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 |
| Center for Financial Planning, Inc. | 0.28% | Add +4.8% | 42,130 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +40.4% | 40,720 | $1.9M |
| Fort Point Capital Partners LLC | 0.24% | Add +1.0% | 39,881 | $1.9M |
| Parallel Advisors, LLC | 0.05% | Add +19.7% | 39,849 | $1.9M |
| Eley Financial Management, Inc | 0.79% | Add +2.3% | 39,828 | $1.9M |
| Charter Oak Capital Management, LLC | 0.19% | Add +80.7% | 39,778 | $1.9M |
| Long Run Wealth Advisors, LLC | 0.47% | Add +1.1% | 39,743 | $1.9M |
| Better Money Decisions, LLC | 1.27% | Add +6.0% | 36,253 | $1.7M |
| Brookstone Capital Management | 0.03% | Add +0.8% | 35,594 | $1.7M |
| UMB Bank, n.a. | 0.03% | No change | 35,359 | $1.6M |
| Ally Invest Advisors Inc. | 0.16% | Add +11.6% | 35,017 | $1.6M |
| AlTi Global, Inc. | 0.04% | Reduce -38.0% | 34,475 | $1.6M |
| Foster Group, Inc. | 0.06% | Add +5.4% | 34,369 | $1.6M |
| Bogart Wealth, LLC | 0.08% | Add +83.5% | 33,701 | $1.6M |
| One Day In July LLC | 0.19% | Add +64.5% | 32,600 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Reduce -15.7% | 30,700 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +18.3% | 30,268 | $1.4M |
| Wealth Architects, LLC | 0.17% | Add +1.2% | 30,212 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.1% | 30,072 | $1.4M |
| Tempus Wealth Planning, LLC | 0.57% | New | 29,496 | $1.4M |
| Levy Wealth Management Group, LLC | 0.35% | Add +1.6% | 29,217 | $1.4M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -2.4% | 28,490 | $1.3M |
| Focus Partners Wealth | 0.00% | Reduce -6.1% | 27,952 | $1.3M |
| JNBA Financial Advisors | 0.14% | Reduce -26.2% | 27,763 | $1.3M |
| Principal Financial Group Inc. | 0.00% | Reduce -38.6% | 27,059 | $1.3M |
| Invera Wealth Advisors, LLC | 1.29% | Add +20.6% | 26,716 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Reduce -14.0% | 26,737 | $1.2M |
| TD Private Client Wealth LLC | 0.04% | Add +3.9% | 26,508 | $1.2M |
| Aspiriant, LLC | 0.05% | No change | 26,339 | $1.2M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -9.2% | 26,206 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | — | 26,453 | $1.2M |
| RFG Advisory, LLC | 0.04% | Add +2.8% | 25,685 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -4.5% | 25,386 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -4.5% | 25,386 | $1.2M |
| Pine Haven Investment Counsel, Inc | 1.00% | Add +3.3% | 24,993 | $1.2M |
| Cranbrook Wealth Management, LLC | 0.28% | Add +3.7% | 24,371 | $1.1M |
| Neumann Capital Management, LLC | 0.39% | Add +10.2% | 24,235 | $1.1M |
| Brewster Financial Planning LLC | 0.95% | Add +1.7% | 24,182 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +0.7% | 24,176 | $1.1M |
| CW Advisors, LLC | 0.02% | Add +2.6% | 23,889 | $1.1M |
| Aprio Wealth Management, LLC | 0.20% | Add +2.6% | 23,671 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Add +3.6% | 23,566 | $1.1M |
| Stonehearth Capital Management, LLC | 0.46% | Add +4.2% | 23,183 | $1.1M |
| Grand Wealth Management, LLC | 0.60% | Reduce -68.8% | 21,789 | $1.0M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -18.1% | 21,296 | $997K |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -0.6% | 21,179 | $987K |
| Wescott Financial Advisory Group, LLC | 0.11% | Add +50.9% | 21,039 | $981K |
| GenTrust, LLC | 0.05% | Add +0.2% | 21,027 | $980K |
| Divergent Wealth Advisors | 0.19% | Reduce 0.0% | 20,890 | $974K |
| Wealthspire Retirement, LLC | 0.08% | No change | 20,890 | $974K |
| Prudential Financial Inc. | 0.00% | Reduce -5.1% | 20,491 | $955K |
