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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
   WIT LLC 8 - 2023-12-31 889 $28,517,000 0
   PRINCIPAL FINANCIAL GROUP INC 1698 - 2024-03-31 101,281 $3,264,000 0
   Financial Gravity Wealth Inc. 186 - 2023-12-31 28,690 $1,384,000 0
   CITIZENS FINANCIAL GROUP INC/RI 195 - 2024-03-31 41,512 $1,331,000 0
   COLONY GROUP LLC 406 - 2023-09-30 38,130 $1,155,000 0
   BECKER CAPITAL MANAGEMENT INC 154 - 2023-12-31 34,931 $1,120,000 0
   REDW Stanley Financial Advisors LLC 47 - 2024-03-31 32,717 $1,054,000 0
   STALEY CAPITAL ADVISERS INC 110 - 2024-03-31 30,000 $967,000 0
   GenTrust LLC 89 - 2024-03-31 21,437 $691,000 0
   OLIO Financial Planning 31 - 2024-03-31 17,682 $567,000 0
   WHARTON BUSINESS GROUP, LLC 90 - 2023-12-31 16,225 $520,000 0
   DHK Financial Advisors Inc. 60 - 2024-03-31 16,073 $518,000 0
   Fort Point Capital Partners LLC 173 - 2023-12-31 14,745 $473,000 0
   BLUE CREEK INVESTMENT PARTNERS LLC 215 - 2024-03-31 14,602 $471,000 0
   Ameraudi Asset Management Inc. 38 - 2024-03-31 13,309 $429,000 0
   PRIVATE TRUST CO NA 417 - 2024-03-31 13,079 $422,000 0
   UNIONVIEW LLC 53 - 2024-03-31 11,774 $379,000 0
   Heritage Trust Co 226 - 2024-03-31 10,390 $335,000 0
   Williams & Novak LLC 59 - 2024-03-31 9,844 $316,000 0
   MA Private Wealth 60 - 2024-03-31 9,769 $315,000 0
   Argent Trust Co 515 - 2024-03-31 9,643 $311,000 0
   BLB&B ADVISORS LLC 223 - 2024-03-31 9,640 $311,000 0
   Cranbrook Wealth Management LLC 84 - 2024-03-31 9,038 $291,000 0
   Rothschild & Co Wealth Management UK Ltd 32 - 2024-03-31 8,938 $288,000 0
   Clarius Group LLC 409 - 2024-03-31 7,360 $237,000 0
   SIGMA INVESTMENT COUNSELORS INC 177 - 2024-03-31 7,334 $236,000 0
   LIBRA WEALTH LLC 52 - 2024-03-31 7,187 $232,000 0
   Bigelow Investment Advisors LLC 146 - 2024-03-31 7,048 $227,000 0
   Tarbox Group Inc. 98 - 2024-03-31 6,788 $219,000 0
   Armstrong Fleming & Moore Inc 87 - 2024-03-31 6,531 $211,000 0
   Retirement Income Solutions Inc 148 - 2024-03-31 6,414 $207,000 0
   Column Capital Advisors LLC 149 - 2023-09-30 6,290 $190,000 0
   BBJS FINANCIAL ADVISORS LLC 50 - 2024-03-31 4,675 $151,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 90 - 2024-03-31 4,428 $143,000 0
   FIDUCIARY COUNSELLING INC 8 - 2024-03-31 3,972 $128,000 0
   AlphaCore Capital LLC 241 - 2023-12-31 3,538 $113,000 0
   BARTLETT & CO. LLC 579 - 2023-12-31 2,875 $92,000 0
   NBT BANK N A /NY 397 - 2024-03-31 2,018 $65,000 0
   Oakworth Capital Inc. 294 - 2024-03-31 2,004 $65,000 0
   Sunbelt Securities Inc. 819 - 2024-03-31 1,859 $60,000 0
   Sound Income Strategies LLC 394 - 2024-03-31 1,818 $59,000 0
   GLENMEDE TRUST CO NA 1219 - 2023-12-31 1,788 $57,000 0
   KISTLERTIFFANY COMPANIES, LLC 481 - 2023-06-30 1,717 $54,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 721 - 2024-03-31 1,584 $51,000 0
