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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
$6.03B +$359M +3,423,449 +7%
BlackRock
2
BlackRock
New York
$1.8B +$85.9M +818,792 +5%
Bank of America
3
Bank of America
North Carolina
$1.61B +$80.6M +768,351 +5%
LPL Financial
4
LPL Financial
California
$1.2B +$83.7M +798,092 +8%
Morgan Stanley
5
Morgan Stanley
New York
$918M +$24.1M +229,444 +3%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$859M +$835M +7,959,638 New
Osaic Holdings
7
Osaic Holdings
Arizona
$607M +$25.2M +239,996 +4%
PAS
8
Park Avenue Securities
New York
$602M +$28.5M +271,165 +5%
JP Morgan Chase
9
JP Morgan Chase
New York
$491M +$43.2M +411,372 +10%
5L
10
55I LLC
Massachusetts
$372M +$31.5M +300,468 +10%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$360M +$7.49M +71,362 +2%
MML Investors Services
12
MML Investors Services
Massachusetts
$339M +$33.5M +319,481 +11%
Wells Fargo
13
Wells Fargo
California
$312M +$34.7M +331,156 +13%
Betterment LLC
14
Betterment LLC
New York
$243M +$17.9M +170,448 +8%
BOI
15
Bank of Italy
Italy
$223M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$218M +$54M +514,984 +34%
Goldman Sachs
17
Goldman Sachs
New York
$211M +$38.6M +367,614 +23%
Ameriprise
18
Ameriprise
Minnesota
$201M +$17.1M +163,382 +10%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$150M +$14.1M +134,027 +11%
Northern Trust
20
Northern Trust
Illinois
$142M +$12.7M +121,458 +10%
DLIC
21
Daido Life Insurance Company
Japan
$136M
UBS Group
22
UBS Group
Switzerland
$133M +$7.66M +73,038 +6%
JC
23
JB Capital
Connecticut
$124M +$8.68M +82,714 +8%
AA
24
Acorns Advisers
California
$109M +$35.1M +334,919 +49%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$98.8M +$11.8M +112,046 +14%