ISHARES TR ESGU
ESG AWR MSCI USA · ETP · CUSIP 46435G425
668
institutional holders
277.6m
shares reported held*
$18.3bnreported 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 ($31.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $65.88.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC 2.70% of their portfolio | 59.5m $4.7bn | — |
| CFS Investment Advisory Services, LLC 11.12% of their portfolio | 48.3m $48.3m | — |
| BANK OF AMERICA CORP /DE/ 0.17% of their portfolio | 16.5m $1.3bn | — |
| BlackRock Inc. 0.04% of their portfolio | 14.0m $1.1bn | — |
| LPL Financial LLC 0.97% of their portfolio | 12.6m $1.0bn | — |
| CWM, LLC 5.58% of their portfolio | 8.8m $702.6m | — |
| MORGAN STANLEY 0.09% of their portfolio | 8.6m $680.2m | — |
| JPMORGAN CHASE & CO 0.07% of their portfolio | 6.1m $480.7m | — |
| PARK AVENUE SECURITIES LLC 9.27% of their portfolio | 5.9m $465.2m | — |
| OSAIC HOLDINGS, INC. 1.05% of their portfolio | 5.8m $460.7m | — |
| 55I, LLC 10.14% of their portfolio | 4.6m $362.9m | — |
| TIAA, FSB 1.47% of their portfolio | 4.3m $342.0m | — |
| MML INVESTORS SERVICES, LLC 2.27% of their portfolio | 3.8m $299.0m | — |
| Janney Montgomery Scott LLC 1.12% of their portfolio | 3.3m $260.5m | — |
| WELLS FARGO & COMPANY/MN 0.09% of their portfolio | 3.1m $248.7m | — |
| GOLDMAN SACHS GROUP INC 0.06% of their portfolio | 2.7m $213.6m | — |
| Betterment LLC 0.73% of their portfolio | 2.4m $203.6m | — |
| Bank of Italy 7.22% of their portfolio | 2.1m $164.3m | — |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 2.0m $155.1m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.37% of their portfolio | 1.8m $144.6m | — |
| NORTHERN TRUST CORP 0.03% of their portfolio | 1.7m $137.4m | — |
| Acorns Advisers, LLC 2.36% of their portfolio | 1.6m $130.7m | — |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.6m $127.2m | — |
| WEALTHSOURCE PARTNERS, LLC 8.41% of their portfolio | 1.4m $113.6m | — |
| JB Capital LLC 11.33% of their portfolio | 1.3m $103.2m | — |
| AE Wealth Management LLC 0.78% of their portfolio | 1.2m $98.6m | — |
| UBS Group AG 0.05% of their portfolio | 1.1m $90.4m | — |
| Wealthfront Advisers LLC 0.45% of their portfolio | 1.1m $84.6m | — |
| Kestra Advisory Services, LLC 0.90% of their portfolio | 1.1m $84.5m | — |
| Mirae Asset Global Investments Co., Ltd. 0.22% of their portfolio | 1.0m $80.3m | — |
| Cambridge Investment Research Advisors, Inc. 0.44% of their portfolio | 990.5k $78.7m | — |
| NewEdge Advisors, LLC 1.29% of their portfolio | 986.4k $78.3m | — |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 906.2k $72.0m | — |
| Sharkey, Howes & Javer 14.10% of their portfolio | 814.4k $64.7m | — |
| PERSONAL CAPITAL ADVISORS CORP 0.34% of their portfolio | 801.2k $63.6m | — |
| TAIYO LIFE INSURANCE CO 7.34% of their portfolio | 785.0k $62.3m | — |
| CreativeOne Wealth, LLC 3.64% of their portfolio | 763.2k $60.6m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.10% of their portfolio | 754.3k $59.9m | — |
| Atria Wealth Solutions, Inc. 1.04% of their portfolio | 753.8k $59.9m | — |
| STIFEL FINANCIAL CORP 0.10% of their portfolio | 744.6k $59.1m | — |
| DAIDO LIFE INSURANCE CO 5.00% of their portfolio | 681.9k $54.1m | — |
| Blue Trust, Inc. 0.99% of their portfolio | 672.9k $56.5m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.30% of their portfolio | 632.0k $50.2m | — |
| Atria Investments, Inc 1.07% of their portfolio | 612.7k $48.7m | — |
| Icon Wealth Advisors, LLC 5.66% of their portfolio | 587.0k $46.6m | — |
| Foundations Investment Advisors, LLC 1.77% of their portfolio | 511.4k $40.6m | — |
| True Link Financial Advisors, LLC 5.83% of their portfolio | 506.3k $40.2m | — |
| High Falls Advisors, Inc 12.63% of their portfolio | 485.1k $38.5m | — |
| West Wealth Group, LLC 19.41% of their portfolio | 482.1k $38.3m | — |
| Austin Private Wealth, LLC 7.92% of their portfolio | 473.3k $37.6m | — |
