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 |
| Fort Point Capital Partners LLC | 0.25% | Add +1.6% | 39,495 | $1.9M |
| Long Run Wealth Advisors, LLC | 0.49% | Reduce -2.5% | 39,291 | $1.8M |
| Eley Financial Management, Inc | 0.79% | Reduce -6.1% | 38,917 | $1.8M |
| JNBA Financial Advisors | 0.19% | Reduce -17.6% | 37,638 | $1.8M |
| Advisory Services Network, LLC | 0.04% | Reduce -1.7% | 36,396 | $1.7M |
| UMB Bank, n.a. | 0.03% | Add +0.0% | 35,359 | $1.7M |
| Brookstone Capital Management | 0.03% | Reduce -5.3% | 35,300 | $1.7M |
| Better Money Decisions, LLC | 1.28% | Add +2.8% | 34,194 | $1.6M |
| Parallel Advisors, LLC | 0.04% | Add +50.2% | 33,303 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +7.0% | 32,724 | $1.5M |
| Foster Group, Inc. | 0.08% | Reduce -3.5% | 32,599 | $1.5M |
| Ally Invest Advisors Inc. | 0.15% | Add +14.1% | 31,389 | $1.5M |
| Harbour Investments, Inc. | 0.05% | Add +61.8% | 31,097 | $1.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.35% | Reduce -40.6% | 31,058 | $1.5M |
| Sentinel Pension Advisors, LLC | 0.30% | Add +1.9% | 30,095 | $1.4M |
| Wealth Architects, LLC | 0.19% | Add +112.3% | 29,845 | $1.4M |
| Focus Partners Wealth | 0.01% | Reduce -29.0% | 29,778 | $1.4M |
| Retirement Income Solutions, Inc. | 0.31% | Reduce -1.1% | 29,441 | $1.4M |
| Baker Avenue Asset Management, LP | 0.05% | Add +1.6% | 29,198 | $1.4M |
| Levy Wealth Management Group, LLC | 0.39% | No change | 28,746 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +80.4% | 29,009 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +25.0% | 28,868 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.1% | 26,588 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -3.1% | 26,588 | $1.3M |
| Aspiriant, LLC | 0.05% | Reduce -1.5% | 26,339 | $1.2M |
| Diversify Advisory Services, LLC | 0.07% | — | 25,986 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +23.4% | 25,579 | $1.2M |
| TD Private Client Wealth LLC | 0.04% | Reduce -5.0% | 25,525 | $1.2M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -19.0% | 25,267 | $1.2M |
| RFG Advisory, LLC | 0.04% | Add +1.4% | 24,986 | $1.2M |
| Pine Haven Investment Counsel, Inc | 1.00% | Add +5.2% | 24,196 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +3.5% | 24,013 | $1.1M |
| Brewster Financial Planning LLC | 0.96% | No change | 23,772 | $1.1M |
| Cable Hill Partners, LLC | 0.14% | No change | 23,370 | $1.1M |
| Cranbrook Wealth Management, LLC | 0.28% | Add +148.0% | 23,494 | $1.1M |
| CW Advisors, LLC | 0.02% | Reduce -8.1% | 23,279 | $1.1M |
| Aprio Wealth Management, LLC | 0.21% | Reduce -2.0% | 23,068 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -1.6% | 22,748 | $1.1M |
| Stonehearth Capital Management, LLC | 0.47% | Add +6.7% | 22,241 | $1.0M |
| WCG Wealth Advisors LLC | 0.09% | Add +14.9% | 22,169 | $1.0M |
| Charter Oak Capital Management, LLC | 0.11% | Add +84.1% | 22,015 | $1.0M |
| Neumann Capital Management, LLC | 0.37% | Add +23.0% | 21,985 | $1.0M |
| Prudential Financial Inc. | 0.00% | Reduce -17.4% | 21,584 | $1.0M |
| Invera Wealth Advisors, LLC | 0.86% | Add +38.2% | 22,150 | $1.0M |
| GenTrust, LLC | 0.06% | Add +0.1% | 20,976 | $987K |
| Divergent Wealth Advisors | 0.20% | No change | 20,891 | $983K |
| Wealthspire Retirement, LLC | 0.08% | New | 20,890 | $983K |
| Valeo Financial Advisors, LLC | 0.04% | Add +3.6% | 21,298 | $976K |
| Consolidated Portfolio Review Corp | 0.25% | Add +2.8% | 20,261 | $953K |
| PFG Investments, LLC | 0.06% | New | 20,261 | $953K |
