iShares Inc. iShares ESG AwarESGEETF
13F holders, Q1 2026 (March 31)609holders +15
51new positions
30sold out
2famous investors
$45.44avg. 13F price*
At the end of Q1 2026, 609 institutions reported holding iShares Inc. iShares ESG Awar (ESGE) in their 13F filings, up 15 from Q4 2025. 51 opened new positions and 30 sold out. The largest holders were Bank of America Corp. ($760.2M), Morgan Stanley ($257.0M) and Northern Trust Corp. ($250.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares Inc. iShares ESG Awar
- CUSIP
- 46434G863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $85.0M |
| Exits | 30 | $68.0M |
All 13F filers, Q4 2025 → Q1 2026: 9,378,412 shares bought and 9,384,059 shares sold, net −5,647 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 609 holders
| Bank of America Corp. | 0.06% | Add +19.1% | 16,718,544 | $760.2M |
| Morgan Stanley | 0.02% | Add +15.7% | 5,651,930 | $257.0M |
| Northern Trust Corp. | 0.03% | Add +6.2% | 5,518,423 | $250.9M |
| Empower Advisory Group, LLC | 0.62% | Reduce -18.1% | 5,223,149 | $237.5M |
| Wit, LLC | 4.45% | Add +12.6% | 5,181,755 | $235.6M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -6.2% | 3,328,764 | $151.4M |
| Betterment LLC | 0.27% | Reduce -2.2% | 3,182,530 | $144.7M |
| FMR LLC | 0.01% | Reduce -1.2% | 2,886,030 | $131.2M |
| TIAA Wealth Investment Management LLC | 0.99% | — | 2,961,522 | $129.7M |
| Wealthfront Advisers LLC | 0.25% | Reduce -2.5% | 2,504,524 | $113.9M |
| JPMorgan Chase & Co. | 0.01% | Add +0.6% | 2,412,664 | $105.7M |
| BlackRock, Inc. | 0.00% | Add +56.1% | 2,103,935 | $95.7M |
| Creative Planning | 0.06% | Add +2.6% | 2,014,202 | $91.6M |
| Wells Fargo & Company | 0.02% | Reduce -26.1% | 1,732,833 | $78.8M |
| LPL Financial LLC | 0.02% | Add +11.2% | 1,683,278 | $76.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.7% | 1,411,296 | $64.2M |
| UBS Group AG | 0.01% | Add +3.8% | 1,326,888 | $60.3M |
| US Bancorp \de | 0.07% | Add +33.1% | 1,206,838 | $60.1M |
| PNC Financial Services Group, Inc. | 0.03% | Add +3.2% | 1,254,277 | $57.0M |
| Acorns Advisers, LLC | 0.41% | Reduce -2.6% | 1,215,383 | $55.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.18% | — | 1,044,895 | $47.5M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -0.9% | 937,064 | $42.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +4.3% | 799,904 | $36.4M |
| Royal Bank of Canada | 0.01% | Add +1.3% | 754,484 | $34.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +11.5% | 715,454 | $32.5M |
| M&T Bank Corp | 0.10% | Reduce -3.7% | 664,188 | $30.2M |
| Mission Wealth Management, LP | 0.56% | Reduce -2.3% | 585,790 | $26.6M |
| Fifth Third Bancorp | 0.05% | Add +27.5% | 574,551 | $26.1M |
| Envestnet Portfolio Solutions, Inc. | 0.14% | Reduce -10.4% | 564,830 | $25.7M |
| Flputnam Investment Management Co. | 0.38% | New | 557,433 | $25.3M |
| IMPACTfolio, LLC | 9.38% | Add +8.3% | 485,629 | $22.1M |
| Capitolis Liquid Global Markets LLC | 0.14% | — | 470,600 | $21.4M |
| Fiduciary Trust Co | 0.23% | Add +3.6% | 425,038 | $19.3M |
| Forefront Analytics, LLC | 15.28% | Add +1.6% | 369,453 | $16.8M |
| Cetera Investment Advisers | 0.02% | Reduce -4.0% | 364,413 | $16.6M |
| HighTower Advisors, LLC | 0.02% | Add +1.6% | 363,309 | $16.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.3% | 351,620 | $16.0M |
| Eastern Bank | 0.27% | Add +1.7% | 348,586 | $15.9M |
| National Bank of Canada | 0.02% | Add +1576263.6% | 346,800 | $15.8M |
| Sei Investments Co. | 0.01% | Reduce -4.2% | 337,965 | $15.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.9% | 326,033 | $14.8M |
| Mariner, LLC | 0.02% | Add +4.3% | 324,716 | $14.8M |
| Park Avenue Securities LLC | 0.11% | New | 313,840 | $14.3M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +36.0% | 312,930 | $14.2M |
| Ferguson Wellman Capital Management, Inc. | 0.18% | New | 283,275 | $12.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.21% | Reduce -2.4% | 271,331 | $12.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +7.6% | 270,273 | $12.3M |
| Corient Private Wealth LP | 0.02% | Reduce -10.5% | 248,024 | $11.3M |
| Nearwater Capital Markets, Ltd | 0.21% | New | 200,000 | $9.1M |
| Composition Wealth, LLC | 0.12% | Add +2.2% | 198,455 | $9.0M |
| MML Investors Services, LLC | 0.02% | Reduce -22.7% | 183,335 | $8.3M |
| Ally Invest Advisors Inc. | 0.53% | Add +0.1% | 173,536 | $7.9M |
| Truist Financial Corp. | 0.01% | Add +101.4% | 168,124 | $7.6M |
| Citigroup Inc. | 0.00% | Reduce -12.7% | 167,888 | $7.6M |
| Principal Financial Group Inc. | 0.00% | Add +31.5% | 166,631 | $7.6M |
| Intergy Private Wealth, LLC | 2.17% | Reduce -1.1% | 162,446 | $7.4M |
| Oxford Financial Group, LTD. LLC | 0.39% | Reduce -3.2% | 157,424 | $7.2M |
| Mather Group, Llc. | 0.07% | Reduce -0.6% | 157,147 | $7.1M |
| Modera Wealth Management, LLC | 0.08% | Add +1.8% | 155,372 | $7.1M |
| Jones Financial Companies LLLP | 0.00% | Add +49.2% | 155,824 | $6.9M |
| Bank of New York Mellon Corp | 0.00% | Add +60.4% | 144,636 | $6.6M |
| Focus Partners Wealth | 0.01% | Add +17.0% | 143,596 | $6.5M |
| Stanich Group LLC | 4.92% | Add +3.8% | 141,849 | $6.4M |
| Laurel Wealth Planning LLC | 3.17% | Reduce -4.4% | 132,209 | $6.0M |
| Baldwin Wealth Partners LLC | 0.42% | New | 127,953 | $5.8M |
