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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
$6.15B +$478M +4,774,442 +9%
BlackRock
2
BlackRock
New York
$1.68B -$8.26M -82,484 -0.5%
Bank of America
3
Bank of America
North Carolina
$1.65B +$139M +1,390,018 +9%
LPL Financial
4
LPL Financial
California
$1.2B +$76.2M +761,206 +7%
Morgan Stanley
5
Morgan Stanley
New York
$916M +$53.1M +530,350 +6%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$910M +$102M +1,014,889 +13%
PAS
7
Park Avenue Securities
New York
$608M +$42.4M +423,110 +8%
Osaic Holdings
8
Osaic Holdings
Arizona
$595M +$33M +329,139 +6%
JP Morgan Chase
9
JP Morgan Chase
New York
$580M +$118M +1,180,865 +26%
5L
10
55I LLC
Massachusetts
$436M +$85.2M +850,546 +25%
MML Investors Services
11
MML Investors Services
Massachusetts
$353M +$33.4M +333,734 +11%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$351M +$12.4M +123,880 +4%
Wells Fargo
13
Wells Fargo
California
$331M +$37.9M +378,408 +13%
Betterment LLC
14
Betterment LLC
New York
$243M +$13.8M +137,778 +6%
Goldman Sachs
15
Goldman Sachs
New York
$227M +$28.6M +285,423 +15%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$218M +$13.6M +135,568 +7%
BOI
17
Bank of Italy
Italy
$210M
Ameriprise
18
Ameriprise
Minnesota
$206M +$16.9M +168,699 +9%
Northern Trust
19
Northern Trust
Illinois
$168M +$33.5M +334,025 +25%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$159M +$18.3M +182,575 +13%
UBS Group
21
UBS Group
Switzerland
$136M +$11.4M +113,800 +9%
JC
22
JB Capital
Connecticut
$131M +$14M +139,492 +12%
DLIC
23
Daido Life Insurance Company
Japan
$128M
AA
24
Acorns Advisers
California
$127M +$24.3M +242,439 +24%
WP
25
WealthSource Partners
California
$110M +$23.6M +235,153 +28%