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 |
| Stifel Financial Corp. | 0.00% | Add +67.8% | 50,774 | $2.5M |
| Modera Wealth Management, LLC | 0.03% | Add +9.9% | 49,887 | $2.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | No change | 49,585 | $2.4M |
| Eley Financial Management, Inc | 0.88% | Add +12.7% | 44,888 | $2.2M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -2.4% | 44,730 | $2.2M |
| Sharkey, Howes & Javer | 0.31% | Reduce -2.0% | 44,104 | $2.1M |
| Center for Financial Planning, Inc. | 0.28% | Add +1.0% | 42,538 | $2.1M |
| Foster Group, Inc. | 0.08% | Add +21.0% | 41,582 | $2.0M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -36.5% | 40,497 | $2.0M |
| Fort Point Capital Partners LLC | 0.24% | Add +0.7% | 40,174 | $2.0M |
| Westfuller Advisors, LLC | 1.38% | — | 39,668 | $1.9M |
| Better Money Decisions, LLC | 1.35% | Add +8.4% | 39,295 | $1.9M |
| Bogart Wealth, LLC | 0.09% | Add +16.0% | 39,098 | $1.9M |
| JNBA Financial Advisors | 0.19% | Add +39.0% | 38,580 | $1.9M |
| Brookstone Capital Management | 0.03% | Add +3.7% | 36,900 | $1.8M |
| Ally Invest Advisors Inc. | 0.16% | Add +4.5% | 36,592 | $1.8M |
| UMB Bank, n.a. | 0.03% | No change | 35,359 | $1.7M |
| Principal Financial Group Inc. | 0.00% | Add +30.3% | 35,261 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +37.1% | 36,276 | $1.7M |
| Baker Avenue Asset Management, LP | 0.05% | Add +16.2% | 33,118 | $1.6M |
| Wealth Architects, LLC | 0.18% | Add +8.6% | 32,823 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -19.4% | 32,818 | $1.6M |
| Mutual Advisors, LLC | 0.05% | New | 33,627 | $1.6M |
| One Day In July LLC | 0.17% | Reduce -4.4% | 31,177 | $1.5M |
| Invera Wealth Advisors, LLC | 1.46% | Add +16.6% | 31,141 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.5% | 29,616 | $1.4M |
| Advisory Services Network, LLC | 0.03% | No change | 30,700 | $1.4M |
| Hart & Patterson Financial Group LLC | 0.67% | Reduce -52.5% | 29,287 | $1.4M |
| Planning Alternatives Ltd. | 0.22% | New | 29,116 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +8.3% | 28,369 | $1.4M |
| Tempus Wealth Planning, LLC | 0.50% | Reduce -4.2% | 28,267 | $1.4M |
| Pine Haven Investment Counsel, Inc | 1.09% | Add +10.9% | 27,715 | $1.3M |
| TD Private Client Wealth LLC | 0.04% | Add +0.6% | 26,669 | $1.3M |
| Aspiriant, LLC | 0.05% | No change | 26,339 | $1.3M |
| Diversify Advisory Services, LLC | 0.07% | Add +25.7% | 26,776 | $1.3M |
| RFG Advisory, LLC | 0.04% | Reduce -0.6% | 25,542 | $1.2M |
| Cranbrook Wealth Management, LLC | 0.28% | Add +4.6% | 25,501 | $1.2M |
| Neumann Capital Management, LLC | 0.41% | Add +4.7% | 25,375 | $1.2M |
| Harbour Investments, Inc. | 0.04% | Reduce -8.0% | 24,598 | $1.2M |
| Brewster Financial Planning LLC | 0.92% | Add +1.0% | 24,417 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +0.5% | 24,302 | $1.2M |
| Stonehearth Capital Management, LLC | 0.47% | Add +4.5% | 24,236 | $1.2M |
| CW Advisors, LLC | 0.02% | Add +1.4% | 24,224 | $1.2M |
| Aprio Wealth Management, LLC | 0.18% | Add +0.2% | 23,724 | $1.2M |
| Prudential Financial Inc. | 0.00% | Add +14.0% | 23,353 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -1.0% | 23,331 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Add +3.8% | 21,975 | $1.1M |
