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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 122 M -USD 59.4 M -2,283,163 -33%
Morgan Stanley
2
Morgan Stanley
New York
USD 71.5 M +USD 4.12 M +158,428 +6%
Wells Fargo
3
Wells Fargo
California
USD 30.1 M +USD 62.7 k +2,408 +0.2%
Private Ocean
4
Private Ocean
California
USD 28.3 M +USD 2.3 M +88,280 +9%
Ameriprise
5
Ameriprise
Minnesota
USD 21.7 M +USD 1.94 M +74,453 +10%
UBS Group
6
UBS Group
Switzerland
USD 14.5 M +USD 1.07 M +40,965 +8%
Osaic Holdings
7
Osaic Holdings
Arizona
USD 14.5 M -USD 3.89 M -149,331 -21%
Bank of America
8
Bank of America
North Carolina
USD 12.7 M +USD 1.18 M +45,422 +10%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 12.6 M +USD 1.68 M +64,557 +15%
LPL Financial
10
LPL Financial
California
USD 11.3 M +USD 2.79 M +106,977 +33%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
USD 10.5 M +USD 596 k +22,879 +6%
PFS Investments
12
PFS Investments
Georgia
USD 9.03 M +USD 522 k +20,036 +6%
JP Morgan Chase
13
JP Morgan Chase
New York
USD 8.94 M +USD 7.59 M +291,566 +553%
Brookstone Capital Management
14
Brookstone Capital Management
Illinois
USD 7.4 M +USD 475 k +18,249 +7%
Stewardship Advisors
15
Stewardship Advisors
Pennsylvania
USD 6.76 M -USD 5.32 M -204,349 -44%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
USD 5.3 M – – –
F.L. Putnam Investment Management
17
F.L. Putnam Investment Management
Massachusetts
USD 5.27 M +USD 1.19 M +45,853 +29%
Charter Oak Capital Management
18
Charter Oak Capital Management
New Hampshire
USD 4.55 M +USD 1.52 M +58,396 +50%
Fisher Asset Management
19
Fisher Asset Management
Washington
USD 4.54 M +USD 296 k +11,352 +7%
Private Advisor Group
20
Private Advisor Group
New Jersey
USD 4.52 M +USD 504 k +19,343 +13%
MML Investors Services
21
MML Investors Services
Massachusetts
USD 4.16 M -USD 2.25 M -86,285 -35%
Advisory Services Network
22
Advisory Services Network
Georgia
USD 3.91 M -USD 24.3 k -934 -0.6%
Old Mission Capital
23
Old Mission Capital
Illinois
USD 3.89 M -USD 2.93 M -112,506 -43%
Gradient Investments
24
Gradient Investments
Minnesota
USD 3.87 M -USD 2.57 M -98,677 -40%
Raymond James Financial Services Advisors
25
Raymond James Financial Services Advisors
Florida
USD 3.82 M -USD 67.5 k -2,594 -2%
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