| One Day In July LLC | 0.12% | Add +7.5% | 19,820 | $933K |
| Plum Street Advisors, LLC | 0.46% | Add +28.5% | 18,537 | $901K |
| CX Institutional | 0.04% | New | 18,884 | $887K |
| Friedenthal Financial | 0.53% | Add +2.7% | 18,396 | $866K |
| Bogart Wealth, LLC | 0.04% | Add +2.6% | 18,364 | $864K |
| D.A. Davidson & Co. | 0.01% | Add +1.2% | 18,134 | $853K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.1% | 17,895 | $842K |
| NorthRock Partners, LLC | 0.03% | Reduce -22.7% | 17,406 | $819K |
| Morgan Stanley | 0.00% | Add +172.6% | 17,194 | $809K |
| International Assets Investment Management, LLC | 0.08% | Add +0.2% | 17,253 | $804K |
| Tradition Wealth Management, LLC | 0.08% | Add +3.3% | 17,073 | $803K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -7.7% | 16,750 | $788K |
| Choreo, LLC | 0.02% | Reduce -5.4% | 16,625 | $782K |
| World Investment Advisors | 0.11% | Reduce -10.4% | 16,236 | $764K |
| New Covenant Trust Company, N.A. | 0.76% | — | 16,234 | $764K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -1.1% | 16,069 | $756K |
| KilterHowling LLC | 0.52% | Reduce -2.6% | 15,756 | $741K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +85.2% | 16,078 | $728K |
| PFG Advisors | 0.05% | Add +51.5% | 15,290 | $720K |
| Legacy Financial Advisors, Inc. | 0.13% | Reduce -30.6% | 15,115 | $711K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -4.8% | 15,028 | $707K |
| Cardinal Point Capital Management ULC | 0.13% | Reduce -3.1% | 14,835 | $698K |
| ETF Portfolio Partners, Inc. | 0.22% | Add +0.1% | 14,615 | $688K |
| Austin Private Wealth, LLC | 0.08% | Reduce -1.4% | 14,669 | $683K |
| Aptus Capital Advisors, LLC | 0.01% | Add +706.0% | 14,380 | $677K |
| Citadel Advisors | 0.00% | New | 14,208 | $669K |
| Trust Co | 0.09% | Add +2.0% | 14,179 | $667K |
| Spinnaker Trust | 0.04% | Reduce -5.2% | 14,017 | $660K |
| Valley National Advisers Inc. | 0.10% | Add +17.1% | 13,973 | $657K |
| Wescott Financial Advisory Group, LLC | 0.08% | Reduce -8.2% | 13,946 | $656K |
| Whittier Trust Co. | 0.01% | No change | 13,883 | $653K |
| MA Private Wealth | 0.13% | No change | 13,824 | $651K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.02% | Add +8.3% | 13,792 | $649K |
| Institute for Wealth Management, LLC. | 0.08% | Add +6.0% | 13,531 | $637K |
| CreativeOne Wealth, LLC | 0.03% | Add +1.1% | 13,408 | $631K |
| Citizens Financial Group Inc. | 0.02% | Reduce -50.6% | 13,278 | $625K |
| Wedbush Securities Inc. | 0.02% | Add +56.4% | 13,181 | $620K |
| Verus Capital Partners, LLC | 0.07% | Add +6.5% | 13,151 | $619K |
| Richard Bernstein Advisors LLC | 0.01% | Reduce -68.5% | 12,885 | $606K |
| Diversified Portfolios, Inc. | 0.09% | Reduce -20.1% | 12,850 | $605K |
| Mgo One Seven LLC | 0.03% | Reduce -11.1% | 12,833 | $604K |
| TCWP LLC | 1.60% | Reduce -11.1% | 12,780 | $601K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.2% | 12,385 | $583K |
| First Hawaiian Bank | 0.02% | Reduce -41.6% | 12,248 | $576K |
| Wealthstream Advisors, Inc. | 0.22% | Reduce -3.8% | 12,173 | $573K |
| Van Hulzen Asset Management, LLC | 0.04% | New | 11,727 | $552K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 11,705 | $551K |
| Smith & Howard Wealth Management, LLC | 0.17% | No change | 11,580 | $545K |
| Bangor Savings Bank | 0.05% | Add +25.9% | 11,216 | $528K |
| Perigon Wealth Management, LLC | 0.02% | Add +19.6% | 11,168 | $526K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.9% | 11,155 | $525K |
