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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
   PUTNAM FL INVESTMENT MANAGEMENT CO - 2024-03-31 2,092,724 $84,274,000 49,638
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 1,761,145 $66,941,000 280,377
   TIAA FSB 75 - 2023-06-30 1,367,116 $48,560,000 270,888
   CREATIVE PLANNING 125 - 2023-12-31 1,266,101 $48,125,000 62,494
   FIDUCIARY TRUST CO 34 - 2023-12-31 923,901 $35,117,000 2,851
   M&T BANK CORP 184 - 2023-12-31 632,385 $24,037,000 69,590
   FMR LLC 1562 - 2023-12-31 586,072 $22,277,000 358,292
   UBS Group AG 1152 - 2023-12-31 459,017 $17,447,000 44,717
   Acorns Advisers LLC 20 - 2023-12-31 458,737 $17,437,000 23,014
   COMMONWEALTH EQUITY SERVICES LLC. 559 - 2024-03-31 418,616 $16,858,000 12,204
   PATHSTONE FAMILY OFFICE, LLC 114 - 2023-09-30 496,345 $16,702,000 8,534
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 306 - 2023-12-31 425,075 $16,160,000 21,594
   ROYAL BANK OF CANADA 1237 - 2023-12-31 399,205 $15,173,000 13,304
   BANK OF AMERICA CORP /DE/ 2057 - 2023-12-31 373,091 $14,181,000 32,922
   WELLS FARGO & CO/MN 1273 - 2023-12-31 365,542 $13,894,000 84,696
   HIGHTOWER ADVISORS, LLC 584 - 2023-12-31 354,030 $13,448,000 32,817
   ACCREDITED INVESTORS INC. 25 - 2023-12-31 347,674 $13,215,000 6,408
   AMERIPRISE FINANCIAL INC 1606 - 2023-12-31 310,797 $11,795,000 1,308
   SAND HILL ADVISORS INC/CA 31 - 2023-12-31 298,431 $11,343,000 12,736
   EMPIRICAL FINANCIAL SERVICES, LLC 64 - 2023-12-31 243,496 $9,255,000 10,358
   SigFig Wealth Management LLC 37 - 2023-12-31 232,581 $8,840,000 31,140
   MODERA WEALTH MANAGEMENT, LLC 119 - 2023-12-31 227,661 $8,653,000 227,661
   MORNINGSTAR INVESTMENT SERVICES, INC. 140 - 2023-12-31 217,429 $8,380,000 102,554
   MERCER GLOBAL ADVISORS INC /ADV 350 - 2023-12-31 217,007 $8,248,000 7,558
   SAVANT CAPITAL MANAGEMENT INC 137 - 2023-12-31 212,612 $8,081,000 7,975
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 543 - 2024-03-31 194,430 $7,830,000 12,475
   BB&T CORP 740 - 2023-12-31 181,259 $6,890,000 10,026
   FRANKLIN RESOURCES INC 1004 - 2023-12-31 160,690 $6,108,000 19,604
   Wealth Architects LLC 26 - 2023-12-31 153,503 $5,835,000 1,147
   WRAPMANAGER INC 13 - 2023-12-31 153,031 $5,817,000 5,061
   PARSEC FINANCIAL MANAGEMENT, INC. 84 - 2023-03-31 169,569 $5,764,000 13,388
   APCM Wealth Management for Individuals 24 - 2024-03-31 120,622 $4,857,000 19,776
   BLACKROCK INC. 3517 - 2023-12-31 127,758 $4,856,000 685
   Grubman Wealth Management 20 - 2024-03-31 112,602 $4,534,000 3,429
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 694 - 2024-03-31 110,628 $4,455,000 4,324
   FINANCIAL ENGINES ADVISORS L.L.C. 106 - 2023-12-31 116,643 $4,434,000 21,677
   ADVISORY SERVICES NETWORK, LLC 239 - 2023-12-31 104,451 $3,970,000 3,972
   Ally Invest Advisors Inc. 17 - 2023-12-31 99,482 $3,781,000 5,928
   Willow Creek Wealth Management Inc. 35 - 2023-12-31 95,965 $3,648,000 45,333
   BLUESTEM FINANCIAL ADVISORS LLC 12 - 2024-03-31 84,264 $3,393,000 145
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1408 - 2023-12-31 87,876 $3,340,000 76,924
   Invera Wealth Advisors LLC 14 - 2024-03-31 89,717 $3,319,000 531
   GRADIENT INVESTMENTS LLC 158 - 2024-03-31 81,540 $3,284,000 3,107
   DOHJ LLC 30 - 2024-03-31 79,684 $3,209,000 9,942
   Moss Adams Wealth Advisors LLC 18 - 2023-12-31 83,436 $3,171,000 2,192
   RPg Family Wealth Advisory LLC - 2023-12-31 80,233 $3,050,000 4,989
   Integris Wealth Management LLC - 2024-03-31 72,253 $2,910,000 231
   HARVEST GROUP WEALTH MANAGEMENT LLC 22 - 2023-03-31 79,655 $2,707,000 2,534
   IMPACTfolio LLC 9 - 2024-03-31 61,135 $2,462,000 61,135