| Bank of Montreal | 0.00% | Add +16.3% | 127,754 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +9.2% | 127,246 | $5.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -9.9% | 125,952 | $5.7M |
| Brown Advisory Inc. | 0.01% | Add +4.7% | 123,954 | $5.6M |
| Alesco Advisors, LLC, An ESL Co | 0.14% | Reduce -7.0% | 121,367 | $5.5M |
| NewEdge Advisors, LLC | 0.02% | Add +39.0% | 115,684 | $5.3M |
| Allworth Financial LP | 0.02% | Add +1.2% | 112,698 | $5.1M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -2.3% | 111,059 | $5.0M |
| Quent Capital, LLC | 0.35% | Reduce -4.4% | 109,765 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -8.8% | 107,240 | $4.9M |
| Bailard, Inc. | 0.11% | Reduce -6.3% | 107,136 | $4.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -6.5% | 105,070 | $4.8M |
| Sand Hill Global Advisors, LLC | 0.16% | Reduce -3.6% | 104,434 | $4.7M |
| Assetmark, Inc. | 0.01% | Reduce -6.8% | 101,318 | $4.6M |
| Financial Engines Advisors L.L.C. | 0.01% | New | 100,117 | $4.6M |
| Evoke Wealth, LLC | 0.08% | No change | 97,881 | $4.5M |
| Cerity Partners LLC | 0.01% | Add +19.0% | 96,890 | $4.4M |
| High Note Wealth, LLC | 0.85% | Reduce -0.4% | 94,638 | $4.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.3% | 90,122 | $4.1M |
| Savant Capital, LLC | 0.02% | Add +11.9% | 89,925 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -76.7% | 87,413 | $4.0M |
| Apella Capital, LLC | 0.05% | Reduce -0.2% | 71,387 | $3.6M |
| Centennial Bank | 1.30% | Add +96.7% | 79,400 | $3.6M |
| Northstar Asset Management Inc. | 1.11% | Add +107.7% | 79,381 | $3.6M |
| GeoWealth Management, LLC | 0.13% | Reduce -10.9% | 77,278 | $3.5M |
| Alliancebernstein L.P. | 0.00% | Add +43.3% | 78,626 | $3.5M |
| Renaissance Technologies | 0.01% | Add +757.3% | 76,300 | $3.5M |
| Avise Financial Cooperative, Inc. | 2.81% | Add +7.2% | 74,218 | $3.4M |
| Raffa Wealth Management, LLC | 0.53% | Add +9.2% | 74,136 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +8.7% | 74,101 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.9% | 72,117 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +145.3% | 70,602 | $3.2M |
| rebel Financial LLC | 1.37% | Reduce -10.5% | 69,274 | $3.1M |
| &partners | 0.01% | Reduce -0.3% | 66,336 | $3.0M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Add +8.6% | 65,257 | $3.0M |
| AlTi Global, Inc. | 0.06% | No change | 64,723 | $2.9M |
| Cabot Wealth Management Inc. | 0.33% | Add +13.1% | 63,813 | $2.9M |
| Perigon Wealth Management, LLC | 0.05% | Add +3.9% | 63,153 | $2.9M |
| Quadrant Capital Group LLC | 0.09% | No change | 63,089 | $2.9M |
| Bokf, NA | 0.04% | Reduce -0.4% | 61,790 | $2.8M |
| Captrust Financial Advisors | 0.00% | Reduce -0.3% | 61,423 | $2.8M |
| Koss-Olinger Consulting, LLC | 0.23% | Add +0.7% | 61,367 | $2.8M |
| Advisory Services Network, LLC | 0.04% | Reduce -15.9% | 61,251 | $2.8M |
| Crux Wealth Advisors | 1.06% | Reduce -0.8% | 60,711 | $2.8M |
| Archer Investment Management, LLC | 1.15% | Add +10.6% | 59,935 | $2.7M |
| Harbour Investments, Inc. | 0.04% | Add +4.7% | 59,337 | $2.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.6% | 59,021 | $2.7M |
| Wescott Financial Advisory Group, LLC | 0.23% | Reduce -6.6% | 58,943 | $2.7M |
| State of Wisconsin Investment Board | 0.01% | No change | 57,159 | $2.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -0.9% | 55,821 | $2.5M |
| One Wealth Advisors, LLC | 0.31% | Reduce -7.5% | 54,996 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -28.4% | 54,665 | $2.5M |
| North Berkeley Wealth Management, LLC | 1.30% | New | 54,045 | $2.5M |
| Keybank National Association | 0.01% | Reduce -1.7% | 53,615 | $2.4M |
| One Capital Management, LLC | 0.07% | Add +25.8% | 53,260 | $2.4M |
| OneDigital Investment Advisors LLC | 0.02% | Add +0.7% | 53,058 | $2.4M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -9.8% | 52,753 | $2.4M |
| Blue Edge Capital, LLC | 0.32% | Add +0.2% | 52,708 | $2.4M |
| Impact Investors, Inc | 1.66% | Add +18.7% | 52,697 | $2.4M |
| Cwm, LLC | 0.01% | Add +44.3% | 52,619 | $2.4M |
| Affiance Financial, LLC | 0.38% | Add +2.4% | 51,356 | $2.3M |
| Bear Mountain Capital, Inc. | 0.69% | Reduce -0.7% | 45,597 | $2.3M |
| Farther Finance Advisors, LLC | 0.02% | Add +40.5% | 50,197 | $2.3M |
| Sofi Wealth, LLC | 0.10% | Add +28.9% | 47,363 | $2.2M |
| Citizens Financial Group Inc. | 0.03% | Add +2.2% | 46,120 | $2.1M |
| HB Wealth Management, LLC | 0.01% | Add +9.3% | 44,999 | $2.0M |
| Horst & Graben Wealth Management LLC | 0.28% | Reduce -2.2% | 40,089 | $2.0M |
| Pitcairn Wealth Advisors LLC | 0.19% | No change | 45,897 | $2.0M |
| XY Planning Network, Inc. | 0.32% | Add +1.0% | 43,796 | $2.0M |
| DRW Securities, LLC | 0.11% | Reduce -77.3% | 43,732 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -11.8% | 44,598 | $2.0M |
| JNBA Financial Advisors | 0.16% | Reduce -1.7% | 43,118 | $2.0M |
| Baron Financial Group, LLC | 1.04% | Reduce -6.3% | 42,586 | $1.9M |
| True Blue Financial, LLC | 1.52% | Reduce -4.6% | 42,430 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -2.1% | 42,345 | $1.9M |
| Heritage Wealth Advisors | 0.07% | Add +4.6% | 41,918 | $1.9M |
| Brookstone Capital Management | 0.02% | Add +7.7% | 41,564 | $1.9M |
