ISHARES TR ESG OPTIMIZED is a security (CUSIP 464288802) tracked across SEC portfolio filings. 555 institutional managers reported $2.1B on Form 13F as of 2026-06-30.
Showing 15 of 555 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $193.0M | 1,461,098 |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $139.2M | 1,053,414 |
| MORGAN STANLEY | NEW YORK, NY | $132.0M | 999,244 |
| Royal Bank of Canada | TORONTO, A6 | $90.9M | 687,964 |
| SPINNAKER TRUST | PORTLAND, ME | $87.3M | 565,699 |
| M&T Bank Corp | BUFFALO, NY | $86.9M | 563,054 |
| IMA Wealth, Inc. | WICHITA, KS | $69.0M | 522,494 |
| MISSION WEALTH MANAGEMENT, LP | Santa Barbara, CA | $67.1M | 434,837 |
| BlackRock, Inc. | New York, NY | $64.4M | 487,435 |
| MERCER GLOBAL ADVISORS INC /ADV | DENVER, CO | $52.5M | 397,779 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $51.8M | 392,073 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $50.7M | 394,202 |
| UBS Group AG | Zurich, V8 | $46.3M | 350,383 |
| Shira Ridge Wealth Management | LARKSPUR, CA | $44.5M | 288,096 |
| LPL Financial LLC | FORT MILL, SC | $40.6M | 307,264 |