ISHARES TR SUSB
ESG AWRE 1 5 YR · ETP · CUSIP 46435G243
252
institutional holders
24.1m
shares reported held*
$564.9mreported 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 ($369.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.48.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.1m $50.0m | — |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 1.4m $32.1m | — |
| MORGAN STANLEY 0.00% of their portfolio | 1.2m $28.3m | — |
| Private Ocean, LLC 4.31% of their portfolio | 1.2m $27.4m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 1.2m $27.3m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 976.9k $22.6m | — |
| CWM, LLC 0.17% of their portfolio | 902.6k $21.2m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 577.4k $13.6m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio | 542.0k $12.7m | — |
| UBS Group AG 0.01% of their portfolio | 522.2k $12.3m | — |
| BlackRock Inc. 0.00% of their portfolio | 496.4k $11.7m | — |
| LPL Financial LLC 0.01% of their portfolio | 491.5k $11.5m | — |
| Acorns Advisers, LLC 0.15% of their portfolio | 365.3k $8.6m | — |
| FLPUTNAM INVESTMENT MANAGEMENT CO 0.31% of their portfolio | 343.4k $8.1m | — |
| PFS INVESTMENTS INC. 0.17% of their portfolio | 341.1k $8.0m | — |
| EP Wealth Advisors, LLC 0.18% of their portfolio | 329.6k $7.7m | — |
| Destination Wealth Management 0.32% of their portfolio | 319.9k $7.5m | — |
| First Pacific Financial 4.32% of their portfolio | 319.7k $7.5m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 283.9k $6.7m | — |
| OSAIC HOLDINGS, INC. 0.02% of their portfolio | 281.7k $6.6m | — |
| Alesco Advisors, LLC, An ESL Co 0.27% of their portfolio | 281.7k $6.6m | — |
| Parsec Financial Management, Inc. 0.33% of their portfolio | 279.0k $6.6m | — |
| Brookstone Capital Management 0.12% of their portfolio | 216.9k $5.1m | — |
| Stewardship Advisors, LLC 2.06% of their portfolio | 202.5k $4.8m | — |
| Affinity Capital Advisors, LLC 1.65% of their portfolio | 200.8k $4.7m | — |
| Baird Financial Group, Inc. 0.01% of their portfolio | 196.8k $4.6m | — |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 191.6k $4.5m | — |
| Clarius Group, LLC 0.44% of their portfolio | 188.3k $4.4m | — |
| IMPACTfolio, LLC 4.23% of their portfolio | 184.7k $4.3m | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 173.4k $4.1m | — |
| Dynamic Advisor Solutions LLC 0.31% of their portfolio | 171.9k $4.0m | — |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 171.1k $4.0m | — |
| Savant Capital, LLC 0.12% of their portfolio | 169.2k $4.0m | — |
| EASTERN BANK 0.22% of their portfolio | 164.4k $3.9m | — |
| Wescott Financial Advisory Group, LLC 1.05% of their portfolio | 160.8k $3.8m | — |
| One Capital Management, LLC 0.22% of their portfolio | 159.4k $3.7m | — |
| Apella Capital, LLC 0.43% of their portfolio | 159.1k $3.7m | — |
| STALEY CAPITAL ADVISERS INC 0.11% of their portfolio | 150.0k $3.5m | — |
| Charter Oak Capital Management, LLC 0.56% of their portfolio | 149.4k $3.5m | — |
| Allworth Financial LP 0.04% of their portfolio | 144.8k $3.4m | — |
| Arlington Financial Advisors, LLC 1.68% of their portfolio | 140.6k $3.3m | — |
| Laurel Wealth Planning LLC 2.26% of their portfolio | 130.8k $3.1m | — |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 129.4k $3.0m | — |
| ST GERMAIN D J CO INC 0.20% of their portfolio | 122.8k $3.0m | — |
| Mascoma Wealth Management LLC 0.97% of their portfolio | 118.7k $2.8m | — |
| Fiduciary Trust Co 0.06% of their portfolio | 115.8k $2.7m | — |
| EATON VANCE MANAGEMENT 0.00% of their portfolio | 115.0k $2.7m | — |
| PAYDEN & RYGEL 0.15% of their portfolio | 110.5k $2.6m | — |
| Main Management LLC 0.32% of their portfolio | 110.4k $2.6m | — |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 106.0k $2.5m | — |
