ISHARES TR ESGD
ESG AW MSCI EAFE · ETP · CUSIP 46435G516
500
institutional holders
84.8m
shares reported held*
$4.8bnreported 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 ($1.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $56.40.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.10% of their portfolio | 13.3m $749.2m | — |
| PERSONAL CAPITAL ADVISORS CORP 1.86% of their portfolio | 6.1m $344.9m | — |
| JPMORGAN CHASE & CO 0.04% of their portfolio | 5.0m $282.0m | — |
| TIAA, FSB 1.16% of their portfolio | 4.8m $271.6m | — |
| MORGAN STANLEY 0.04% of their portfolio | 4.8m $270.6m | — |
| FIFTH THIRD BANCORP 1.05% of their portfolio | 3.6m $201.0m | — |
| Betterment LLC 0.76% of their portfolio | 3.4m $213.1m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio | 3.3m $182.5m | — |
| NORTHERN TRUST CORP 0.03% of their portfolio | 2.4m $134.3m | — |
| BlackRock Inc. 0.00% of their portfolio | 2.0m $114.9m | — |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 1.9m $105.2m | — |
| UBS Group AG 0.06% of their portfolio | 1.8m $103.4m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.25% of their portfolio | 1.7m $95.2m | — |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 1.7m $94.1m | — |
| SPINNAKER TRUST 6.26% of their portfolio | 1.3m $75.5m | — |
| JANE STREET GROUP, LLC 0.11% of their portfolio | 1.1m $59.9m | — |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 975.0k $54.7m | — |
| Acorns Advisers, LLC 0.92% of their portfolio | 905.5k $50.8m | — |
| FLPUTNAM INVESTMENT MANAGEMENT CO 1.95% of their portfolio | 895.4k $50.3m | — |
| CITIZENS FINANCIAL GROUP INC/RI 1.92% of their portfolio | 771.9k $43.3m | — |
| PNC Financial Services Group, Inc. 0.04% of their portfolio | 687.8k $38.6m | — |
| Ellevest, Inc. 3.63% of their portfolio | 682.2k $38.3m | — |
| Wealthfront Advisers LLC 0.20% of their portfolio | 667.8k $37.5m | — |
| US BANCORP \DE\ 0.07% of their portfolio | 643.6k $36.1m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.06% of their portfolio | 611.3k $34.3m | — |
| LPL Financial LLC 0.03% of their portfolio | 524.1k $29.4m | — |
| Money Design Co.,Ltd. 1.13% of their portfolio | 521.2k $29.3m | — |
| Creative Planning 0.05% of their portfolio | 511.5k $28.7m | — |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 505.1k $28.4m | — |
| Mirae Asset Global Investments Co., Ltd. 0.07% of their portfolio | 484.3k $27.2m | — |
| M&T Bank Corp 0.11% of their portfolio | 451.7k $25.4m | — |
| MACQUARIE GROUP LTD 0.03% of their portfolio | 430.3k $24.1m | — |
| RVW Wealth, LLC 3.32% of their portfolio | 421.0k $23.6m | — |
| D.A. DAVIDSON & CO. 0.31% of their portfolio | 417.2k $23.4m | — |
| OSAIC HOLDINGS, INC. 0.05% of their portfolio | 415.6k $23.3m | — |
| EP Wealth Advisors, LLC 0.52% of their portfolio | 407.6k $22.9m | — |
| Private Ocean, LLC 3.32% of their portfolio | 375.2k $21.1m | — |
| SEI INVESTMENTS CO 0.05% of their portfolio | 367.3k $20.6m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.12% of their portfolio | 364.9k $20.5m | — |
| Thrivent Financial for Lutherans 0.05% of their portfolio | 322.4k $18.2m | — |
| Fiduciary Trust Co 0.38% of their portfolio | 316.8k $17.8m | — |
| MML INVESTORS SERVICES, LLC 0.13% of their portfolio | 316.4k $17.8m | — |
| REGENTATLANTIC CAPITAL LLC 0.53% of their portfolio | 313.3k $17.6m | — |
| Highland Private Wealth Management 2.72% of their portfolio | 299.9k $16.8m | — |
| HOWLAND CAPITAL MANAGEMENT LLC 0.98% of their portfolio | 271.0k $15.2m | — |
| KEYBANK NATIONAL ASSOCIATION/OH 0.08% of their portfolio | 268.0k $15.0m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 256.8k $14.4m | — |
| BLAIR WILLIAM & CO/IL 0.06% of their portfolio | 250.5k $14.1m | — |
| High Note Wealth, LLC 5.85% of their portfolio | 246.9k $14.6m | — |
