ESGD Institutional Ownership
iShares ESG Aware MSCI EAFE ETF
1W: -1.5%
1M: -2.7%
3M: -1.2%
YTD: +7.3%
1Y: +12.1%
3Y: +62.3%
5Y: +46.8%
$103.15
+1.10 (+1.08%)
Weekly Expected Move ±1.9%
$99
$101
$103
$105
$107
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — ESGD
797
Institutional Holders
+19 vs prior quarter
0.0%
Ownership
+0.00pp
9B
Total Invested
56
New Positions
329
Increased
281
Reduced
38
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (826 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 9,455,930 | $975M | +34,110 | +0.4% | 15Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 7,773,616 | $802M | -15,185 | -0.2% | 35Q | SEC ↗ |
| 3 | Empower Advisory Group, LLC | 5,431,650 | $560M | -42,377 | -0.8% | 14Q | SEC ↗ |
| 4 | NORTHERN TRUST CORP | 5,064,070 | $522M | +352,970 | +7.5% | 27Q | SEC ↗ |
| 5 | MORGAN STANLEY | 4,873,244 | $503M | +542,296 | +12.5% | 36Q | SEC ↗ |
| 6 | FMR LLC | 4,581,349 | $473M | +607,885 | +15.3% | 25Q | SEC ↗ |
| 7 | Betterment LLC | 3,972,639 | $410M | +53,748 | +1.4% | 26Q | SEC ↗ |
| 8 | TIAA Wealth Investment Management LLC | 2,950,589 | $304M | +76,034 | +2.6% | 2Q | SEC ↗ |
| 9 | Acorns Advisers, LLC | 1,642,193 | $169M | +63,851 | +4.0% | 21Q | SEC ↗ |
| 10 | UBS Group AG | 1,563,789 | $161M | +17,323 | +1.1% | 38Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 1,533,371 | $158M | +12,078 | +0.8% | 33Q | SEC ↗ |
| 12 | MERCER GLOBAL ADVISORS INC /ADV | 1,484,182 | $153M | +51,272 | +3.6% | 30Q | SEC ↗ |
| 13 | US BANCORP \DE | 1,287,442 | $133M | +453,659 | +54.4% | 28Q | SEC ↗ |
| 14 | Wealthfront Advisers LLC | 1,283,855 | $132M | +75,333 | +6.2% | 21Q | SEC ↗ |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,274,392 | $131M | +39,751 | +3.2% | 34Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 1,221,505 | $126M | -261,304 | -17.6% | 32Q | SEC ↗ |
| 17 | GOLDMAN SACHS GROUP INC | 1,216,570 | $125M | -598,127 | -33.0% | 15Q | SEC ↗ |
| 18 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 1,115,547 | $115M | +55,960 | +5.3% | 2Q | SEC ↗ |
| 19 | FLPUTNAM INVESTMENT MANAGEMENT CO | 1,058,614 | $109M | -52,427 | -4.7% | 34Q | SEC ↗ |
| 20 | PNC Financial Services Group, Inc. | 975,966 | $101M | +28,589 | +3.0% | 15Q | SEC ↗ |
| 21 | AMERIPRISE FINANCIAL INC | 973,616 | $100M | -29,823 | -3.0% | 16Q | SEC ↗ |
| 22 | LPL Financial LLC | 945,480 | $98M | +38,052 | +4.2% | 37Q | SEC ↗ |
| 23 | SPINNAKER TRUST | 907,376 | $94M | -140,555 | -13.4% | 25Q | SEC ↗ |
| 24 | BlackRock, Inc. | 870,465 | $90M | +17,094 | +2.0% | 8Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 846,705 | $87M | +26,818 | +3.3% | 35Q | SEC ↗ |
| 26 | KB Prvo drustvo za upravuvanje so zado NEW | 775,300 | $80M | — | +0.0% | 1Q | SEC ↗ |
| 27 | EP Wealth Advisors, LLC | 656,526 | $68M | +37,479 | +6.1% | 3Q | SEC ↗ |
| 28 | Fiduciary Trust Co | 632,314 | $65M | -11,507 | -1.8% | 16Q | SEC ↗ |
| 29 | FIFTH THIRD BANCORP | 615,682 | $64M | -8,333 | -1.3% | 26Q | SEC ↗ |
| 30 | Creative Planning | 597,951 | $62M | +2,221 | +0.4% | 31Q | SEC ↗ |
