iShares ESG Aware US AggregaEAGGETF
13F holders, Q1 2024 (March 31)360holders
1famous investor
$47.09avg. 13F price*
At the end of Q1 2024, 360 institutions reported holding iShares ESG Aware US Aggrega (EAGG) in their 13F filings. The largest holders were Bank of America Corp. ($785.6M), Northwestern Mutual Wealth Management Co. ($449.2M) and JPMorgan Chase & Co. ($298.6M). One famous investor held it 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $13.6M |
| Exits | 24 | $12.6M |
Ownership 360 holders
| Bank of America Corp. | 0.08% | Add +1.8% | 16,693,862 | $785.6M |
| Northwestern Mutual Wealth Management Co. | 0.46% | Add +0.5% | 9,543,602 | $449.2M |
| JPMorgan Chase & Co. | 0.03% | Add +6.3% | 6,345,530 | $298.6M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -3.1% | 3,897,030 | $183.4M |
| BlackRock Inc. | 0.00% | Add +7.3% | 2,649,321 | $124.7M |
| Northern Trust Corp. | 0.01% | Add +3.5% | 1,323,383 | $62.3M |
| Mercer Global Advisors Inc. | 0.18% | Add +18.4% | 1,320,640 | $62.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +5.0% | 1,304,502 | $61.4M |
| LPL Financial LLC | 0.03% | Add +11.3% | 1,111,021 | $52.3M |
| Wells Fargo & Company | 0.01% | Add +8.6% | 1,092,263 | $51.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -55.9% | 947,000 | $44.8M |
| Envestnet Portfolio Solutions, Inc. | 0.16% | Reduce -15.8% | 887,239 | $41.8M |
| Raymond James & Associates | 0.02% | Add +10.8% | 741,548 | $34.9M |
| Cwm, LLC | 0.15% | Add +20.2% | 667,935 | $31.4M |
| M&T Bank Corp | 0.11% | Add +7.5% | 647,965 | $30.5M |
| Alesco Advisors, LLC, An ESL Co | 0.97% | Add +2.2% | 627,902 | $29.5M |
| Keybank National Association | 0.11% | Add +5.4% | 585,638 | $27.6M |
| Private Ocean, LLC | 2.74% | Add +3.3% | 549,315 | $25.9M |
| Bank of New York Mellon Corp | 0.00% | Add +22.6% | 497,885 | $23.4M |
| SigFig Wealth Management, LLC | 0.79% | Add +16.0% | 455,631 | $21.4M |
| Betterment LLC | 0.06% | Add +7.3% | 437,903 | $20.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +2.6% | 390,518 | $18.4M |
| Thrivent Financial for Lutherans | 0.03% | Add +5.5% | 346,424 | $16.3M |
| Allworth Financial LP | 0.11% | Add +15.1% | 342,352 | $16.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -11.2% | 338,194 | $15.9M |
| Olde Wealth Management, LLC | 6.89% | Add +15.5% | 315,003 | $14.6M |
| Cetera Investment Advisers | 0.03% | Add +106.6% | 308,339 | $14.5M |
| Sei Investments Co. | 0.02% | Reduce -3.4% | 303,963 | $14.3M |
| Baird Financial Group, Inc. | 0.03% | Add +9.6% | 285,096 | $13.4M |
| UBS Group AG | 0.00% | Reduce -1.8% | 268,398 | $12.6M |
| Destination Wealth Management | 0.41% | Add +15.3% | 264,412 | $12.4M |
| Morningstar Investment Services LLC | 0.13% | Reduce -51.0% | 252,827 | $11.9M |
| Barings LLC | 0.27% | Reduce -25.9% | 224,692 | $10.6M |
| Savant Capital, LLC | 0.11% | Add +13.4% | 210,618 | $9.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +13.6% | 210,212 | $9.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -50.3% | 208,581 | $9.8M |
| Nepc LLC | 0.33% | Add +11.7% | 204,333 | $9.6M |
| Wesbanco Bank Inc. | 0.36% | Add +6.3% | 202,028 | $9.5M |
| Apella Capital, LLC | 0.45% | Add +6.7% | 189,781 | $8.8M |
| Wealthfront Advisers LLC | 0.03% | Add +30.1% | 186,332 | $8.8M |
| Facet Wealth, Inc. | 0.28% | Reduce -0.2% | 180,050 | $8.3M |
| Dohj, LLC | 2.16% | Reduce -2.6% | 173,038 | $8.1M |
| MML Investors Services, LLC | 0.03% | Reduce -12.8% | 171,578 | $8.1M |
| Truist Financial Corp. | 0.01% | Add +12.3% | 166,920 | $7.9M |
| Dynamic Advisor Solutions LLC | 0.26% | Add +12.5% | 165,303 | $7.8M |
| Accredited Investors Inc. | 0.49% | Add +3.9% | 163,576 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -0.3% | 156,996 | $7.4M |
