We are live on ! Find out more
SUSL icon

iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOI
1
Bank of Italy
Italy
$170M -$161M -1,548,347 -48%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$87.9M +$2.81M +26,953 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$84M +$4.43M +42,467 +5%
JP Morgan Chase
4
JP Morgan Chase
New York
$55.4M -$3.77M -36,195 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$40.5M +$5.39M +51,666 +15%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$35.9M -$291K -2,794 -0.8%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$24.1M +$325K +3,121 +1%
Creative Planning
8
Creative Planning
Kansas
$21.8M -$180K -1,729 -0.8%
AF
9
Allworth Financial
California
$20M -$889K -8,521 -4%
GM
10
GeoWealth Management
Illinois
$13.9M -$3.43M -32,917 -20%
Principal Financial Group
11
Principal Financial Group
Iowa
$11.4M +$1.15M +11,072 +11%
EI
12
Ellevest Inc
New York
$11.4M +$715K +6,860 +7%
SA
13
Sanctuary Advisors
Indiana
$9.15M -$272K -2,606 -3%
OIA
14
OneDigital Investment Advisors
Kansas
$8.67M -$1.18M -11,301 -12%
OWA
15
One Wealth Advisors
California
$8.45M +$13.3K +128 +0.2%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.38M +$61.6K +591 +0.8%
WAL
17
W Advisors LLC
Tennessee
$7.24M -$151K -1,451 -2%
Bank of America
18
Bank of America
North Carolina
$7.07M -$279K -2,677 -4%
RSWM
19
Robertson Stephens Wealth Management
California
$6.19M +$2.32M +22,279 +59%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.83M -$17.6K -169 -0.3%
BFA
21
Bluestem Financial Advisors
Illinois
$5.34M +$142K +1,362 +3%
IWC
22
Integrated Wealth Concepts
Massachusetts
$4.66M -$80K -767 -2%
ACA
23
Aptus Capital Advisors
Alabama
$4.48M -$28.2K -270 -0.6%
SWM
24
SK Wealth Management
Rhode Island
$4.34M +$807K +7,736 +23%
Goldman Sachs
25
Goldman Sachs
New York
$4.18M -$3.09M -29,636 -42%