| Friedenthal Financial | 0.56% | Add +4.6% | 19,237 | $897K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.21% | New | 18,946 | $883K |
| Consolidated Portfolio Review Corp | 0.21% | Reduce -6.8% | 18,888 | $880K |
| D.A. Davidson & Co. | 0.01% | Add +1.9% | 18,485 | $862K |
| Retirement Income Solutions, Inc. | 0.20% | Reduce -38.6% | 18,075 | $842K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +7.7% | 18,039 | $841K |
| Ameliora Wealth Management Ltd. | 0.38% | Add +68.5% | 18,000 | $839K |
| WCG Wealth Advisors LLC | 0.06% | Reduce -18.9% | 17,973 | $838K |
| Perigon Wealth Management, LLC | 0.02% | Add +60.2% | 17,887 | $834K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +9.7% | 17,623 | $821K |
| Tradition Wealth Management, LLC | 0.08% | Add +0.2% | 17,101 | $797K |
| PFG Advisors | 0.05% | Add +10.7% | 16,929 | $789K |
| CX Institutional | 0.04% | Reduce -10.6% | 16,886 | $787K |
| Plum Street Advisors, LLC | 0.46% | Reduce -9.0% | 16,869 | $786K |
| New Covenant Trust Company, N.A. | 0.88% | No change | 16,234 | $764K |
| Choreo, LLC | 0.01% | Reduce -0.6% | 16,531 | $763K |
| Franklin Resources Inc. | 0.00% | Reduce -70.6% | 16,329 | $761K |
| International Assets Investment Management, LLC | 0.07% | Reduce -6.1% | 16,204 | $755K |
| Cable Hill Partners, LLC | 0.08% | Reduce -30.9% | 16,141 | $752K |
| KilterHowling LLC | 0.51% | Add +1.1% | 15,924 | $742K |
| World Investment Advisors | 0.05% | Reduce -2.4% | 15,844 | $738K |
| Avantax Advisory Services, Inc. | 0.01% | Add +4.8% | 15,756 | $734K |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.3% | 15,027 | $700K |
| Valley National Advisers Inc. | 0.10% | Add +4.3% | 14,579 | $679K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +3168.7% | 14,219 | $676K |
| Diversified, LLC | 0.08% | New | 14,447 | $673K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.0% | 14,381 | $670K |
| Ariadne Wealth Management, LP | 0.52% | — | 14,255 | $664K |
| Spinnaker Trust | 0.04% | Add +0.8% | 14,133 | $659K |
| Trust Co | 0.08% | Reduce -1.2% | 14,008 | $653K |
| Whittier Trust Co. | 0.01% | No change | 13,883 | $647K |
| MA Private Wealth | 0.13% | No change | 13,824 | $644K |
| Clearstead Advisors, LLC | 0.01% | New | 13,792 | $643K |
| Cardinal Point Capital Management ULC | 0.11% | Reduce -8.1% | 13,635 | $636K |
| Citizens Financial Group Inc. | 0.01% | Add +0.8% | 13,383 | $624K |
| Diversified Portfolios, Inc. | 0.08% | Add +3.4% | 13,284 | $619K |
| Novare Capital Management LLC | 0.06% | New | 13,192 | $615K |
| Painted Porch Advisors LLC | 0.35% | Add +21.6% | 13,153 | $613K |
| Wealthstream Advisors, Inc. | 0.22% | Add +7.7% | 13,111 | $611K |
| Wedbush Securities Inc. | 0.02% | Reduce -2.0% | 12,916 | $602K |
| Austin Private Wealth, LLC | 0.06% | Reduce -15.3% | 12,428 | $579K |
| Verus Capital Partners, LLC | 0.06% | Reduce -6.5% | 12,300 | $573K |
| Commerce Bank | 0.00% | Add +9.3% | 12,090 | $564K |
| BLB&B Advisors, LLC | 0.03% | Add +10.7% | 11,869 | $553K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 11,705 | $546K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +9.9% | 11,617 | $541K |
| Smith & Howard Wealth Management, LLC | 0.16% | No change | 11,580 | $540K |
| Van Hulzen Asset Management, LLC | 0.04% | Reduce -2.1% | 11,477 | $535K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -14.6% | 11,452 | $534K |
| DAVENPORT & Co LLC | 0.00% | Add +2.6% | 11,445 | $533K |
| Bangor Savings Bank | 0.05% | No change | 11,216 | $523K |
| Captrust Financial Advisors | 0.00% | Add +19.9% | 11,119 | $518K |
