iShares ESG Aware US AggregaEAGGETF
13F holders, Q2 2024 (June 30)365holders +5
30new positions
29sold out
1famous investor
$46.62avg. 13F price*
At the end of Q2 2024, 365 institutions reported holding iShares ESG Aware US Aggrega (EAGG) in their 13F filings, up 5 from Q1 2024. 30 opened new positions and 29 sold out. The largest holders were Bank of America Corp. ($789.1M), JPMorgan Chase & Co. ($310.9M) and Envestnet Asset Management Inc. ($182.6M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $35.6M |
| Exits | 29 | $21.5M |
All 13F filers, Q1 2024 → Q2 2024: 3,371,227 shares bought and 9,381,470 shares sold, net −6,010,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 365 holders
| Bank of America Corp. | 0.08% | Add +1.4% | 16,930,081 | $789.1M |
| JPMorgan Chase & Co. | 0.03% | Add +5.1% | 6,669,294 | $310.9M |
| Envestnet Asset Management Inc. | 0.06% | Add +0.5% | 3,916,572 | $182.6M |
| BlackRock Inc. | 0.00% | Reduce -13.9% | 2,280,912 | $106.3M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -83.0% | 1,620,366 | $75.5M |
| Mercer Global Advisors Inc. | 0.19% | Add +13.2% | 1,495,088 | $69.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.1% | 1,318,462 | $61.5M |
| Northern Trust Corp. | 0.01% | Reduce -3.7% | 1,274,485 | $59.4M |
| LPL Financial LLC | 0.03% | Add +8.1% | 1,201,414 | $56.0M |
| Wells Fargo & Company | 0.01% | Add +1.7% | 1,111,287 | $51.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.3% | 925,242 | $43.1M |
| Betterment LLC | 0.10% | Add +94.0% | 849,354 | $39.6M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Reduce -6.7% | 827,474 | $38.6M |
| Raymond James & Associates | 0.02% | Add +9.1% | 808,633 | $37.7M |
| Alesco Advisors, LLC, An ESL Co | 1.01% | Add +5.2% | 660,310 | $30.8M |
| M&T Bank Corp | 0.10% | Reduce -0.0% | 647,676 | $30.2M |
| Keybank National Association | 0.12% | Add +4.6% | 612,346 | $28.5M |
| Cwm, LLC | 0.13% | Reduce -8.7% | 609,892 | $28.4M |
| Private Ocean, LLC | 2.31% | Add +2.1% | 561,002 | $26.1M |
| SigFig Wealth Management, LLC | 0.91% | Add +13.9% | 519,067 | $24.2M |
| Bank of New York Mellon Corp | 0.00% | Add +3.0% | 512,965 | $23.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +7.0% | 417,748 | $19.5M |
| Sei Investments Co. | 0.02% | Add +24.2% | 377,450 | $17.6M |
| Thrivent Financial for Lutherans | 0.03% | Add +6.7% | 369,485 | $17.2M |
| Allworth Financial LP | 0.11% | Add +5.5% | 361,154 | $17.0M |
| Jane Street Group, LLC | 0.02% | New | 335,746 | $15.6M |
| Olde Wealth Management, LLC | 5.84% | Add +4.3% | 328,686 | $15.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -7.5% | 312,717 | $14.6M |
| Baird Financial Group, Inc. | 0.03% | Add +6.4% | 303,214 | $14.1M |
| Cetera Investment Advisers | 0.03% | Reduce -4.0% | 295,973 | $13.8M |
| UBS Group AG | 0.00% | Add +4.5% | 280,597 | $13.1M |
| Destination Wealth Management | 0.41% | Add +0.6% | 266,098 | $12.4M |
| Morningstar Investment Services LLC | 0.13% | Reduce -0.1% | 252,656 | $11.8M |
| Morgan Stanley | 0.00% | Add +1285.8% | 238,270 | $11.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +7.0% | 225,006 | $10.5M |
| Savant Capital, LLC | 0.10% | Add +2.8% | 216,465 | $10.1M |
| Barings LLC | 0.25% | Reduce -3.7% | 216,409 | $10.1M |
| Osaic Holdings, Inc. | 0.02% | Add +2.2% | 213,257 | $9.9M |
| Wealthfront Advisers LLC | 0.03% | Add +12.4% | 209,457 | $9.8M |
| Wesbanco Bank Inc. | 0.35% | Reduce -1.3% | 199,456 | $9.3M |
| Facet Wealth, Inc. | 0.28% | Add +6.7% | 192,052 | $9.1M |
| Apella Capital, LLC | 0.40% | Reduce -0.3% | 189,166 | $8.9M |
| Dohj, LLC | 2.19% | Add +8.7% | 188,076 | $8.8M |
| Nepc LLC | 0.28% | Reduce -10.5% | 182,869 | $8.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +9.9% | 172,620 | $8.0M |
| Mariner, LLC | 0.02% | Add +15.5% | 171,032 | $8.0M |