| Midwest Financial Partners Investments, Inc. | 1.00% | Add +3.5% | 41,432 | $1.9M |
| Tiaa Trust, National Association | 0.11% | Reduce -99.0% | 41,074 | $1.9M |
| Alaska Wealth Advisors, LLC | 0.22% | Add +10.2% | 40,318 | $1.8M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -14.5% | 40,384 | $1.8M |
| Acadian Asset Management LLC | 0.00% | Add +8.4% | 39,590 | $1.8M |
| Merit Financial Group, LLC | 0.01% | Add +16.3% | 39,566 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +7.8% | 39,451 | $1.8M |
| Davis Wealth Advisors, LLC | 1.48% | Reduce -5.8% | 39,191 | $1.8M |
| Legacy Edge Advisors, LLC | 0.19% | Add +11.7% | 38,950 | $1.8M |
| Integrated Wealth Concepts LLC | 0.01% | Add +169.6% | 38,711 | $1.8M |
| Birchwood Financial Partners, Inc. | 1.65% | Reduce -1.2% | 37,705 | $1.7M |
| Franklin Resources Inc. | 0.00% | Add +0.7% | 37,669 | $1.7M |
| Sharkey, Howes & Javer | 0.23% | Reduce -8.2% | 37,325 | $1.7M |
| Haverford Trust Co | 0.02% | Reduce -7.2% | 37,324 | $1.7M |
| CreativeOne Wealth, LLC | 0.04% | Add +4.6% | 36,483 | $1.7M |
| Ethic Inc. | 0.03% | New | 36,340 | $1.7M |
| Choreo, LLC | 0.02% | Reduce -2.0% | 36,181 | $1.6M |
| NorthRock Partners, LLC | 0.03% | Add +2.5% | 35,826 | $1.6M |
| Perennial Investment Advisors, LLC | 0.13% | Add +17.8% | 35,823 | $1.6M |
| Cambridge Associates LLC /Ma/ | 0.03% | Add +87.6% | 34,980 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.9% | 34,862 | $1.6M |
| Parallel Advisors, LLC | 0.03% | Add +43.3% | 34,621 | $1.6M |
| eCIO, Inc. | 0.69% | Add +109.8% | 34,286 | $1.6M |
| Neumann Capital Management, LLC | 0.46% | Reduce -2.2% | 34,055 | $1.5M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.7% | 33,943 | $1.5M |
| Wealth Architects, LLC | 0.14% | Reduce -0.3% | 33,899 | $1.5M |
| JMG Financial Group, Ltd. | 0.04% | Add +0.6% | 33,333 | $1.5M |
| Omega Financial Group, LLC | 0.50% | Reduce -14.2% | 33,299 | $1.5M |
| Twin Focus Capital Partners, LLC | 0.17% | Add +0.7% | 32,855 | $1.5M |
| Halbert Hargrove Global Advisors, LLC | 0.07% | Reduce -2.7% | 31,874 | $1.4M |
| Savvy Advisors, Inc. | 0.04% | Add +96.0% | 31,638 | $1.4M |
| SigFig Wealth Management, LLC | 0.04% | Reduce -89.6% | 31,430 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.6% | 31,188 | $1.4M |
| Silver Oak Wealth Advisors Services, LLC | 0.92% | Reduce -1.0% | 31,156 | $1.4M |
| Nottingham Advisors, Inc. | 0.18% | Reduce -2.4% | 31,026 | $1.4M |
| Eq LLC | 0.39% | Add +1.9% | 30,382 | $1.4M |
| Engineers Gate Manager LP | 0.02% | New | 30,289 | $1.4M |
| Staley Capital Advisers Inc. | 0.06% | No change | 30,000 | $1.4M |
| Two Sigma Securities, LLC | 0.16% | New | 29,667 | $1.3M |
| Integris Wealth Management, LLC | 0.31% | Reduce -4.3% | 29,374 | $1.3M |
| Hilltop Wealth Advisors, LLC | 0.80% | Add +57.0% | 29,194 | $1.3M |
| Canandaigua National Corp. | 0.12% | — | 28,249 | $1.3M |
| Weil Company, Inc. | 0.29% | Reduce -4.0% | 28,136 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | Reduce -7.3% | 27,979 | $1.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -8.4% | 27,498 | $1.3M |
| Johnson Financial Group, Inc. | 0.04% | Add +11.5% | 27,272 | $1.2M |
| Torren Management, LLC | 0.62% | Reduce -7.2% | 27,185 | $1.2M |
| Balanced Rock Investment Advisors LLC | 0.86% | Add +1.4% | 26,957 | $1.2M |
| Maia Wealth LLC | 0.20% | Reduce -9.1% | 26,407 | $1.2M |
| Equita Financial Network, Inc. | 0.37% | Add +4.0% | 26,097 | $1.2M |
| Sage Financial Group Inc. | 0.08% | Add +66.2% | 26,055 | $1.2M |
| Vision Capital Management, Inc. | 0.15% | Reduce -0.9% | 26,051 | $1.2M |
| Trilogy Capital Inc. | 0.05% | Add +1.9% | 25,598 | $1.2M |
| Physician Wealth Advisors, Inc. | 0.16% | Add +12.7% | 25,160 | $1.1M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -1.2% | 25,127 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | No change | 24,913 | $1.1M |
| RTD Financial Advisors, Inc. | 0.14% | Add +0.6% | 24,900 | $1.1M |
| WealthShield Partners, LLC | 0.12% | Add +6.8% | 24,601 | $1.1M |
| Greykasell Wealth Strategies, Inc. | 0.45% | Reduce -0.6% | 24,318 | $1.1M |
| Amundi | 0.00% | Reduce -28.9% | 24,115 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Reduce -10.3% | 23,743 | $1.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.33% | Reduce -6.8% | 23,582 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Add +16.3% | 23,031 | $1.0M |
| SageView Advisory Group, LLC | 0.04% | Reduce -2.5% | 22,885 | $1.0M |
| LFA - Lugano Financial Advisors SA | 0.53% | Add +159.0% | 22,721 | $1.0M |
| Compound Planning, Inc. | 0.03% | Add +25.1% | 22,245 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +16.9% | 22,163 | $1.0M |
| Van Hulzen Asset Management, LLC | 0.07% | Add +3.7% | 22,009 | $1.0M |
| Diversify Wealth Management, LLC | 0.02% | Add +113.8% | 19,958 | $1.0M |
| Trust Co | 0.09% | Reduce -15.7% | 21,901 | $996K |
| Opes Wealth Management LLC | 0.17% | Reduce -6.7% | 21,648 | $984K |
| CENTRAL TRUST Co | 0.02% | Add +2.6% | 21,522 | $979K |
| Mgo One Seven LLC | 0.02% | Reduce -9.8% | 21,330 | $970K |
| Seeds Investor LLC | 0.13% | Add +105.4% | 19,419 | $968K |
| Gould Asset Management LLC | 0.17% | Reduce -0.4% | 20,999 | $955K |
| Brooklyn FI, LLC | 0.20% | Reduce -1.8% | 20,797 | $946K |
