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Get Institutions for : 
iShares MSCI USA Sml-Cp ESG Optmzd ETF (ESML)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 339    14
Total shares held : 
 28,348,845  
% of shares held : 
 31.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   28  
Amount of shares held : 
 -815,912  
% of shares held change : 
   -0.91%  
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 :
23
 236,335
 0.83%
 
Increased Positions :
152
 2,110,818
 7.45%
 
Unchanged Positions :
54
 2,845,764
 10.04%
 
Decreased Positions :
110
-2,354,272
-8.3%
 
Closed Positions :
37
-808,793
-2.85%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Krilogy Financial LLC 58 *New 2024-03-31 106,579 $4,292,000 106,579
   HILLTOP WEALTH ADVISORS LLC 25 *New 2024-03-31 28,782 $1,159,000 28,782
   FLOW TRADERS U.S. LLC 419 *New 2023-12-31 17,475 $664,000 17,475
   Ten Capital Wealth Advisors LLC 51 *New 2023-06-30 16,162 $574,000 16,162
   We Are One Seven LLC 538 *New 2023-12-31 12,792 $486,000 12,792
   UNITED ASSET STRATEGIES, INC. 203 *New 2024-03-31 7,436 $299,000 7,436
   Johnson Financial Group LLC 41 *New 2023-12-31 7,359 $280,000 7,359
   Foster Group Inc. 183 *New 2024-03-31 6,043 $243,000 6,043
   WILEY BROS.-AINTREE CAPITAL LLC 417 *New 2024-03-31 6,019 $242,000 6,019
   Equitable Holdings Inc. 1013 *New 2023-12-31 6,119 $233,000 6,119
   TCI Wealth Advisors Inc. 191 *New 2023-12-31 5,608 $213,000 5,608
   Crabel Capital Management LLC 126 *New 2023-12-31 5,433 $207,000 5,433
   Kades & Cheifetz LLC 75 *New 2023-12-31 5,322 $202,000 5,322
   Viewpoint Capital Management LLC 100 *New 2024-03-31 5,000 $201,000 5,000
   GUARANTY TRUST CO OF MISSOURI /MO/ 1134 *New 2024-03-31 155 $6,000 155
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 527 *New 2024-03-31 141 $5,000 141
   Rockbridge Investment Management LCC 496 *New 2023-12-31 94 $4,000 94
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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