| 31 | M&T Bank Corp | 557,789 | $58M | -28,894 | -4.9% | 20Q | SEC ↗ |
| 32 | ALLIANCEBERNSTEIN L.P. | 523,178 | $54M | +345,655 | +194.7% | 19Q | SEC ↗ |
| 33 | Ellevest, Inc. | 519,661 | $54M | +304,079 | +141.1% | 31Q | SEC ↗ |
| 34 | HighTower Advisors, LLC | 514,835 | $53M | -7,383 | -1.4% | 31Q | SEC ↗ |
| 35 | ROYAL BANK OF CANADA | 509,934 | $53M | +21,133 | +4.3% | 38Q | SEC ↗ |
| 36 | MISSION WEALTH MANAGEMENT, LP | 492,111 | $51M | +53,109 | +12.1% | 33Q | SEC ↗ |
| 37 | Olde Wealth Management, LLC | 434,001 | $45M | +10,788 | +2.5% | 4Q | SEC ↗ |
| 38 | IMPACTfolio, LLC | 430,343 | $44M | +10,222 | +2.4% | 19Q | SEC ↗ |
| 39 | SEI INVESTMENTS CO | 375,979 | $39M | +6,913 | +1.9% | 15Q | SEC ↗ |
| 40 | Beacon Pointe Advisors, LLC | 375,356 | $39M | +6,677 | +1.8% | 26Q | SEC ↗ |
| 41 | D.A. DAVIDSON & CO. | 356,409 | $37M | +3,332 | +0.9% | 35Q | SEC ↗ |
| 42 | Bond & Devick Financial Network, Inc. | 346,929 | $36M | +11,099 | +3.3% | 23Q | SEC ↗ |
| 43 | Mariner, LLC | 314,863 | $32M | -3,771 | -1.2% | 19Q | SEC ↗ |
| 44 | High Note Wealth, LLC | 313,173 | $32M | -1,346 | -0.4% | 23Q | SEC ↗ |
| 45 | Composition Wealth, LLC | 310,104 | $32M | +6,531 | +2.2% | 18Q | SEC ↗ |
| 46 | Thrivent Financial for Lutherans | 304,935 | $31M | +90,735 | +42.4% | 25Q | SEC ↗ |
| 47 | Ally Invest Advisors Inc. | 297,816 | $31M | +7,653 | +2.6% | 27Q | SEC ↗ |
| 48 | AlTi Global, Inc. | 289,260 | $30M | +3,616 | +1.3% | 11Q | SEC ↗ |
| 49 | Empirical Financial Services, LLC d.b. | 282,212 | $29M | +395 | +0.1% | 27Q | SEC ↗ |
| 50 | EASTERN BANK | 280,489 | $29M | -18,238 | -6.1% | 18Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| KB Prvo drustvo za upravuvanje so z | 775,300 | $80M |
| Odyssey Group, LLC | 220,180 | $23M |
| Global Retirement Partners, LLC | 156,526 | $16M |
| CITADEL ADVISORS LLC | 126,104 | $13M |
| OLD MISSION CAPITAL LLC | 73,016 | $8M |
| CANANDAIGUA NATIONAL CORP | 38,424 | $4M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 37,237 | $4M |
| Wealth Advisory Team LLC | 33,679 | $3M |
| Francis Financial, Inc. | 11,475 | $1M |
| ZENITH SOLUTIONS, INC. | 10,117 | $1M |
| Diversify Advisory Services, LLC | 8,275 | $854K |
| Wedmont Private Capital | 7,652 | $789K |
| Noble Wealth Partners LLC | 5,726 | $591K |
| NWAM LLC | 5,411 | $558K |
| Pacific Excel Wealth Advisors, Inc. | 4,614 | $476K |
| Heritage Family Offices, LLP | 4,614 | $476K |
| FIDUCIARY COUNSELLING INC | 4,602 | $475K |
| Envision Financial LLC | 4,234 | $437K |
| DWM Financial Group, Inc. | 3,874 | $400K |
| SCHMIDT P J INVESTMENT MANAGEMENT I | 3,830 | $395K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 381,632 | $39M |
| LFA - Lugano Financial Advisors SA | 229,552 | $24M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 63,109 | $7M |
| Neumann Capital Management, LLC | 30,750 | $3M |
| TrueWealth Financial Partners | 25,419 | $3M |
| Quadrature Capital Ltd | 23,092 | $2M |
| FLOW TRADERS U.S. LLC | 13,812 | $1M |