| Grand Wealth Management, LLC | 0.60% | Add +0.6% | 21,911 | $1.1M |
| GenTrust, LLC | 0.05% | Add +4.1% | 21,890 | $1.1M |
| Wescott Financial Advisory Group, LLC | 0.11% | Add +1.6% | 21,381 | $1.0M |
| Divergent Wealth Advisors | 0.19% | No change | 20,890 | $1.0M |
| Wealthspire Retirement, LLC | 0.08% | No change | 20,890 | $1.0M |
| SageView Advisory Group, LLC | 0.05% | New | 20,547 | $998K |
| Friedenthal Financial | 0.55% | Add +1.2% | 19,463 | $946K |
| Perigon Wealth Management, LLC | 0.03% | Add +7.6% | 19,252 | $935K |
| AlTi Global, Inc. | 0.02% | Reduce -45.0% | 18,945 | $921K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +7.5% | 18,937 | $920K |
| Parallel Advisors, LLC | 0.02% | Reduce -52.5% | 18,935 | $920K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.21% | Reduce -1.1% | 18,748 | $911K |
| Plum Street Advisors, LLC | 0.46% | Add +9.9% | 18,537 | $901K |
| D.A. Davidson & Co. | 0.01% | No change | 18,485 | $898K |
| Consolidated Portfolio Review Corp | 0.20% | Reduce -3.5% | 18,228 | $886K |
| Ameliora Wealth Management Ltd. | 0.36% | No change | 18,000 | $875K |
| Retirement Income Solutions, Inc. | 0.20% | Reduce -0.7% | 17,957 | $873K |
| Tradition Wealth Management, LLC | 0.08% | Add +1.5% | 17,363 | $844K |
| CX Institutional | 0.04% | Add +1.4% | 17,117 | $832K |
| PFG Advisors | 0.05% | Add +1.0% | 17,104 | $831K |
| KilterHowling LLC | 0.52% | Add +7.1% | 17,052 | $829K |
| WCG Wealth Advisors LLC | 0.06% | Reduce -5.6% | 16,961 | $824K |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.5% | 16,910 | $822K |
| Avantax Advisory Services, Inc. | 0.01% | Add +5.2% | 16,568 | $805K |
| Choreo, LLC | 0.01% | Reduce -0.3% | 16,479 | $803K |
| New Covenant Trust Company, N.A. | 0.77% | Add +1.0% | 16,390 | $798K |
| Cardinal Point Capital Management ULC | 0.13% | Add +19.4% | 16,285 | $791K |
| Van Hulzen Asset Management, LLC | 0.06% | Add +36.8% | 15,703 | $763K |
| Aptus Capital Advisors, LLC | 0.01% | Add +6.3% | 15,288 | $743K |
| Spinnaker Trust | 0.05% | Add +7.3% | 15,161 | $737K |
| Painted Porch Advisors LLC | 0.37% | Add +13.2% | 14,887 | $723K |
| Novare Capital Management LLC | 0.06% | Add +10.1% | 14,527 | $706K |
| BLB&B Advisors, LLC | 0.04% | Add +21.7% | 14,444 | $702K |
| DAVENPORT & Co LLC | 0.00% | Add +26.2% | 14,441 | $702K |
| Citizens Financial Group Inc. | 0.01% | Add +6.7% | 14,277 | $694K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +0.3% | 14,263 | $693K |
| Kestra Advisory Services, LLC | 0.00% | Add +41.5% | 14,009 | $681K |
| Franklin Resources Inc. | 0.00% | Reduce -13.3% | 14,163 | $676K |
| Whittier Trust Co. | 0.01% | No change | 13,883 | $675K |
| Ariadne Wealth Management, LP | 0.37% | Add +0.2% | 14,284 | $673K |
| Clearstead Advisors, LLC | 0.01% | No change | 13,792 | $670K |
| Trust Co | 0.08% | Reduce -1.6% | 13,779 | $670K |
| Wealthstream Advisors, Inc. | 0.12% | Add +2.5% | 13,432 | $653K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -26.2% | 13,312 | $647K |
| Wedbush Securities Inc. | 0.02% | Reduce -0.0% | 12,911 | $627K |
| Diversified, LLC | 0.07% | Reduce -13.3% | 12,524 | $609K |
| Diversified Enterprises, LLC | 0.07% | — | 12,524 | $609K |
| CreativeOne Wealth, LLC | 0.02% | Add +8.8% | 12,465 | $606K |
| Verus Capital Partners, LLC | 0.06% | Add +1.1% | 12,429 | $604K |
