Vault-13

ISHARES INC ESGE

ESG AWR MSCI EM · ETP · CUSIP 46434G863

534 institutional holders
103,084,641103.1m shares reported held*
$2.9bnreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $27.68.

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.05% of their portfolio CHARLOTTE, NC 14,276,23914.3m $395.0m $395.0m 0.05% —
2 JANE STREET GROUP, LLC 0.61% of their portfolio NEW YORK, NY 11,651,04411.7m $322.4m $322.4m 0.61% —
3 ENVESTNET ASSET MANAGEMENT INC 0.15% of their portfolio Berwyn, PA 9,269,0439.3m $256.5m $256.5m 0.15% —
4 PERSONAL CAPITAL ADVISORS CORP 0.80% of their portfolio Redwood City, CA 5,354,0355.4m $148.1m $148.1m 0.80% —
5 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 4,639,0174.6m $128.4m $128.4m 0.02% —
6 TIAA, FSB 0.54% of their portfolio ST. LOUIS, MO 4,528,7954.5m $125.3m $125.3m 0.54% —
7 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 2,871,8432.9m $79.5m $79.5m 0.02% —
8 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 2,139,5612.1m $59.2m $59.2m 0.02% —
9 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 2,075,3532.1m $57.4m $57.4m 0.02% —
10 BlackRock Inc. 0.00% of their portfolio New York, NY 2,037,1432.0m $56.4m $56.4m 0.00% —
11 Betterment LLC 0.23% of their portfolio NEW YORK, NY 2,016,0792.0m $65.1m $65.1m 0.23% —
12 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 1,870,5911.9m $51.8m $51.8m 0.05% —
13 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,790,9821.8m $49.6m $49.6m 0.02% —
14 UBS Group AG 0.03% of their portfolio ZURICH, V8 1,630,1941.6m $45.1m $45.1m 0.03% —
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.08% of their portfolio MILWAUKEE, WI 1,595,6831.6m $44.2m $44.2m 0.08% —
16 Ellevest, Inc. 3.62% of their portfolio NEW YORK, NY 1,379,2731.4m $38.2m $38.2m 3.62% —
17 Creative Planning 0.07% of their portfolio OVERLAND PARK, KS 1,361,2651.4m $37.7m $37.7m 0.07% —
18 FIFTH THIRD BANCORP 0.17% of their portfolio CINCINNATI, OH 1,206,0071.2m $33.4m $33.4m 0.17% —
19 Wealthfront Advisers LLC 0.15% of their portfolio Palo Alto, CA 1,022,3621.0m $28.3m $28.3m 0.15% —
20 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 904,734904.7k $25.0m $25.0m 0.06% —
21 PARK AVENUE SECURITIES LLC 0.45% of their portfolio NEW YORK, NY 818,357818.4k $22.6m $22.6m 0.45% —
22 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 795,487795.5k $22.0m $22.0m 0.02% —
23 MML INVESTORS SERVICES, LLC 0.16% of their portfolio SPRINGFIELD, MA 756,991757.0k $20.9m $20.9m 0.16% —
24 55I, LLC 0.56% of their portfolio BOSTON, MA 730,517730.5k $20.2m $20.2m 0.56% —
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 728,928728.9k $20.2m $20.2m 0.00% —
26 US BANCORP \DE\ 0.04% of their portfolio MINNEAPOLIS, MN 720,852720.9k $19.9m $19.9m 0.04% —
27 Money Design Co.,Ltd. 0.76% of their portfolio TOKYO, M0 717,754717.8k $19.9m $19.9m 0.76% —
28 Acorns Advisers, LLC 0.32% of their portfolio IRVINE, CA 641,706641.7k $17.8m $17.8m 0.32% —
29 CWM, LLC 0.13% of their portfolio OMAHA, NE 611,900611.9k $16.9m $16.9m 0.13% —
30 Private Ocean, LLC 2.64% of their portfolio SAN RAFAEL, CA 605,498605.5k $16.8m $16.8m 2.64% —
31 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 577,667577.7k $16.0m $16.0m 0.04% —
32 CFS Investment Advisory Services, LLC 0.13% of their portfolio TOTOWA, NJ 575,837575.8k $576.0k $576.0k 0.13% —
