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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
$3.49B +$1.07B +13,138,313 +48%
BlackRock
2
BlackRock
New York
$1.09B +$119M +1,464,219 +13%
Bank of America
3
Bank of America
North Carolina
$940M +$133M +1,636,706 +18%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$640M
LPL Financial
5
LPL Financial
California
$578M +$190M +2,344,443 +54%
Morgan Stanley
6
Morgan Stanley
New York
$467M +$295M +3,634,642 +203%
PAS
7
Park Avenue Securities
New York
$365M +$109M +1,346,312 +46%
Osaic Holdings
8
Osaic Holdings
Arizona
$359M +$109M +1,336,198 +47%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$247M +$65.1M +801,321 +39%
JP Morgan Chase
10
JP Morgan Chase
New York
$220M +$36.2M +446,262 +21%
MML Investors Services
11
MML Investors Services
Massachusetts
$174M +$47.5M +584,619 +41%
Wells Fargo
12
Wells Fargo
California
$173M +$32.7M +402,158 +25%
5L
13
55I LLC
Massachusetts
$150M +$65M +800,613 +84%
Ameriprise
14
Ameriprise
Minnesota
$113M +$29.7M +365,690 +39%
DLIC
15
Daido Life Insurance Company
Japan
$109M +$50.7M +623,944 +98%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$105M +$24.7M +304,523 +33%
UBS Group
17
UBS Group
Switzerland
$85.2M +$9.48M +116,716 +13%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$79.6M +$25.2M +310,733 +51%
BOI
19
Bank of Italy
Italy
$69.6M
WP
20
WealthSource Partners
California
$68.6M +$24.2M +297,953 +60%
Betterment LLC
21
Betterment LLC
New York
$68.2M +$64.2M +790,389 +28,028%
Northern Trust
22
Northern Trust
Illinois
$65.2M +$9.32M +114,791 +18%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$64M +$23.8M +293,403 +65%
Goldman Sachs
24
Goldman Sachs
New York
$62.5M -$10.5M -129,266 -15%
SHJ
25
Sharkey, Howes & Javer
Colorado
$55.6M +$12.6M +155,287 +32%