iShares ESG Aware US AggregaEAGGETF

13F holders, Q2 2026 (June 30)
479holders +6
42new positions
32sold out
3famous investors
$47.42avg. 13F price*

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

0100200300400500 Q1 2024: 360Q1 2024Q2 2024: 365Q2 2024Q3 2024: 373Q3 2024Q4 2024: 401Q4 2024Q1 2025: 414Q1 2025Q2 2025: 417Q2 2025Q3 2025: 420Q3 2025Q4 2025: 452Q4 2025Q1 2026: 473Q1 2026Q2 2026: 479Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions42$20.2M
Exits32$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.

Show all 479 holders