| Pettinga Financial Advisors LLC 12.85% of their portfolio | 470.9k $37.4m | — |
| PRUDENTIAL FINANCIAL INC 0.06% of their portfolio | 464.1k $37.4m | — |
| Goodwin Investment Advisory 26.21% of their portfolio | 436.1k $34.6m | — |
| Integrated Wealth Concepts LLC 1.10% of their portfolio | 432.7k $34.4m | — |
| Strategic Blueprint, LLC 4.33% of their portfolio | 430.4k $34.2m | — |
| Cetera Investment Advisers 0.55% of their portfolio | 426.3k $33.9m | — |
| Horst & Graben Wealth Management LLC 9.55% of their portfolio | 424.2k $33.7m | — |
| One Wealth Advisors, LLC 10.89% of their portfolio | 419.0k $33.3m | — |
| Merit Financial Group, LLC 1.38% of their portfolio | 400.2k $31.8m | — |
| SteelPeak Wealth, LLC 2.38% of their portfolio | 397.5k $31.6m | — |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP 1.85% of their portfolio | 393.3k $31.2m | — |
| RAYMOND JAMES & ASSOCIATES 0.03% of their portfolio | 386.5k $30.7m | — |
| Brookstone Capital Management 0.69% of their portfolio | 377.6k $29.9m | — |
| Alesco Advisors, LLC, An ESL Co 1.24% of their portfolio | 375.4k $29.8m | — |
| TRUIST FINANCIAL CORP 0.06% of their portfolio | 371.7k $29.5m | — |
| Lineweaver Wealth Advisors, LLC 9.08% of their portfolio | 352.4k $28.0m | — |
| PAX Financial Group, LLC 6.73% of their portfolio | 331.5k $26.3m | — |
| Raymond James Financial Services Advisors, Inc. 0.06% of their portfolio | 326.8k $26.0m | — |
| Money Design Co.,Ltd. 0.95% of their portfolio | 310.8k $24.7m | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.24% of their portfolio | 309.0k $24.5m | — |
| Tri-Star Advisors Inc. 12.65% of their portfolio | 308.4k $24.9m | — |
| Fiduciary Trust Co 0.53% of their portfolio | 307.1k $24.4m | — |
| B. Riley Wealth Advisors, Inc. 0.73% of their portfolio | 303.1k $24.1m | — |
| TNF LLC 12.27% of their portfolio | 300.2k $24.0m | — |
| Stone House Investment Management, LLC 10.40% of their portfolio | 282.1k $22.4m | — |
| MA Private Wealth 5.78% of their portfolio | 276.7k $23.2m | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2.08% of their portfolio | 275.2k $21.9m | — |
| Ally Invest Advisors Inc. 2.94% of their portfolio | 273.6k $21.7m | — |
| Physician Wealth Advisors, Inc. 7.03% of their portfolio | 272.9k $22.9m | — |
| CLIENT 1ST ADVISORY GROUP, LLC 13.38% of their portfolio | 271.0k $21.5m | — |
| Vestcor Inc 0.81% of their portfolio | 269.5k $21.4m | — |
| HighTower Advisors, LLC 0.06% of their portfolio | 267.8k $21.2m | — |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 6.74% of their portfolio | 267.5k $21.2m | — |
| CAHILL FINANCIAL ADVISORS INC 4.47% of their portfolio | 267.0k $21.2m | — |
| Stratos Wealth Partners, LTD. 0.59% of their portfolio | 266.6k $21.2m | — |
| Detalus Advisors, LLC 12.66% of their portfolio | 265.5k $21.1m | — |
| Keystone Financial Services 13.00% of their portfolio | 265.1k $22.4m | — |
| Spectrum Management Group, LLC 4.52% of their portfolio | 262.1k $20.8m | — |
| WEALTH ALLIANCE, LLC 4.09% of their portfolio | 260.9k $20.7m | — |
| Buttonwood Financial Group, LLC 21.29% of their portfolio | 258.0k $20.5m | — |
| Provida Pension Fund Administrator 0.81% of their portfolio | 254.3k $20.5m | — |
| Creative Planning 0.03% of their portfolio | 250.8k $19.9m | — |
| COMERICA SECURITIES,INC. 1.60% of their portfolio | 244.8k $19.4m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.30% of their portfolio | 243.4k $19.3m | — |
| Scarborough Advisors, LLC 5.95% of their portfolio | 240.5k $19.1m | — |
| Orion Portfolio Solutions, LLC 0.75% of their portfolio | 238.4k $18.9m | — |
| Cetera Advisor Networks LLC 0.23% of their portfolio | 235.1k $18.7m | — |
| KEYBANK NATIONAL ASSOCIATION/OH 0.10% of their portfolio | 235.1k $18.7m | — |
| Cypress Wealth Services, LLC 6.32% of their portfolio | 230.5k $18.6m | — |
| FLC Capital Advisors 6.31% of their portfolio | 228.9k $18.2m | — |