ISHARES TR

Ticker: SUSC CUSIP: 46435G193 Class: ESG AWRE USD ETF

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
ENVESTNET ASSET MANAGEMENT INC9,462,243$221,272
JPMORGAN CHASE & CO4,485,956$104,903
Wealthfront Advisers LLC3,688,991$86,266
LPL Financial LLC3,078,744$71,995
Envestnet Portfolio Solutions, Inc.2,119,098$49,554
AMERIPRISE FINANCIAL INC1,652,055$38,636
Betterment LLC1,602,126$37
Creative Planning1,231,406$28,796
Acorns Advisers, LLC1,020,943$24
FMR LLC930,497$21,759
Cetera Investment Advisers921,972$21,560
MORGAN STANLEY835,545$19,539
Fisher Asset Management, LLC794,901$18,589
PARK AVENUE SECURITIES LLC730,645$17
CWM, LLC666,110$16
IMPACTfolio, LLC572,800$13,395
MML INVESTORS SERVICES, LLC457,943$10,709
RAYMOND JAMES FINANCIAL INC418,546$9,788
WELLS FARGO & COMPANY/MN414,050$9,682
UBS Group AG404,051$9,449
BANK OF AMERICA CORP /DE/379,215$8,868
Bank of New York Mellon Corp351,998$8,231
Financial Engines Advisors L.L.C.317,858$7,433
One Wealth Advisors, LLC315,145$7,370
ASSETMARK, INC304,499$7,121
Avise Financial Cooperative, Inc.286,204$6,693
ROYAL BANK OF CANADA277,529$6,490
Cambridge Investment Research Advisors, Inc.270,039$6
Janney Montgomery Scott LLC253,850$6
Perigon Wealth Management, LLC250,916$5,868
Thrivent Financial for Lutherans247,784$6
Invera Wealth Advisors, LLC235,976$5,518
UNITED CAPITAL FINANCIAL ADVISORS, LLC211,893$4,955
FLPUTNAM INVESTMENT MANAGEMENT CO210,156$4,914
Equitable Holdings, Inc.204,905$4,792
COMMONWEALTH EQUITY SERVICES, LLC203,701$4,763
Horst & Graben Wealth Management LLC201,097$4,703
Colorado Capital Management, Inc.194,916$5
OneDigital Investment Advisors LLC188,949$4,419
Miracle Mile Advisors, LLC178,543$4,175
Sharkey, Howes & Javer177,662$4,155
Legacy Edge Advisors, LLC171,611$4,013
WESBANCO BANK INC157,393$3,681
Long Run Wealth Advisors, LLC156,770$3,666
Klaas Financial Asset Advisors, LLC149,517$3,496
GeoWealth Management, LLC143,497$3,356
Savant Capital, LLC128,698$3,010
Allworth Financial LP121,567$2,843
Rossby Financial, LCC119,021$2,783
Facet Wealth, Inc.115,948$2,720
NewEdge Advisors, LLC104,374$2,441
Merit Financial Group, LLC101,038$2,363
Davis Wealth Advisors, LLC101,004$2,362
SigFig Wealth Management, LLC95,186$2,226
Summit Wealth Group, LLC94,624$2,213
BARINGS LLC90,424$2,114
Topel & Distasi Wealth Management, LLC89,381$2,090
Brookstone Capital Management88,509$2,070
OSAIC HOLDINGS, INC.83,217$1,946
Fiduciary Trust Co78,755$1,842
Sanctuary Advisors, LLC75,970$1,777
Charter Oak Capital Management, LLC73,243$1,713
Steward Partners Investment Advisory, LLC72,465$1,695
Brinker Capital Investments, LLC71,541$1,673
Investor's Fiduciary Advisor Network, LLC69,765$2
BIRCHBROOK, INC.69,555$1,627
HSBC HOLDINGS PLC68,266$1,596
RFG Advisory, LLC64,744$1,514
Advisory Services Network, LLC64,531$1,509
HighTower Advisors, LLC64,513$1,509
UBS ASSET MANAGEMENT AMERICAS INC61,786$1,445
SCHMIDT P J INVESTMENT MANAGEMENT INC60,935$1,425
Midwest Financial Partners Investments, Inc.60,622$1,418
World Investment Advisors57,044$1,334
Affinity Capital Advisors, LLC56,670$1,325
Concurrent Investment Advisors, LLC56,462$1,320
MGO ONE SEVEN LLC55,524$1,298
JNBA Financial Advisors55,040$1,287
Farther Finance Advisors, LLC53,032$1,240
RCS Financial Planning, LLC52,487$1,227
Archer Investment Management, LLC52,056$1,217
OpenArc Corporate Advisory, LLC51,850$1,212
Private Wealth Management Group, LLC50,856$1,189
WealthShield Partners, LLC50,225$1,174
Sequoia Financial Advisors, LLC49,833$1,165
LifePlan Investment Advisors, Inc.49,291$1,153
One Capital Management, LLC47,211$1,104
Trilogy Capital Inc.46,300$1,083
Vision Capital Management, Inc.46,140$1,079
EverSource Wealth Advisors, LLC45,330$1,060
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management45,205$1,057
STIFEL FINANCIAL CORP44,525$1,041
MERCER GLOBAL ADVISORS INC /ADV44,109$1,031
SOFI WEALTH, LLC44,050$1,030
White Lighthouse Investment Management Inc.43,625$1,020
THEORY FINANCIAL LLC43,488$1,022
Wealth Alliance41,746$976
Austin Private Wealth, LLC41,207$964
KESTRA PRIVATE WEALTH SERVICES, LLC40,898$956
Kestra Advisory Services, LLC40,699$952
197 other institutions2,600,191$58,565
Total (297 institutions)47,725,021$995,693