33 M&T Bank Corp 0.06% of their portfolio BUFFALO, NY 516,848516.8k $14.3m $14.3m 0.06% —
34 MISSION WEALTH MANAGEMENT, LP 0.71% of their portfolio Santa Barbara, CA 474,350474.4k $13.1m $13.1m 0.71% —
35 OLD MISSION CAPITAL LLC 0.54% of their portfolio CHICAGO, IL 449,847449.8k $12.4m $12.4m 0.54% —
36 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 348,708348.7k $9.6m $9.6m 0.02% —
37 Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio SEOUL, M5 348,200348.2k $9.6m $9.6m 0.03% —
38 Fiduciary Trust Co 0.21% of their portfolio Boston, MA 345,643345.6k $9.6m $9.6m 0.21% —
39 Octavia Wealth Advisors, LLC 2.55% of their portfolio CINCINNATI, OH 340,327340.3k $9.4m $9.4m 2.55% —
40 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 323,168323.2k $8.9m $8.9m 0.05% —
41 High Note Wealth, LLC 3.26% of their portfolio DEEPHAVEN, MN 297,790297.8k $8.2m $8.2m 3.26% —
42 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 296,986297.0k $8.2m $8.2m 0.00% —
43 NewEdge Advisors, LLC 0.13% of their portfolio NEW ORLEANS, LA 296,603296.6k $8.2m $8.2m 0.13% —
44 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 295,014295.0k $8.2m $8.2m 0.05% —
45 Litman Gregory Wealth Management LLC 1.30% of their portfolio LARKSPUR, CA 292,719292.7k $8.1m $8.1m 1.30% —
46 AVANTAX ADVISORY SERVICES, INC. 0.12% of their portfolio DALLAS, TX 284,362284.4k $7.9m $7.9m 0.12% —
47 Mountain Capital Investment Advisors Inc. 3.72% of their portfolio WESTMINSTER, CO 259,269259.3k $7.1m $7.1m 3.72% —
48 WEALTHSOURCE PARTNERS, LLC 0.52% of their portfolio SAN LUIS OBISPO, CA 255,036255.0k $7.1m $7.1m 0.52% —
49 Integrated Wealth Concepts LLC 0.22% of their portfolio WALTHAM, MA 246,787246.8k $6.8m $6.8m 0.22% —
50 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 243,623243.6k $6.7m $6.7m 0.02% —
51 FMR LLC 0.00% of their portfolio BOSTON, MA 240,207240.2k $6.6m $6.6m 0.00% —
52 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 233,843233.8k $6.5m $6.5m 0.07% —
53 REGENTATLANTIC CAPITAL LLC 0.19% of their portfolio MORRISTOWN, NJ 228,109228.1k $6.3m $6.3m 0.19% —
54 Round Table Services, LLC 1.22% of their portfolio Westfield, NJ 224,835224.8k $6.2m $6.2m 1.22% —
55 TWIN FOCUS CAPITAL PARTNERS, LLC 1.39% of their portfolio Boston, MA 209,544209.5k $5.8m $5.8m 1.39% —
56 Fulcrum Capital LLC 1.68% of their portfolio SEATTLE, WA 204,954205.0k $5.7m $5.7m 1.68% —
57 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 204,472204.5k $5.7m $5.7m 0.02% —
58 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.33% of their portfolio BOSTON, MA 202,845202.8k $5.6m $5.6m 0.33% —
59 IMPACTfolio, LLC 5.20% of their portfolio DENVER, CO 192,603192.6k $5.3m $5.3m 5.20% —
60 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 192,065192.1k $5.3m $5.3m 0.01% —
61 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.08% of their portfolio Madrid, U3 188,550188.6k $5.2m $5.2m 0.08% —
62 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 188,510188.5k $5.2m $5.2m 0.01% —
63 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.25% of their portfolio Seattle, WA 175,389175.4k $4.9m $4.9m 0.25% —
64 Highland Private Wealth Management 0.78% of their portfolio BELLEVUE, WA 175,272175.3k $4.8m $4.8m 0.78% —
65 OXFORD FINANCIAL GROUP, LTD. LLC 0.68% of their portfolio INDIANAPOLIS, IN 163,800163.8k $4.5m $4.5m 0.68% —
66 Alesco Advisors, LLC, An ESL Co 0.18% of their portfolio Pittsford, NY 160,241160.2k $4.4m $4.4m 0.18% —
