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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 :
3
174,445
 0.16%
 
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
   BANK OF ITALY 5 - 2024-03-31 2,068,908 $237,842,000 0
   Vestcor Investment Management Corp 16 - 2023-12-31 269,500 $28,276,000 0
   STALEY CAPITAL ADVISERS INC 45 - 2023-12-31 100,135 $10,506,000 0
   Asset Allocation & Management Company LLC 9 - 2024-03-31 34,000 $3,909,000 0
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 14 - 2023-12-31 28,475 $2,988,000 0
   DIVERSIFIED TRUST CO 138 - 2024-03-31 24,843 $2,856,000 0
   Crestone Asset Management LLC 31 - 2024-03-31 18,007 $2,070,000 0
   OLIO Financial Planning 19 - 2024-03-31 17,993 $1,894,000 0
   HSBC HOLDINGS PLC 1203 - 2023-12-31 17,100 $1,794,000 0
   WINDHAM CAPITAL MANAGEMENT, LLC 41 - 2023-12-31 16,392 $1,720,000 0
   BROWN BROTHERS HARRIMAN & CO 229 - 2023-12-31 11,609 $1,218,000 0
   Compass Ion Advisors LLC 85 - 2024-03-31 9,250 $1,063,000 0
   Vident Advisory LLC 552 - 2023-12-31 9,795 $1,028,000 0
   STEPHENS INC /AR/ 543 - 2023-12-31 9,163 $961,000 0
   Levy Wealth Management Group LLC 41 - 2024-03-31 8,916 $936,000 0
   LIBRA WEALTH LLC 24 - 2024-03-31 8,120 $933,000 0
   ADVISOR PARTNERS II LLC 514 - 2023-09-30 9,578 $899,000 0
   BLB&B ADVISORS LLC 131 - 2024-03-31 7,805 $897,000 0
   Apexium Financial LP 104 - 2024-03-31 7,688 $884,000 0
   BLUE CREEK INVESTMENT PARTNERS LLC 148 - 2024-03-31 7,106 $817,000 0
   Financial Gravity Wealth Inc. 238 - 2023-12-31 1,027,102 $803,000 0
   Chicago Capital LLC 179 - 2024-03-31 6,700 $770,000 0
   CIBC WORLD MARKETS INC. 784 - 2023-12-31 6,485 $680,000 0
   Ameraudi Asset Management Inc. 35 - 2023-12-31 6,022 $632,000 0
   Front Row Advisors LLC 62 - 2023-12-31 5,750 $603,000 0
   MEMBERS CAPITAL ADVISORS INC 3 - 2024-03-31 5,205 $598,000 0
   UMB BANK N A/MO 391 - 2024-03-31 5,062 $582,000 0
   SYM FINANCIAL CORPORATION 45 - 2023-12-31 5,528 $580,000 0
   Lido Advisors LLC 729 - 2023-12-31 5,244 $550,000 0
   Mascoma Wealth Management LLC 50 - 2024-03-31 4,586 $527,000 0
   Level Financial Advisors Inc. 48 - 2024-03-31 4,523 $520,000 0
   Tanager Wealth Management LLP 54 - 2024-03-31 4,297 $494,000 0
   Alpha Cubed Investments LLC 162 - 2024-03-31 3,809 $438,000 0
   D. SCOTT NEAL INC. 42 - 2024-03-31 3,787 $435,000 0
   MontVue Capital Management Inc. 35 - 2024-03-31 3,734 $429,000 0
   BAILARD BIEHL & KAISER INC 483 - 2023-12-31 3,990 $419,000 0
   SCOTIA CAPITAL INC. 614 - 2023-12-31 3,846 $404,000 0
   Resource Planning Group 52 - 2023-12-31 3,746 $393,000 0
   Horizons Wealth Management 43 - 2024-03-31 3,742 $393,000 0
   WEIL COMPANY INC 105 - 2024-03-31 3,422 $393,000 0
   STOCK YARDS BANK & TRUST CO 315 - 2024-03-31 3,269 $376,000 0
   Murphy Middleton Hinkle & Parker Inc. 106 - 2024-03-31 3,184 $366,000 0
   CWA Asset Management Group LLC 302 - 2023-12-31 3,395 $356,000 0
   HAVERFORD TRUST CO 324 - 2024-03-31 3,028 $348,000 0
   BANK OF NOVA SCOTIA / 894 - 2023-12-31 3,304 $347,000 0
   MATHER GROUP, INC. 407 - 2024-03-31 3,274 $344,000 0
   WealthPlan Investment Management LLC 144 - 2023-12-31 3,134 $329,000 0
   Worth Financial Advisory Group LLC 110 - 2024-03-31 2,600 $299,000 0
   Consolidated Portfolio Review Corp 212 - 2024-03-31 2,543 $292,000 0
