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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
   ENVESTNET ASSET MANAGEMENT INC 90 - 2024-03-31 4,637,372 $533,112,000 -8,063,597
   BLACKROCK INC. 1008 - 2024-03-31 4,463,448 $513,118,000 -816,567
   GOLDMAN SACHS GROUP INC/ 224 - 2024-03-31 3,723,250 $428,025,000 -81,557
   MORGAN STANLEY 608 - 2024-03-31 2,737,679 $314,724,000 -446,222
   WELLS FARGO & CO/MN 239 - 2024-03-31 2,347,354 $269,852,000 -68,420
   LPL FINANCIAL CORP 154 - 2024-03-31 2,000,926 $230,026,000 -1,364,167
   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
   Envestnet Portfolio Solutions Inc. 50 - 2024-03-31 757,806 $87,117,000 -1,127,766
   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
   PARK AVENUE SECURITIES LLC 23 - 2024-03-31 461,008 $52,998,000 -1,002,162
   WEALTHSOURCE PARTNERS LLC 4 - 2023-12-31 478,322 $50,186,000 -39,799
   UBS Group AG 804 - 2024-03-31 382,399 $43,961,000 -26,966
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 165 - 2024-03-31 259,119 $29,788,000 -87,166
   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
   AMERIVEST INVESTMENT MANAGEMENT LLC 49 - 2023-06-30 226,064 $22,032,000 -29,967
   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
   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
   Van Hulzen Asset Management LLC 29 - 2024-03-31 139,311 $16,015,000 -4,839
   One Wealth Advisors LLC 7 - 2024-03-31 136,395 $15,680,000 -42,021
   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
   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
   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
   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
   Plancorp LLC 25 - 2024-03-31 100,267 $11,527,000 -1,496
   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
   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
   STIFEL FINANCIAL CORP 808 - 2024-03-31 89,453 $10,283,000 -135,983
   NEUBERGER BERMAN GROUP LLC 782 - 2024-03-31 87,279 $10,034,000 -8,940
   Keebeck Wealth Management LLC 11 - 2024-03-31 86,657 $9,962,000 -35,229
   Clarity Asset Management Inc. 7 - 2024-03-31 83,277 $9,574,000 -140,190
   BANK OF NEW YORK MELLON CORP 2013 - 2024-03-31 78,191 $8,989,000 -221,369
   Prudent Man Advisors LLC 4 - 2024-03-31 76,532 $8,798,000 -1,726
   H D Vest Advisory Services 201 - 2024-03-31 75,434 $8,672,000 -33,703
   TNF LLC 7 - 2024-03-31 77,134 $8,563,000 -15,769
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 203 - 2024-03-31 70,315 $8,083,000 -227,933
   Cypress Wealth Services LLC 12 - 2024-03-31 69,517 $7,992,000 -26,673
   CFS Investment Advisory Services LLC 15 - 2024-03-31 65,078 $7,481,000 -44,143
   ADVISORY SERVICES NETWORK, LLC 141 - 2024-03-31 65,032 $7,476,000 -13,509
   PRUDENTIAL FINANCIAL INC 774 - 2024-03-31 63,882 $7,344,000 -76,575
   LINCOLN NATIONAL CORP 105 - 2024-03-31 63,424 $7,291,000 -6,841
   MODERA WEALTH MANAGEMENT, LLC 128 - 2024-03-31 62,812 $7,221,000 -1,773
   Financial Advisors LLC 8 - 2024-03-31 62,809 $7,220,000 -859
   EMPIRICAL FINANCIAL SERVICES, LLC 89 - 2024-03-31 61,501 $7,070,000 -842
   Private Ocean LLC 24 - 2024-03-31 61,340 $7,052,000 -2,997
   Farther Finance Advisors LLC 41 - 2024-03-31 61,406 $7,046,000 -20,227
   Private Advisor Group LLC 382 - 2024-03-31 55,729 $6,407,000 -10,289
   Orion Portfolio Solutions LLC 277 - 2024-03-31 54,681 $6,286,000 -49,184
   Invst LLC 34 - 2023-12-31 57,725 $6,275,000 -17,760
   Facet Wealth Inc. 38 - 2024-03-31 54,456 $6,184,000 -323
   HALBERT, HARGROVE/RUSSELL LLC 25 - 2024-03-31 53,433 $6,143,000 -2,124
   Long Run Wealth Advisors LLC 16 - 2024-03-31 52,135 $5,993,000 -1,833
   MA Private Wealth 17 - 2024-03-31 50,910 $5,853,000 -24,474
   Goodwin Investment Advisory 6 - 2024-03-31 49,484 $5,689,000 -6,897
   Mutual Advisors LLC 110 - 2024-03-31 49,436 $5,683,000 -15,456
   High Falls Advisors Inc 14 - 2024-03-31 49,360 $5,674,000 -30,902
   CAPTRUST FINANCIAL ADVISORS 464 - 2024-03-31 48,279 $5,550,000 -3,166
   FMR LLC 1931 - 2024-03-31 47,916 $5,508,000 -8,651
   HART & PATTERSON FINANCIAL GROUP LLC 13 - 2024-03-31 47,267 $5,434,000 -16,875
   Waypoint Wealth Partners Inc. 8 - 2024-03-31 47,044 $5,408,000 -125
   Summit Wealth Group LLC 8 - 2024-03-31 45,769 $5,262,000 -1,959
   TOWNSQUARE CAPITAL LLC 243 - 2024-03-31 45,139 $5,189,000 -16,685
   Perigon Wealth Management LLC 141 - 2024-03-31 43,777 $5,033,000 -16,374
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 24 - 2024-03-31 43,770 $5,032,000 -730
   CLS INVESTMENT FIRM LLC 211 - 2022-12-31 58,675 $4,973,000 -1,465
   MCKINLEY CARTER WEALTH SERVICES, INC. 68 - 2024-03-31 42,223 $4,854,000 -1,180
   Snowden Capital Advisors LLC 176 - 2024-03-31 42,133 $4,844,000 -16,712
   MONTECITO BANK & TRUST 24 - 2024-03-31 41,940 $4,821,000 -8,742
   Keystone Wealth Services LLC 13 - 2024-03-31 40,521 $4,658,000 -1,449
  100 Records found
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