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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
26
Trillium Asset Management
Massachusetts
$395K +$397K +11,690 New
William Blair & Company
27
William Blair & Company
Illinois
$380K +$382K +11,250 New
BUB
28
BBVA USA Bancshares
Texas
$338K +$340K +10,000 New
GAM
29
Gould Asset Management
California
$331K +$332K +9,780 New
LWI
30
Long Wharf Investors
Massachusetts
$320K +$321K +9,450 New
AI
31
Accredited Investors
Minnesota
$312K +$313K +9,204 New
RFC
32
Regions Financial Corp
Alabama
$303K +$305K +8,970 New
CA
33
Cetera Advisors
Colorado
$289K +$289K +8,520 New
PGA
34
Portland Global Advisors
Maine
$289K +$290K +8,550 New
Northern Trust
35
Northern Trust
Illinois
$266K +$267K +7,850 New
BJL
36
Brighton Jones LLC
Washington
$260K +$261K +7,690 New
SGAM
37
Steinberg Global Asset Management
Florida
$236K +$237K +6,974 New
BOS
38
Bingham Osborn & Scarborough
California
$232K +$233K +6,860 New
WTC
39
WhitTier Trust Company
Nevada
$218K +$219K +6,440 New
CAG
40
Crestwood Advisors Group
Massachusetts
$213K +$214K +6,302 New
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$202K +$203K +5,978 New
CAN
42
Cetera Advisor Networks
California
$200K +$200K +5,876 New
MA
43
MUFG Americas
New York
$193K +$194K +5,700 New
Citigroup
44
Citigroup
New York
$193K +$194K +5,706 New
CCM
45
Cazenove Capital Management
United Kingdom
$185K +$184K +5,430 New
PWAG
46
Polaris Wealth Advisory Group
California
$162K +$162K +4,780 New
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$152K +$153K +4,492 New
DADC
48
D.A. Davidson & Co
Montana
$143K +$144K +4,228 New
AC
49
Alexandria Capital
Virginia
$138K +$139K +4,082 New
JA
50
JOYN Advisors
Georgia
$137K