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Get Institutions for : 
IShares MSCI EM ESG ETF (ESGE)  
$33.44 0.10 (0.3%) as of 4:30 Fri 5/10


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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  : 
2.60 (8.43%)  




 
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  
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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/ 319 - 2023-12-31 14,803,280 $474,593,000 -392,860
   Empower Advisory Group LLC 29 - 2024-03-31 5,786,152 $186,488,000 -51,010
   Personal Capital Advisors Corp 23 - 2022-12-31 5,644,157 $169,720,000 290,122
   TIAA TRUST NATIONAL ASSOCIATION 45 - 2024-03-31 5,087,975 $163,985,000 112,351
   TIAA FSB 41 - 2023-06-30 4,802,472 $151,902,000 30,121
   MORGAN STANLEY 972 - 2023-12-31 4,237,958 $135,869,000 -528,753
   NORTHERN TRUST CORP 631 - 2023-12-31 3,054,537 $97,928,000 38,903
   Betterment LLC 37 - 2024-03-31 2,987,211 $96,278,000 271,731
   GOLDMAN SACHS GROUP INC/ 695 - 2023-12-31 2,905,168 $93,140,000 531,403
   ENVESTNET ASSET MANAGEMENT INC 456 - 2023-12-31 2,617,071 $83,903,000 -3,488,503
   Wealthfront Advisers LLC 37 - 2024-03-31 2,509,901 $80,894,000 173,408
   AMERIPRISE FINANCIAL INC 615 - 2023-12-31 2,385,573 $76,496,000 -103,740
   J P MORGAN CHASE & CO 1102 - 2024-03-31 1,798,214 $57,956,000 182,394
   CREATIVE PLANNING 115 - 2023-12-31 1,722,112 $55,211,000 30,093
   UBS Group AG 664 - 2023-12-31 1,566,162 $50,211,000 26,567
   JANE STREET GROUP LLC 360 - 2023-12-31 1,014,360 $32,520,000 786,648
   LPL FINANCIAL CORP 726 - 2024-03-31 997,408 $32,146,000 21,409
   WELLS FARGO & CO/MN 894 - 2024-03-31 976,090 $31,459,000 6,478
   Acorns Advisers LLC 16 - 2023-12-31 968,823 $31,060,000 64,723
   WIT LLC 8 - 2023-12-31 889 $28,517,000 0
   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
   PNC FINANCIAL SERVICES GROUP INC 363 - 2024-03-31 754,940 $24,332,000 8,922
   FMR LLC 1543 - 2023-12-31 734,690 $23,554,000 287,481
   Ellevest Inc. 13 - 2023-12-31 687,658 $22,046,000 -763,053
   M&T BANK CORP 193 - 2024-03-31 680,448 $21,931,000 54,519
   MISSION WEALTH MANAGEMENT LLC 27 - 2024-03-31 642,185 $20,698,000 40,837
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 285 - 2023-12-31 609,402 $19,537,000 -55,098
   ROYAL BANK OF CANADA 1159 - 2023-12-31 561,195 $17,991,000 198,605
   MERCER GLOBAL ADVISORS INC /ADV 217 - 2023-12-31 507,765 $16,279,000 48,491
   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
   Money Design Co.Ltd. 31 - 2024-03-31 470,706 $15,171,000 5,273
   COMMONWEALTH EQUITY SERVICES LLC. 662 - 2024-03-31 410,835 $13,241,000 -61,701
   OLD MISSION CAPITAL LLC 42 - 2023-12-31 411,841 $13,204,000 -1,012
   HIGHTOWER ADVISORS, LLC 590 - 2024-03-31 405,782 $13,079,000 -3,963
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 697 - 2024-03-31 391,653 $12,623,000 18,451
   FIDUCIARY TRUST CO 87 - 2023-12-31 357,317 $11,456,000 -25,066
   EMPIRICAL FINANCIAL SERVICES, LLC 57 - 2024-03-31 350,824 $11,307,000 5,307
   SEI INVESTMENTS CO 867 - 2024-03-31 342,172 $11,028,000 24,244
   CI Private Wealth LLC 508 - 2024-03-31 331,888 $10,697,000 8,269
   PARTNERS CAPITAL INVESTMENT GROUP LLP 69 - 2023-12-31 323,928 $10,385,000 27,773
   IMPACTfolio LLC 5 - 2024-03-31 295,951 $9,539,000 4,117
   High Note Wealth LLC 11 - 2024-03-31 271,512 $8,751,000 2,443
   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
   SigFig Wealth Management LLC 41 - 2024-03-31 212,540 $6,850,000 22,571