| Mariner, LLC | 0.01% | Add +119.2% | 148,134 | $7.0M |
| Affinity Capital Advisors, LLC | 1.50% | Add +10.3% | 142,973 | $6.7M |
| Park Avenue Securities LLC | 0.08% | Reduce -22.6% | 137,999 | $6.5M |
| Royal Bank of Canada | 0.00% | Reduce -19.0% | 130,358 | $6.1M |
| Balanced Rock Investment Advisors LLC | 5.04% | Reduce -2.3% | 125,600 | $5.9M |
| Alaska Wealth Advisors, LLC | 0.89% | Add +11.4% | 124,990 | $5.9M |
| Mascoma Wealth Management LLC | 1.63% | Add +13.6% | 122,063 | $5.7M |
| One Wealth Advisors, LLC | 0.97% | Add +0.5% | 118,467 | $5.6M |
| SageView Advisory Group, LLC | 0.28% | New | 69,726 | $5.6M |
| HighTower Advisors, LLC | 0.01% | Add +18.1% | 117,930 | $5.5M |
| Robertson Stephens Wealth Management, LLC | 0.27% | Add +8.1% | 103,360 | $4.9M |
| Sand Hill Global Advisors, LLC | 0.22% | Add +108.2% | 99,019 | $4.7M |
| FMR LLC | 0.00% | Add +7.3% | 96,128 | $4.5M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -3.9% | 89,655 | $4.2M |
| US Bancorp \de | 0.01% | Add +7.7% | 83,266 | $3.9M |
| Atlantic Private Wealth, LLC | 3.09% | Add +0.0% | 78,866 | $3.7M |
| Creative Planning | 0.00% | Add +1.6% | 76,983 | $3.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +1.2% | 76,188 | $3.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -9.8% | 75,983 | $3.6M |
| Stewardship Advisors, LLC | 1.22% | Add +1.4% | 75,981 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +237.3% | 75,481 | $3.6M |
| Grand Wealth Management, LLC | 1.56% | Reduce -2.4% | 69,731 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +3.9% | 68,022 | $3.2M |
| Horst & Graben Wealth Management LLC | 0.63% | Add +11.9% | 66,174 | $3.1M |
| Hart & Patterson Financial Group LLC | 1.52% | Reduce -17.1% | 65,073 | $3.1M |
| Raymond James Trust N.A. | 0.07% | No change | 64,959 | $3.1M |
| Trilogy Capital Inc. | 0.17% | Reduce -4.7% | 64,049 | $3.0M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Add +1.6% | 63,125 | $3.0M |
| Omega Financial Group, LLC | 1.18% | Add +0.2% | 61,121 | $2.9M |
| RTD Financial Advisors, Inc. | 0.37% | Reduce -0.2% | 58,512 | $2.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.20% | Add +2.3% | 58,440 | $2.8M |
| Parkside Advisors LLC | 0.69% | Add +6.3% | 57,039 | $2.7M |
| Summit Wealth Group, LLC | 1.81% | Add +0.8% | 56,577 | $2.7M |
| Sharkey, Howes & Javer | 0.43% | Add +4.4% | 56,444 | $2.7M |
| AlTi Global, Inc. | 0.07% | Add +1.2% | 55,622 | $2.6M |
| Franklin Resources Inc. | 0.00% | Add +2.5% | 55,501 | $2.6M |
| Gradient Investments LLC | 0.06% | Reduce -5.0% | 52,281 | $2.5M |
| Equitable Holdings, Inc. | 0.03% | Add +2.8% | 51,352 | $2.4M |
| Corient Private Wealth LP | 0.00% | Reduce -16.4% | 51,339 | $2.4M |
| Bond & Devick Financial Network, Inc. | 1.30% | Add +3.6% | 50,973 | $2.4M |
| Retirement Capital Strategies | 0.96% | Add +1.8% | 50,024 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +21.9% | 49,765 | $2.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | No change | 49,585 | $2.3M |
| Bluestem Financial Advisors, LLC | 1.20% | Add +27.2% | 49,253 | $2.3M |
| Brio Consultants, LLC | 0.39% | Reduce -0.8% | 49,244 | $2.3M |
| Bear Mountain Capital, Inc. | 0.98% | Reduce -1.3% | 49,746 | $2.3M |
| Lake Street Advisors Group, LLC | 0.10% | Add +0.6% | 46,641 | $2.2M |
| Assetmark, Inc. | 0.01% | Add +0.1% | 46,458 | $2.2M |
| Cambridge Trust Co. | 0.08% | Reduce -16.6% | 44,581 | $2.1M |
| Principal Financial Group Inc. | 0.00% | No change | 44,045 | $2.1M |
| Modera Wealth Management, LLC | 0.03% | Add +2.1% | 43,211 | $2.0M |
| Center for Financial Planning, Inc. | 0.28% | Add +54.6% | 40,192 | $1.9M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -12.7% | 39,874 | $1.9M |
"% 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.