| Diversified Portfolios, Inc. | 0.06% | Reduce -7.2% | 12,328 | $599K |
| Partnership Wealth Management, LLC | 0.42% | New | 12,200 | $593K |
| Mgo One Seven LLC | 0.03% | Add +11.2% | 12,174 | $592K |
| Commerce Bank | 0.00% | No change | 12,090 | $587K |
| Gould Asset Management LLC | 0.13% | Add +14.3% | 12,067 | $586K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +2.6% | 11,915 | $579K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 11,705 | $569K |
| Smith & Howard Wealth Management, LLC | 0.16% | No change | 11,580 | $563K |
| Captrust Financial Advisors | 0.00% | Add +3.3% | 11,489 | $558K |
| Falcon Wealth Planning | 0.07% | Add +41.0% | 11,456 | $557K |
| Lido Advisors, LLC | 0.00% | Add +3.9% | 11,370 | $552K |
| Truefg, LLC | 0.18% | Add +2.5% | 11,335 | $551K |
| Symmetry Partners, LLC | 0.13% | Add +2.6% | 11,317 | $550K |
| Benchmark Wealth Management, LLC | 0.27% | Add +0.9% | 11,179 | $543K |
| Elios Financial Group Inc. | 0.25% | — | 11,070 | $538K |
| Litman Gregory Wealth Management LLC | 0.04% | Add +10.9% | 10,919 | $531K |
| Austin Private Wealth, LLC | 0.05% | Reduce -12.3% | 10,898 | $530K |
| Jane Street Group, LLC | 0.00% | Reduce -96.8% | 10,621 | $516K |
| Capital Analysts, LLC | 0.02% | Add +6.1% | 10,167 | $494K |
| Ameraudi Asset Management, Inc. | 0.22% | No change | 10,053 | $488K |
| Farther Finance Advisors, LLC | 0.02% | Add +19.8% | 10,030 | $487K |
| Rockbridge Investment Management, LCC | 0.06% | Add +9.1% | 9,954 | $484K |
| Hilltop Partners LLC | 0.16% | Add +31.9% | 9,894 | $481K |
| Bluespring Wealth Management, LLC | 0.05% | Reduce -3.7% | 9,796 | $476K |
| Orin Green Financial, LLC | 0.21% | No change | 9,794 | $476K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -8.3% | 9,631 | $468K |
| MA Private Wealth | 0.09% | Reduce -30.6% | 9,593 | $466K |
| Venturi Wealth Management, LLC | 0.02% | Add +0.5% | 9,537 | $463K |
| CWC Advisors, LLC. | 0.45% | — | 9,308 | $452K |
| Presilium Private Wealth, LLC | 0.10% | Reduce -0.7% | 9,305 | $452K |
| First Hawaiian Bank | 0.01% | Reduce -14.4% | 9,222 | $448K |
| Valley National Advisers Inc. | 0.08% | Reduce -36.8% | 9,220 | $447K |
| Signaturefd, LLC | 0.01% | Add +56.7% | 9,122 | $443K |
| Blue Barn Wealth, LLC | 0.22% | Add +3.6% | 8,824 | $429K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -10.4% | 8,619 | $419K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -4.0% | 8,613 | $419K |
| Comerica Bank | 0.00% | Add +111.1% | 8,594 | $418K |
| Twin Focus Capital Partners, LLC | 0.07% | No change | 8,590 | $417K |
| Diversified Trust Co. | 0.01% | Reduce -2.3% | 8,425 | $409K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -9.8% | 8,405 | $408K |
| Eastern Bank | 0.01% | New | 8,357 | $406K |
| Sandbox Financial Partners, LLC | 0.14% | Reduce -2.2% | 8,302 | $403K |
| Institute for Wealth Management, LLC. | 0.05% | Add +1.0% | 8,213 | $399K |
| Focus Partners Wealth | 0.00% | Reduce -70.8% | 8,167 | $397K |
| &partners | 0.01% | New | 7,956 | $387K |
| AdvisorNet Financial, Inc | 0.03% | Add +15.2% | 7,901 | $384K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.8% | 7,794 | $379K |
| GeoWealth Management, LLC | 0.01% | Add +0.5% | 7,606 | $370K |
| Buttonwood Financial Group, LLC | 0.22% | Add +11.8% | 7,544 | $367K |
