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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
   BLACKROCK INC. 922 - 2023-12-31 5,280,015 $553,979,000 -204,317
   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
   Advisor Group Holdings Inc. 91 - 2023-12-31 1,297,765 $136,241,000 -537,926
   COMMONWEALTH EQUITY SERVICES LLC. 106 - 2024-03-31 951,194 $109,349,000 -106,188
   Empower Advisory Group LLC 67 - 2024-03-31 792,773 $91,137,000 -33,189
   CWM LLC 62 - 2024-03-31 534,583 $61,456,000 -988,102
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 157 - 2024-03-31 526,300 $60,503,000 -115,730
   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
   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
   ALESCO ADVISORS LLC 17 - 2023-12-31 322,155 $33,801,000 -26,322
   MERCER GLOBAL ADVISORS INC /ADV 142 - 2023-12-31 311,378 $32,670,000 -152,641
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 165 - 2024-03-31 259,119 $29,788,000 -87,166
   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
   JANNEY MONTGOMERY SCOTT LLC 283 - 2024-03-31 204,743 $23,537,000 -430,087
   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
   RSM US WEALTH MANAGEMENT LLC 50 - 2024-03-31 171,792 $19,749,000 -1,519
   DOHJ LLC 4 - 2024-03-31 171,194 $19,681,000 -18,247
   Money Design Co.Ltd. 25 - 2024-03-31 167,336 $19,237,000 -7,342
   MISSION WEALTH MANAGEMENT LLC 30 - 2024-03-31 165,601 $19,037,000 -1,858
   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
   RAYMOND JAMES & ASSOCIATES 819 - 2024-03-31 159,023 $18,281,000 -11,082
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 538 - 2024-03-31 158,794 $18,255,000 -2,435
   Integrated Wealth Concepts LLC 73 - 2023-12-31 172,752 $18,125,000 -9,012
   SEI INVESTMENTS CO 638 - 2023-12-31 162,834 $17,084,000 -4,932
   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
   PRUDENTIAL FINANCIAL INC 526 - 2023-12-31 140,457 $14,737,000 -7,159
   CLIENT 1ST ADVISORY GROUP LLC 3 - 2023-12-31 134,460 $14,108,000 -28,286
   SPINNAKER TRUST 26 - 2023-12-31 121,976 $12,798,000 -389
   West Wealth Group LLC 4 - 2023-12-31 118,827 $12,467,000 -37
   Kestra Advisory Services LLC 231 - 2023-12-31 114,312 $11,994,000 -123,438
   CFS Investment Advisory Services LLC 10 - 2023-12-31 109,221 $11,459,000 -3,434
   HARBOUR INVESTMENTS INC. 33 - 2023-12-31 103,099 $10,817,000 -1,108
   Lineweaver Wealth Advisors LLC 11 - 2024-03-31 92,981 $10,690,000 -717
   Strategic Blueprint LLC 28 - 2024-03-31 91,605 $10,531,000 -26,808
   NEUBERGER BERMAN GROUP LLC 767 - 2023-12-31 96,219 $10,095,000 -37,277
   MARINER WEALTH ADVISORS, LLC 494 - 2023-12-31 88,219 $9,256,000 -12,124
   BANK OF NEW YORK MELLON CORP 2013 - 2024-03-31 78,191 $8,989,000 -221,369
   Wealth Alliance 8 - 2023-12-31 85,022 $8,920,000 -1,709
   AE Wealth Management LLC 426 - 2023-12-31 81,331 $8,729,000 -14,199
   TNF LLC 7 - 2024-03-31 77,134 $8,563,000 -15,769
   High Falls Advisors Inc 12 - 2023-12-31 80,262 $8,421,000 -745
   ADVISORY SERVICES NETWORK, LLC 97 - 2023-12-31 78,541 $8,241,000 -2,864
   Prudent Man Advisors LLC 4 - 2023-12-31 78,258 $8,211,000 -1,191
   Cypress Wealth Services LLC 12 - 2024-03-31 69,517 $7,992,000 -26,673
