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iShares ESG Aware 1-5 Year USD Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$94M +$80.8M +3,233,419 +613%
Goldman Sachs
2
Goldman Sachs
New York
$85.9M +$1.32M +52,862 +2%
LPL Financial
3
LPL Financial
California
$70M +$29.3M +1,171,947 +72%
Morgan Stanley
4
Morgan Stanley
New York
$25.9M +$1.46M +58,506 +6%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$23.8M +$3.66M +146,455 +18%
JP Morgan Chase
6
JP Morgan Chase
New York
$22.1M +$13.3M +530,968 +150%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$19.2M +$18.7M +746,283 +3,393%
EWA
8
EP Wealth Advisors
California
$19.2M +$1.68M +67,280 +10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$18.3M +$1.68M +67,068 +10%
Ameriprise
10
Ameriprise
Minnesota
$18.1M +$1.32M +52,851 +8%
AA
11
Acorns Advisers
California
$17.5M +$962K +38,501 +6%
Wells Fargo
12
Wells Fargo
California
$17M +$1.75M +70,110 +12%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$16.6M -$199K -7,945 -1%
SC
14
Savant Capital
Illinois
$14.9M +$541K +21,639 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$14.5M +$919K +36,775 +7%
WANY
16
Wealthspire Advisors (New York)
New York
$12.8M +$470K +18,809 +4%
PWM
17
Perigon Wealth Management
California
$12.6M +$1.73M +69,392 +16%
MWM
18
Modera Wealth Management
New Jersey
$12.4M +$248K +9,930 +2%
UBS Group
19
UBS Group
Switzerland
$12.2M +$272K +10,884 +2%
DJSG
20
D.J. St. Germain
Massachusetts
$12.2M +$391K +15,641 +3%
AF
21
Allworth Financial
California
$12.2M +$218K +8,706 +2%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$12.1M +$447K +17,874 +4%
MIA
23
Milestone Investment Advisors
Wisconsin
$10.4M -$199K -7,977 -2%
Mariner
24
Mariner
Kansas
$10.3M -$177K -7,084 -2%
FF
25
Francis Financial
$10.3M +$156K +6,235 +2%