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icono de SUSL

iShares ESG MSCI USA Leaders ETF
SUSL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of Italy
1
Bank of Italy
Italy
USD 118 M – – –
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
USD 90.5 M -USD 3.18 M -24,847 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
USD 64.4 M +USD 3.83 M +29,990 +7%
JP Morgan Chase
4
JP Morgan Chase
New York
USD 55.7 M -USD 2.6 M -20,369 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
USD 50.6 M +USD 608 k +4,757 +1%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
USD 26.6 M -USD 102 k -799 -0.4%
Creative Planning
7
Creative Planning
Kansas
USD 26.4 M -USD 838 k -6,554 -3%
Allworth Financial
8
Allworth Financial
California
USD 25.7 M +USD 331 k +2,593 +1%
Ellevest Inc
9
Ellevest Inc
New York
USD 21.7 M +USD 922 k +7,215 +5%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
USD 19.3 M +USD 3.93 M +30,714 +27%
CLA (CliftonLarsonAllen) Wealth Advisors
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 11.5 M +USD 527 k +4,123 +5%
Trilogy Capital
12
Trilogy Capital
California
USD 10.7 M +USD 361 k +2,828 +4%
Sanctuary Advisors
13
Sanctuary Advisors
Indiana
USD 10.5 M -USD 90.4 k -707 -0.9%
OneDigital Investment Advisors
14
OneDigital Investment Advisors
Kansas
USD 10.3 M +USD 71.8 k +562 +0.7%
Robertson Stephens Wealth Management
15
Robertson Stephens Wealth Management
California
USD 10.3 M -USD 298 k -2,332 -3%
XFP
16
Xena Financial Planning
Oregon
USD 9.34 M +USD 1.34 M +10,477 +17%
Bank of America
17
Bank of America
North Carolina
USD 8.61 M +USD 335 k +2,618 +4%
One Wealth Advisors
18
One Wealth Advisors
California
USD 8.18 M -USD 26.3 k -206 -0.3%
SWM
19
SK Wealth Management
Rhode Island
USD 6.8 M -USD 178 k -1,394 -3%
Quantinno Capital Management
20
Quantinno Capital Management
New York
USD 6.66 M +USD 3.2 M +25,005 +99%
BFA
21
Bluestem Financial Advisors
Illinois
USD 6.65 M +USD 110 k +858 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
USD 6.5 M -USD 389 k -3,047 -6%
WAL
23
W Advisors LLC
Tennessee
USD 6.25 M -USD 791 k -6,189 -12%
GeoWealth Management
24
GeoWealth Management
Illinois
USD 5.83 M -USD 908 k -7,100 -14%
Jane Street
25
Jane Street
New York
USD 5.64 M +USD 5.1 M +39,872 +1,536%
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