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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BROWN ADVISORY HOLDINGS INC 551 *New 2024-03-31 108,816 $3,507,000 108,816
   DAGCO INC. 11 *New 2023-12-31 102,147 $3,275,000 102,147
   COLONY GROUP, LLC 422 *New 2023-12-31 38,109 $1,222,000 38,109
   Financial Advocates Investment Management 319 *New 2024-03-31 16,769 $941,000 16,769
   Catalytic Wealth RIA LLC *New 2024-03-31 13,635 $439,000 13,635
   Portfolio Strategies Inc. *New 2024-03-31 12,227 $394,000 12,227
   Atomi Financial Group Inc. *New 2024-03-31 11,691 $377,000 11,691
   GYL Financial Synergies LLC 271 *New 2023-12-31 11,014 $353,000 11,014
   Aaron Wealth Advisors 218 *New 2024-03-31 9,469 $305,000 9,469
   Columbia Trust Co 01012016 127 *New 2023-12-31 7,685 $246,000 7,685
   We Are One Seven LLC 772 *New 2023-12-31 7,466 $239,000 7,466
   EQIS CAPITAL MANAGEMENT, INC. 666 *New 2023-12-31 7,468 $239,000 7,468
   Willow Creek Wealth Management Inc. 128 *New 2023-12-31 7,432 $238,000 7,432
   FOSTER DYKEMA CABOT & PARTNERS LLC *New 2024-03-31 7,291 $235,000 7,291
   ADVISOR PARTNERS II LLC 1106 *New 2023-09-30 7,518 $228,000 7,518
   PATHSTONE FAMILY OFFICE, LLC 1441 *New 2023-09-30 7,468 $226,000 7,468
   Petix & Botte Co *New 2024-03-31 6,721 $217,000 6,721
   Topel & Distasi Wealth Management LLC *New 2024-03-31 6,721 $217,000 6,721
   CFM WEALTH PARTNERS LLC 152 *New 2024-03-31 6,311 $203,000 6,311
   HTLF Bank 223 *New 2024-03-31 6,245 $201,000 6,245
   MORRIS FINANCIAL CONCEPTS INC. 105 *New 2024-03-31 4,262 $137,000 4,262
   Atlantic Trust Group LLC *New 2024-03-31 2,013 $65,000 2,013
   Impact Partnership Wealth LLC 436 *New 2023-12-31 506 $16,000 506
   BALDWIN BROTHERS INC/MA 568 *New 2024-03-31 210 $7,000 210
   WOODMONT INVESTMENT COUNSEL LLC 343 *New 2024-03-31 178 $6,000 178
   YHB INVESTMENT ADVISORS, INC. 831 *New 2024-03-31 85 $3,000 85
   Dunhill Financial LLC 418 *New 2023-12-31 67 $2,000 67
   SCBT FINANCIAL CORP *New 2024-03-31 38 $1,000 38
   Burleson & Company LLC 368 *New 2022-12-31 16 $0 16
  29 Records found
  1    
  Page 1 of 1
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