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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
   GOLDMAN SACHS GROUP INC/ 769 - 2023-12-31 2,025,634 $76,994,000 -78,519
   NORTHERN TRUST CORP 790 - 2023-12-31 1,844,379 $70,105,000 -31,086
   CITIZENS FINANCIAL GROUP INC/RI 31 - 2023-12-31 486,684 $18,499,000 -622
   Betterment LLC 58 - 2023-12-31 430,730 $16,372,000 -12,765
   SEI INVESTMENTS CO 818 - 2023-12-31 298,944 $11,363,000 -36,137
   ENVESTNET ASSET MANAGEMENT INC 1428 - 2023-12-31 271,991 $10,338,000 -1,075,559
   LPL FINANCIAL CORP 1424 - 2023-12-31 196,771 $7,479,000 -67,442
   BAILARD BIEHL & KAISER INC 101 - 2023-12-31 193,701 $7,363,000 -4,106
   LITMAN GREGORY ASSET MANAGEMENT LLC 40 - 2024-03-31 149,469 $6,019,000 -5,301
   EP WEALTH ADVISORS, INC. 145 - 2023-12-31 143,159 $5,441,000 -13,636
   ALESCO ADVISORS LLC 38 - 2023-12-31 137,155 $5,213,000 -52,051
   MISSION WEALTH MANAGEMENT LLC - 2024-03-31 119,754 $4,822,000 -2,075
   MATHER GROUP, INC. 111 - 2024-03-31 96,598 $3,672,000 -581
   REGATTA CAPITAL GROUP LLC 26 - 2024-03-31 82,707 $3,331,000 -15,346
   Advisor Group Holdings Inc. 1500 - 2023-12-31 84,250 $3,203,000 -134,228
   Stratos Wealth Partners LTD. 330 - 2024-03-31 76,142 $3,066,000 -37,681
   HILL ISLAND FINANCIAL LLC 15 - 2023-12-31 79,756 $3,032,000 -1,808
   Financial Advisors LLC - 2024-03-31 69,280 $2,790,000 -1,107
   CI Private Wealth LLC 869 - 2023-12-31 72,316 $2,749,000 -425
   CRESTWOOD ADVISORS LLC 150 - 2023-12-31 67,501 $2,566,000 -1,463
   AMERIVEST INVESTMENT MANAGEMENT LLC 88 - 2023-06-30 71,268 $2,532,000 -6,458
   Asset Dedication LLC 97 - 2024-03-31 60,289 $2,436,000 -1,866
   Garde Capital Inc. 55 - 2023-12-31 63,693 $2,421,000 -24,795
   Charter Oak Capital Management LLC 38 - 2024-03-31 58,887 $2,371,000 -324
   HARBOUR INVESTMENTS INC. 200 - 2023-12-31 60,115 $2,285,000 -233
   Capital Investment Advisory Services LLC 97 - 2024-03-31 56,020 $2,256,000 -4,550
   J P MORGAN CHASE & CO 2906 - 2023-12-31 58,940 $2,240,000 -77,637
   Financial Connections Group Inc. - 2024-03-31 42,924 $1,729,000 -2,151
   Dunhill Financial LLC 13 - 2023-12-31 44,151 $1,678,000 -146,370
   FINANCIAL NETWORK 1119 - 2023-12-31 39,387 $1,497,000 -8,012
   Congress Wealth Management LLC / DE / 358 - 2024-03-31 30,634 $1,234,000 -641
   Mascoma Wealth Management LLC 27 - 2024-03-31 30,511 $1,229,000 -6,740
   Summit Wealth Group LLC 18 - 2024-03-31 30,364 $1,223,000 -772
   Cetera Investment Advisers 1004 - 2023-12-31 31,460 $1,196,000 -37,780
   Bell Investment Advisors Inc 48 - 2023-12-31 30,429 $1,157,000 -45
   MML INVESTORS SERVICES LLC 1319 - 2023-12-31 27,925 $1,061,000 -64,839
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - 2024-03-31 26,164 $1,054,000 -2,002
   Parallel Advisors LLC 342 - 2023-12-31 24,906 $947,000 -4,198
   Integrated Wealth Concepts LLC 744 - 2023-12-31 24,692 $939,000 -7,094
   Long Run Wealth Advisors LLC 66 - 2024-03-31 22,655 $912,000 -481
   Brookstone Capital Management 507 - 2024-03-31 22,498 $906,000 -975
   AUTUS ASSET MANAGEMENT, LLC 87 - 2022-12-31 27,143 $892,000 -75
   COMMERCE BANK N A/MO - 2024-03-31 21,706 $874,000 -1,760
   CLS INVESTMENT FIRM LLC 775 - 2022-12-31 26,477 $871,000 -8,109
   Topel & Distasi Wealth Management LLC 49 - 2023-12-31 22,848 $868,000 -31
   RICHARD BERNSTEIN ADVISORS LLC 193 - 2023-12-31 22,547 $857,000 -3,098
   Valeo Financial Advisors LLC 265 - 2024-03-31 22,045 $839,000 -1,305
   Affinity Capital Advisors LLC 69 - 2024-03-31 20,573 $828,000 -5,456
