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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
$2.09B +$209M +2,775,746 +11%
BlackRock
2
BlackRock
New York
$851M +$253M +3,359,008 +43%
Bank of America
3
Bank of America
North Carolina
$708M +$18.6M +246,943 +3%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$640M
LPL Financial
5
LPL Financial
California
$334M +$34.7M +460,959 +12%
PAS
6
Park Avenue Securities
New York
$221M +$10.9M +144,892 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$215M +$22.3M +295,395 +12%
JP Morgan Chase
8
JP Morgan Chase
New York
$160M +$27.6M +367,044 +21%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$158M +$8.77M +116,441 +6%
Morgan Stanley
10
Morgan Stanley
New York
$137M +$16M +212,382 +13%
ECM
11
ETrade Capital Management
Virginia
$136M +$25.3M +335,374 +23%
Wells Fargo
12
Wells Fargo
California
$123M +$6.74M +89,449 +6%
MML Investors Services
13
MML Investors Services
Massachusetts
$110M +$9.04M +120,012 +9%
5L
14
55I LLC
Massachusetts
$72.3M +$36.9M +490,496 +107%
Ameriprise
15
Ameriprise
Minnesota
$71.4M +$9.22M +122,387 +15%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$69.4M +$7.58M +100,681 +12%
UBS Group
17
UBS Group
Switzerland
$66.6M +$11.6M +154,421 +21%
Goldman Sachs
18
Goldman Sachs
New York
$65.2M +$14.2M +188,374 +28%
BOI
19
Bank of Italy
Italy
$61.7M
Northern Trust
20
Northern Trust
Illinois
$49M +$6.46M +85,772 +15%
DLIC
21
Daido Life Insurance Company
Japan
$48.7M +$48.1M +638,525 New
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$46.8M +$22.2M +294,655 +92%
WP
23
WealthSource Partners
California
$38.1M +$607K +8,052 +2%
SHJ
24
Sharkey, Howes & Javer
Colorado
$37.4M +$3.97M +52,725 +12%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$34.3M +$6.91M +91,798 +26%