ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

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

InstitutionSharesValue ($000)
GOLDMAN SACHS GROUP INC3,136,131$79,156
LPL Financial LLC1,548,459$39,083
MORGAN STANLEY979,842$24,731
AMERIPRISE FINANCIAL INC789,313$19,921
Thrivent Financial for Lutherans771,063$19
EP Wealth Advisors, LLC668,484$16,873
Acorns Advisers, LLC657,623$17
ROYAL BANK OF CANADA650,500$16,418
Bank of New York Mellon Corp619,170$15,628
ENVESTNET ASSET MANAGEMENT INC595,906$15,041
WELLS FARGO & COMPANY/MN546,447$13,792
Savant Capital, LLC542,668$13,697
Wealthspire Advisors, LLC506,708$12,789
COMMONWEALTH EQUITY SERVICES, LLC486,547$12,280
Perigon Wealth Management, LLC480,921$12,138
Modera Wealth Management, LLC480,687$12,133
LFA - Lugano Financial Advisors SA457,113$11,538
Baird Financial Group, Inc.448,957$11,332
Allworth Financial LP445,511$11,245
UBS Group AG438,884$11,077
ST GERMAIN D J CO INC437,666$11,047
Milestone Investment Advisors LLC417,032$10,526
Mariner, LLC414,582$10,464
Francis Financial, Inc.414,014$10,450
JPMORGAN CHASE & CO396,532$10,008
FLPUTNAM INVESTMENT MANAGEMENT CO377,376$9,525
Destination Wealth Management355,309$8,968
Financial Engines Advisors L.L.C.337,424$8,517
Integris Wealth Management, LLC274,046$6,917
BANK OF AMERICA CORP /DE/262,853$6,634
Apella Capital, LLC260,094$6,565
Fisher Asset Management, LLC259,438$6,548
Colorado Capital Management, Inc.244,835$6
Wescott Financial Advisory Group, LLC243,655$6,150
Impact Investors, Inc210,986$5,325
Accredited Investors Inc.196,915$4,970
Northland Capital Management LLC192,970$4,871
MATHER GROUP, LLC.181,387$4,578
SEEDS INVESTOR LLC168,151$4,244
IMPACTfolio, LLC166,336$4,198
Arlington Financial Advisors, LLC160,039$4,039
Bear Mountain Capital, Inc.149,407$3,772
Plancorp, LLC147,281$3,717
HARBOUR INVESTMENTS, INC.145,901$3,683
Charter Oak Capital Management, LLC144,404$3,645
Corient Private Wealth LLC142,859$3,606
Klaas Financial Asset Advisors, LLC136,936$3,456
Fiduciary Trust Co131,863$3,328
Clarity Wealth Development LLC127,177$3,210
Brio Consultants, LLC126,830$3,201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC122,380$3,090
One Capital Management, LLC121,159$3,058
CGN Advisors LLC120,970$3,053
Cetera Investment Advisers114,767$2,897
Dynamic Advisor Solutions LLC98,256$2,480
NorthRock Partners, LLC97,838$2,469
HighTower Advisors, LLC96,235$2,429
STIFEL FINANCIAL CORP95,913$2,421
Brookstone Capital Management90,393$2,282
PAYDEN & RYGEL88,579$2
REGATTA CAPITAL GROUP, LLC87,724$2,214
Flagstone Financial Management86,842$2,192
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management85,521$2,159
BARTLETT & CO. WEALTH MANAGEMENT LLC85,196$2,150
CWM, LLC83,547$2
Kondo Wealth Advisors, Inc.82,365$2,079
Cardinal Point Capital Management, ULC80,278$2,026
OSAIC HOLDINGS, INC.79,608$2,009
CANANDAIGUA NATIONAL BANK & TRUST CO77,216$1,949
Strategic Point Investment Advisors, LLC76,530$1,932
Plum Street Advisors, LLC75,179$1,898
Omega Financial Group, LLC74,572$1,882
Cambridge Investment Research Advisors, Inc.73,092$2
STALEY CAPITAL ADVISERS INC70,000$1,767
Focus Partners Wealth64,339$1,624
Advisory Services Network, LLC62,774$1,584
UMB Bank, n.a.61,351$1,548
ASSETMARK, INC60,438$1,525
Clarius Group, LLC59,424$1,500
ALBION FINANCIAL GROUP /UT58,648$1,480
J.Safra Asset Management Corp58,228$1,470
eCIO, Inc.55,448$1,400
Sequoia Financial Advisors, LLC48,563$1,226
TD PRIVATE CLIENT WEALTH LLC48,186$1,216
DAVENPORT & Co LLC47,900$1,209
Valeo Financial Advisors, LLC46,989$1,186
Fort Point Capital Partners LLC45,519$1,149
NewEdge Advisors, LLC45,477$1,148
Equitable Holdings, Inc.44,651$1,127
Leonard Rickey Investment Advisors P.L.L.C.44,133$1,114
BLAIR WILLIAM & CO/IL42,909$1,083
Schneider Downs Wealth Management Advisors, LP42,652$1,077
Envestnet Portfolio Solutions, Inc.41,832$1,056
Decker Retirement Planning Inc.41,449$1,046
JNBA Financial Advisors40,358$1,019
BIRCHBROOK, INC.40,346$1,018
Opal Wealth Advisors, LLC39,768$1,004
RAYMOND JAMES FINANCIAL INC39,402$995
Kestra Advisory Services, LLC39,321$992
Legacy Edge Advisors, LLC39,142$988
202 other institutions2,475,594$58,588
Total (302 institutions)28,374,233$663,890