| Benchmark Wealth Management, LLC | 0.28% | Add +9.5% | 11,078 | $516K |
| Truefg, LLC | 0.19% | Add +3.4% | 11,061 | $516K |
| Symmetry Partners, LLC | 0.03% | Add +4.9% | 11,025 | $514K |
| Mgo One Seven LLC | 0.02% | Reduce -14.7% | 10,946 | $510K |
| Lido Advisors, LLC | 0.00% | Add +3.3% | 10,940 | $510K |
| TCWP LLC | 1.25% | Reduce -14.8% | 10,894 | $508K |
| First Hawaiian Bank | 0.02% | Reduce -12.1% | 10,770 | $502K |
| Gould Asset Management LLC | 0.11% | Add +6.9% | 10,562 | $492K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -41.3% | 10,506 | $490K |
| Bluespring Wealth Management, LLC | 0.05% | Add +49.4% | 10,171 | $474K |
| Ameraudi Asset Management, Inc. | 0.21% | No change | 10,053 | $469K |
| Kestra Advisory Services, LLC | 0.00% | Add +17.6% | 9,903 | $462K |
| Litman Gregory Wealth Management LLC | 0.04% | Add +7.7% | 9,846 | $459K |
| Orin Green Financial, LLC | 0.21% | New | 9,794 | $456K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -40.2% | 9,615 | $448K |
| Capital Analysts, LLC | 0.02% | Reduce -1.0% | 9,586 | $447K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -6.0% | 9,490 | $442K |
| Manning & Napier Advisors LLC | 0.01% | — | 9,415 | $439K |
| Presilium Private Wealth, LLC | 0.11% | Add +2.4% | 9,368 | $437K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -8.8% | 9,318 | $434K |
| Veridan Wealth LLC | 0.17% | — | 9,028 | $429K |
| Rockbridge Investment Management, LCC | 0.06% | New | 9,125 | $425K |
| Curtis Advisory Group, LLC | 0.15% | Add +4.5% | 9,059 | $422K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -4.3% | 8,969 | $418K |
| HRT Financial LP | 0.00% | New | 8,918 | $415K |
| Diversified Trust Co. | 0.01% | No change | 8,625 | $402K |
| Twin Focus Capital Partners, LLC | 0.06% | No change | 8,590 | $400K |
| Blue Barn Wealth, LLC | 0.22% | Add +0.1% | 8,521 | $397K |
| Sandbox Financial Partners, LLC | 0.15% | Reduce -12.1% | 8,492 | $396K |
| Farther Finance Advisors, LLC | 0.02% | Add +24.5% | 8,371 | $387K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -39.9% | 8,133 | $379K |
| Falcon Wealth Planning | 0.05% | Add +3.6% | 8,122 | $379K |
| Focus Financial Network, Inc. | 0.02% | Reduce -1.2% | 7,859 | $371K |
| GeoWealth Management, LLC | 0.02% | Add +3.1% | 7,572 | $353K |
| LifePlan Investment Advisors, Inc. | 0.25% | Add +3.6% | 7,550 | $352K |
| Hilltop Partners LLC | 0.13% | New | 7,503 | $350K |
| Financial Management Network Inc. | 0.08% | Reduce -6.6% | 7,380 | $345K |
| Richard P Slaughter Associates Inc | 0.08% | Reduce -0.8% | 7,394 | $345K |
| Wealth Alliance, LLC | 0.04% | Reduce -16.5% | 7,378 | $344K |
| Savvy Advisors, Inc. | 0.11% | New | 7,362 | $343K |
| Werba Rubin Papier Wealth Management | 0.09% | New | 7,050 | $329K |
| Shira Ridge Wealth Management | 0.18% | Add +20.8% | 7,013 | $327K |
| Regions Financial Corp. | 0.00% | Add +0.5% | 7,002 | $326K |
| Atria Investments, Inc | 0.00% | New | 6,983 | $325K |
| Townsquare Capital LLC | 0.00% | Reduce -11.7% | 6,898 | $322K |
| AdvisorNet Financial, Inc | 0.03% | Add +0.1% | 6,858 | $320K |
| AE Wealth Management LLC | 0.00% | Reduce -2.0% | 6,829 | $318K |
| Strategic Blueprint, LLC | 0.02% | Reduce -10.7% | 6,781 | $316K |
| Buttonwood Financial Group, LLC | 0.18% | Add +3.5% | 6,747 | $312K |
| Birchbrook, Inc. | 0.19% | Reduce -7.2% | 6,648 | $310K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -7.7% | 6,622 | $309K |
| Opes Wealth Management LLC | 0.06% | Add +1.6% | 6,527 | $304K |
| Cresset Asset Management, LLC | 0.00% | New | 6,369 | $297K |
