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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
$3.57B -$106M -1,197,430 -3%
BlackRock
2
BlackRock
New York
$1.29B +$135M +1,515,710 +12%
Bank of America
3
Bank of America
North Carolina
$1.08B +$85.5M +962,073 +9%
LPL Financial
4
LPL Financial
California
$666M +$53.5M +602,387 +9%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$640M
Morgan Stanley
6
Morgan Stanley
New York
$564M +$68.7M +772,712 +14%
Osaic Holdings
7
Osaic Holdings
Arizona
$379M +$381K +4,286 +0.1%
PAS
8
Park Avenue Securities
New York
$373M -$12M -134,965 -3%
JP Morgan Chase
9
JP Morgan Chase
New York
$302M +$68.4M +768,936 +30%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$235M -$25.4M -286,216 -10%
Wells Fargo
11
Wells Fargo
California
$208M +$24.3M +272,861 +14%
MML Investors Services
12
MML Investors Services
Massachusetts
$201M +$16.7M +187,895 +9%
5L
13
55I LLC
Massachusetts
$182M +$22.7M +255,079 +15%
Betterment LLC
14
Betterment LLC
New York
$128M +$54.2M +610,169 +77%
Ameriprise
15
Ameriprise
Minnesota
$126M +$7.25M +81,566 +6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$116M +$5.11M +57,540 +5%
DLIC
17
Daido Life Insurance Company
Japan
$115M
MB
18
Mizuho Bank
Japan
$109M +$107M +1,200,000 New
UBS Group
19
UBS Group
Switzerland
$93.9M +$3.83M +43,038 +4%
Goldman Sachs
20
Goldman Sachs
New York
$85.2M +$18.7M +210,755 +29%
Northern Trust
21
Northern Trust
Illinois
$83.1M +$13.9M +156,504 +21%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$78.9M -$5.04M -56,694 -6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$75.7M +$7.88M +88,675 +12%
WP
24
WealthSource Partners
California
$74M +$1.5M +16,915 +2%
BOI
25
Bank of Italy
Italy
$73.6M