# ISHARES TR ESG OPTIMIZED

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.

## Summary

- Issuer: ISHARES TR
- Class: ESG OPTIMIZED
- CUSIP: 464288802
- 13F holders: 555
- 13F value: $2.1B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/113057) | 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](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $40.6M | 307,264 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/464288802.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.