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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$3.46M +$2.87M +27,910 +594%
RP
77
Riverbridge Partners
Minnesota
$3.44M +$3.33M +32,425 New
BWM
78
BigSur Wealth Management
Florida
$3.4M
HPWM
79
Highland Private Wealth Management
Washington
$3.31M -$17.5K -170 -0.5%
DWM
80
Destination Wealth Management
California
$2.99M +$193K +1,875 +7%
MIAN
81
Mariner Independent Advisor Network
Kansas
$2.96M +$21K +204 +0.7%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$2.95M +$2.42M +23,500 +552%
CCM
83
Colorado Capital Management
Colorado
$2.94M -$32.8K -319 -1%
FAIM
84
Financial Advocates Investment Management
Washington
$2.89M +$1.7M +16,561 New
CPFP
85
Clear Perspectives Financial Planning
Ohio
$2.89M +$134K +1,304 +5%
BWM
86
Bulltick Wealth Management
Florida
$2.89M +$1.45M +14,073 +107%
SFP
87
Shepherd Financial Partners
Massachusetts
$2.85M +$127K +1,236 +5%
Creative Planning
88
Creative Planning
Kansas
$2.85M +$5.45K +53 +0.2%
RF
89
Resolute Financial
Massachusetts
$2.82M +$2.73M +26,539 New
Bank Julius Baer & Co
90
Bank Julius Baer & Co
Switzerland
$2.79M -$1.29M -12,568 -32%
B
91
Bailard
California
$2.78M -$47.9K -466 -2%
WTC
92
WhitTier Trust Company
Nevada
$2.7M +$9.87K +96 +0.4%
IFAM
93
Institutional & Family Asset Management
Colorado
$2.68M -$72.9K -709 -3%
Citigroup
94
Citigroup
New York
$2.56M +$180K +1,748 +8%
SB
95
Simmons Bank
Arkansas
$2.53M +$18.7K +182 +0.8%
SPIA
96
Steward Partners Investment Advisory
New York
$2.53M -$11.1K -108 -0.5%
William Blair & Company
97
William Blair & Company
Illinois
$2.51M +$8.12K +79 +0.3%
LFASL
98
Lugano Financial Advisors SA (LFA)
Switzerland
$2.5M -$350K -3,402 -13%
MIA
99
MMBG Investment Advisors
Florida
$2.49M +$2.41M +23,430 New
KAS
100
Kestra Advisory Services
Texas
$2.45M -$214K -2,083 -8%