iShares ESG Aware US AggregaEAGGETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 479 institutions reported holding iShares ESG Aware US Aggrega (EAGG) in their 13F filings, up 6 from Q1 2026. 42 opened new positions and 32 sold out. The largest holders were Bank of America Corp. ($1.1B), JPMorgan Chase & Co. ($449.3M) and Envestnet Asset Management Inc. ($256.6M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares ESG Aware US Aggrega
- CUSIP
- 46435U549
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $20.2M |
| Exits | 32 | $20.0M |
All 13F filers, Q1 2026 → Q2 2026: 6,836,860 shares bought and 676,243 shares sold, net +6,160,617 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 479 holders
| Bank of America Corp. | 0.07% | Add +3.7% | 23,292,198 | $1.1B |
| JPMorgan Chase & Co. | 0.03% | Add +5.8% | 9,436,452 | $449.3M |
| Envestnet Asset Management Inc. | 0.06% | Add +22.9% | 5,411,309 | $256.6M |
| Mercer Global Advisors Inc. | 0.25% | Add +11.0% | 4,247,541 | $201.4M |
| LPL Financial LLC | 0.03% | Add +13.8% | 3,183,154 | $150.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +0.4% | 2,306,154 | $109.3M |
| BlackRock, Inc. | 0.00% | Add +11.6% | 1,971,318 | $93.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.2% | 1,950,256 | $92.5M |
| Northern Trust Corp. | 0.01% | Add +2.5% | 1,930,868 | $91.5M |
| Betterment LLC | 0.15% | Add +9.2% | 1,812,365 | $85.9M |
| Raymond James Financial Inc. | 0.02% | Add +6.3% | 1,577,910 | $74.8M |
| Envestnet Portfolio Solutions, Inc. | 0.24% | Add +25.7% | 1,061,035 | $50.3M |
| Commonwealth Equity Services, LLC | 0.06% | Add +11.2% | 995,963 | $47.2M |
| M&T Bank Corp | 0.13% | Add +2.2% | 922,559 | $43.7M |
| Bank of New York Mellon Corp | 0.01% | Add +6.7% | 878,393 | $41.6M |
| Ameriprise Financial Inc. | 0.01% | Add +0.2% | 742,934 | $35.2M |
| PNC Financial Services Group, Inc. | 0.02% | Add +5.3% | 737,050 | $34.9M |
| Sei Investments Co. | 0.03% | Add +9.0% | 728,269 | $34.5M |
| Wealthspire Advisors, LLC | 0.18% | Add +4.9% | 690,130 | $32.7M |
| Alesco Advisors, LLC, An ESL Co | 0.73% | Add +3.2% | 672,538 | $31.9M |
| Cetera Investment Advisers | 0.03% | Add +18.6% | 624,666 | $29.6M |
| Wells Fargo & Company | 0.00% | Add +8.6% | 591,209 | $28.0M |
| Composition Wealth, LLC | 0.30% | Add +8.5% | 544,699 | $25.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +9.4% | 544,648 | $24.9M |
| Allworth Financial LP | 0.10% | Add +3.0% | 495,365 | $23.5M |
| Olde Wealth Management, LLC | 6.58% | Add +6.4% | 490,066 | $23.2M |
| Destination Wealth Management | 0.53% | Add +6.1% | 482,719 | $22.9M |
| Keybank National Association | 0.07% | Add +16.9% | 455,646 | $21.6M |
| Savant Capital, LLC | 0.06% | Add +12.6% | 414,082 | $19.6M |
| UBS Group AG | 0.00% | Add +1.5% | 404,781 | $19.2M |
| Rwa Wealth Partners, LLC | 0.18% | Add +2.2% | 399,763 | $19.0M |
| Baird Financial Group, Inc. | 0.03% | Add +4.7% | 396,216 | $18.8M |
| Franklin Resources Inc. | 0.00% | Add +2.8% | 370,309 | $17.6M |
| Ferguson Wellman Capital Management, Inc. | 0.21% | Add +2.0% | 367,233 | $17.4M |
| Thrivent Financial for Lutherans | 0.03% | Add +7.5% | 361,452 | $17.1M |
| Truist Financial Corp. | 0.02% | Add +2.5% | 354,979 | $16.8M |
| Pathstone Holdings, LLC | 0.05% | Add +9.7% | 331,668 | $15.7M |
| Mariner, LLC | 0.02% | Reduce -6.3% | 313,001 | $14.8M |
| Park Avenue Securities LLC | 0.09% | Add +29.2% | 309,924 | $14.7M |
| FMR LLC | 0.00% | Add +5.4% | 298,887 | $14.2M |
| Accredited Investors Inc. | 0.59% | Reduce -0.4% | 286,286 | $13.6M |
| MML Investors Services, LLC | 0.03% | Add +39.4% | 267,862 | $12.7M |
| Zevin Asset Management LLC | 1.75% | Reduce -5.5% | 263,451 | $12.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +15.6% | 258,330 | $12.2M |
| Facet Wealth, Inc. | 0.18% | Add +10.8% | 258,165 | $12.2M |