   WealthCollab LLC 158 - 2024-03-31 1,562 $50,000 0
   MOTCO 339 - 2024-03-31 1,403 $45,000 0
   Spectrum Wealth Counsel LLC 211 - 2024-03-31 1,307 $42,000 0
   Lumature Wealth Partners LLC 230 - 2023-06-30 1,317 $42,000 0
   BFSG LLC 387 - 2024-03-31 1,272 $41,000 0
   MILESTONE GROUP INC 278 - 2024-03-31 1,208 $39,000 0
   Nalls Sherbakoff Group LLC 196 - 2023-12-31 1,046 $34,000 0
   Koesten Hirschmann & Crabtree INC. 85 - 2023-12-31 1,025 $33,000 0
   TRUST CO OF VERMONT 553 - 2024-03-31 964 $31,000 0
   SMITHFIELD TRUST CO 688 - 2024-03-31 762 $23,000 0
   Pinnacle Bank 539 - 2024-03-31 645 $21,000 0
   GPS Wealth Strategies Group LLC 725 - 2024-03-31 632 $20,000 0
   Winthrop Capital Management LLC 104 - 2024-03-31 624 $20,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 437 - 2023-06-30 568 $18,000 0
   WFA of San Diego LLC 247 - 2023-09-30 576 $17,000 0
   New Republic Capital LLC 205 - 2024-03-31 471 $15,000 0
   Founders Financial Alliance LLC 413 - 2023-12-31 480 $15,000 0
   Center for Financial Planning Inc. 368 - 2024-03-31 424 $14,000 0
   TD CAPITAL MANAGEMENT LLC 265 - 2024-03-31 425 $14,000 0
   CVA Family Office LLC 734 - 2024-03-31 343 $11,000 0
   WETZEL INVESTMENT ADVISORS INC. 517 - 2024-03-31 321 $10,000 0
   Iron Horse Wealth Management LLC 190 - 2024-03-31 286 $9,000 0
   SUMMIT INVESTMENT ADVISORS INC 2871 - 2023-12-31 290 $9,000 0
   NATIONAL BANK OF CANADA /FI/ 2049 - 2023-12-31 228 $7,000 0
   Horizons Wealth Management 142 - 2024-03-31 207 $7,000 0
   Smartleaf Asset Management LLC 974 - 2024-03-31 195 $6,000 0
   CARDIFF PARK ADVISORS LLC 323 - 2023-12-31 166 $5,000 0
   LGT Financial Advisors LLC 610 - 2024-03-31 143 $5,000 0
   Retirement Group LLC 565 - 2024-03-31 152 $5,000 0
   HARBOR INVESTMENT ADVISORY LLC 971 - 2024-03-31 160 $5,000 0
   PSI Advisors LLC 587 - 2024-03-31 143 $5,000 0
   Signature Resources Capital Management LLC 274 - 2024-03-31 140 $4,000 0
   TUCKER ASSET MANAGEMENT LLC 644 - 2023-12-31 131 $4,000 0
   Rise Advisors LLC 1114 - 2024-03-31 109 $3,000 0
   Capital Investment Advisory Services LLC 888 - 2024-03-31 82 $3,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 426 - 2023-06-30 95 $3,000 0
   AYRSHIRE ASSOCIATES INC 504 - 2023-12-31 92 $3,000 0
   Tyler-Stone Wealth Management 752 - 2023-12-31 100 $3,000 0
   GRAND WEALTH MANAGEMENT LLC 68 - 2024-03-31 50 $2,000 0
   BARRETT & COMPANY INC. 551 - 2024-03-31 43 $1,000 0
   Key Financial Inc 1151 - 2024-03-31 17 $1,000 0
   Northwest Capital Management Inc 517 - 2024-03-31 42 $1,000 0
   Aspire Wealth Management Corp 187 - 2024-03-31 0 $0 0
   IAG Wealth Partners LLC 458 *Closed 2024-03-31 0 $0 0
   Glassman Wealth Services 1545 - 2024-03-31 1 $0 0
  89 Records found
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