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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
   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
   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
   Wealthfront Advisers LLC 37 - 2024-03-31 2,509,901 $80,894,000 173,408
   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
   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
   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
   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
   Money Design Co.Ltd. 31 - 2024-03-31 470,706 $15,171,000 5,273
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 697 - 2024-03-31 391,653 $12,623,000 18,451
   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
   SigFig Wealth Management LLC 41 - 2024-03-31 212,540 $6,850,000 22,571
   Baird Financial Group Inc. 618 - 2023-12-31 181,224 $5,810,000 5,799
   OXFORD FINANCIAL GROUP LTD 35 - 2023-12-31 158,041 $5,067,000 1,075
   MORNINGSTAR INVESTMENT SERVICES, INC. 156 - 2023-12-31 152,452 $4,886,000 76,496
   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
   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
   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
   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
   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
   Steward Partners Investment Advisory LLC 421 - 2023-12-31 86,179 $2,763,000 4,309
   HPM Partners LLC - 2023-12-31 71,607 $2,296,000 52,908
   JNBA FINANCIAL ADVISORS 60 - 2024-03-31 67,686 $2,182,000 7,152
   HANSON MCCLAIN, INC. 308 - 2024-03-31 66,787 $2,153,000 4,691
   Robertson Stephens Wealth Management LLC 132 - 2023-12-31 66,929 $2,146,000 3,599
   Apella Capital LLC 92 - 2024-03-31 63,563 $2,091,000 996
   PFS INVESTMENTS INC. 323 - 2023-06-30 64,212 $2,031,000 22,685
   Global Retirement Partners LLC 242 - 2024-03-31 60,293 $1,943,000 7,117
   AXXCESS WEALTH MANAGEMENT LLC 251 - 2023-12-31 60,412 $1,937,000 20,042
   BUCKINGHAM ASSET MANAGEMENT, LLC 248 - 2024-03-31 59,213 $1,908,000 2,727
   Tradition Wealth Management LLC 96 - 2023-12-31 21,840 $1,868,000 1,495
   AMUNDI 1138 - 2023-12-31 58,740 $1,821,000 6,451
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 367 - 2023-12-31 55,830 $1,790,000 407
   Beacon Pointe Advisors LLC 504 - 2023-12-31 55,343 $1,774,000 7,403
   BAYSTATE WEALTH MANAGEMENT LLC 69 - 2023-12-31 51,493 $1,651,000 2,258
   Asset Dedication LLC 120 - 2024-03-31 51,066 $1,646,000 102
   KEYBANK NATIONAL ASSOCIATION/OH 426 - 2023-12-31 50,057 $1,605,000 2,804
   HARBOUR INVESTMENTS INC. 280 - 2023-12-31 48,242 $1,547,000 929
   Emerald Investment Partners LLC 117 - 2024-03-31 45,853 $1,478,000 2,093
   Wescott Financial Advisory Group LLC 60 - 2023-12-31 44,758 $1,435,000 1,169
   APCM Wealth Management for Individuals 30 - 2024-03-31 43,146 $1,391,000 5,107
   Rockefeller Capital Management L.P. 1034 - 2023-12-31 42,935 $1,377,000 5,165
   Affiance Financial LLC 40 - 2024-03-31 42,663 $1,375,000 5,087
   ALLIANCEBERNSTEIN L.P. 2119 - 2023-12-31 42,752 $1,371,000 16,965
   HART & PATTERSON FINANCIAL GROUP LLC 34 - 2024-03-31 41,115 $1,325,000 3,562
   EVOKE WEALTH LLC 300 - 2023-12-31 40,448 $1,297,000 18,893
   Neumann Capital Management LLC 49 - 2024-03-31 39,935 $1,287,000 1,460
   JANNEY MONTGOMERY SCOTT LLC 1381 - 2024-03-31 39,306 $1,267,000 1,361
   Heritage Wealth Advisors 73 - 2024-03-31 38,232 $1,232,000 185
   Omega Financial Group LLC 44 - 2024-03-31 37,933 $1,223,000 408
   ST GERMAIN D J CO INC 150 - 2024-03-31 37,672 $1,214,000 556
   Blue Edge Capital LLC 65 - 2023-12-31 37,085 $1,189,000 6,199
   Orgel Wealth Management LLC 40 - 2024-03-31 36,083 $1,163,000 1,521
   HALBERT, HARGROVE/RUSSELL LLC 40 - 2024-03-31 35,279 $1,137,000 2,756
   Integris Wealth Management LLC 31 - 2024-03-31 33,917 $1,093,000 634
   Schneider Downs Wealth Management Advisors LP 51 - 2024-03-31 33,421 $1,077,000 2,583
   HAVERFORD TRUST CO 215 - 2024-03-31 32,029 $1,032,000 3,070
   Krilogy Financial LLC 150 - 2024-03-31 31,912 $1,029,000 18,854
   CABOT MONEY MANAGEMENT INC 98 - 2024-03-31 30,880 $995,000 3,330
   MONETA GROUP INVESTMENT ADVISORS INC 244 - 2023-12-31 30,297 $971,000 3,229
   FRANKLIN RESOURCES INC 1598 - 2023-12-31 29,786 $955,000 18,312
   Equitable Holdings Inc. 591 - 2023-12-31 29,762 $954,000 149
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 174 - 2024-03-31 29,562 $953,000 1,758
   Buckingham Strategic Partners 180 - 2023-12-31 27,901 $895,000 7,940
   Perigon Wealth Management LLC 401 - 2024-03-31 27,097 $873,000 2,479
   BerganKDV Wealth Management LLC 146 - 2023-06-30 25,028 $792,000 8,532
   Cresset Asset Management LLC 1006 - 2023-12-31 23,001 $737,000 23,001
   White Lighthouse Investment Management Inc. 75 - 2024-03-31 22,702 $732,000 828
   GRIMES & COMPANY INC 203 - 2024-03-31 21,635 $697,000 3,360
   Vontobel Holding Ltd. 684 - 2024-03-31 21,218 $684,000 2,649
   Sharkey Howes & Javer 79 - 2024-03-31 21,113 $680,000 783
  100 Records found
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