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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
$4.18B +$295M +3,083,482 +8%
BlackRock
2
BlackRock
New York
$1.44B +$41.6M +434,490 +3%
Bank of America
3
Bank of America
North Carolina
$1.29B +$115M +1,204,967 +10%
LPL Financial
4
LPL Financial
California
$751M +$28.9M +302,031 +4%
Morgan Stanley
5
Morgan Stanley
New York
$685M +$71.7M +749,776 +12%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$640M
Osaic Holdings
7
Osaic Holdings
Arizona
$433M +$21.9M +229,121 +5%
PAS
8
Park Avenue Securities
New York
$427M +$22.1M +231,549 +6%
JP Morgan Chase
9
JP Morgan Chase
New York
$367M +$37.9M +395,752 +12%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$259M +$4.28M +44,749 +2%
5L
11
55I LLC
Massachusetts
$250M +$51.1M +533,911 +27%
Wells Fargo
12
Wells Fargo
California
$241M +$15.4M +161,128 +7%
MML Investors Services
13
MML Investors Services
Massachusetts
$235M +$16.3M +170,469 +8%
BOI
14
Bank of Italy
Italy
$204M +$120M +1,259,330 +156%
Betterment LLC
15
Betterment LLC
New York
$180M +$40.7M +425,440 +30%
Ameriprise
16
Ameriprise
Minnesota
$144M +$7.51M +78,503 +6%
Goldman Sachs
17
Goldman Sachs
New York
$138M +$44.8M +468,074 +50%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$135M +$9.55M +99,792 +8%
DLIC
19
Daido Life Insurance Company
Japan
$124M
Northern Trust
20
Northern Trust
Illinois
$115M +$23.9M +249,950 +27%
UBS Group
21
UBS Group
Switzerland
$104M +$1.93M +20,206 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$91.5M +$9.19M +96,040 +12%
WP
23
WealthSource Partners
California
$82.2M +$1.99M +20,807 +3%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$77.3M -$8M -83,604 -10%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$74.7M +$28.7M +299,574 +65%