| Ally Invest Advisors Inc. 1.69% of their portfolio | 222.3k $12.5m | — |
| MISSION WEALTH MANAGEMENT, LP 0.67% of their portfolio | 220.8k $12.4m | — |
| LAKE STREET ADVISORS GROUP, LLC 0.89% of their portfolio | 219.3k $12.3m | — |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.73% of their portfolio | 218.9k $12.3m | — |
| IMPACTfolio, LLC 11.94% of their portfolio | 218.0k $12.2m | — |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.62% of their portfolio | 209.9k $11.8m | — |
| Fulcrum Capital LLC 3.49% of their portfolio | 209.5k $11.8m | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio | 195.5k $11.0m | — |
| Kestra Advisory Services, LLC 0.11% of their portfolio | 186.5k $10.5m | — |
| HighTower Advisors, LLC 0.03% of their portfolio | 184.4k $10.4m | — |
| Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio | 174.8k $9.8m | — |
| Parsec Financial Management, Inc. 0.48% of their portfolio | 171.0k $9.6m | — |
| Olde Wealth Management, LLC 5.81% of their portfolio | 166.0k $9.3m | — |
| Windsor Capital Management, LLC 3.10% of their portfolio | 147.6k $8.3m | — |
| Alesco Advisors, LLC, An ESL Co 0.34% of their portfolio | 146.3k $8.2m | — |
| PARK AVENUE SECURITIES LLC 0.16% of their portfolio | 144.1k $8.1m | — |
| SOA Wealth Advisors, LLC. 2.28% of their portfolio | 134.8k $7.6m | — |
| 55I, LLC 0.19% of their portfolio | 119.3k $6.7m | — |
| Baird Financial Group, Inc. 0.02% of their portfolio | 115.0k $6.5m | — |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 113.3k $6.4m | — |
| Garde Capital, Inc. 0.81% of their portfolio | 111.3k $6.2m | — |
| Laurel Wealth Planning LLC 4.45% of their portfolio | 107.7k $6.0m | — |
| CWM, LLC 0.05% of their portfolio | 104.0k $5.8m | — |
| Bond & Devick Financial Network, Inc. 4.80% of their portfolio | 103.4k $5.8m | — |
| Roof Eidam Maycock Peralta, LLC 2.16% of their portfolio | 103.0k $5.8m | — |
| HILL ISLAND FINANCIAL LLC 2.51% of their portfolio | 96.1k $5.4m | — |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 94.4k $5.3m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 92.7k $5.2m | — |
| Sand Hill Global Advisors, LLC 0.32% of their portfolio | 91.5k $5.1m | — |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 90.4k $5.1m | — |
| Steward Partners Investment Advisory, LLC 0.09% of their portfolio | 83.2k $4.7m | — |
| NOTTINGHAM ADVISORS, INC. 0.67% of their portfolio | 83.0k $4.7m | — |
| Litman Gregory Wealth Management LLC 0.74% of their portfolio | 82.5k $4.6m | — |
| EASTERN BANK 0.25% of their portfolio | 78.2k $4.4m | — |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 75.3k $4.2m | — |
| WRAPMANAGER INC 1.42% of their portfolio | 74.7k $4.2m | — |
| BANK HAPOALIM BM 0.52% of their portfolio | 74.0k $4.2m | — |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 74.0k $4.2m | — |
| MATHER GROUP, LLC. 0.09% of their portfolio | 71.9k $4.0m | — |
| FLOW TRADERS U.S. LLC 0.21% of their portfolio | 71.3k $4.0m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.01% of their portfolio | 69.2k $3.9m | — |
| Apella Capital, LLC 0.45% of their portfolio | 68.9k $3.9m | — |
| Waypoint Wealth Partners Inc. 1.61% of their portfolio | 68.1k $3.8m | — |
| Mariner Managed Account Solutions, LLC 0.39% of their portfolio | 67.0k $3.8m | — |
| Wealth Architects, LLC 0.78% of their portfolio | 66.6k $3.7m | — |
| OLD MISSION CAPITAL LLC 0.16% of their portfolio | 65.4k $3.7m | — |
| First Ascent Asset Management, LLC 0.70% of their portfolio | 64.5k $3.6m | — |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 58.9k $3.3m | — |
| Affinity Capital Advisors, LLC 1.15% of their portfolio | 58.4k $3.3m | — |
| CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio | 57.2k $3.2m | — |
| Accredited Investors Inc. 0.36% of their portfolio | 54.7k $3.1m | — |