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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
88,519
 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/ 132 - 2023-12-31 13,528,191 $1,419,378,000 565,540
   ENVESTNET ASSET MANAGEMENT INC 30 - 2023-12-31 12,700,969 $1,332,586,000 382,145
   J P MORGAN CHASE & CO 178 - 2023-12-31 10,674,878 $1,120,008,000 2,354,004
   BLACKROCK INC. 922 - 2023-12-31 5,280,015 $553,979,000 -204,317
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 4,583,209 $480,870,000 20,119
   TIAA FSB 13 - 2023-06-30 4,566,732 $445,074,000 122,786
   GOLDMAN SACHS GROUP INC/ 231 - 2023-12-31 3,804,807 $399,200,000 105,375
   LPL FINANCIAL CORP 101 - 2023-12-31 3,365,093 $353,066,000 16,780
   MORGAN STANLEY 561 - 2023-12-31 3,183,901 $334,055,000 370,658
   NORTHERN TRUST CORP 304 - 2023-12-31 3,100,044 $325,257,000 -1,460,948
   Betterment LLC 21 - 2023-12-31 2,553,484 $267,912,000 -11,548
   WELLS FARGO & CO/MN 241 - 2023-12-31 2,415,774 $253,463,000 -66,931
   Acorns Advisers LLC 7 - 2023-12-31 2,191,503 $229,932,000 45,234
   BANK OF ITALY 5 - 2023-12-31 2,068,908 $217,070,000 0
   Envestnet Portfolio Solutions Inc. 26 - 2023-12-31 1,885,572 $197,834,000 107,590
   Wealthfront Advisers LLC 23 - 2024-03-31 1,671,008 $192,099,000 131,464
   Advisor Group Holdings Inc. 91 - 2023-12-31 1,297,765 $136,241,000 -537,926
   SUMITOMO MITSUI FINANCIAL GROUP INC. 2 - 2023-12-31 1,160,614 $121,772,000 93,614
   MML INVESTORS SERVICES LLC 25 - 2023-12-31 1,141,320 $119,747,000 44,388
   COMMONWEALTH EQUITY SERVICES LLC. 96 - 2023-12-31 1,057,382 $110,941,000 -42,318
   Empower Advisory Group LLC 68 - 2023-12-31 825,962 $86,660,000 -10,040
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 100 - 2023-09-30 873,962 $82,074,000 20,687
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 108 - 2023-12-31 734,758 $77,094,000 42,723
   AMERIPRISE FINANCIAL INC 620 - 2023-12-31 705,329 $74,003,000 6,598
   Personal Capital Advisors Corp 65 - 2022-12-31 840,339 $71,219,000 39,108
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 642,030 $67,362,000 -170,000
   JANNEY MONTGOMERY SCOTT LLC 94 - 2023-12-31 634,830 $66,606,000 14,754
   CWM LLC 62 - 2024-03-31 534,583 $61,456,000 -988,102
   PARTNERS CAPITAL INVESTMENT GROUP LLP 18 - 2023-12-31 528,512 $55,451,000 61,362
   CITIGROUP INC 278 - 2023-12-31 526,816 $55,274,000 445,566
   PARK AVENUE SECURITIES LLC 23 - 2024-03-31 461,008 $52,998,000 -1,002,162
   ROYAL BANK OF CANADA 685 - 2023-12-31 497,803 $52,229,000 -52,982
   WEALTHSOURCE PARTNERS LLC 4 - 2023-12-31 478,322 $50,186,000 -39,799
   FIDUCIARY TRUST CO 25 - 2023-12-31 451,686 $47,391,000 51,564
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 4 - 2023-12-31 431,035 $45,224,000 42,234
   UBS Group AG 738 - 2023-12-31 409,365 $42,951,000 -14,825
   Cetera Investment Advisers 49 - 2023-12-31 389,850 $40,903,000 -53,552
   FINANCIAL NETWORK 95 - 2023-12-31 366,992 $38,505,000 61,152
   HIGHTOWER ADVISORS, LLC 307 - 2023-12-31 351,065 $36,839,000 19,542
   Goss Wealth Management LLC 69 - 2023-12-31 349,226 $36,837,000 17,606
   JB Capital LLC - 2023-12-31 348,421 $36,556,000 39,576
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 123 - 2023-12-31 346,285 $36,332,000 -13,916
   ALESCO ADVISORS LLC 17 - 2023-12-31 322,155 $33,801,000 -26,322
   Ally Invest Advisors Inc. 10 - 2023-12-31 315,643 $33,117,000 10,305
   MERCER GLOBAL ADVISORS INC /ADV 142 - 2023-12-31 311,378 $32,670,000 -152,641
   BANK OF NEW YORK MELLON CORP 1348 - 2023-12-31 299,560 $31,430,000 12,195
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 88 - 2023-12-31 298,248 $31,292,000 241,794