| Estate Counselors, LLC | 0.03% | Add +6.3% | 6,325 | $295K |
| Private Advisor Group, LLC | 0.00% | Reduce -37.3% | 6,269 | $292K |
| JSF Financial, LLC | 0.09% | Add +25.3% | 6,254 | $292K |
| Ascent Group, LLC | 0.02% | Reduce -0.0% | 6,120 | $285K |
| Common Fund for Nonprofit Organizations | 0.04% | Add +11.2% | 6,104 | $285K |
| ETF Portfolio Partners, Inc. | 0.09% | Reduce -58.7% | 6,042 | $282K |
| Hills Bank & Trust Co | 0.02% | Add +5.8% | 6,013 | $280K |
| Fairview Capital Investment Management, LLC | 0.02% | Add +4.4% | 5,950 | $277K |
| Fermata Advisors, LLC | 0.06% | Reduce -46.9% | 5,919 | $276K |
| Signaturefd, LLC | 0.01% | Add +85.4% | 5,822 | $271K |
| Braun-Bostich & Associates Inc. | 0.20% | New | 5,772 | $269K |
| SWP Financial LLC | 0.18% | Add +13.1% | 5,698 | $266K |
| Silver Oak Advisory Group, Inc. | 0.15% | New | 5,664 | $264K |
| ABLE Financial Group, LLC | 0.09% | New | 5,541 | $258K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -16.0% | 5,481 | $255K |
| Oakworth Capital, Inc. | 0.02% | No change | 5,477 | $255K |
| Traphagen Investment Advisors LLC | 0.03% | Reduce -7.1% | 5,474 | $255K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -6.4% | 5,392 | $251K |
| Highland Financial Advisors, LLC | 0.09% | Add +4.2% | 5,395 | $251K |
| JB Capital LLC | 0.02% | Reduce -8.0% | 5,368 | $250K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +4.3% | 5,314 | $248K |
| Emergent Wealth Advisors, LLC | 0.20% | New | 5,301 | $247K |
| Hoxton Planning & Management, LLC | 0.11% | Reduce -6.3% | 5,171 | $241K |
| Colton Groome Financial Advisors, LLC | 0.09% | Add +6.2% | 5,160 | $241K |
| IMS Capital Management | 0.11% | No change | 4,983 | $240K |
| Morris Financial Concepts, Inc. | 0.11% | Add +6.0% | 5,150 | $240K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -9.2% | 5,150 | $240K |
| NorthRock Partners, LLC | 0.01% | Reduce -70.6% | 5,110 | $238K |
| Trustmark Bank Trust Department | 0.02% | No change | 5,092 | $237K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -14.5% | 5,047 | $235K |
| Kingsview Wealth Management, LLC | 0.01% | New | 4,906 | $229K |
| One Wealth Management Investment & Advisory Services, LLC | 0.09% | Reduce -15.2% | 4,872 | $227K |
| Blue Trust, Inc. | 0.00% | No change | 4,754 | $224K |
| One Capital Management, LLC | 0.01% | No change | 4,790 | $223K |
| 4Thought Financial Group Inc. | 0.14% | Add +3.5% | 4,774 | $222K |
| Sigma Planning Corp | 0.01% | Add +0.4% | 4,755 | $222K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +1.3% | 4,722 | $220K |
| Creative Financial Designs Inc. | 0.02% | Reduce -3.2% | 4,703 | $219K |
| Financial Insights, Inc. | 0.06% | Reduce -23.7% | 4,646 | $217K |
| Carrera Capital Advisors | 0.07% | — | 4,638 | $216K |
| Bristlecone Advisors, LLC | 0.02% | New | 4,613 | $215K |
| My Legacy Advisors, LLC | 0.07% | New | 4,542 | $212K |
| XML Financial, LLC | 0.02% | No change | 4,531 | $211K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.8% | 4,530 | $211K |
| Farmers National Bank | 0.06% | Add +4.0% | 4,485 | $209K |
| Pathstone Holdings, LLC | 0.00% | Reduce -21.9% | 4,460 | $208K |
| Arbor Trust Wealth Advisors, LLC | 0.11% | New | 4,346 | $203K |
| DDFG, Inc | 0.06% | Reduce -1.3% | 4,308 | $201K |
| Comerica Bank | 0.00% | Add +1.1% | 4,071 | $190K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -1.9% | 3,783 | $176K |
| Private Trust Co. NA | 0.02% | No change | 3,563 | $166K |
| Principal Securities, Inc. | 0.00% | Add +8.1% | 3,334 | $155K |
| Continuum Advisory, LLC | 0.02% | Add +20.2% | 3,148 | $147K |
