iShares ESG Aware US AggregaEAGGETF
13F holders, Q3 2024 (September 30)373holders +8
28new positions
21sold out
$48.58avg. 13F price*
At the end of Q3 2024, 373 institutions reported holding iShares ESG Aware US Aggrega (EAGG) in their 13F filings, up 8 from Q2 2024. 28 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($841.5M), JPMorgan Chase & Co. ($350.9M) and Envestnet Asset Management Inc. ($203.6M).
- Company
- iShares ESG Aware US Aggrega
- CUSIP
- 46435U549
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $82.8M |
| Exits | 21 | $16.8M |
All 13F filers, Q2 2024 → Q3 2024: 4,958,951 shares bought and 2,044,098 shares sold, net +2,914,853 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 373 holders
| Bank of America Corp. | 0.07% | Add +2.3% | 17,317,938 | $841.5M |
| JPMorgan Chase & Co. | 0.03% | Add +8.3% | 7,222,624 | $350.9M |
| Envestnet Asset Management Inc. | 0.07% | Add +7.0% | 4,189,933 | $203.6M |
| BlackRock, Inc. | 0.00% | — | 2,242,657 | $109.0M |
| Mercer Global Advisors Inc. | 0.20% | Add +16.3% | 1,737,995 | $84.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +2.7% | 1,663,796 | $80.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.6% | 1,378,886 | $67.0M |
| LPL Financial LLC | 0.03% | Add +8.8% | 1,306,610 | $63.5M |
| Northern Trust Corp. | 0.01% | Add +0.0% | 1,274,597 | $61.9M |
| Wealthspire Advisors, LLC | 0.57% | New | 1,149,477 | $55.9M |
| Ameriprise Financial Inc. | 0.01% | Add +3.3% | 956,072 | $46.4M |
| Betterment LLC | 0.10% | Add +5.4% | 894,859 | $43.5M |
| Raymond James & Associates | 0.03% | Add +6.3% | 859,427 | $41.8M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Add +0.7% | 833,614 | $40.5M |
| M&T Bank Corp | 0.11% | Add +6.8% | 692,023 | $33.6M |
| Alesco Advisors, LLC, An ESL Co | 0.99% | Reduce -0.6% | 656,556 | $31.9M |
| Keybank National Association | 0.12% | Add +4.3% | 638,507 | $31.0M |
| SigFig Wealth Management, LLC | 1.03% | Add +12.1% | 581,692 | $28.3M |
| Bank of New York Mellon Corp | 0.01% | Add +7.5% | 551,168 | $26.8M |
| Wells Fargo & Company | 0.01% | Reduce -52.6% | 526,376 | $25.6M |
| Cwm, LLC | 0.10% | Reduce -18.7% | 496,090 | $24.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.7% | 437,160 | $21.2M |
| Thrivent Financial for Lutherans | 0.04% | Add +12.4% | 415,234 | $20.2M |
| Allworth Financial LP | 0.11% | Add +3.4% | 373,407 | $18.1M |
| Olde Wealth Management, LLC | 6.05% | Add +5.7% | 347,352 | $16.9M |
| Baird Financial Group, Inc. | 0.03% | Add +4.3% | 316,365 | $15.4M |
| UBS Group AG | 0.00% | Add +10.3% | 309,370 | $15.0M |
| Cetera Investment Advisers | 0.03% | Add +3.8% | 307,239 | $14.9M |
| Sei Investments Co. | 0.02% | Reduce -20.9% | 298,496 | $14.5M |
| Destination Wealth Management | 0.41% | Add +1.2% | 269,272 | $13.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +16.9% | 263,139 | $12.8M |
| Morningstar Investment Services LLC | 0.12% | Reduce -1.1% | 249,950 | $12.2M |
| Morgan Stanley | 0.00% | Add +0.9% | 240,362 | $11.7M |
| Wealthfront Advisers LLC | 0.03% | Add +8.5% | 227,208 | $11.0M |
| Savant Capital, LLC | 0.09% | Add +4.8% | 226,830 | $11.0M |
| Osaic Holdings, Inc. | 0.02% | Add +0.8% | 215,067 | $10.5M |
| Wesbanco Bank Inc. | 0.34% | Add +4.3% | 208,128 | $10.1M |
| Dohj, LLC | 2.32% | Add +9.3% | 205,586 | $10.0M |
| Facet Wealth, Inc. | 0.28% | Add +8.9% | 209,159 | $9.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +11.2% | 192,013 | $9.3M |
| World Investment Advisors | 0.29% | Add +1101.1% | 190,296 | $9.2M |
| Accredited Investors Inc. | 0.53% | Add +14.4% | 188,920 | $9.2M |
| Apella Capital, LLC | 0.37% | Reduce -1.1% | 187,091 | $9.1M |
| Mariner, LLC | 0.02% | Add +7.9% | 184,524 | $9.0M |
| Nepc LLC | 0.27% | No change | 182,869 | $8.9M |
| Affinity Capital Advisors, LLC | 1.66% | Add +18.7% | 176,889 | $8.6M |