| Fermata Advisors, LLC | 0.12% | Add +0.6% | 11,153 | $525K |
| Commerce Bank | 0.00% | No change | 11,065 | $521K |
| Painted Porch Advisors LLC | 0.31% | New | 10,821 | $509K |
| BLB&B Advisors, LLC | 0.03% | No change | 10,720 | $504K |
| Truefg, LLC | 0.18% | Add +3.0% | 10,698 | $503K |
| Ameliora Wealth Management Ltd. | 0.23% | No change | 10,683 | $503K |
| Lido Advisors, LLC | 0.00% | Add +7.6% | 10,593 | $499K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +3.3% | 10,572 | $498K |
| Symmetry Partners, LLC | 0.04% | Add +3.0% | 10,511 | $495K |
| Old Mission Capital LLC | 0.01% | Reduce -81.5% | 10,459 | $492K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Reduce -0.4% | 10,216 | $481K |
| Benchmark Wealth Management, LLC | 0.26% | No change | 10,115 | $476K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -8.4% | 10,091 | $475K |
| Ameraudi Asset Management, Inc. | 0.22% | No change | 10,053 | $473K |
| Private Advisor Group, LLC | 0.00% | Add +3.2% | 9,990 | $470K |
| Gould Asset Management LLC | 0.11% | Add +19.6% | 9,877 | $465K |
| Capital Analysts, LLC | 0.02% | Add +0.9% | 9,684 | $456K |
| Sandbox Financial Partners, LLC | 0.19% | Reduce -30.9% | 9,663 | $455K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -14.6% | 9,372 | $441K |
| Captrust Financial Advisors | 0.00% | Reduce -13.1% | 9,273 | $436K |
| Presilium Private Wealth, LLC | 0.11% | Add +25.7% | 9,145 | $430K |
| Litman Gregory Wealth Management LLC | 0.04% | Add +4.1% | 9,140 | $430K |
| Blueprint Investment Partners LLC | 0.08% | Reduce -54.4% | 9,107 | $429K |
| Lincoln National Corp. | 0.01% | Add +71.0% | 8,891 | $418K |
| Wealth Alliance, LLC | 0.05% | Add +0.3% | 8,840 | $416K |
| Curtis Advisory Group, LLC | 0.16% | New | 8,672 | $408K |
| Diversified Trust Co. | 0.01% | No change | 8,625 | $406K |
| Twin Focus Capital Partners, LLC | 0.08% | Add +36.1% | 8,590 | $404K |
| Blue Barn Wealth, LLC | 0.22% | Add +0.5% | 8,517 | $401K |
| Kestra Advisory Services, LLC | 0.00% | Add +53.2% | 8,418 | $396K |
| Falcon Wealth Planning | 0.06% | Add +9.9% | 7,841 | $369K |
| Financial Management Network Inc. | 0.09% | Reduce -6.0% | 7,903 | $369K |
| Townsquare Capital LLC | 0.01% | Add +1.1% | 7,815 | $368K |
| Buck Wealth Strategies, LLC | 0.13% | New | 7,765 | $365K |
| Focus Financial Network, Inc. | 0.02% | — | 7,955 | $364K |
| Strategic Blueprint, LLC | 0.03% | Add +9.1% | 7,591 | $357K |
| Richard P Slaughter Associates Inc | 0.09% | Add +9.1% | 7,457 | $351K |
| National Bank of Canada | 0.00% | Add +71.2% | 7,500 | $347K |
| GeoWealth Management, LLC | 0.01% | Add +10.4% | 7,344 | $346K |
| LifePlan Investment Advisors, Inc. | 0.27% | Reduce -14.3% | 7,288 | $343K |
| Walkner Condon Financial Advisors LLC | 0.07% | Add +34.5% | 7,171 | $337K |
| Birchbrook, Inc. | 0.20% | Add +25.7% | 7,162 | $337K |
| AE Wealth Management LLC | 0.00% | Reduce -64.5% | 6,972 | $328K |
| Regions Financial Corp. | 0.00% | Add +4.1% | 6,966 | $328K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -5.4% | 6,852 | $322K |
| Bluespring Wealth Management, LLC | 0.04% | Add +6.5% | 6,807 | $320K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -1.6% | 6,726 | $313K |
| Simon Quick Advisors, LLC | 0.02% | No change | 6,528 | $307K |
| Buttonwood Financial Group, LLC | 0.18% | Add +33.2% | 6,522 | $307K |
| Beacon Financial Group | 0.03% | New | 6,428 | $303K |
| Opes Wealth Management LLC | 0.07% | Add +7.0% | 6,427 | $302K |
| Mission Wealth Management, LP | 0.01% | New | 6,391 | $301K |