| Mather Group, Llc. | 0.10% | Add +3.7% | 240,524 | $11.4M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +4.3% | 239,778 | $11.4M |
| Apella Capital, LLC | 0.16% | Add +4.5% | 236,196 | $11.1M |
| Wesbanco Bank Inc. | 0.27% | Add +2.2% | 232,750 | $11.0M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +14.5% | 230,813 | $10.9M |
| Joel Adams & Associates, Inc. | 7.02% | Add +3.3% | 230,463 | $10.9M |
| Garde Capital, Inc. | 0.45% | New | 209,602 | $9.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.13% | Add +9.4% | 208,970 | $9.9M |
| Assetmark, Inc. | 0.02% | Add +16.5% | 200,319 | $9.5M |
| Affinity Capital Advisors, LLC | 1.16% | Add +6.0% | 199,212 | $9.4M |
| Sand Hill Global Advisors, LLC | 0.28% | Reduce -5.5% | 197,858 | $9.4M |
| Jones Financial Companies LLLP | 0.00% | Add +19.1% | 195,520 | $9.3M |
| Royal Bank of Canada | 0.00% | Add +6.9% | 189,690 | $9.0M |
| NewEdge Advisors, LLC | 0.03% | Add +39.6% | 178,326 | $8.5M |
| Morgan Stanley | 0.00% | Add +2.2% | 177,037 | $8.4M |
| Creative Planning | 0.00% | Add +1.8% | 173,461 | $8.2M |
| eCIO, Inc. | 2.19% | Add +8.5% | 164,204 | $7.8M |
| One Wealth Advisors, LLC | 0.85% | Add +17.9% | 162,221 | $7.7M |
| Bluestem Financial Advisors, LLC | 2.56% | Add +11.1% | 154,210 | $7.3M |
| US Bancorp \de | 0.01% | Add +6.7% | 152,746 | $7.2M |
| Avise Financial Cooperative, Inc. | 5.06% | Add +25.8% | 149,742 | $7.1M |
| Rossby Financial, LCC | 1.29% | Add +24.8% | 148,835 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +25.8% | 145,960 | $6.9M |
| Mascoma Wealth Management LLC | 1.26% | Add +1.9% | 143,276 | $6.8M |
| Robertson Stephens Wealth Management, LLC | 0.17% | Add +5.4% | 142,142 | $6.7M |
| Wealthfront Advisers LLC | 0.01% | Add +5.2% | 135,801 | $6.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.3% | 134,712 | $6.4M |
| Nepc LLC | 0.12% | No change | 130,692 | $6.2M |
| Alaska Wealth Advisors, LLC | 0.67% | Add +0.9% | 130,455 | $6.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +42.7% | 127,248 | $6.0M |
| Principal Financial Group Inc. | 0.00% | No change | 123,043 | $5.8M |
| Axxcess Wealth Management, LLC | 0.09% | Reduce -0.9% | 122,989 | $5.8M |
| Bond & Devick Financial Network, Inc. | 1.41% | Add +10.2% | 120,842 | $5.7M |
| OneDigital Investment Advisors LLC | 0.05% | Add +1.9% | 119,767 | $5.7M |
| Vise Technologies, Inc. | 0.06% | Add +403.2% | 116,709 | $5.5M |
| Stewardship Advisors, LLC | 1.11% | Add +31.3% | 112,243 | $5.3M |
| Equitable Holdings, Inc. | 0.03% | Add +21.6% | 111,410 | $5.3M |
| Brio Consultants, LLC | 0.61% | Add +4.1% | 109,222 | $5.2M |
| Horst & Graben Wealth Management LLC | 0.68% | Add +22.9% | 109,273 | $5.2M |
| Wealth Architects, LLC | 0.40% | Reduce -9.1% | 105,802 | $5.0M |
| World Investment Advisors | 0.08% | Add +0.2% | 100,902 | $4.8M |
| Sharkey, Howes & Javer | 0.58% | Add +27.1% | 100,768 | $4.8M |
| GeoWealth Management, LLC | 0.15% | Add +88.2% | 97,647 | $4.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +97.8% | 97,542 | $4.6M |
| SageView Advisory Group, LLC | 0.15% | Reduce -1.2% | 93,618 | $4.4M |
| Global Endowment Management, LP | 0.45% | Add +37.1% | 93,604 | $4.4M |
| Atlantic Private Wealth, LLC | 2.70% | Reduce -1.4% | 93,072 | $4.4M |
| NorthRock Partners, LLC | 0.06% | Add +1.0% | 92,542 | $4.4M |
| Westfuller Advisors, LLC | 1.57% | Add +86.8% | 91,000 | $4.3M |
| EP Wealth Advisors, LLC | 0.02% | Add +21.8% | 87,681 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +13.8% | 87,443 | $4.1M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -5.0% | 78,512 | $3.7M |
| Sentinel Pension Advisors, LLC | 0.48% | Add +1.1% | 78,289 | $3.7M |
| JNBA Financial Advisors | 0.28% | Add +0.8% | 77,229 | $3.7M |
| Captrust Financial Advisors | 0.01% | Add +24.8% | 77,175 | $3.7M |
"% of holder's portfolio" is EAGG's weight in each manager's 13F, not the share of iShares ESG Aware US Aggrega the manager owns.