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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
   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
   Acorns Advisers LLC 7 - 2023-12-31 2,191,503 $229,932,000 45,234
   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
   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
   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
   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
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 450,787 $51,822,000 358,182
   FIDUCIARY TRUST CO 25 - 2023-12-31 451,686 $47,391,000 51,564
   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
   Ally Invest Advisors Inc. 10 - 2023-12-31 315,643 $33,117,000 10,305
   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
   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
   JOURNEY STRATEGIC WEALTH LLC 10 - 2023-12-31 183,527 $19,256,000 9,214
   SAND HILL ADVISORS INC/CA 18 - 2023-12-31 165,239 $17,337,000 2,513
   Joel Isaacson & Co. LLC - 2024-03-31 144,804 $16,647,000 6,925
   ATRIA INVESTMENTS LLC 88 - 2023-12-31 152,557 $16,006,000 7,545
   Erickson Financial Group LLC 3 - 2024-03-31 132,378 $15,218,000 671
   Affinity Capital Advisors LLC 7 - 2024-03-31 129,157 $14,848,000 15,604
   TWO SIGMA INVESTMENTS LLC 475 - 2023-12-31 132,700 $13,923,000 71,000
   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
   Keebeck Wealth Management LLC 7 - 2023-12-31 121,886 $12,788,000 12,071
   SCHRODER INVESTMENT MANAGEMENT GROUP 565 - 2023-12-31 119,861 $12,576,000 5,298
   MULTIFINANCIAL SECURITIES CORP 126 - 2023-12-31 114,450 $12,008,000 3,677
   H D Vest Advisory Services 141 - 2023-12-31 109,137 $11,451,000 2,850
   Laurel Wealth Planning LLC 2 - 2024-03-31 99,299 $11,415,000 3,578
   PUTNAM FL INVESTMENT MANAGEMENT CO - 2024-03-31 98,154 $11,284,000 14,193
   Merit Financial Group LLC 41 - 2023-12-31 107,497 $11,279,000 217
   Orion Portfolio Solutions LLC 166 - 2023-12-31 103,865 $10,863,000 3,310
   Plancorp LLC 27 - 2023-12-31 101,763 $10,677,000 2,745
   CI Private Wealth LLC 526 - 2023-12-31 93,142 $9,772,000 6,906
   Blue Edge Capital LLC 16 - 2023-12-31 87,882 $9,221,000 11,307
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 426 - 2023-12-31 85,378 $8,958,000 1,934
   Farther Finance Advisors LLC 27 - 2023-12-31 81,633 $8,565,000 6,590
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 785 - 2023-12-31 80,384 $8,434,000 22,323
   US BANCORP 451 - 2023-12-31 80,360 $8,431,000 2,184
   Grubman Wealth Management 13 - 2024-03-31 71,358 $8,203,000 776
   Relyea Zuckerberg Hanson LLC 14 - 2024-03-31 70,940 $8,155,000 8,296
   Sentinus LLC 11 - 2023-06-30 81,329 $7,926,000 1,342
   THRIVENT FINANCIAL FOR LUTHERANS 675 - 2023-12-31 73,064 $7,666,000 618
   TWO SIGMA ADVISERS, LLC 658 - 2023-12-31 68,800 $7,218,000 30,600
   TIEDEMANN WEALTH MANAGEMENT, LLC 40 - 2023-09-30 76,317 $7,197,000 4,995
   Miracle Mile Advisors LLC 89 - 2024-03-31 61,166 $7,032,000 7,779
   Dynamic Advisors Solutions LLC 103 - 2024-03-31 60,845 $6,995,000 554
   Keystone Financial Services 6 - 2023-12-31 66,242 $6,950,000 3,187
   Summit X LLC 11 - 2023-12-31 65,126 $6,833,000 305
   MODERA WEALTH MANAGEMENT, LLC 126 - 2023-12-31 64,585 $6,776,000 64,585
   EMPIRICAL FINANCIAL SERVICES, LLC 91 - 2023-12-31 62,343 $6,541,000 154
   TOWNSQUARE CAPITAL LLC 172 - 2023-12-31 61,824 $6,487,000 14,025
   Snowden Capital Advisors LLC 104 - 2023-12-31 58,845 $6,174,000 2,504
   FRANKLIN RESOURCES INC 1013 - 2023-12-31 56,855 $5,965,000 45,163
   FMR LLC 1901 - 2023-12-31 56,567 $5,935,000 13,609
   HPM Partners LLC - 2023-12-31 54,983 $5,769,000 34,905
   PARSEC FINANCIAL MANAGEMENT, INC. 87 - 2023-03-31 62,359 $5,640,000 5,453
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 92 - 2024-03-31 47,429 $5,452,000 551
   Trilogy Capital Inc. 62 - 2024-03-31 47,343 $5,443,000 62
   Klaas Financial Asset Advisors LLC 16 - 2024-03-31 47,204 $5,427,000 1,246
   SWMG LLC 7 - 2023-12-31 49,672 $5,212,000 690
   RHS Financial LLC 10 - 2024-03-31 44,412 $5,106,000 2,565
   MORNINGSTAR INVESTMENT SERVICES, INC. 157 - 2023-12-31 46,041 $4,846,000 35,105
   Spectrum Planning & Advisory Services Inc. 4 - 2023-12-31 45,419 $4,765,000 368
   Stratos Wealth Partners LTD. 252 - 2024-03-31 39,018 $4,486,000 1,076
   REGAL INVESTMENT ADVISORS, LLC 82 - 2023-12-31 42,696 $4,480,000 1,512
   CoreCap Advisors LLC 67 - 2023-12-31 42,553 $4,465,000 2,039
   Parallel Advisors LLC 133 - 2023-12-31 39,019 $4,094,000 24,484
   Bogart Wealth LLC 98 - 2024-03-31 33,669 $3,871,000 1,176
   Certus Wealth Management LLC 10 - 2023-12-31 36,326 $3,811,000 1,637
   Mount Yale Investment Advisors LLC 71 - 2023-12-31 34,930 $3,665,000 717
   LAKE STREET ADVISORS GROUP LLC 55 - 2023-12-31 34,678 $3,638,000 258
   My Legacy Advisors LLC 14 - 2023-12-31 33,830 $3,550,000 597
   Integris Wealth Management LLC - 2024-03-31 30,726 $3,532,000 49
   BAYSTATE WEALTH MANAGEMENT LLC 39 - 2023-12-31 32,912 $3,453,000 613
   BCJ Capital Management LLC 72 - 2023-12-31 32,410 $3,400,000 4,505
   SigFig Wealth Management LLC 62 - 2023-12-31 31,981 $3,355,000 3,018
   Equitable Holdings Inc. 299 - 2023-12-31 30,366 $3,186,000 1,753
   DFPG INVESTMENTS INC. 104 - 2023-12-31 29,821 $3,078,000 1,891
   PLANNING ALTERNATIVES LTD /ADV 16 - 2024-03-31 26,182 $3,010,000 140
   Steward Partners Investment Advisory LLC 399 - 2023-12-31 28,315 $2,971,000 4,342
   HB Wealth Management LLC - 2024-03-31 25,340 $2,913,000 151
   Copperleaf Capital LLC 7 - 2023-12-31 26,740 $2,806,000 81
   VERUS CAPITAL PARTNERS LLC 48 - 2023-12-31 25,858 $2,713,000 6,861
   BANGOR SAVINGS BANK 40 - 2024-03-31 23,408 $2,691,000 863
  100 Records found
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