| Jordan Park Group LLC | 0.05% | Add +3.1% | 20,089 | $913K |
| Krilogy Financial LLC | 0.03% | Reduce -6.0% | 18,172 | $909K |
| RFG Advisory, LLC | 0.02% | Reduce -10.1% | 19,628 | $893K |
| Regatta Capital Group, LLC | 0.13% | Add +8.3% | 19,461 | $885K |
| Western Wealth Management, LLC | 0.03% | Add +14.8% | 19,366 | $881K |
| Madrid Wealth Management, LLC | 0.66% | No change | 19,326 | $879K |
| Ameraudi Asset Management, Inc. | 0.48% | No change | 19,302 | $878K |
| Wedbush Securities Inc. | 0.03% | Reduce -0.7% | 19,172 | $872K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +3.7% | 19,102 | $869K |
| Diversified Enterprises, LLC | 0.05% | Add +42.9% | 19,056 | $866K |
| OLIO Financial Planning | 0.24% | Reduce -1.0% | 19,056 | $866K |
| Gateway Wealth Partners, LLC | 0.03% | Add +216.2% | 19,013 | $864K |
| HRT Financial LP | 0.00% | New | 18,949 | $861K |
| Cresset Asset Management, LLC | 0.00% | Add +0.1% | 18,805 | $855K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.14% | No change | 18,593 | $845K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.6% | 18,591 | $845K |
| Mascoma Wealth Management LLC | 0.17% | Reduce -10.4% | 18,572 | $844K |
| Squarepoint Ops LLC | 0.00% | Add +264.8% | 18,552 | $844K |
| Decker Retirement Planning Inc. | 0.38% | Add +4.2% | 18,285 | $831K |
| Connecticut Wealth Management, LLC | 0.03% | Reduce -9.5% | 18,260 | $830K |
| Prism Advisors, Inc. | 0.22% | Reduce -0.4% | 18,021 | $819K |
| MainStreet Investment Advisors LLC | 0.12% | Reduce -9.9% | 17,920 | $815K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -12.5% | 17,920 | $815K |
| Napier Financial, LLC | 0.19% | Reduce -4.8% | 17,795 | $809K |
| Morling Financial Advisors, LLC | 0.25% | Reduce -2.0% | 17,636 | $802K |
| Commerce Bank | 0.00% | Add +4.1% | 17,566 | $799K |
| Private Wealth Management Group, LLC | 0.21% | Reduce -1.5% | 17,356 | $789K |
| Birchbrook, Inc. | 0.39% | Reduce -0.6% | 17,286 | $786K |
| Aureum Wealth Management, LLC | 0.54% | Add +2.6% | 17,063 | $776K |
| Bond & Devick Financial Network, Inc. | 0.21% | Add +0.1% | 16,841 | $766K |
| Capital Analysts, LLC | 0.02% | Add +7.0% | 16,424 | $747K |
| Boston Standard Wealth Management, LLC | 0.12% | Reduce -4.3% | 16,256 | $747K |
| Whittier Trust Co. | 0.01% | No change | 16,208 | $741K |
| White Lighthouse Investment Management Inc. | 0.10% | Reduce -3.3% | 15,967 | $726K |
| Regal Investment Advisors LLC | 0.04% | Reduce -14.1% | 15,814 | $719K |
| Snowden Capital Advisors LLC | 0.02% | Add +5.2% | 15,814 | $719K |
| Hardy Reed LLC | 0.05% | No change | 15,626 | $711K |
| Fund Evaluation Group, LLC | 0.02% | No change | 15,605 | $710K |
| Smart Portfolios, LLC | 0.70% | Add +2.3% | 15,533 | $706K |
| Shepherd Financial Partners LLC | 0.07% | Add +1.9% | 15,530 | $706K |
| Benchmark Financial, LLC | 0.63% | Add +6.9% | 15,508 | $705K |
| World Investment Advisors | 0.01% | Reduce -6.0% | 15,391 | $700K |
| Keel Point, LLC | 0.05% | No change | 15,277 | $695K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +35.4% | 15,222 | $692K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -9.0% | 15,170 | $690K |
| Howland Capital Management LLC | 0.03% | Reduce -1.5% | 15,092 | $686K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -6.8% | 15,063 | $685K |
| Yukon Wealth Management, Inc. | 0.40% | No change | 14,839 | $675K |
| Asset Dedication, LLC | 0.05% | Reduce -43.4% | 14,680 | $668K |
| Fort Point Capital Partners LLC | 0.09% | No change | 14,603 | $664K |
| Bell Investment Advisors, Inc | 0.10% | Add +8.0% | 14,310 | $651K |
| Evolve Private Wealth, LLC | 0.03% | Reduce -1.4% | 14,151 | $643K |
| Summit Wealth Group, LLC | 0.15% | Reduce -4.2% | 14,114 | $642K |
| Sage Advisory Services, Ltd.Co. | 0.35% | Add +14.1% | 14,092 | $641K |
| Plancorp, LLC | 0.02% | Reduce -1.6% | 13,135 | $637K |
| Schneider Downs Wealth Management Advisors, LP | 0.07% | Add +2.6% | 13,982 | $636K |
| Tortoise Investment Management, LLC | 0.05% | Add +1.9% | 13,872 | $631K |
| Brandywine Oak Private Wealth LLC | 0.05% | Reduce -4.0% | 13,840 | $629K |
| CIBC Asset Management Inc | 0.00% | No change | 13,610 | $619K |
| PFG Investments, LLC | 0.03% | Reduce -13.4% | 13,544 | $616K |
| Brown Brothers Harriman & Co. | 0.00% | Add +13.2% | 13,538 | $616K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.7% | 13,464 | $612K |
| Portland Global Advisors LLC | 0.06% | No change | 13,275 | $604K |
| Falcon Wealth Planning | 0.04% | Add +1.4% | 13,092 | $595K |
| A&I Financial Services, LLC | 0.28% | Reduce -8.1% | 12,902 | $587K |
| Capital Advantage, Inc. | 0.08% | Add +8.2% | 12,865 | $585K |
| PDS Planning, Inc | 0.04% | Reduce -5.0% | 12,808 | $582K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +50.9% | 12,730 | $579K |
| New England Private Wealth Advisors LLC | 0.07% | No change | 12,645 | $575K |
| Diversified Trust Co. | 0.01% | No change | 12,607 | $573K |
| Modern Wealth Management, LLC | 0.01% | Add +104.0% | 12,489 | $572K |
| Lifelong Wealth Advisors, Inc. | 0.15% | Add +0.9% | 12,579 | $572K |
| Pine Haven Investment Counsel, Inc | 0.42% | Add +1.1% | 12,428 | $565K |
| Shotwell Rutter Baer Inc | 0.33% | Reduce -1.8% | 12,422 | $565K |
| CGN Advisors LLC | 0.04% | Reduce -5.1% | 12,250 | $557K |