| Mather Group, Llc. | 0.11% | Add +229850.0% | 174,762 | $8.5M |
| FMR LLC | 0.00% | Add +5.8% | 167,690 | $8.1M |
| Truist Financial Corp. | 0.01% | Add +1.3% | 166,009 | $8.1M |
| Mascoma Wealth Management LLC | 1.99% | Add +15.1% | 164,385 | $8.0M |
| Dynamic Advisor Solutions LLC | 0.23% | Reduce -1.8% | 155,872 | $7.6M |
| Balanced Rock Investment Advisors LLC | 5.48% | Add +3.4% | 143,821 | $7.0M |
| MML Investors Services, LLC | 0.03% | Reduce -5.5% | 143,104 | $7.0M |
| Financial Engines Advisors L.L.C. | 0.01% | New | 141,965 | $6.9M |
| Park Avenue Securities LLC | 0.07% | Add +2.1% | 132,778 | $6.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -58.3% | 130,308 | $6.3M |
| Royal Bank of Canada | 0.00% | Add +2.0% | 127,762 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Add +5.3% | 125,227 | $6.1M |
| Alaska Wealth Advisors, LLC | 0.91% | Add +7.5% | 124,821 | $6.1M |
| One Wealth Advisors, LLC | 0.83% | New | 111,269 | $5.4M |
| Stewardship Advisors, LLC | 1.51% | Add +6.2% | 109,801 | $5.3M |
| Bluestem Financial Advisors, LLC | 2.38% | Add +65.9% | 105,115 | $5.1M |
| Sand Hill Global Advisors, LLC | 0.20% | Add +0.0% | 98,107 | $4.8M |
| Robertson Stephens Wealth Management, LLC | 0.17% | Reduce -2.8% | 97,180 | $4.7M |
| Atlantic Private Wealth, LLC | 3.30% | Add +13.8% | 89,779 | $4.4M |
| Barings LLC | 0.10% | Reduce -58.9% | 88,904 | $4.3M |
| Fort Washington Investment Advisors Inc. | 0.03% | New | 84,750 | $4.1M |
| US Bancorp \de | 0.01% | Add +53.2% | 84,682 | $4.1M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -36.4% | 84,660 | $4.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +8.9% | 83,438 | $4.1M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +2.0% | 79,012 | $3.8M |
| Creative Planning | 0.00% | Add +0.3% | 76,986 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +29.3% | 75,063 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +0.9% | 73,400 | $3.6M |
| Long Run Wealth Advisors, LLC | 0.79% | Add +74.8% | 69,476 | $3.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Reduce -15.7% | 67,940 | $3.3M |
| OneDigital Investment Advisors LLC | 0.04% | Add +9.7% | 65,750 | $3.2M |
| Raymond James Trust N.A. | 0.07% | No change | 64,959 | $3.2M |
| Trilogy Capital Inc. | 0.16% | Reduce -3.5% | 64,564 | $3.1M |
| Lake Street Advisors Group, LLC | 0.14% | Add +36.6% | 63,719 | $3.1M |
| Shira Ridge Wealth Management | 1.57% | Add +805.7% | 63,517 | $3.1M |
| Brio Consultants, LLC | 0.48% | Add +5.4% | 62,125 | $3.0M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.20% | Reduce -1.8% | 60,768 | $3.0M |
| Horst & Graben Wealth Management LLC | 0.53% | Add +0.9% | 60,599 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +138.3% | 60,481 | $2.9M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +138.3% | 60,481 | $2.9M |
| Parkside Advisors LLC | 0.69% | Add +0.9% | 60,229 | $2.9M |
| Omega Financial Group, LLC | 1.09% | Reduce -2.0% | 59,297 | $2.9M |
| RTD Financial Advisors, Inc. | 0.36% | Add +1.3% | 58,438 | $2.8M |
| Bond & Devick Financial Network, Inc. | 1.21% | Add +13.2% | 58,262 | $2.8M |
| EP Wealth Advisors, LLC | 0.02% | Add +2.0% | 57,964 | $2.8M |
| Assetmark, Inc. | 0.01% | Add +14.3% | 57,706 | $2.8M |
| Gradient Investments LLC | 0.06% | Add +6.5% | 56,912 | $2.8M |
| Retirement Capital Strategies | 1.06% | New | 55,764 | $2.7M |
| Sentinel Pension Advisors, LLC | 0.52% | Add +13.1% | 55,573 | $2.7M |
| Equitable Holdings, Inc. | 0.03% | Add +5.4% | 54,345 | $2.6M |
| Corient Private Wealth LP | 0.00% | Add +3.1% | 53,129 | $2.6M |
| Bear Mountain Capital, Inc. | 1.01% | Add +2.5% | 53,671 | $2.6M |
| Charter Oak Capital Management, LLC | 0.24% | Add +30.2% | 51,779 | $2.5M |
| Summit Wealth Group, LLC | 0.73% | Reduce -6.0% | 51,755 | $2.5M |
"% 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.