| Accredited Investors Inc. | 0.48% | Add +0.9% | 165,124 | $7.7M |
| Truist Financial Corp. | 0.01% | Reduce -1.9% | 163,837 | $7.6M |
| Dynamic Advisor Solutions LLC | 0.23% | Reduce -4.0% | 158,689 | $7.4M |
| FMR LLC | 0.00% | Add +64.9% | 158,529 | $7.4M |
| MML Investors Services, LLC | 0.03% | Reduce -11.8% | 151,408 | $7.1M |
| Affinity Capital Advisors, LLC | 1.46% | Add +4.2% | 149,025 | $6.9M |
| Mascoma Wealth Management LLC | 1.77% | Add +17.0% | 142,833 | $6.7M |
| Balanced Rock Investment Advisors LLC | 5.45% | Add +10.8% | 139,097 | $6.5M |
| Pictet Asset Management Holding SA | 0.01% | New | 133,089 | $6.2M |
| Park Avenue Securities LLC | 0.07% | Reduce -5.8% | 129,997 | $6.1M |
| Royal Bank of Canada | 0.00% | Reduce -3.9% | 125,239 | $5.8M |
| HighTower Advisors, LLC | 0.01% | Add +0.8% | 118,908 | $5.5M |
| Alaska Wealth Advisors, LLC | 0.84% | Reduce -7.1% | 116,133 | $5.4M |
| Stewardship Advisors, LLC | 1.59% | Add +36.1% | 103,397 | $4.8M |
| Robertson Stephens Wealth Management, LLC | 0.24% | Reduce -3.3% | 99,944 | $4.7M |
| Sand Hill Global Advisors, LLC | 0.21% | Reduce -0.9% | 98,105 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | New | 97,706 | $4.6M |
| Citadel Advisors | 0.00% | Add +484.3% | 83,013 | $3.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +5.8% | 80,599 | $3.8M |
| Atlantic Private Wealth, LLC | 2.99% | Add +0.0% | 78,883 | $3.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +1.9% | 77,427 | $3.6M |
| Creative Planning | 0.00% | Reduce -0.3% | 76,715 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +1.5% | 76,616 | $3.6M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +6.9% | 72,719 | $3.4M |
| Trilogy Capital Inc. | 0.17% | Add +4.5% | 66,924 | $3.1M |
| Raymond James Trust N.A. | 0.07% | No change | 64,959 | $3.0M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Add +1.1% | 63,793 | $3.0M |
| Bluestem Financial Advisors, LLC | 1.49% | Add +28.6% | 63,359 | $3.0M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.22% | Add +5.9% | 61,881 | $2.9M |
| Hart & Patterson Financial Group LLC | 1.42% | Reduce -5.3% | 61,630 | $2.9M |
| Omega Financial Group, LLC | 1.14% | Reduce -1.0% | 60,487 | $2.8M |
| Horst & Graben Wealth Management LLC | 0.53% | Reduce -9.2% | 60,058 | $2.8M |
| OneDigital Investment Advisors LLC | 0.03% | Add +137.3% | 59,951 | $2.8M |
| Parkside Advisors LLC | 0.71% | Add +4.6% | 59,672 | $2.8M |
| Brio Consultants, LLC | 0.45% | Add +19.7% | 58,930 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +16.6% | 58,048 | $2.7M |
| RTD Financial Advisors, Inc. | 0.36% | Reduce -1.4% | 57,681 | $2.7M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -36.6% | 56,810 | $2.6M |
| US Bancorp \de | 0.00% | Reduce -33.6% | 55,264 | $2.6M |
| Summit Wealth Group, LLC | 0.77% | Reduce -2.7% | 55,064 | $2.6M |
| Gradient Investments LLC | 0.06% | Add +2.2% | 53,451 | $2.5M |
| Bear Mountain Capital, Inc. | 1.01% | Add +5.3% | 52,356 | $2.5M |
| Equitable Holdings, Inc. | 0.03% | Add +0.4% | 51,560 | $2.4M |
| Corient Private Wealth LP | 0.00% | Add +0.4% | 51,549 | $2.4M |
| Bond & Devick Financial Network, Inc. | 1.29% | Add +1.0% | 51,471 | $2.4M |
| Bank of Montreal | 0.00% | Add +6272.8% | 50,600 | $2.4M |
| Assetmark, Inc. | 0.01% | Add +8.7% | 50,475 | $2.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | No change | 49,585 | $2.3M |
| Sentinel Pension Advisors, LLC | 0.48% | Add +63.3% | 49,136 | $2.3M |
| Lake Street Advisors Group, LLC | 0.10% | No change | 46,641 | $2.2M |
| United Capital Financial Advisors, LLC | 0.02% | Add +14.9% | 45,827 | $2.1M |
| Modera Wealth Management, LLC | 0.03% | Add +5.0% | 45,388 | $2.1M |
| Sharkey, Howes & Javer | 0.34% | Reduce -20.3% | 45,016 | $2.1M |
| Old Mission Capital LLC | 0.05% | Add +304.6% | 42,316 | $2.0M |
"% 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.