| UMB Bank, n.a. | 0.01% | Add +16.5% | 12,111 | $551K |
| MA Private Wealth | 0.09% | No change | 12,096 | $550K |
| Facet Wealth, Inc. | 0.01% | Add +1.2% | 12,078 | $549K |
| HSBC Holdings PLC | 0.00% | Add +0.5% | 12,042 | $548K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.9% | 11,993 | $545K |
| TriaGen Wealth Management LLC | 0.15% | No change | 11,799 | $537K |
| Foster Group, Inc. | 0.02% | Reduce -5.7% | 11,793 | $536K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.0% | 11,688 | $531K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -10.6% | 12,097 | $530K |
| Xena Financial Planning, LLC | 0.60% | Reduce -10.7% | 11,638 | $529K |
| Focus Financial Network, Inc. | 0.02% | Reduce -11.8% | 11,577 | $526K |
| Cambridge Financial Group, LLC | 0.18% | Reduce -6.4% | 11,554 | $525K |
| MAI Capital Management | 0.00% | Reduce -3.5% | 11,518 | $524K |
| Atria Investments, Inc | 0.01% | Reduce -2.8% | 11,474 | $522K |
| One Wealth Capital Management, LLC | 0.23% | Reduce -12.7% | 10,299 | $518K |
| Elevation Wealth Partners, LLC | 0.19% | Add +0.9% | 11,395 | $518K |
| Marshall Wace, LLP | 0.00% | New | 11,266 | $512K |
| Wealth Alliance, LLC | 0.05% | Reduce -10.0% | 11,225 | $510K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +15.9% | 11,152 | $507K |
| Washington Trust Bank | 0.04% | Reduce -2.1% | 11,016 | $501K |
| Addison Advisors LLC | 0.11% | Reduce -2.3% | 10,653 | $484K |
| Caliber Wealth Management, LLC / KS | 0.05% | Reduce -3.5% | 10,565 | $480K |
| Range Advisory, LLC | 0.09% | Reduce -0.3% | 10,540 | $479K |
| BLB&B Advisors, LLC | 0.02% | Reduce -1.5% | 10,454 | $475K |
| Presilium Private Wealth, LLC | 0.08% | Reduce -3.9% | 10,398 | $473K |
| Garde Capital, Inc. | 0.03% | Add +4.4% | 10,290 | $468K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +95.2% | 10,202 | $464K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +6.9% | 10,086 | $459K |
| Keystone Financial Services | 0.13% | Add +4.7% | 10,062 | $458K |
| Midwest Trust Co | 0.01% | Reduce -1.0% | 10,055 | $457K |
| LifePlan Investment Advisors, Inc. | 0.18% | Add +12.2% | 10,033 | $456K |
| Gemmer Asset Management LLC | 0.04% | Add +6.4% | 10,003 | $455K |
| Meridian Wealth Partners, LLC | 0.06% | Reduce -4.0% | 9,891 | $450K |
| Larson Financial Group LLC | 0.01% | Reduce -7.0% | 9,725 | $442K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +55.7% | 8,600 | $441K |
| Navigation Group, LLC | 0.10% | — | 9,532 | $433K |
| Private Trust Co. NA | 0.04% | Reduce -13.1% | 9,464 | $430K |
| Tme Financial, Inc. | 0.30% | Reduce -1.1% | 9,411 | $428K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -0.5% | 9,373 | $426K |
| Aspiriant, LLC | 0.01% | No change | 9,300 | $423K |
| Plum Street Advisors, LLC | 0.15% | No change | 9,245 | $420K |
| Penobscot Wealth Management | 0.12% | Add +10.4% | 9,238 | $420K |
| RW Investment Management LLC | 0.04% | — | 9,039 | $411K |
| Argentarii, LLC | 0.14% | No change | 9,000 | $409K |
| Contango Wealth Management LLC | 0.48% | Add +36.7% | 8,981 | $408K |
| McAdam, LLC | 0.02% | Reduce -0.6% | 8,845 | $402K |
| Private Advisor Group, LLC | 0.00% | Add +19.1% | 8,816 | $401K |
| Higgins & Schmidt Wealth Strategies LLC | 0.18% | Reduce -2.3% | 8,812 | $401K |
| Caprock Group, LLC | 0.01% | No change | 8,654 | $393K |
| GC Wealth Management RIA, LLC | 0.02% | Add +8.3% | 8,505 | $387K |
| Independent Advisor Alliance | 0.00% | New | 8,432 | $383K |
| Avior Wealth Management, LLC | 0.01% | Reduce -1.1% | 8,331 | $379K |
| Moller Wealth Partners | 0.07% | Reduce -2.1% | 8,317 | $378K |
| Theory Financial LLC | 0.13% | Reduce -6.3% | 8,271 | $376K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +14.8% | 8,193 | $373K |
| BlueStem Wealth Partners, LLC | 0.04% | Reduce -16.9% | 8,184 | $372K |
| Pathstone Holdings, LLC | 0.00% | No change | 8,183 | $372K |
| Montecito Bank & Trust | 0.06% | Reduce -2.1% | 8,137 | $370K |
| Cornerstone Planning Group LLC | 0.05% | Add +6644.8% | 7,082 | $370K |
| GenTrust, LLC | 0.02% | Reduce -65.3% | 8,128 | $370K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -9.6% | 8,114 | $369K |
| Hoxton Planning & Management, LLC | 0.11% | Add +10.9% | 8,029 | $365K |
| Valeo Financial Advisors, LLC | 0.01% | Add +67.6% | 8,025 | $365K |
| Per Stirling Capital Management, LLC. | 0.04% | Add +14.5% | 8,018 | $365K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | Reduce -7.3% | 7,973 | $363K |
| Williams & Novak, LLC | 0.27% | Reduce -0.3% | 7,846 | $359K |
| Sigma Investment Counselors Inc. | 0.02% | Add +4.0% | 7,874 | $358K |
| AE Wealth Management LLC | 0.00% | Add +19.4% | 7,850 | $357K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 8,051 | $356K |
| RHS Financial, LLC | 0.17% | Reduce -7.8% | 7,809 | $355K |
| McCartney Wealth Management LLC | 0.30% | No change | 7,791 | $354K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +6.6% | 7,667 | $349K |
| Continuum Advisory, LLC | 0.03% | Add +11.4% | 7,640 | $347K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 7,628 | $347K |
| SCS Capital Management LLC | 0.00% | No change | 7,521 | $342K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.06% | Add +18.3% | 7,483 | $340K |
| Warren Street Wealth Advisors, LLC | 0.09% | Add +1.7% | 7,468 | $340K |
