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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$761M +$867M +12,738,287 +2,521%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$640M
Bank of America
3
Bank of America
North Carolina
$284M +$109M +1,601,361 +48%
LPL Financial
4
LPL Financial
California
$113M +$132M +1,941,655 +7,110%
BlackRock
5
BlackRock
New York
$95.3M +$70.4M +1,034,310 +166%
PAS
6
Park Avenue Securities
New York
$85.5M +$101M +1,487,924 New
Osaic Holdings
7
Osaic Holdings
Arizona
$84.9M +$100M +1,475,881 New
JP Morgan Chase
8
JP Morgan Chase
New York
$78M +$35.5M +521,238 +62%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$60.8M +$72M +1,057,837 New
Wells Fargo
10
Wells Fargo
California
$52.2M +$39.6M +581,716 +179%
Morgan Stanley
11
Morgan Stanley
New York
$41.5M +$48.2M +708,274 +5,321%
ECM
12
ETrade Capital Management
Virginia
$38M +$45M +661,370 New
MML Investors Services
13
MML Investors Services
Massachusetts
$35.1M +$38.7M +568,404 +1,352%
Goldman Sachs
14
Goldman Sachs
New York
$33.9M +$7.62M +112,001 +23%
UBS Group
15
UBS Group
Switzerland
$27M +$23.8M +348,996 +288%
Ameriprise
16
Ameriprise
Minnesota
$23M +$22.2M +325,674 +427%
PFG
17
PAX Financial Group
Texas
$20.7M +$14.6M +214,297 +191%
WP
18
WealthSource Partners
California
$20.7M +$23.6M +346,322 +2,512%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$19.7M +$22.9M +336,112 +4,713%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$19.3M +$21M +308,519 +1,102%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$17.6M +$20.9M +306,811 New
Northern Trust
22
Northern Trust
Illinois
$14.9M +$17.4M +256,169 +8,264%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$13.8M +$3.2M +47,083 +24%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$11.8M +$13.4M +196,933 +2,418%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$10.3M +$12.5M +183,312 New