| Denver PWM, LLC | 0.11% | New | 6,317 | $295K |
| Ascent Group, LLC | 0.03% | Reduce -0.1% | 6,121 | $288K |
| Financial Insights, Inc. | 0.08% | No change | 6,089 | $287K |
| Estate Counselors, LLC | 0.03% | Reduce -58.3% | 5,950 | $280K |
| Centurion Wealth Management LLC | 0.11% | Add +3.3% | 5,906 | $278K |
| Spire Wealth Management | 0.01% | Add +5.7% | 5,906 | $278K |
| Transcend Capital Advisors, LLC | 0.02% | Add +32.0% | 5,900 | $278K |
| Traphagen Investment Advisors LLC | 0.03% | Add +18.6% | 5,894 | $277K |
| JB Capital LLC | 0.02% | Add +6.9% | 5,832 | $274K |
| Shira Ridge Wealth Management | 0.16% | New | 5,804 | $273K |
| Strategic Wealth Partners Group, LLC | 0.03% | No change | 5,781 | $272K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -3.5% | 5,760 | $271K |
| One Wealth Management Investment & Advisory Services, LLC | 0.11% | Reduce -25.7% | 5,746 | $270K |
| Pathstone Holdings, LLC | 0.00% | Add +22.1% | 5,707 | $269K |
| Fairview Capital Investment Management, LLC | 0.02% | Add +28.1% | 5,700 | $268K |
| Hills Bank & Trust Co | 0.02% | Add +26.1% | 5,685 | $268K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +1.4% | 5,673 | $267K |
| Hoxton Planning & Management, LLC | 0.12% | Reduce -6.3% | 5,517 | $260K |
| Common Fund for Nonprofit Organizations | 0.04% | Reduce -1.0% | 5,489 | $258K |
| Oakworth Capital, Inc. | 0.02% | No change | 5,477 | $258K |
| Highland Financial Advisors, LLC | 0.10% | New | 5,180 | $244K |
| Sage Financial Group Inc. | 0.02% | Add +2.0% | 5,135 | $242K |
| Trustmark Bank Trust Department | 0.02% | No change | 5,092 | $240K |
| SWP Financial LLC | 0.17% | Add +2.9% | 5,040 | $237K |
| JSF Financial, LLC | 0.07% | Add +17.6% | 4,990 | $235K |
| IMS Capital Management | 0.11% | Add +2.9% | 4,983 | $235K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -44.3% | 5,097 | $233K |
| Heritage Wealth Management, LLC | 0.12% | Add +4.8% | 4,951 | $233K |
| Morris Financial Concepts, Inc. | 0.12% | Add +11.0% | 4,861 | $229K |
| Colton Groome Financial Advisors, LLC | 0.09% | New | 4,860 | $229K |
| Creative Financial Designs Inc. | 0.02% | Add +18.8% | 4,858 | $229K |
| One Capital Management, LLC | 0.01% | No change | 4,790 | $225K |
| Williams Financial, LLC | 0.15% | Add +1.8% | 4,789 | $225K |
| Blue Trust, Inc. | 0.00% | No change | 4,754 | $224K |
| Lane & Associates LLC | 0.14% | New | 4,750 | $224K |
| Copperleaf Capital, LLC | 0.19% | Add +5.0% | 4,748 | $223K |
| Sigma Planning Corp | 0.01% | New | 4,736 | $223K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.2% | 4,660 | $219K |
| 4Thought Financial Group Inc. | 0.14% | Add +99.4% | 4,611 | $217K |
| XML Financial, LLC | 0.02% | Add +0.6% | 4,531 | $213K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +1.6% | 4,495 | $212K |
| Acropolis Investment Management, LLC | 0.01% | Add +5.1% | 4,410 | $208K |
| Journey Strategic Wealth LLC | 0.01% | New | 4,365 | $205K |
| DDFG, Inc | 0.07% | Reduce -4.4% | 4,364 | $205K |
| Obsidian Cio, LLC | 0.05% | Add +1.4% | 4,361 | $205K |
| Farmers National Bank | 0.06% | New | 4,313 | $203K |
| Qube Research & Technologies Ltd | 0.00% | Add +39.7% | 4,290 | $202K |
| Horizons Wealth Management | 0.13% | No change | 4,222 | $202K |
| Comerica Bank | 0.00% | Reduce -7.5% | 4,027 | $190K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -2.9% | 3,857 | $182K |
| Private Trust Co. NA | 0.02% | No change | 3,563 | $168K |
| TD Waterhouse Canada Inc. | 0.00% | Add +13.9% | 2,577 | $149K |
| Signaturefd, LLC | 0.00% | Add +24.1% | 3,140 | $148K |