| Cutler Investment Counsel LLC | 0.04% | No change | 7,466 | $339K |
| Community Bank, N.A. | 0.04% | Reduce -1.0% | 7,448 | $339K |
| Ritholtz Wealth Management | 0.01% | Add +1.6% | 7,202 | $327K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +12.0% | 7,189 | $327K |
| Topel & Distasi Wealth Management, LLC | 0.17% | Reduce -16.3% | 7,175 | $326K |
| Brighton Jones LLC | 0.01% | New | 7,170 | $326K |
| Great Diamond Partners, LLC | 0.06% | Add +3.7% | 7,120 | $324K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -33.0% | 7,103 | $323K |
| Red Reef Advisors LLC | 0.33% | Reduce -5.7% | 6,968 | $317K |
| CoreCap Advisors, LLC | 0.01% | Add +7.8% | 6,880 | $316K |
| Sharper & Granite LLC | 0.11% | Add +0.1% | 6,861 | $312K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +34.4% | 6,819 | $310K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -7.4% | 6,735 | $306K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 6,657 | $303K |
| CFM Wealth Partners LLC | 0.05% | No change | 6,653 | $303K |
| Financial Planning Fort Collins, LLC | 0.24% | Reduce -0.9% | 5,937 | $302K |
| Aaron Wealth Advisors LLC | 0.02% | Reduce -0.0% | 6,623 | $301K |
| Richard P Slaughter Associates Inc | 0.06% | Add +24.2% | 6,602 | $300K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -21.2% | 6,564 | $298K |
| Cornerstone Financial Management LLC | 0.27% | Reduce -6.0% | 6,523 | $297K |
| Peak Financial Management, Inc. | 0.07% | No change | 6,497 | $295K |
| Keener Financial Planning LLC | 0.12% | Add +7.5% | 6,456 | $293K |
| Hughes Financial Services, LLC | 0.04% | Add +10.9% | 6,437 | $293K |
| Causey Wealth LLC | 0.12% | Reduce -13.3% | 6,431 | $292K |
| Vise Technologies, Inc. | 0.01% | No change | 6,603 | $292K |
| Ryan Investment Management, Inc. | 0.16% | No change | 6,403 | $291K |
| WT Wealth Management | 0.09% | Reduce -15.5% | 6,371 | $290K |
| Cape Ann Savings Bank | 0.15% | Add +18.6% | 6,363 | $289K |
| R. W. Roge & Company, Inc. | 0.14% | No change | 6,365 | $289K |
| Wealthgarden F.S. LLC | 0.20% | Reduce -10.2% | 6,353 | $289K |
| Venturi Wealth Management, LLC | 0.01% | Add +20.9% | 6,304 | $287K |
| Tempus Wealth Planning, LLC | 0.07% | No change | 6,278 | $285K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -4.0% | 6,206 | $282K |
| Capasso Planning Partners LLC | 0.15% | Add +0.9% | 6,195 | $282K |
| Financial Futures Ltd Liability Co. | 0.12% | Reduce -1.1% | 6,156 | $280K |
| Marino, Stram & Associates LLC | 0.05% | No change | 6,080 | $276K |
| Spinnaker Trust | 0.02% | New | 6,073 | $276K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 6,059 | $276K |
| Morton Brown Family Wealth, LLC | 0.07% | Reduce -5.8% | 6,045 | $275K |
| Mogy Joel R Investment Counsel Inc. | 0.02% | No change | 6,037 | $275K |
| Bigelow Investment Advisors, LLC | 0.11% | Add +0.1% | 5,975 | $272K |
| Bison Wealth, LLC | 0.03% | No change | 5,061 | $271K |
| Tudor Investment Corporation | 0.00% | Reduce -7.0% | 5,962 | $271K |
| Cranbrook Wealth Management, LLC | 0.06% | No change | 5,950 | $271K |
| Founders Financial Securities LLC | 0.02% | Reduce -1.3% | 5,571 | $269K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -6.3% | 5,301 | $268K |
| Oregon Pacific Wealth Management, LLC | 0.28% | Reduce -2.0% | 5,885 | $268K |
| Sage Mountain Advisors LLC | 0.02% | No change | 5,876 | $267K |
| Veridan Wealth LLC | 0.10% | Reduce -3.4% | 5,809 | $264K |
| Armstrong, Fleming & Moore, Inc | 0.11% | No change | 5,781 | $263K |
| Empowered Funds, LLC | 0.00% | New | 5,731 | $261K |
| JB Capital LLC | 0.01% | Reduce -7.1% | 5,688 | $259K |
| Freedom Investment Management, Inc. | 0.08% | Reduce -10.2% | 5,666 | $258K |
| Strategic Blueprint, LLC | 0.01% | Reduce -7.0% | 5,660 | $257K |
| Courier Capital LLC | 0.01% | Reduce -13.0% | 5,653 | $257K |
| W Advisors, LLC | 0.13% | No change | 5,639 | $256K |
| Asempa Wealth Advisors | 0.22% | Reduce -0.6% | 5,494 | $252K |
| KPP Advisory Services LLC | 0.04% | Reduce -10.9% | 5,526 | $251K |
| Charter Oak Capital Management, LLC | 0.02% | Add +7.2% | 5,439 | $247K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 5,409 | $246K |
| Rogco, LP | 0.08% | Reduce -12.2% | 5,398 | $245K |
| Keystone Wealth Services, LLC | 0.05% | No change | 5,319 | $242K |
| Traveka Wealth, LLC | 0.09% | Reduce -3.0% | 5,236 | $238K |
| West Wealth Group, LLC | 0.05% | Add +0.5% | 5,234 | $238K |
| WBH Advisory Inc. | 0.02% | Reduce -12.5% | 5,172 | $237K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,187 | $236K |
| PFG Advisors | 0.01% | Add +2.6% | 5,187 | $236K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 5,171 | $235K |
| IHT Wealth Management, LLC | 0.01% | New | 5,096 | $232K |
| MBE Wealth Management, LLC | 0.10% | New | 5,092 | $232K |
| Keebeck Wealth Management | 0.03% | Reduce -0.5% | 5,091 | $231K |
| Old Peak Finance LLC | 0.13% | No change | 5,076 | $231K |
| Bogart Wealth, LLC | 0.01% | Reduce -31.5% | 5,062 | $230K |
| True Link Financial Advisors, LLC | 0.01% | Add +2.6% | 5,035 | $229K |
| Endeavor Private Wealth, Inc. | 0.07% | New | 5,032 | $229K |
| Rossby Financial, LCC | 0.05% | Add +69.0% | 4,970 | $228K |
| Armbruster Capital Management, Inc. | 0.04% | Add +4.2% | 5,000 | $227K |
