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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$1.77B -$65.4M -914,205 -3%
BOI
2
Bank of Italy
Italy
$417M
5L
3
55I LLC
Massachusetts
$59.1M +$29.5M +412,587 +86%
SR
4
Swiss Re
Switzerland
$27.2M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$22.6M +$1.92M +26,821 +9%
WP
6
WealthSource Partners
California
$10.5M +$8.65M +120,868 +320%
FMLI
7
Fukoku Mutual Life Insurance
Japan
$8.5M
Creative Planning
8
Creative Planning
Kansas
$7.05M +$667K +9,316 +10%
FAAM
9
First Ascent Asset Management
Colorado
$5.77M +$1.15M +16,060 +23%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.13M -$1.72M -24,056 -24%
OWA
11
One Wealth Advisors
California
$5.11M +$2.11M +29,442 +62%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.98M +$4.46M +62,348 +494%
IWC
13
Integrated Wealth Concepts
Massachusetts
$4.96M +$1.96M +27,441 +58%
BCM
14
Brookstone Capital Management
Illinois
$4.43M -$358K -5,005 -7%
AF
15
Allworth Financial
California
$4.41M +$572K +8,001 +14%
TLFA
16
True Link Financial Advisors
California
$4.1M +$16.8K +235 +0.4%
RFWA
17
RPg Family Wealth Advisory
Massachusetts
$3.84M -$210K -2,942 -5%
SFS
18
Security Financial Services
Indiana
$3.8M +$2.42M +33,776 +144%
Goldman Sachs
19
Goldman Sachs
New York
$3.58M +$503K +7,030 +15%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$3.39M +$1.31M +18,300 +59%
RSWM
21
Robertson Stephens Wealth Management
California
$3.11M +$2.63M +36,709 +364%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.97M +$1.27M +17,715 +66%
KWM
23
Keebeck Wealth Management
Illinois
$2.75M +$2.69M +37,646 +1,008%
NCM
24
Northland Capital Management
Minnesota
$2.68M +$218K +3,053 +8%
T
25
TCWP
Ohio
$2.48M -$534K -7,464 -17%