| Stephens Consulting, LLC | 0.04% | Reduce -12.5% | 3,092 | $146K |
| Principal Securities, Inc. | 0.00% | Reduce -1.7% | 3,084 | $145K |
| Sugarloaf Wealth Management, LLC | 0.03% | Reduce -8.1% | 3,020 | $142K |
| Continuum Advisory, LLC | 0.02% | New | 2,618 | $121K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -25.1% | 2,314 | $109K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 2,196 | $103K |
| Scarborough Advisors, LLC | 0.05% | Add +3.8% | 2,113 | $99K |
| Global Retirement Partners, LLC | 0.00% | Add +42.1% | 2,044 | $96K |
| Blair William & Co. | 0.00% | Reduce -24.0% | 1,704 | $80K |
| Gould Capital, LLC | 0.05% | Add +44.1% | 1,653 | $78K |
| Private Capital Management LLC | 0.02% | No change | 1,533 | $72K |
| BNP Paribas Financial Markets | 0.00% | Add +39.0% | 1,507 | $71K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Reduce -14.4% | 1,311 | $62K |
| CoreCap Advisors, LLC | 0.00% | New | 1,198 | $56K |
| McIlrath & Eck, LLC | 0.01% | Reduce -0.3% | 1,161 | $55K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -16.1% | 1,134 | $53K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,106 | $52K |
| HBC Financial Services, PLLC | 0.03% | No change | 1,115 | $51K |
| Covestor Ltd | 0.03% | Reduce -24.1% | 1,018 | $48K |
| Sunbelt Securities, Inc. | 0.00% | No change | 893 | $42K |
| LGT Financial Advisors LLC | 0.05% | Add +0.6% | 828 | $39K |
| Bank of Montreal | 0.00% | No change | 794 | $37K |
| WealthShield Partners, LLC | 0.01% | No change | 773 | $36K |
| DT Investment Partners, LLC | 0.00% | Add +137.0% | 711 | $33K |
| Crewe Advisors LLC | 0.00% | Add +29.4% | 554 | $26K |
| ICA Group Wealth Management, LLC | 0.01% | Add +46.7% | 550 | $26K |
| Citigroup Inc. | 0.00% | No change | 500 | $24K |
| Rise Advisors, LLC | 0.01% | Add +0.6% | 471 | $22K |
| Aspire Private Capital, LLC | 0.01% | Reduce -4.4% | 439 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 435 | $20K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 417 | $20K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.2% | 413 | $19K |
| Proffitt & Goodson Inc. | 0.00% | Add +16.7% | 363 | $17K |
| Your Advocates Ltd., LLP | 0.01% | Add +10.9% | 306 | $14K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 290 | $14K |
| Realta Investment Advisors | 0.00% | New | 246 | $12K |
| Duncker Streett & Co. Inc. | 0.00% | New | 220 | $10K |
| Clarity Asset Management, Inc. | 0.01% | Reduce -46.5% | 199 | $9K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Add +74.1% | 188 | $9K |
| Larson Financial Group LLC | 0.00% | No change | 168 | $8K |
| Horizon Investments, LLC | 0.00% | Add +11.8% | 151 | $7K |
| NBT Bank, N.A. | 0.00% | Add +27.2% | 131 | $6K |
| Pacifica Partners Inc. | 0.00% | No change | 124 | $6K |
| Provident Wealth Management, LLC | 0.00% | No change | 103 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -99.2% | 95 | $5K |
| Mather Group, Llc. | 0.00% | New | 84 | $4K |
| Keener Financial Planning LLC | 0.00% | Add +32.4% | 49 | $3K |
| Fifth Third Bancorp | 0.00% | New | 57 | $3K |
| Global Financial Private Client, LLC | 0.00% | Reduce -55.4% | 50 | $2K |
| Winthrop Capital Management, LLC | 0.00% | No change | 32 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 29 | $1K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 17 | $801 |
| Tucker Asset Management LLC | 0.00% | No change | 15 | $706 |
| Addison Advisors LLC | 0.00% | New | 2 | $95 |
"% 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.