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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
$1.72B +$748M +11,356,193 +86%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$640M
Bank of America
3
Bank of America
North Carolina
$633M +$270M +4,098,967 +83%
BlackRock
4
BlackRock
New York
$546M +$405M +6,146,629 +371%
LPL Financial
5
LPL Financial
California
$274M +$128M +1,948,363 +99%
PAS
6
Park Avenue Securities
New York
$193M +$83.2M +1,264,420 +85%
Osaic Holdings
7
Osaic Holdings
Arizona
$177M +$69.7M +1,059,059 +72%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$137M +$59.2M +899,670 +85%
JP Morgan Chase
9
JP Morgan Chase
New York
$122M +$25.7M +389,957 +29%
Morgan Stanley
10
Morgan Stanley
New York
$111M +$56.7M +860,857 +119%
Wells Fargo
11
Wells Fargo
California
$107M +$40.6M +615,978 +68%
ECM
12
ETrade Capital Management
Virginia
$102M +$52.1M +791,895 +120%
MML Investors Services
13
MML Investors Services
Massachusetts
$92.5M +$46.9M +711,878 +117%
Ameriprise
14
Ameriprise
Minnesota
$57.1M +$27.2M +412,937 +103%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$56.7M +$31.2M +473,422 +141%
BOI
16
Bank of Italy
Italy
$56.7M +$53.3M +809,578 New
UBS Group
17
UBS Group
Switzerland
$50.3M +$16.4M +248,879 +53%
Goldman Sachs
18
Goldman Sachs
New York
$46.7M +$5.08M +77,237 +13%
Northern Trust
19
Northern Trust
Illinois
$39M +$19.6M +298,419 +115%
WP
20
WealthSource Partners
California
$34.4M +$8.65M +131,402 +36%
5L
21
55I LLC
Massachusetts
$32M +$20.8M +315,479 +222%
SHJ
22
Sharkey, Howes & Javer
Colorado
$30.7M +$22.9M +347,149 +380%
CFG
23
Cooper Financial Group
California
$29.8M +$17.4M +263,615 +163%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$25.1M +$12.7M +192,360 +116%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$24.3M +$304K +4,613 +1%