,453
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 92 - 2024-03-31 47,429 $5,452,000 551
   Trilogy Capital Inc. 62 - 2024-03-31 47,343 $5,443,000 62
   Klaas Financial Asset Advisors LLC 16 - 2024-03-31 47,204 $5,427,000 1,246
   RHS Financial LLC 10 - 2024-03-31 44,412 $5,106,000 2,565
   Parallel Advisors LLC 122 - 2024-03-31 42,769 $4,917,000 3,750
   Aptus Capital Advisors LLC 175 - 2024-03-31 41,723 $4,796,000 32,111
   Spectrum Planning & Advisory Services Inc. 4 - 2023-12-31 45,419 $4,765,000 368
   Stratos Wealth Partners LTD. 252 - 2024-03-31 39,018 $4,486,000 1,076
   CoreCap Advisors LLC 67 - 2023-12-31 42,553 $4,465,000 2,039
   Bogart Wealth LLC 98 - 2024-03-31 33,669 $3,871,000 1,176
   Equitable Holdings Inc. 309 - 2024-03-31 31,385 $3,608,000 1,019
   My Legacy Advisors LLC 14 - 2023-12-31 33,830 $3,550,000 597
   Integris Wealth Management LLC 21 - 2024-03-31 30,726 $3,532,000 49
   Change Path LLC 137 - 2024-03-31 30,088 $3,459,000 23,119
   BAYSTATE WEALTH MANAGEMENT LLC 39 - 2023-12-31 32,912 $3,453,000 613
   Wealth Architects LLC 35 - 2024-03-31 29,400 $3,380,000 398
   BANK OF MONTREAL /CAN/ 1170 - 2024-03-31 29,271 $3,369,000 27,458
   DFPG INVESTMENTS INC. 104 - 2023-12-31 29,821 $3,078,000 1,891
   WCG Wealth Advisors LLC 90 - 2024-03-31 26,345 $3,029,000 6,749
   PLANNING ALTERNATIVES LTD /ADV 16 - 2024-03-31 26,182 $3,010,000 140
   HB Wealth Management LLC 197 - 2024-03-31 25,340 $2,913,000 151
   Balanced Rock Investment Advisor 12 - 2024-03-31 24,781 $2,849,000 8,190
   MILLENNIUM MANAGEMENT LLC 2264 - 2024-03-31 24,518 $2,819,000 16,436
   BANGOR SAVINGS BANK 40 - 2024-03-31 23,408 $2,691,000 863
   Ascent Group LLC 120 - 2024-03-31 23,076 $2,653,000 139
   Fingerlakes Wealth Management Inc. 9 - 2024-03-31 22,506 $2,587,000 736
   CITADEL ADVISORS LLC 2232 - 2024-03-31 21,346 $2,454,000 21,346
   Rockefeller Capital Management L.P. 947 - 2024-03-31 19,854 $2,283,000 1,516
   REDW Stanley Financial Advisors LLC 29 - 2024-03-31 19,391 $2,229,000 60
   ZRC WEALTH MANAGEMENT LLC 24 - 2024-03-31 19,133 $2,199,000 6,593
   Leo Wealth LLC 78 - 2024-03-31 19,011 $2,185,000 26
   Foster Group Inc. 54 - 2024-03-31 18,789 $2,160,000 433
   White Lighthouse Investment Management Inc. 40 - 2024-03-31 18,486 $2,125,000 21
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 576 - 2024-03-31 18,467 $2,123,000 1,580
   Opes Wealth Management LLC 45 - 2024-03-31 18,351 $2,110,000 2,850
   HF Advisory Group LLC 24 - 2024-03-31 17,343 $1,994,000 2,188
   AXXCESS WEALTH MANAGEMENT LLC 251 - 2024-03-31 17,232 $1,981,000 863
   COOK WEALTH MANAGEMENT GROUP LLC 14 - 2024-03-31 17,507 $1,943,000 3,258
   PFG Investments LLC 208 - 2024-03-31 16,110 $1,852,000 4,220
   Jordan Park Group LLC 32 - 2024-03-31 15,870 $1,824,000 1,386
   Clearview Wealth Advisors LLC 11 - 2024-03-31 15,595 $1,793,000 1,218
   Garde Capital Inc. 64 - 2023-12-31 16,312 $1,711,000 178
   HARVEST GROUP WEALTH MANAGEMENT LLC 23 - 2023-03-31 18,871 $1,707,000 6,563
   Annis Gardner Whiting Capital Advisors LLC 21 - 2024-03-31 14,606 $1,679,000 6,273
   Retirement Income Solutions Inc 35 - 2024-03-31 14,108 $1,622,000 480
   HRT FINANCIAL LLC 651 - 2024-03-31 13,518 $1,554,000 13,518
   1ST SOURCE BANK 108 - 2024-03-31 13,003 $1,495,000 783
   Sigma Planning Corp 408 - 2024-03-31 11,780 $1,354,000 2,763
   J.W. COLE ADVISORS INC. 291 - 2024-03-31 11,083 $1,274,000 1,291
   Qube Research & Technologies Ltd 1708 - 2024-03-31 11,022 $1,267,000 8,831
   Treynor Bancshares Inc. 37 - 2024-03-31 10,865 $1,249,000 5
  100 Records found
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