| Gen-Wealth Partners Inc | 0.07% | Add +2.5% | 4,961 | $226K |
| Sweeney & Michel, LLC | 0.07% | No change | 4,600 | $225K |
| Csenge Advisory Group | 0.01% | New | 4,935 | $224K |
| Etesian Wealth Advisors, Inc. | 0.07% | No change | 4,844 | $220K |
| Planning Alternatives Ltd. | 0.03% | Add +3.0% | 4,821 | $219K |
| Elmwood Wealth Management, Inc. | 0.06% | New | 4,810 | $219K |
| Values Added Financial LLC | 0.09% | Reduce -0.0% | 4,792 | $218K |
| Verus Capital Partners, LLC | 0.01% | New | 4,779 | $217K |
| Livet Wealth, LLC | 0.14% | No change | 4,743 | $216K |
| Liberty Atlantic Advisors LLC | 0.18% | New | 4,731 | $215K |
| Lodestar Private Asset Management LLC | 0.02% | Add +0.0% | 4,729 | $215K |
| TPG Financial Advisors, LLC | 0.07% | Reduce -6.2% | 4,705 | $214K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -24.9% | 4,699 | $214K |
| Eley Financial Management, Inc | 0.08% | Add +0.5% | 4,685 | $213K |
| Valley National Advisers Inc. | 0.03% | Add +17.3% | 4,675 | $212K |
| Bangor Savings Bank | 0.02% | Add +13.2% | 4,612 | $210K |
| Fairview Capital Investment Management, LLC | 0.01% | Reduce -1.1% | 4,600 | $209K |
| Ethos Financial Group, LLC | 0.02% | New | 4,569 | $208K |
| Plan A Wealth LLC | 0.10% | Reduce -74.5% | 4,489 | $204K |
| SK Wealth Management, LLC | 0.06% | Reduce -18.7% | 4,434 | $203K |
| 1ST Source Bank | 0.01% | New | 4,422 | $201K |
| Tradition Wealth Management, LLC | 0.01% | New | 4,411 | $201K |
| Institute for Wealth Management, LLC. | 0.02% | Reduce -28.5% | 4,399 | $200K |
| TD Private Client Wealth LLC | 0.00% | Reduce -40.9% | 4,221 | $192K |
| Hamrick Investment Counsel, llc | 0.10% | Add +913.8% | 4,055 | $184K |
| Vanguard Advisers Inc. | 0.00% | — | 3,805 | $173K |
| Evergreen Private Wealth LLC | 0.07% | Reduce -10.4% | 3,805 | $173K |
| Union Savings Bank | 0.07% | Reduce -2.2% | 3,590 | $163K |
| Dynamic Wealth Strategies, LLC | 0.09% | No change | 3,514 | $160K |
| Smartleaf Asset Management LLC | 0.01% | Add +22.3% | 3,642 | $160K |
| TFC Financial Management, Inc. | 0.02% | No change | 3,332 | $152K |
| Signaturefd, LLC | 0.00% | Add +0.5% | 3,250 | $148K |
| International Assets Investment Management, LLC | 0.01% | Reduce -16.0% | 3,226 | $148K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -12.8% | 3,031 | $138K |
| American Capital Advisory, LLC | 0.06% | Reduce -3.5% | 3,010 | $137K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -83.3% | 2,990 | $136K |
| Ascentis Independent Advisors | 0.01% | Reduce -45.1% | 2,817 | $128K |
| Basecamp Wealth Advisors LLC | 0.02% | Add +9.3% | 2,482 | $113K |
| Finley Financial, LLC | 0.05% | No change | 2,420 | $110K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -5.5% | 2,419 | $110K |
| Arax Advisory Partners | 0.00% | Reduce -67.0% | 2,271 | $104K |
| GGM Financial LLC | 0.05% | Add +64.8% | 2,222 | $101K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +85.7% | 2,217 | $101K |
| Motco | 0.01% | No change | 2,184 | $99K |
| AlphaCore Capital LLC | 0.00% | Reduce -3.1% | 2,176 | $99K |
| Destiny Wealth Partners, LLC | 0.01% | New | 2,087 | $95K |
| Fiduciary Counselling Inc. | 0.26% | Reduce -6.2% | 2,072 | $94K |
| Root Financial Partners, LLC | 0.00% | Reduce -56.8% | 2,037 | $93K |
| Spire Wealth Management | 0.00% | Reduce -24.5% | 1,979 | $90K |
| EFG International AG | 0.00% | Reduce -69.2% | 1,959 | $89K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 1,946 | $88K |
| Godfrey Financial Associates, Inc. | 0.07% | Add +3.3% | 1,920 | $87K |
| WPG Advisers, LLC | 0.06% | No change | 1,907 | $87K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,807 | $82K |
| Gould Capital, LLC | 0.05% | Reduce -8.5% | 1,797 | $82K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,779 | $81K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +53.4% | 1,767 | $80K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 1,754 | $80K |
| Covestor Ltd | 0.05% | Add +1.2% | 1,726 | $78K |
| Clean Yield Group | 0.02% | New | 1,708 | $78K |
| WealthCollab, LLC | 0.03% | No change | 1,562 | $71K |
| Strategic Advisory Partners, LLC | 0.06% | New | 1,548 | $70K |
| 4Thought Financial Group Inc. | 0.03% | Reduce -8.0% | 1,525 | $69K |
| North Star Investment Management Corp. | 0.00% | No change | 1,446 | $66K |
| Scarborough Advisors, LLC | 0.01% | Reduce -3.4% | 1,442 | $66K |
| Morris Financial Concepts, Inc. | 0.02% | No change | 1,331 | $61K |
| IFP Advisors, Inc | 0.00% | Add +23.6% | 1,328 | $60K |
| Evolution Wealth Management Inc. | 0.04% | Add +187.7% | 1,266 | $58K |
| C M Bidwell & Associates Ltd. | 0.03% | Reduce -5.3% | 1,183 | $54K |
| Smithfield Trust Co | 0.00% | Add +30.5% | 1,142 | $51K |
| American National Bank & Trust | 0.00% | No change | 1,100 | $50K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 1,046 | $48K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.5% | 1,007 | $46K |
| Princeton Global Asset Management LLC | 0.01% | New | 934 | $42K |
| McIlrath & Eck, LLC | 0.00% | Reduce -7.3% | 928 | $42K |
| Hurley Capital, LLC | 0.02% | New | 889 | $40K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -14.0% | 867 | $39K |
| Hollencrest Capital Management | 0.00% | New | 853 | $39K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 842 | $38K |