   SEVEN POST INVESTMENT OFFICE LP 48 - 2024-03-31 2,532 $291,000 0
   Vivaldi Capital Management LLC 172 - 2023-12-31 2,647 $288,000 0
   SMITHFIELD TRUST CO 264 - 2023-12-31 2,735 $287,000 0
   ATTICUS WEALTH MANAGEMENT LLC 102 - 2024-03-31 2,479 $285,000 0
   MBE Wealth Management LLC 67 - 2024-03-31 2,474 $284,000 0
   BKM Wealth Management LLC 135 - 2024-03-31 2,388 $275,000 0
   WHALEROCK POINT PARTNERS LLC 134 - 2023-12-31 2,493 $262,000 0
   Milestone Investment Advisors LLC 66 - 2023-12-31 2,394 $251,000 0
   Hudson Capital Management LLC 60 - 2024-03-31 2,125 $244,000 0
   Green Harvest Asset Management LLC 173 - 2023-12-31 2,224 $233,000 0
   BROWN ADVISORY HOLDINGS INC 1142 - 2024-03-31 2,028 $233,000 0
   PINNACLE ASSOCIATES LTD 765 - 2024-03-31 1,987 $228,000 0
   Pathway Financial Advisors LLC 150 - 2024-03-31 1,955 $225,000 0
   One Day In July LLC 119 - 2024-03-31 1,926 $221,000 0
   NBC SECURITIES INC. 715 - 2024-03-31 1,898 $218,000 0
   LeJeune Puetz Investment Counsel LLC 165 - 2023-03-31 1,903 $172,000 0
   New Republic Capital LLC 161 - 2023-12-31 1,589 $167,000 0
   Element Wealth LLC 141 - 2023-12-31 1,315 $138,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 66 - 2024-03-31 1,101 $127,000 0
   Signature Resources Capital Management LLC 59 - 2024-03-31 1,183 $124,000 0
   Tanglewood Legacy Advisors LLC 113 - 2024-03-31 1,000 $115,000 0
   Financial Perspectives Inc 195 - 2024-03-31 953 $110,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 276 - 2023-06-30 956 $93,000 0
   TUCKER ASSET MANAGEMENT LLC 176 - 2023-12-31 794 $83,000 0
   Nalls Sherbakoff Group LLC 128 - 2023-12-31 786 $82,000 0
   Center for Financial Planning Inc. 208 - 2024-03-31 588 $68,000 0
   IAG Wealth Partners LLC 159 - 2024-03-31 480 $55,000 0
   GPS Wealth Strategies Group LLC 501 - 2024-03-31 449 $52,000 0
   JNBA FINANCIAL ADVISORS 295 - 2024-03-31 410 $47,000 0
   Archer Investment Corp 401 - 2023-12-31 412 $43,000 0
   DHJJ Financial Advisors Ltd. 285 - 2024-03-31 365 $42,000 0
   SALEM INVESTMENT COUNSELORS INC 616 - 2024-03-31 311 $36,000 0
   PrairieView Partners LLC 208 - 2024-03-31 291 $34,000 0
   CVA Family Office LLC 572 - 2024-03-31 257 $30,000 0
   PARKSIDE FINANCIAL BANK & TRUST 910 - 2024-03-31 259 $30,000 0
   Atlantic Trust LLC 267 - 2023-12-31 278 $29,000 0
   ELEVATE WEALTH ADVISORY INC 93 - 2024-03-31 176 $20,000 0
   Key Financial Inc 591 - 2024-03-31 187 $20,000 0
   CAROLINAS WEALTH CONSULTING LLC 445 - 2023-12-31 191 $20,000 0
   Salomon & Ludwin LLC 479 - 2024-03-31 161 $19,000 0
   WETZEL INVESTMENT ADVISORS INC. 384 - 2024-03-31 164 $18,000 0
   Creative Capital Management Investments LLC 129 - 2024-03-31 154 $18,000 0
   Beacon Capital Management LLC 415 - 2023-12-31 180 $17,000 0
   ATLAS CAPITAL ADVISORS LLC 635 - 2024-03-31 143 $16,000 0
   DB Wealth Management Group LLC 271 - 2023-12-31 120 $13,000 0
   Community Bank N.A. 339 - 2023-12-31 125 $13,000 0
   FIRST FINANCIAL CORP /IN/ 340 - 2024-03-31 83 $10,000 0
   Ruedi Wealth Management Inc. - 2023-12-31 89 $9,000 0
   BARRETT & COMPANY INC. 491 - 2024-03-31 31 $4,000 0
   VitalStone Financial LLC 391 - 2023-12-31 25 $3,000 0
   Spotlight Asset Group Inc. 233 - 2023-12-31 26 $2,000 0
  100 Records found
  1    
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