   IMPACTfolio LLC 2 - 2024-03-31 261,982 $30,117,000 63,140
   Vestcor Investment Management Corp 16 - 2023-12-31 269,500 $28,276,000 0
   CREATIVE PLANNING 206 - 2023-12-31 246,761 $25,890,000 9,611
   KEYBANK NATIONAL ASSOCIATION/OH 156 - 2023-12-31 235,554 $24,714,000 8,341
   STIFEL FINANCIAL CORP 452 - 2023-12-31 225,436 $23,653,000 19,373
   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
   Clarity Asset Management Inc. 1 - 2023-12-31 223,467 $23,446,000 0
   Icon Wealth Advisors LLC 8 - 2023-12-31 212,777 $22,325,000 -322,132
   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
   Atria Wealth Solutions Inc. 82 - 2023-12-31 191,418 $20,084,000 -30,663
   DOHJ LLC 4 - 2024-03-31 171,194 $19,681,000 -18,247
   JOURNEY STRATEGIC WEALTH LLC 10 - 2023-12-31 183,527 $19,256,000 9,214
   NATIONAL BANK OF CANADA /FI/ 355 - 2023-12-31 182,600 $19,027,000 -56,313
   BB&T CORP 423 - 2023-12-31 177,870 $18,662,000 -4,994
   Money Design Co.Ltd. 26 - 2023-12-31 174,678 $18,327,000 -17,934
   RSM US WEALTH MANAGEMENT LLC 50 - 2023-12-31 173,311 $18,184,000 -3,463
   Integrated Wealth Concepts LLC 73 - 2023-12-31 172,752 $18,125,000 -9,012
   RAYMOND JAMES & ASSOCIATES 789 - 2023-12-31 170,105 $17,847,000 1,094
   MISSION WEALTH MANAGEMENT LLC 28 - 2023-12-31 167,459 $17,570,000 30,744
   SAND HILL ADVISORS INC/CA 18 - 2023-12-31 165,239 $17,337,000 2,513
   SEI INVESTMENTS CO 638 - 2023-12-31 162,834 $17,084,000 -4,932
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 541 - 2023-12-31 161,229 $16,916,000 -7,066
   ATRIA INVESTMENTS LLC 88 - 2023-12-31 152,557 $16,006,000 7,545
   One Wealth Advisors LLC 7 - 2024-03-31 136,395 $15,680,000 -42,021
   Northwest Capital Management Inc 6 - 2024-03-31 131,882 $15,161,000 -2,303
   Van Hulzen Asset Management LLC 28 - 2023-12-31 144,150 $15,124,000 -3,050
   Affinity Capital Advisors LLC 7 - 2024-03-31 129,157 $14,848,000 15,604
   PRUDENTIAL FINANCIAL INC 526 - 2023-12-31 140,457 $14,737,000 -7,159
   Joel Isaacson & Co. LLC - 2023-12-31 137,879 $14,466,000 1,341
   CLIENT 1ST ADVISORY GROUP LLC 3 - 2023-12-31 134,460 $14,108,000 -28,286
   TWO SIGMA INVESTMENTS LLC 475 - 2023-12-31 132,700 $13,923,000 71,000
   Erickson Financial Group LLC 3 - 2023-12-31 131,707 $13,819,000 2,548
   Apella Capital LLC 32 - 2024-03-31 120,597 $13,772,000 664
   ALLIANCEBERNSTEIN L.P. 1008 - 2023-12-31 129,311 $13,567,000 56,115
   SPINNAKER TRUST 26 - 2023-12-31 121,976 $12,798,000 -389
   Keebeck Wealth Management LLC 7 - 2023-12-31 121,886 $12,788,000 12,071
   Spectrum Asset Management Inc. (NB/CA) - 2023-12-31 120,336 $12,626,000 58,901
   SCHRODER INVESTMENT MANAGEMENT GROUP 565 - 2023-12-31 119,861 $12,576,000 5,298
   West Wealth Group LLC 4 - 2023-12-31 118,827 $12,467,000 -37
   Strategic Blueprint LLC - 2023-12-31 118,413 $12,424,000 -25,242
   MULTIFINANCIAL SECURITIES CORP 126 - 2023-12-31 114,450 $12,008,000 3,677
   Kestra Advisory Services LLC 231 - 2023-12-31 114,312 $11,994,000 -123,438
   Boulder Wealth Advisors LLC 4 - 2022-12-31 141,105 $11,959,000 0
   CFS Investment Advisory Services LLC 10 - 2023-12-31 109,221 $11,459,000 -3,434
   H D Vest Advisory Services 141 - 2023-12-31 109,137 $11,451,000 2,850
   Merit Financial Group LLC 41 - 2023-12-31 107,497 $11,279,000 217
   Maia Wealth LLC 2 - 2023-12-31 104,366 $10,950,000 0
   Orion Portfolio Solutions LLC 166 - 2023-12-31 103,865 $10,863,000 3,310
   HARBOUR INVESTMENTS INC. 33 - 2023-12-31 103,099 $10,817,000 -1,108
   Plancorp LLC 27 - 2023-12-31 101,763 $10,677,000 2,745
  100 Records found
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