67 JB Capital LLC 0.48% of their portfolio WETHERSFIELD, CT 159,220159.2k $4.4m $4.4m 0.48% —
68 Quent Capital, LLC 0.90% of their portfolio NEW YORK, NY 157,721157.7k $4.4m $4.4m 0.90% —
69 Atria Wealth Solutions, Inc. 0.08% of their portfolio NEW YORK, NY 157,091157.1k $4.3m $4.3m 0.08% —
70 LFA - Lugano Financial Advisors SA 3.41% of their portfolio LUGANO, V8 156,918156.9k $4.3m $4.3m 3.41% —
71 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio OMAHA, NE 152,338152.3k $4.2m $4.2m 0.04% —
72 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 151,768151.8k $4.2m $4.2m 0.01% —
73 WRAPMANAGER INC 1.38% of their portfolio MILL VALLEY, CA 148,267148.3k $4.1m $4.1m 1.38% —
74 FLOW TRADERS U.S. LLC 0.22% of their portfolio NEW YORK, NY 146,133146.1k $4.0m $4.0m 0.22% —
75 BAILARD, INC. 0.16% of their portfolio Foster City, CA 142,091142.1k $3.9m $3.9m 0.16% —
76 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 140,469140.5k $3.9m $3.9m 0.01% —
77 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 138,711138.7k $3.9m $3.9m 0.01% —
78 TIEDEMANN ADVISORS, LLC 0.22% of their portfolio NEW YORK, NY 131,764131.8k $3.6m $3.6m 0.22% —
79 Intergy Private Wealth, LLC 2.55% of their portfolio COLORADO SPRINGS, CO 130,104130.1k $3.6m $3.6m 2.55% —
80 NOTTINGHAM ADVISORS, INC. 0.50% of their portfolio AMHERST, NY 125,213125.2k $3.5m $3.5m 0.50% —
81 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 122,855122.9k $3.4m $3.4m 0.01% —
82 Connecticut Wealth Management, LLC 0.30% of their portfolio FARMINGTON, CT 116,954117.0k $3.2m $3.2m 0.30% —
83 Tradition Wealth Management, LLC 1.25% of their portfolio EDINA, MN 109,799109.8k $8.3m $8.3m 1.25% —
84 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 108,686108.7k $3.0m $3.0m 0.00% —
85 CITIZENS FINANCIAL GROUP INC/RI 0.13% of their portfolio PROVIDENCE, RI 108,602108.6k $3.0m $3.0m 0.13% —
86 Parsec Financial Management, Inc. 0.15% of their portfolio ASHEVILLE, NC 106,206106.2k $2.9m $2.9m 0.15% —
87 Intelligence Driven Advisers, LLC 0.60% of their portfolio CARLSBAD, CA 104,167104.2k $3.0m $3.0m 0.60% —
88 West Wealth Group, LLC 1.44% of their portfolio Irvine, CA 102,931102.9k $2.8m $2.8m 1.44% —
89 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 102,053102.1k $2.8m $2.8m 0.00% —
90 EQ LLC 2.30% of their portfolio BELLEVUE, WA 96,22896.2k $2.7m $2.7m 2.30% —
91 Icon Wealth Advisors, LLC 0.31% of their portfolio HOUSTON, TX 93,70093.7k $2.6m $2.6m 0.31% —
92 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 93,51793.5k $2.6m $2.6m 0.00% —
93 Sand Hill Global Advisors, LLC 0.16% of their portfolio Palo Alto, CA 91,98392.0k $2.5m $2.5m 0.16% —
94 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 87,90887.9k $2.4m $2.4m 0.00% —
95 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 87,76987.8k $2.4m $2.4m 0.01% —
96 HERITAGE WEALTH MANAGEMENT, LLC 0.77% of their portfolio PHOENIX, AZ 87,02987.0k $2.4m $2.4m 0.77% —
97 Savant Capital, LLC 0.07% of their portfolio ROCKFORD, IL 86,65886.7k $2.4m $2.4m 0.07% —
98 TOMPKINS FINANCIAL CORP 0.40% of their portfolio ITHACA, NY 86,62486.6k $2.4m $2.4m 0.40% —
99 Summit X, LLC 0.69% of their portfolio CHESTERFIELD, MO 85,09885.1k $2.4m $2.4m 0.69% —
100 SigFig Wealth Management, LLC 0.13% of their portfolio SAN FRANCISCO, CA 83,51383.5k $2.5m $2.5m 0.13% —