| Sugarloaf Wealth Management, LLC | 0.03% | No change | 3,020 | $141K |
| Horizons Wealth Management | 0.11% | Reduce -30.3% | 2,944 | $139K |
| Stephens Consulting, LLC | 0.04% | Reduce -10.6% | 2,763 | $129K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -39.0% | 2,690 | $125K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,577 | $119K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 2,196 | $102K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -15.9% | 1,945 | $91K |
| Brown Financial Advisors | 0.04% | — | 1,886 | $88K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +510.0% | 1,769 | $82K |
| Gould Capital, LLC | 0.06% | Add +3.9% | 1,717 | $80K |
| Blair William & Co. | 0.00% | Reduce -1.4% | 1,681 | $78K |
| Global Retirement Partners, LLC | 0.00% | Reduce -24.2% | 1,550 | $72K |
| Private Capital Management LLC | 0.01% | No change | 1,533 | $71K |
| BNP Paribas Financial Markets | 0.00% | Reduce -16.0% | 1,266 | $59K |
| Scarborough Advisors, LLC | 0.02% | Reduce -42.1% | 1,224 | $57K |
| CoreCap Advisors, LLC | 0.01% | No change | 1,198 | $56K |
| McIlrath & Eck, LLC | 0.01% | Add +0.9% | 1,172 | $55K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Reduce -11.8% | 1,157 | $54K |
| HBC Financial Services, PLLC | 0.03% | No change | 1,115 | $52K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,106 | $52K |
| ORG Partners LLC | 0.01% | New | 1,030 | $48K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -11.7% | 1,001 | $47K |
| Sunbelt Securities, Inc. | 0.00% | No change | 893 | $42K |
| LGT Financial Advisors LLC | 0.08% | Add +1.0% | 836 | $39K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 817 | $38K |
| Covestor Ltd | 0.02% | Reduce -27.5% | 738 | $34K |
| DT Investment Partners, LLC | 0.00% | No change | 711 | $33K |
| WealthShield Partners, LLC | 0.01% | Reduce -8.4% | 708 | $33K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 614 | $29K |
| Crewe Advisors LLC | 0.00% | No change | 554 | $26K |
| SWS Partners | 0.01% | New | 541 | $25K |
| Citigroup Inc. | 0.00% | No change | 500 | $23K |
| Rise Advisors, LLC | 0.01% | Add +1.1% | 476 | $22K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 417 | $19K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.7% | 416 | $19K |
| Mattson Financial Services, LLC | 0.01% | — | 391 | $18K |
| Proffitt & Goodson Inc. | 0.00% | Add +7.4% | 390 | $18K |
| Your Advocates Ltd., LLP | 0.01% | No change | 306 | $14K |
| Coppell Advisory Solutions LLC | 0.00% | — | 292 | $14K |
| IFP Advisors, Inc | 0.00% | New | 279 | $13K |
| Realta Investment Advisors | 0.00% | Add +9.3% | 269 | $13K |
| Clarity Asset Management, Inc. | 0.01% | Add +1.0% | 201 | $9K |
| Larson Financial Group LLC | 0.00% | No change | 168 | $8K |
| Horizon Investments, LLC | 0.00% | Add +3.3% | 156 | $7K |
| NBT Bank, N.A. | 0.00% | No change | 131 | $6K |
| Pacifica Partners Inc. | 0.00% | No change | 124 | $6K |
| Provident Wealth Management, LLC | 0.00% | No change | 103 | $5K |
| Mather Group, Llc. | 0.00% | Reduce -9.5% | 76 | $4K |
| Keener Financial Planning LLC | 0.00% | Add +34.7% | 66 | $3K |
| Tucker Asset Management LLC | 0.00% | Add +173.3% | 41 | $2K |
| Global Financial Private Client, LLC | 0.00% | Reduce -46.0% | 27 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 32 | $1K |
| Denver PWM, LLC | 0.00% | Reduce -99.7% | 21 | $984 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 17 | $793 |
| Ruedi Wealth Management, Inc. | 0.00% | New | 16 | $737 |
| Addison Advisors LLC | 0.00% | No change | 2 | $94 |
"% 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.