| Winthrop Capital Management, LLC | 0.01% | No change | 824 | $37K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +7.4% | 809 | $37K |
| NBT Bank, N.A. | 0.00% | Add +1654.5% | 772 | $35K |
| Dunhill Financial, LLC | 0.01% | No change | 769 | $35K |
| Urban Financial Advisory Corp | 0.01% | Reduce -21.1% | 756 | $34K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -27.4% | 709 | $32K |
| Founders Financial Alliance, LLC | 0.01% | No change | 709 | $32K |
| Vision Retirement, LLC | 0.01% | Reduce -40.9% | 704 | $32K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 701 | $32K |
| Howe & Rusling Inc. | 0.00% | No change | 668 | $30K |
| Deutsche Bank AG | 0.00% | New | 665 | $30K |
| Lanark Financial, Inc. | 0.00% | Add +282.9% | 651 | $30K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 645 | $29K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | No change | 638 | $29K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 632 | $29K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.8% | 598 | $27K |
| Tompkins Financial Corp. | 0.00% | Reduce -40.5% | 590 | $27K |
| WFA of San Diego, LLC | 0.02% | No change | 577 | $26K |
| Rice Partnership, LLC | 0.00% | New | 528 | $24K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -6.1% | 508 | $23K |
| CVA Family Office, LLC | 0.00% | Add +38.5% | 475 | $22K |
| Strategic Wealth Advisors LLC | 0.02% | No change | 466 | $21K |
| Legacy Wealth Managment, LLC | 0.01% | Add +3.8% | 439 | $20K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 420 | $19K |
| Clarity Asset Management, Inc. | 0.01% | No change | 406 | $18K |
| Crewe Advisors LLC | 0.00% | No change | 395 | $18K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -0.8% | 375 | $17K |
| Ancora Advisors LLC | 0.00% | No change | 373 | $17K |
| MCF Advisors LLC | 0.00% | New | 360 | $16K |
| Atlantic Union Bankshares Corp | 0.00% | Add +567.9% | 354 | $16K |
| Blueline Advisors LLC | 0.01% | Reduce -0.6% | 333 | $15K |
| Gill Capital Partners, LLC | 0.00% | New | 325 | $15K |
| SouthState Bank Corp | 0.00% | No change | 321 | $15K |
| Bravera Wealth | 0.01% | No change | 290 | $13K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 290 | $13K |
| Kilter Group LLC | 0.01% | Reduce -6.2% | 274 | $12K |
| Ares Financial Consulting, LLC | 0.01% | No change | 250 | $11K |
| JDM Financial Group LLC | 0.00% | New | 241 | $11K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -9.1% | 241 | $11K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 212 | $10K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -8.4% | 208 | $9K |
| Center for Financial Planning, Inc. | 0.00% | No change | 199 | $9K |
| Midway Capital Research & Management | 0.01% | New | 178 | $8K |
| Centerpoint Advisors, LLC | 0.00% | Add +19.1% | 175 | $8K |
| CDKV Holdings LLC | 0.01% | No change | 172 | $8K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 166 | $8K |
| Maseco LLP | 0.00% | No change | 165 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 160 | $7K |
| GAMMA Investing LLC | 0.00% | Reduce -54.2% | 159 | $7K |
| 1 North Wealth Services LLC | 0.00% | No change | 145 | $7K |
| Hanson & Doremus Investment Management | 0.00% | No change | 138 | $6K |
| Front Row Advisors LLC | 0.00% | No change | 120 | $5K |
| Wellington-Altus USA Inc. | 0.00% | No change | 85 | $5K |
| Abound Wealth Management | 0.00% | No change | 100 | $5K |
| BNP Paribas Financial Markets | 0.00% | Reduce -54.1% | 100 | $5K |
| Ameriflex Group, Inc. | 0.00% | No change | 100 | $5K |
| GW&K Investment Management, LLC | 0.00% | New | 89 | $4K |
| Noble Wealth Management PBC | 0.00% | No change | 87 | $4K |
| USA Financial Formulas | 0.00% | No change | 84 | $4K |
| Tidemark, LLC | 0.00% | No change | 81 | $4K |
| Creative Financial Designs Inc. | 0.00% | Add +2.7% | 76 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -9.8% | 74 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -4.5% | 64 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 61 | $3K |
| Key Capital Management, INC | 0.00% | Reduce -75.7% | 43 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 43 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 40 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 28 | $1K |
| Financial Life Planners | 0.00% | New | 27 | $1K |
| Raleigh Capital Management Inc. | 0.00% | New | 27 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 25 | $1K |
| Caitlin John, LLC | 0.00% | No change | 23 | $1K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 18 | $818 |
| Key Financial Inc | 0.00% | No change | 17 | $773 |
| McGuire Capital Advisors Inc. | 0.00% | No change | 15 | $682 |
| Realta Investment Advisors | 0.00% | New | 13 | $591 |
| Tucker Asset Management LLC | 0.00% | No change | 13 | $591 |
| Davis Capital Management | 0.00% | No change | 12 | $546 |
| 3Chopt Investment Partners, LLC | 0.00% | No change | 11 | $500 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 8 | $361 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 3 | $150 |
| Glassman Wealth Services | 0.00% | No change | 1 | $45 |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 1 | $29 |
"% of holder's portfolio" is ESGE's weight in each manager's 13F, not the share of iShares Inc. iShares ESG Awar the manager owns.