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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
USD 94 M +USD 80.8 M +3,233,419 +613%
Goldman Sachs
2
Goldman Sachs
New York
USD 85.9 M +USD 1.32 M +52,862 +2%
LPL Financial
3
LPL Financial
California
USD 70 M +USD 29.3 M +1,171,947 +72%
Morgan Stanley
4
Morgan Stanley
New York
USD 25.9 M +USD 1.46 M +58,506 +6%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
USD 23.8 M +USD 3.66 M +146,455 +18%
JP Morgan Chase
6
JP Morgan Chase
New York
USD 22.1 M +USD 13.3 M +530,968 +150%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
USD 19.2 M +USD 18.7 M +746,283 +3,393%
EP Wealth Advisors
8
EP Wealth Advisors
California
USD 19.2 M +USD 1.68 M +67,280 +10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 18.3 M +USD 1.68 M +67,068 +10%
Ameriprise
10
Ameriprise
Minnesota
USD 18.1 M +USD 1.32 M +52,851 +8%
Acorns Advisers
11
Acorns Advisers
California
USD 17.5 M +USD 962 k +38,501 +6%
Wells Fargo
12
Wells Fargo
California
USD 17 M +USD 1.75 M +70,110 +12%
Bank of New York Mellon
13
Bank of New York Mellon
New York
USD 16.6 M -USD 199 k -7,945 -1%
Savant Capital
14
Savant Capital
Illinois
USD 14.9 M +USD 541 k +21,639 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
USD 14.5 M +USD 919 k +36,775 +7%
Wealthspire Advisors (New York)
16
Wealthspire Advisors (New York)
New York
USD 12.8 M +USD 470 k +18,809 +4%
Perigon Wealth Management
17
Perigon Wealth Management
California
USD 12.6 M +USD 1.73 M +69,392 +16%
Modera Wealth Management
18
Modera Wealth Management
New Jersey
USD 12.4 M +USD 248 k +9,930 +2%
UBS Group
19
UBS Group
Switzerland
USD 12.2 M +USD 272 k +10,884 +2%
D.J. St. Germain
20
D.J. St. Germain
Massachusetts
USD 12.2 M +USD 391 k +15,641 +3%
Allworth Financial
21
Allworth Financial
California
USD 12.2 M +USD 218 k +8,706 +2%
Baird Financial Group
22
Baird Financial Group
Wisconsin
USD 12.1 M +USD 447 k +17,874 +4%
MIA
23
Milestone Investment Advisors
Wisconsin
USD 10.4 M -USD 199 k -7,977 -2%
Mariner
24
Mariner
Kansas
USD 10.3 M -USD 177 k -7,084 -2%
Francis Financial
25
Francis Financial
USD 10.3 M +USD 156 k +6,235 +2%
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