Funds holding iShares ESG Optimized MSCI USA ETF
ISIN US4642888022 · United States · LEI 549300361EFZVRH26L37
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 266.5K $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| AB US Equity ETF AB Active ETFs, Inc. | 1,904 | 266.5K $ | 0.04 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| AB US Equity ETF AB Active ETFs, Inc. | 0.04 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 1,904 | -92.3 % |
| 2024Q4 | 1 | 0 | 24,584 | +35.8 % |
| 2024Q3 | 1 | 18,103 |
Institutional managers
513 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 1,461,098 | 193M $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 1,064,924 | 140.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 999,244 | 132M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 687,964 | 90.9M $ | as of Mar 31, 2026 |
| SPINNAKER TRUST | 572,548 | 75.6M $ | as of Mar 31, 2026 |
| IMA Advisory Services, Inc. | 522,494 | 69M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 488,667 | 64.5M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 487,435 | 64.4M $ | as of Mar 31, 2026 |
| Acorns Advisers, LLC | 451,156 | 59.6K $ | as of Mar 31, 2026 |
| MISSION WEALTH MANAGEMENT, LP | 412,271 | 54.5M $ | as of Mar 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | 397,779 | 52.5M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 394,202 | 50.7M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 392,073 | 51.8M $ | as of Mar 31, 2026 |
| M&T Bank Corp | 381,019 | 50.3M $ | as of Mar 31, 2026 |
| UBS Group AG | 350,383 | 46.3M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 307,264 | 40.6M $ | as of Mar 31, 2026 |
| Shira Ridge Wealth Management | 290,974 | 38.4M $ | as of Mar 31, 2026 |
| Betterment LLC | 279,709 | 37K $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 243,942 | 32.2M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 198,443 | 26.2M $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 184,874 | 24.4M $ | as of Mar 31, 2026 |
| Mariner, LLC | 183,905 | 24.3M $ | as of Mar 31, 2026 |
| HM PAYSON & CO | 164,695 | 21.8M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 130,090 | 17.2M $ | as of Mar 31, 2026 |
| Stewardship Advisors, LLC | 117,795 | 15.6M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding iShares ESG Optimized MSCI USA ETF". https://titelia.com/en/stocks/ishares-esg-optimized-msci-usa-etf-US4642888022