   Stewardship Advisors LLC 30 - 2024-03-31 57,373 $2,310,000 924
   Apella Capital LLC 91 - 2024-03-31 56,390 $2,231,000 7,366
   REGIONS FINANCIAL CORP 356 - 2024-03-31 54,987 $2,214,000 4,834
   Stephens Consulting LLC 22 - 2024-03-31 54,457 $2,193,000 616
   Omega Financial Group LLC 34 - 2024-03-31 53,966 $2,173,000 5,918
   STIFEL FINANCIAL CORP 1626 - 2023-12-31 55,403 $2,106,000 1,365
   VISION CAPITAL MANAGEMENT INC 58 - 2023-12-31 55,316 $2,103,000 6,261
   Blue Edge Capital LLC 58 - 2023-12-31 54,263 $2,063,000 8,940
   Francis Financial Inc. 21 - 2024-03-31 50,649 $2,040,000 2,367
   Laurel Wealth Planning LLC 22 - 2024-03-31 49,401 $1,989,000 1,031
   Trilogy Capital Inc. 136 - 2024-03-31 49,397 $1,989,000 3,479
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1630 - 2024-03-31 49,319 $1,986,000 2,651
   HART & PATTERSON FINANCIAL GROUP LLC 28 - 2024-03-31 46,970 $1,891,000 595
   Garrett Investment Advisors LLC 107 - 2024-03-31 46,817 $1,885,000 2,554
   HAVERFORD TRUST CO - 2024-03-31 46,591 $1,876,000 5,430
   Crestone Asset Management LLC 39 - 2024-03-31 44,309 $1,784,000 335
   Wealthcare Advisory Partners LLC 252 - 2024-03-31 43,898 $1,768,000 757
   HPM Partners LLC - 2023-12-31 43,665 $1,660,000 31,085
   SAGE FINANCIAL GROUP INC - 2024-03-31 40,570 $1,634,000 878
   Relyea Zuckerberg Hanson LLC 52 - 2024-03-31 38,948 $1,568,000 4,775
   Chicago Partners Investment Group LLC 255 - 2024-03-31 36,881 $1,406,000 124
   MONETA GROUP INVESTMENT ADVISORS INC 201 - 2023-12-31 36,429 $1,385,000 19,719
   Wescott Financial Advisory Group LLC 62 - 2023-12-31 36,281 $1,379,000 930
   LAKE STREET ADVISORS GROUP LLC 102 - 2023-12-31 32,021 $1,217,000 208
   HANSON MCCLAIN, INC. 392 - 2024-03-31 28,367 $1,142,000 27
   BAYSTATE WEALTH MANAGEMENT LLC 84 - 2023-12-31 29,602 $1,125,000 1,047
   Miracle Mile Advisors LLC 248 - 2024-03-31 27,759 $1,118,000 538
   WADE G W & INC 213 - 2023-12-31 29,159 $1,108,000 229
   Addison Advisors LLC 53 - 2023-12-31 28,795 $1,094,000 3,085
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2024-03-31 26,833 $1,081,000 1,576
   JONES FINANCIAL COMPANIES LLLP 197 - 2023-12-31 28,068 $1,067,000 2,538
   AXXCESS WEALTH MANAGEMENT LLC 347 - 2023-12-31 27,274 $1,037,000 9,573
   GRIMES & COMPANY INC 180 - 2024-03-31 24,287 $978,000 5,723
   Cranbrook Wealth Management LLC 49 - 2024-03-31 23,997 $966,000 420
   Claraphi Advisory Network LLC 86 - 2022-12-31 26,994 $888,000 13,432
   Kestra Advisory Services LLC 1190 - 2023-12-31 23,181 $881,000 2,825
   Pine Haven Investment Counsel Inc 39 - 2024-03-31 21,358 $860,000 618
   Baird Financial Group Inc. 1196 - 2023-12-31 21,188 $805,000 2,254
   PLANNING ALTERNATIVES LTD /ADV 29 - 2024-03-31 19,460 $784,000 92
   Fingerlakes Wealth Management Inc. 36 - 2024-03-31 19,095 $769,000 1,604
   Clarius Group LLC 163 - 2024-03-31 18,652 $751,000 2
   BANGOR SAVINGS BANK 139 - 2024-03-31 18,106 $729,000 8,137
   Northland Capital Management LLC 27 - 2024-03-31 17,900 $721,000 1,023
   One Day In July LLC 72 - 2024-03-31 17,901 $721,000 427
   Towerpoint Wealth LLC 42 - 2024-03-31 17,764 $715,000 1,065
   Goss Wealth Management LLC 1097 - 2023-12-31 18,994 $709,000 6,865
   TOWER RESEARCH CAPITAL LLC 1107 - 2023-12-31 18,440 $701,000 9,447
   Curtis Advisory Group LLC - 2024-03-31 17,340 $698,000 4,837
   One Capital Management LLC 195 - 2023-12-31 18,326 $697,000 95
   Annis Gardner Whiting Capital Advisors LLC 66 - 2023-12-31 17,604 $669,000 29
   BRAGG FINANCIAL ADVISORS INC 226 - 2023-12-31 17,400 $661,000 1,266
  100 Records found
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