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iShares World ex U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$55.9M +$49M +845,911 +662%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$47.5M -$3.39M -58,612 -7%
LPL Financial
3
LPL Financial
California
$14.8M +$101K +1,752 +0.7%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$9.01M -$777K -13,433 -8%
PAS
5
Park Avenue Securities
New York
$4.61M -$235K -4,058 -5%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.25M -$326K -5,631 -9%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.57M +$237K +4,089 +10%
FTUS
8
Flow Traders U.S.
New York
$2.17M -$1.63M -28,215 -43%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.04M +$288K +4,974 +16%
Cerity Partners
10
Cerity Partners
New York
$2.02M +$258K +4,453 +15%
SW
11
SoFi Wealth
California
$1.93M +$398K +6,878 +26%
Goldman Sachs
12
Goldman Sachs
New York
$1.84M +$1.85M +31,894 New
Raymond James Financial
13
Raymond James Financial
Florida
$1.7M +$142K +2,446 +9%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.64M -$10.6K -184 -0.6%
ASN
15
Advisory Services Network
Georgia
$1.52M +$306K +5,284 +25%
AIM
16
Archer Investment Management
Texas
$1.48M -$133K -2,303 -8%
AssetMark Inc
17
AssetMark Inc
California
$1.41M -$13.2K -228 -0.9%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$1.39M +$17.8K +307 +1%
AFC
19
Avise Financial Cooperative
California
$1.25M -$97.3K -1,681 -7%
GM
20
GeoWealth Management
Illinois
$1.06M +$135K +2,330 +14%
OWA
21
One Wealth Advisors
California
$1.02M -$73K -1,261 -7%
Osaic Holdings
22
Osaic Holdings
Arizona
$740K -$64.2K -1,109 -8%
HGWM
23
Horst & Graben Wealth Management
Oregon
$723K -$62.1K -1,073 -8%
SPIA
24
Steward Partners Investment Advisory
New York
$704K +$26.9K +465 +4%
EH
25
Equitable Holdings
New York
$699K +$3.3K +57 +0.5%