   MML INVESTORS SERVICES LLC 501 - 2023-12-31 203,303 $6,518,000 -331,280
   PARK AVENUE SECURITIES LLC 172 - 2024-03-31 187,100 $6,030,000 -4,377
   Baird Financial Group Inc. 618 - 2023-12-31 181,224 $5,810,000 5,799
   ALESCO ADVISORS LLC 37 - 2024-03-31 164,877 $5,314,000 -1,745
   OXFORD FINANCIAL GROUP LTD 35 - 2023-12-31 158,041 $5,067,000 1,075
   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
   MORNINGSTAR INVESTMENT SERVICES, INC. 156 - 2023-12-31 152,452 $4,886,000 76,496
   LITMAN GREGORY ASSET MANAGEMENT LLC 42 - 2024-03-31 149,854 $4,830,000 -16,318
   Intergy Private Wealth LLC 16 - 2024-03-31 148,757 $4,794,000 1,996
   SAND HILL ADVISORS INC/CA 66 - 2023-12-31 145,988 $4,680,000 2,067
   Nelson Van Denburg & Campbell Wealth Management Gr 87 - 2024-03-31 143,737 $4,633,000 143,737
   Laurel Wealth Planning LLC 12 - 2024-03-31 140,875 $4,540,000 6,641
   MODERA WEALTH MANAGEMENT, LLC 161 - 2023-12-31 140,766 $4,513,000 140,766
   MARINER WEALTH ADVISORS, LLC 733 - 2023-12-31 135,457 $4,343,000 16,605
   WRAPMANAGER INC 19 - 2024-03-31 133,957 $4,317,000 -590
   RAYMOND JAMES & ASSOCIATES 1688 - 2024-03-31 132,625 $4,275,000 3,952
   MATHER GROUP, INC. 101 - 2024-03-31 133,308 $4,274,000 97
   BAILARD BIEHL & KAISER INC 155 - 2024-03-31 132,081 $4,257,000 -3,807
   Van Hulzen Asset Management LLC 73 - 2024-03-31 124,369 $4,008,000 2,255
   Icon Wealth Partners LLC 52 - 2023-09-30 124,894 $3,782,000 257
   LAKE STREET ADVISORS GROUP LLC 52 - 2023-12-31 117,870 $3,779,000 12,347
   PARSEC FINANCIAL MANAGEMENT, INC. 103 - 2023-03-31 117,770 $3,707,000 5,855
   H D Vest Advisory Services 381 - 2024-03-31 113,618 $3,662,000 10,388
   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
   BROWN ADVISORY HOLDINGS INC 551 *New 2024-03-31 108,816 $3,507,000 108,816
   AMERIVEST INVESTMENT MANAGEMENT LLC 85 - 2023-06-30 110,751 $3,503,000 -11,215
   DAGCO INC. 11 *New 2023-12-31 102,147 $3,275,000 102,147
   Dynamic Wealth Strategies LLC 11 - 2023-12-31 102,147 $3,275,000 0
   PRINCIPAL FINANCIAL GROUP INC 1698 - 2024-03-31 101,281 $3,264,000 0
   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
   Dynamic Advisors Solutions LLC 234 - 2024-03-31 96,276 $3,103,000 5,948
   First Ascent Asset Management LLC 34 - 2023-12-31 95,923 $3,075,000 18,808
   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 38 - 2023-12-31 89,172 $2,859,000 -6,075
   Quent Capital LLC 51 - 2024-03-31 87,518 $2,821,000 9,484
   WCM INVESTMENT MANAGEMENT/CA 179 - 2024-03-31 87,224 $2,811,000 40,549
   Goss Wealth Management LLC 543 - 2023-12-31 88,853 $2,785,000 -105,254
   Steward Partners Investment Advisory LLC 421 - 2023-12-31 86,179 $2,763,000 4,309
   HSBC HOLDINGS PLC 1081 - 2023-12-31 85,425 $2,739,000 -5,376
   COMERICA BANK 1022 - 2023-12-31 81,580 $2,615,000 -6,600
   FINANCIAL NETWORK 856 - 2023-12-31 79,064 $2,535,000 -99,209
   ADVISORY SERVICES NETWORK, LLC 385 - 2024-03-31 77,608 $2,501,000 -1,120
   THRIVENT FINANCIAL FOR LUTHERANS 1191 - 2023-12-31 76,098 $2,439,000 -14,050
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 678 - 2023-09-30 79,938 $2,421,000 -6,499
   Cetera Investment Advisers 718 - 2023-12-31 74,881 $2,401,000 -144,775
   BANK OF NEW YORK MELLON CORP 2678 - 2024-03-31 72,712 $2,344,000 -4,207
   AlTi Global Inc. 121 - 2023-12-31 72,353 $2,320,000 0
   HPM Partners LLC - 2023-12-31 71,607 $2,296,000 52,908
   CITADEL ADVISORS LLC 2200 - 2023-12-31 71,142 $2,281,000 -233,856
  100 Records found
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