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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
   Vontobel Holding Ltd. 83 - 2023-12-31 1,600,000 $60,816,000 0
   Financial Gravity Wealth Inc. 83 - 2023-12-31 68,343 $5,342,000 0
   Quent Capital LLC - 2024-03-31 63,809 $2,570,000 0
   BEACON INVESTMENT ADVISORY SERVICES INC. 113 - 2023-12-31 64,576 $2,455,000 0
   BECKER CAPITAL MANAGEMENT INC 138 - 2023-12-31 43,676 $1,660,000 0
   PORTLAND GLOBAL ADVISORS LLC 65 - 2023-12-31 33,675 $1,280,000 0
   WHITTIER TRUST CO - 2024-03-31 31,201 $1,256,000 0
   Hardy Reed LLC - 2024-03-31 25,510 $1,027,000 0
   RAYMOND JAMES TRUST CO 465 - 2024-03-31 25,323 $1,020,000 0
   DIVERSIFIED TRUST CO 377 - 2024-03-31 19,945 $803,000 0
   Hurlow Wealth Management Group Inc. 63 - 2024-03-31 13,040 $525,000 0
   MAYPORT LLC 47 - 2024-03-31 12,540 $505,000 0
   Pathway Financial Advisors LLC 85 - 2024-03-31 12,274 $494,000 0
   Friedenthal Financial 93 - 2024-03-31 11,822 $476,000 0
   VAUGHAN AND COMPANY SECURITIES INC. 45 - 2024-03-31 11,673 $470,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 577 - 2023-12-31 10,735 $408,000 0
   Brewster Financial Planning LLC 13 - 2024-03-31 9,354 $377,000 0
   Bridgeworth LLC - 2023-12-31 9,321 $354,000 0
   Carr Financial Group Corp 135 - 2024-03-31 8,552 $344,000 0
   ROOF EIDAM & MAYCOCK/ADV 91 - 2023-12-31 8,889 $338,000 0
   Stokes Family Office LLC 173 - 2023-12-31 7,850 $298,000 0
   HILLSTRUST 195 - 2023-12-31 7,518 $286,000 0
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 202 - 2023-12-31 7,294 $277,000 0
   Wells Financial Advisors INC 36 - 2023-12-31 6,995 $266,000 0
   RTD Financial Advisors Inc. 96 - 2024-03-31 6,436 $259,000 0
   Pinnacle Wealth Management Advisory Group LLC - 2024-03-31 6,222 $251,000 0
   Values Added Financial LLC 82 - 2024-03-31 5,449 $219,000 0
   Horizons Wealth Management 61 - 2024-03-31 5,127 $195,000 0
   Carolina Wealth Advisors LLC 66 - 2024-03-31 4,044 $163,000 0
   Hartland & Co. LLC 504 - 2023-12-31 3,813 $145,000 0
   LeJeune Puetz Investment Counsel LLC 181 - 2023-03-31 4,145 $141,000 0
   UMB BANK N A/MO 643 - 2024-03-31 3,306 $133,000 0
   Keener Financial Planning LLC 56 - 2024-03-31 3,284 $133,000 0
   GoalVest Advisory LLC 141 - 2024-03-31 2,559 $103,000 0
   Koesten Hirschmann & Crabtree INC. 50 - 2023-12-31 2,080 $79,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 119 - 2024-03-31 1,587 $64,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 496 - 2022-12-31 1,200 $39,000 0
   Your Advocates Ltd. LLP 68 - 2024-03-31 888 $36,000 0
   BARTLETT & CO. LLC 747 - 2023-12-31 915 $35,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 749 - 2023-12-31 915 $35,000 0
   DB Wealth Management Group LLC 194 - 2023-12-31 875 $33,000 0
   GPS Wealth Strategies Group LLC - 2024-03-31 823 $33,000 0
   KISTLERTIFFANY COMPANIES, LLC 544 - 2023-06-30 922 $33,000 0
   Spire Wealth Management 1420 - 2024-03-31 634 $26,000 0
   ARMSTRONG ADVISORY GROUP INC 477 - 2024-03-31 542 $21,000 0
   CVA Family Office LLC 635 - 2024-03-31 496 $20,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 429 - 2023-06-30 570 $20,000 0
   Northwest Capital Management Inc 308 - 2024-03-31 490 $20,000 0
   ZRC WEALTH MANAGEMENT LLC 322 - 2024-03-31 360 $14,000 0
   Archer Investment Corp 575 - 2023-12-31 361 $14,000 0
   BALDWIN BROTHERS INC/MA 538 - 2024-03-31 285 $11,000 0
   Cherry Tree Wealth Management LLC - 2024-03-31 248 $10,000 0
   Center for Financial Planning Inc. 416 - 2024-03-31 218 $9,000 0
   Signature Resources Capital Management LLC 217 - 2024-03-31 183 $7,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 184 $7,000 0
   IAG Wealth Partners LLC 359 - 2024-03-31 185 $7,000 0
   PSI Advisors LLC 568 - 2024-03-31 141 $6,000 0
   First Capital Advisors Group LLC. 652 - 2023-06-30 153 $5,000 0
   Cardinal Strategic Wealth Guidance 57 - 2024-03-31 98 $4,000 0
   BARRETT & COMPANY INC. 509 - 2024-03-31 70 $3,000 0
   Community Bank N.A. 402 - 2023-12-31 35 $1,000 0
   Emerald Investment Partners LLC 474 - 2024-03-31 21 $1,000 0
   Glassman Wealth Services 1241 - 2024-03-31 1 $0 0
   Ruedi Wealth Management Inc. - 2023-12-31 9 $0 0
  64 Records found
  1    
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