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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$248M +$42.4M +429,436 +20%
Bank of America
2
Bank of America
North Carolina
$235M +$17.5M +176,901 +8%
Morgan Stanley
3
Morgan Stanley
New York
$191M +$9.86M +99,834 +5%
ST
4
Spinnaker Trust
Maine
$101M +$984K +9,956 +1%
Ameriprise
5
Ameriprise
Minnesota
$94.5M +$13.5M +136,562 +16%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$82M +$3.59M +36,365 +4%
UBS Group
7
UBS Group
Switzerland
$63.9M -$1.03M -10,448 -2%
Wells Fargo
8
Wells Fargo
California
$62.9M +$800K +8,099 +1%
LPL Financial
9
LPL Financial
California
$59.8M +$1.51M +15,299 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$49.4M +$3.27M +33,141 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$48.1M +$3.88M +39,319 +9%
M&T Bank
12
M&T Bank
New York
$32.2M +$6.13K +62 +0%
MWM
13
Mission Wealth Management
California
$27.8M +$1.06M +10,680 +4%
VMPIC
14
Varma Mutual Pension Insurance Co
Finland
$26.8M
Betterment LLC
15
Betterment LLC
New York
$25.9M -$1.76M -17,844 -6%
BlackRock
16
BlackRock
New York
$25.8M +$2.7M +27,324 +11%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$25.1M
Deutsche Bank
18
Deutsche Bank
Germany
$24.5M +$3.69M +37,343 +17%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$24M +$1.57M +15,933 +7%
Truist Financial
20
Truist Financial
North Carolina
$19.9M +$108K +1,098 +0.5%
PAG
21
Private Advisor Group
New Jersey
$19.5M +$7.89M +79,873 +65%
EI
22
Ellevest Inc
New York
$18.2M +$1.42M +14,374 +8%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$16.2M +$2.51M +25,397 +18%
MD
24
Money Design
Japan
$15.7M +$1.76M +17,840 +12%
REMPR
25
Roof Eidam Maycock Peralta (REMP)
California
$15.7M +$24.5K +248 +0.2%