| Betterment LLC 0.01% of their portfolio | 105.5k $2.5m | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 101.3k $2.4m | — |
| Fisher Asset Management, LLC 0.00% of their portfolio | 100.9k $2.4m | — |
| Gradient Investments LLC 0.07% of their portfolio | 91.8k $2.2m | — |
| Baldrige Asset Management LLC 1.03% of their portfolio | 91.7k $2.2m | — |
| HARBOUR INVESTMENTS, INC. 0.14% of their portfolio | 88.9k $2.1m | — |
| Summit Wealth Group, LLC 2.41% of their portfolio | 86.9k $2.0m | — |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.14% of their portfolio | 77.4k $1.8m | — |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 74.5k $1.8m | — |
| Advisory Services Network, LLC 0.06% of their portfolio | 72.6k $1.7m | — |
| Bartlett & Co. LLC 0.03% of their portfolio | 67.6k $1.6m | — |
| BARTLETT & CO. WEALTH MANAGEMENT LLC 0.03% of their portfolio | 67.6k $1.6m | — |
| OLD MISSION CAPITAL LLC 0.07% of their portfolio | 67.4k $1.6m | — |
| BOSTON FINANCIAL MANGEMENT LLC 0.07% of their portfolio | 66.0k $1.6m | — |
| WHITTIER TRUST CO 0.03% of their portfolio | 63.5k $1.5m | — |
| UMB Bank, n.a. 0.03% of their portfolio | 63.4k $1.5m | — |
| KINTRA WEALTH, LLC 2.10% of their portfolio | 63.0k $1.5m | — |
| Klaas Financial Asset Advisors, LLC 0.37% of their portfolio | 62.0k $1.5m | — |
| Parkside Advisors LLC 0.55% of their portfolio | 61.3k $1.4m | — |
| Opal Wealth Advisors, LLC 1.05% of their portfolio | 61.0k $1.4m | — |
| Better Money Decisions, LLC 1.32% of their portfolio | 57.9k $1.4m | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 56.4k $1.3m | — |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% of their portfolio | 55.9k $1.3m | — |
| Buffington Mohr McNeal 0.31% of their portfolio | 54.6k $1.3m | — |
| Financial Architects, Inc 0.21% of their portfolio | 50.4k $1.2m | — |
| MMA ASSET MANAGEMENT LLC 1.00% of their portfolio | 49.4k $1.2m | — |
| HighTower Advisors, LLC 0.00% of their portfolio | 49.3k $1.2m | — |
| CGN Advisors LLC 0.29% of their portfolio | 48.4k $1.1m | — |
| Omega Financial Group, LLC 0.58% of their portfolio | 48.0k $1.1m | — |
| Johnson Bixby & Associates, LLC 0.28% of their portfolio | 47.7k $1.1m | — |
| CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio | 47.4k $1.1m | — |
| BAILARD, INC. 0.05% of their portfolio | 47.2k $1.1m | — |
| Cable Hill Partners, LLC 0.22% of their portfolio | 45.5k $1.1m | — |
| Leonard Rickey Investment Advisors P.L.L.C. 0.50% of their portfolio | 45.5k $1.1m | — |
| CENTRAL TRUST Co 0.04% of their portfolio | 44.6k $1.0m | — |
| TD PRIVATE CLIENT WEALTH LLC 0.05% of their portfolio | 44.6k $1.0m | — |
| GRAND WEALTH MANAGEMENT, LLC 0.55% of their portfolio | 44.3k $1.0m | — |
| Willow Creek Wealth Management Inc. 0.20% of their portfolio | 44.3k $1.0m | — |
| Accredited Investors Inc. 0.12% of their portfolio | 43.7k $1.0m | — |
| Bank Julius Baer & Co. Ltd, Zurich 0.01% of their portfolio | 43.3k $1.0m | — |
| Financial Engines Advisors L.L.C. 0.00% of their portfolio | 43.2k $1.0m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 43.1k $1.0m | — |
| CANTOR FITZGERALD, L. P. 0.02% of their portfolio | 42.9k $1.0m | — |
| Braun-Bostich & Associates Inc. 3.06% of their portfolio | 42.6k $1.0m | — |
| Fortis Capital Management LLC 0.86% of their portfolio | 42.4k $997.0k | — |
| JNBA Financial Advisors 0.15% of their portfolio | 41.8k $982.0k | — |
| Brio Consultants, LLC 0.20% of their portfolio | 41.1k $957.0k | — |
| CPWM, LLC 0.09% of their portfolio | 40.4k $949.0k | — |
| Level Financial Advisors 0.69% of their portfolio | 39.6k $929.0k | — |
| Francis Financial, Inc. 0.94% of their portfolio | 39.3k $923.0k | — |