| Investor's Fiduciary Advisor Networ | 8,805 | $908K |
| Valeo Financial Advisors, LLC | 8,653 | $893K |
| Squarepoint Ops LLC | 8,539 | $881K |
| Sonoma Allocations LLC | 7,821 | $807K |
| CITY OF LONDON INVESTMENT MANAGEMEN | 6,300 | $650K |
| GTS SECURITIES LLC | 5,770 | $595K |
| SkyView Investment Advisors, LLC | 5,664 | $584K |
| Frank, Rimerman Advisors LLC | 5,356 | $552K |
| GK Wealth Management LLC | 4,583 | $473K |
| BARCLAYS PLC | 4,111 | $424K |
| Independent Advisor Alliance | 4,003 | $413K |
| TME FINANCIAL, INC. | 3,339 | $344K |
| Y-Intercept (Hong Kong) Ltd | 3,307 | $341K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +607,885 | +15.3% | 4,581,349 |
| MORGAN STANLEY | +542,296 | +12.5% | 4,873,244 |
| US BANCORP \DE | +453,659 | +54.4% | 1,287,442 |
| NORTHERN TRUST CORP | +352,970 | +7.5% | 5,064,070 |
| ALLIANCEBERNSTEIN L.P. | +345,655 | +194.7% | 523,178 |
| Ellevest, Inc. | +304,079 | +141.1% | 519,661 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +140,551 | +436.8% | 172,727 |
| Atomic Invest LLC | +131,119 | +2199.2% | 137,081 |
| Thrivent Financial for Lutherans | +90,735 | +42.4% | 304,935 |
| TIAA Wealth Investment Management L | +76,034 | +2.6% | 2,950,589 |
| Wealthfront Advisers LLC | +75,333 | +6.2% | 1,283,855 |
| Acorns Advisers, LLC | +63,851 | +4.0% | 1,642,193 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | +55,960 | +5.3% | 1,115,547 |
| Betterment LLC | +53,748 | +1.4% | 3,972,639 |
| MISSION WEALTH MANAGEMENT, LP | +53,109 | +12.1% | 492,111 |
| MERCER GLOBAL ADVISORS INC /ADV | +51,272 | +3.6% | 1,484,182 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +39,751 | +3.2% | 1,274,392 |
| LPL Financial LLC | +38,052 | +4.2% | 945,480 |
| EP Wealth Advisors, LLC | +37,479 | +6.1% | 656,526 |
| BANK OF AMERICA CORP /DE | +34,110 | +0.4% | 9,455,930 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -598,127 | -33.0% | 1,216,570 |
| ENVESTNET ASSET MANAGEMENT INC | -261,304 | -17.6% | 1,221,505 |
| Corient Private Wealth LP | -252,250 | -79.1% | 66,604 |
| Clearstead Advisors, LLC | -155,695 | -59.4% | 106,479 |
| Forefront Analytics, LLC | -150,180 | -59.0% | 104,247 |
| SPINNAKER TRUST | -140,555 | -13.4% | 907,376 |
| Ethic Inc. | -61,147 | -90.5% | 6,432 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | -52,427 | -4.7% | 1,058,614 |
| Envestnet Portfolio Solutions, Inc. | -50,495 | -39.8% | 76,512 |
| Cambridge Investment Research Advis | -47,728 | -21.7% | 172,080 |
| Empower Advisory Group, LLC | -42,377 | -0.8% | 5,431,650 |
| AMERIPRISE FINANCIAL INC | -29,823 | -3.0% | 973,616 |
| WealthShield Partners, LLC | -29,212 | -99.9% | 40 |
| M&T Bank Corp | -28,894 | -4.9% | 557,789 |
| Private Advisor Group, LLC | -28,719 | -15.8% | 153,209 |
| PARK AVENUE SECURITIES LLC | -26,944 | -27.4% | 71,523 |
| CITIGROUP INC | -24,880 | -52.6% | 22,458 |
| Bank of New York Mellon Corp | -23,495 | -9.4% | 226,326 |
| EASTERN BANK | -18,238 | -6.1% | 280,489 |
| JPMORGAN CHASE & CO | -15,185 | -0.2% | 7,773,616 |