   LINCOLN NATIONAL CORP 105 - 2024-03-31 63,424 $7,291,000 -6,841
   Financial Advisors LLC 8 - 2024-03-31 62,809 $7,220,000 -859
   NATIONAL ASSET MANAGEMENT, INC. 115 - 2023-12-31 68,690 $7,207,000 -18,884
   Private Ocean LLC 24 - 2024-03-31 61,340 $7,052,000 -2,997
   Private Advisor Group LLC 382 - 2024-03-31 55,729 $6,407,000 -10,289
   Invst LLC 34 - 2023-12-31 57,725 $6,275,000 -17,760
   PACIFIC FINANCIAL GROUP INC 6 - 2023-12-31 59,088 $6,200,000 -2,035
   HALBERT, HARGROVE/RUSSELL LLC 25 - 2024-03-31 53,433 $6,143,000 -2,124
   Long Run Wealth Advisors LLC 16 - 2024-03-31 52,135 $5,993,000 -1,833
   Facet Wealth Inc. 37 - 2023-12-31 54,779 $5,955,000 -391
   Goodwin Investment Advisory 6 - 2023-12-31 56,381 $5,915,000 -15,266
   MA Private Wealth 17 - 2024-03-31 50,910 $5,853,000 -24,474
   Mutual Advisors LLC 110 - 2024-03-31 49,436 $5,683,000 -15,456
   HART & PATTERSON FINANCIAL GROUP LLC 13 - 2024-03-31 47,267 $5,434,000 -16,875
   Waypoint Wealth Partners Inc. 8 - 2024-03-31 47,044 $5,408,000 -125
   CAPTRUST FINANCIAL ADVISORS 534 - 2023-12-31 51,445 $5,398,000 -1,743
   Summit Wealth Group LLC 8 - 2024-03-31 45,769 $5,262,000 -1,959
   Perigon Wealth Management LLC 141 - 2024-03-31 43,777 $5,033,000 -16,374
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 24 - 2024-03-31 43,770 $5,032,000 -730
   CLS INVESTMENT FIRM LLC 211 - 2022-12-31 58,675 $4,973,000 -1,465
   MCKINLEY CARTER WEALTH SERVICES, INC. 68 - 2024-03-31 42,223 $4,854,000 -1,180
   MONTECITO BANK & TRUST 24 - 2024-03-31 41,940 $4,821,000 -8,742
   Keystone Wealth Services LLC 13 - 2024-03-31 40,521 $4,658,000 -1,449
   RFG Advisory Group LLC 120 - 2024-03-31 37,057 $4,260,000 -5,320
   Valeo Financial Advisors LLC 75 - 2024-03-31 37,754 $4,191,000 -3,338
   ONE Advisory Partners LLC 14 - 2024-03-31 36,344 $4,178,000 -1,490
   TRANSCEND WEALTH COLLECTIVE LLC 73 - 2024-03-31 35,928 $4,130,000 -7,017
   AdvisorNet Financial Inc 60 - 2024-03-31 33,656 $3,869,000 -6,106
   Apeiron RIA LLC 22 - 2024-03-31 33,365 $3,836,000 -21,758
   Clear Creek Financial Management LLC 43 - 2024-03-31 33,266 $3,824,000 -9,509
   UMA Financial Services Inc. 31 - 2024-03-31 33,811 $3,735,000 -45,509
   WETHERBY ASSET MANAGEMENT INC 97 - 2023-12-31 35,291 $3,703,000 -43,250
   Integrated Advisors Network LLC 140 - 2023-12-31 34,869 $3,658,000 -18
   PROVENCE WEALTH MANAGEMENT GROUP 10 - 2023-12-31 34,428 $3,612,000 -4,844
   FTB Advisors Inc. 159 - 2024-03-31 31,200 $3,587,000 -25,306
   WADE G W & INC 129 - 2023-12-31 33,067 $3,469,000 -1,741
   FLC Capital Advisors 29 - 2023-12-31 30,821 $3,234,000 -1,020
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 48 - 2024-03-31 26,761 $3,076,000 -404,274
   REGIONS FINANCIAL CORP 303 - 2024-03-31 26,576 $3,055,000 -1,473
   Wealth Architects LLC 37 - 2023-12-31 29,002 $3,043,000 -1,058
   Ronald Blue Trust Inc. 83 - 2024-03-31 26,243 $3,017,000 -68,286
   Horst & Graben Wealth Management LLC 31 - 2024-03-31 25,668 $2,951,000 -37,745
   Sowell Financial Services LLC 167 - 2024-03-31 24,981 $2,872,000 -2,954
  100 Records found
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