   WNY Asset Management LLC 102 - 2023-12-31 21,579 $820,000 -1,803
   NewEdge Wealth LLC 432 - 2023-12-31 21,484 $817,000 -142
   RAYMOND JAMES & ASSOCIATES 2709 - 2024-03-31 20,135 $811,000 -13,073
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1055 - 2023-09-30 24,082 $810,000 -21,039
   Orion Portfolio Solutions LLC 1035 - 2023-12-31 21,346 $799,000 -7,042
   DORSEY & WHITNEY TRUST CO LLC 238 - 2023-12-31 20,726 $788,000 -1,000
   Empower Advisory Group LLC 254 - 2024-03-31 18,076 $728,000 -2
   CAPTRUST FINANCIAL ADVISORS 1515 - 2023-12-31 17,868 $679,000 -71
   Robertson Stephens Wealth Management LLC 263 - 2023-12-31 17,863 $679,000 -5,861
   RFG Advisory Group LLC 441 - 2024-03-31 16,560 $667,000 -1,034
   CWM LLC 1011 - 2024-03-31 16,371 $659,000 -2,345
   Aufman Associates Inc 19 - 2023-12-31 17,053 $648,000 -234
   Walkner Condon Financial Advisors LLC 129 - 2024-03-31 16,037 $646,000 -755
   MORGAN STANLEY 5021 - 2023-12-31 16,743 $636,000 -1,399
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 129 - 2024-03-31 15,590 $628,000 -90
   MONTECITO BANK & TRUST 156 - 2024-03-31 15,016 $605,000 -1,200
   Well Done LLC 103 - 2024-03-31 15,000 $604,000 -12,200
   SNS Financial Group LLC 107 - 2024-03-31 14,963 $603,000 -691
   Round Rock Advisors LLC 107 - 2024-03-31 14,797 $596,000 -1,600
   BP WEALTH MANAGEMENT LLC 456 - 2023-12-31 14,244 $541,000 -1,270
   Great Diamond Partners LLC 127 - 2023-12-31 14,011 $533,000 -85
   SUMMIT INVESTMENT ADVISORS INC 774 - 2023-12-31 13,958 $531,000 -364
   JNBA FINANCIAL ADVISORS 130 - 2024-03-31 12,787 $515,000 -764
   TCWP LLC 26 - 2023-12-31 12,792 $486,000 -5,071
   McClarren Financial Advisors Inc. 48 - 2024-03-31 162 $463,000 -11,208
   One Wealth Advisors LLC 134 - 2024-03-31 11,259 $453,000 -224
   H D Vest Advisory Services 1041 - 2023-12-31 11,683 $444,000 -6,397
   Concord Wealth Partners - 2024-03-31 10,888 $438,000 -2,825
   Sequoia Financial Advisors LLC 728 - 2024-03-31 10,882 $438,000 -39
   FINANCIAL ARCHITECTS INC 227 - 2023-06-30 12,115 $430,000 -648
   Adviser Investments LLC - 2024-03-31 10,310 $415,000 -1,025
   Beacon Pointe Advisors LLC 953 - 2023-12-31 10,560 $401,000 -1,558
   Brandywine Oak Private Wealth LLC 168 - 2023-12-31 10,139 $385,000 -125
   Strategic Wealth Partners Group LLC - 2024-03-31 9,533 $384,000 -241
   SAX WEALTH ADVISORS LLC 135 - 2023-12-31 10,009 $380,000 -150
   TRUEFG LLC 34 - 2024-03-31 9,416 $379,000 -84
   Johnson Bixby & Associates LLC 79 - 2024-03-31 9,070 $365,000 -4
   DFPG INVESTMENTS INC. 474 - 2023-12-31 9,881 $364,000 -2,902
   Mokosak Advisory Group LLC - 2024-03-31 9,024 $363,000 -1,639
   BLB&B ADVISORS LLC 211 - 2024-03-31 8,659 $349,000 -1,607
   American Trust 186 - 2023-12-31 9,172 $349,000 -56
   PRESILIUM PRIVATE WEALTH LLC - 2024-03-31 8,430 $339,000 -353
   Harbor Group Inc. 57 - 2024-03-31 8,379 $337,000 -69
   1ST SOURCE BANK 208 - 2023-12-31 8,427 $320,000 -36
   AFFINIA FINANCIAL GROUP LLC 25 - 2023-06-30 8,622 $317,000 -199
   PrairieView Partners LLC 101 - 2024-03-31 7,606 $307,000 -42
   AdvisorNet Financial Inc 389 - 2024-03-31 7,537 $304,000 -744
   Steward Partners Investment Advisory LLC 1216 - 2023-12-31 7,848 $298,000 -8,664
   Capital Analysts Inc. 374 - 2023-12-31 7,500 $285,000 -810
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 871 - 2023-12-31 7,234 $275,000 -14,594
   Tarbox Group Inc. 90 - 2024-03-31 6,810 $274,000 -260
   Perigon Wealth Management LLC - 2024-03-31 5,650 $228,000 -258
  100 Records found
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