| Savvy Advisors, Inc. | 0.07% | Add +2.0% | 7,513 | $365K |
| Regions Financial Corp. | 0.00% | Add +7.0% | 7,491 | $364K |
| Financial Management Network Inc. | 0.08% | Add +1.6% | 7,496 | $359K |
| Canopy Partners, LLC | 0.15% | New | 7,361 | $358K |
| LifePlan Investment Advisors, Inc. | 0.23% | Reduce -2.6% | 7,356 | $357K |
| Atria Investments, Inc | 0.00% | Add +4.0% | 7,260 | $353K |
| Bangor Savings Bank | 0.03% | Reduce -36.9% | 7,077 | $344K |
| Onyx Bridge Wealth Group LLC | 0.05% | Add +32.4% | 7,035 | $342K |
| AE Wealth Management LLC | 0.00% | Add +0.9% | 6,889 | $335K |
| Cresset Asset Management, LLC | 0.00% | Add +8.0% | 6,881 | $334K |
| Opes Wealth Management LLC | 0.06% | Add +4.1% | 6,797 | $330K |
| ETF Portfolio Partners, Inc. | 0.10% | Add +12.4% | 6,790 | $330K |
| Strategic Blueprint, LLC | 0.02% | Add +0.1% | 6,786 | $330K |
| Townsquare Capital LLC | 0.00% | Reduce -1.8% | 6,773 | $329K |
| Ascent Group, LLC | 0.02% | Add +10.0% | 6,731 | $327K |
| Birchbrook, Inc. | 0.18% | Add +1.2% | 6,730 | $327K |
| Private Advisor Group, LLC | 0.00% | Add +6.0% | 6,644 | $323K |
| Braun-Bostich & Associates Inc. | 0.22% | Add +12.0% | 6,464 | $314K |
| Estate Counselors, LLC | 0.03% | No change | 6,325 | $307K |
| Highland Financial Advisors, LLC | 0.11% | Add +17.0% | 6,311 | $307K |
| JSF Financial, LLC | 0.09% | Add +1.0% | 6,316 | $307K |
| Fairview Capital Investment Management, LLC | 0.02% | Add +4.2% | 6,200 | $301K |
| Cable Hill Partners, LLC | 0.03% | Reduce -61.8% | 6,172 | $300K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +12.1% | 6,045 | $294K |
| Common Fund for Nonprofit Organizations | 0.04% | Reduce -1.3% | 6,022 | $293K |
| Hills Bank & Trust Co | 0.02% | No change | 6,013 | $292K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -38.0% | 5,840 | $284K |
| Silver Oak Advisory Group, Inc. | 0.14% | Add +1.0% | 5,720 | $277K |
| SWP Financial LLC | 0.17% | No change | 5,698 | $277K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +9.3% | 5,628 | $273K |
| Wealth Alliance, LLC | 0.03% | Reduce -23.8% | 5,624 | $273K |
| ABLE Financial Group, LLC | 0.08% | Add +1.5% | 5,623 | $273K |
| NorthRock Partners, LLC | 0.01% | Add +9.0% | 5,571 | $271K |
| Colton Groome Financial Advisors, LLC | 0.10% | Add +5.7% | 5,455 | $265K |
| Traphagen Investment Advisors LLC | 0.03% | Reduce -1.3% | 5,404 | $263K |
| Hoxton Planning & Management, LLC | 0.10% | Add +4.5% | 5,403 | $263K |
| JB Capital LLC | 0.01% | Reduce -2.6% | 5,230 | $254K |
| Obsidian Cio, LLC | 0.05% | New | 5,142 | $250K |
| Morris Financial Concepts, Inc. | 0.11% | Reduce -0.5% | 5,122 | $249K |
| Global Retirement Partners, LLC | 0.01% | Add +228.6% | 5,093 | $247K |
| Trustmark Bank Trust Department | 0.02% | No change | 5,092 | $247K |
| Spectrum Planning & Advisory Services Inc. | 0.23% | New | 5,008 | $243K |
| IMS Capital Management | 0.11% | No change | 4,983 | $242K |
| Emergent Wealth Advisors, LLC | 0.18% | Reduce -7.2% | 4,917 | $239K |
| Maiden Cove Capital, LLC | 0.37% | New | 4,908 | $238K |
| Blue Trust, Inc. | 0.00% | Add +6.8% | 5,077 | $237K |
| REDW Wealth LLC | 0.06% | New | 4,855 | $236K |
| Financial Insights, Inc. | 0.08% | Add +3.9% | 4,826 | $234K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +2.2% | 4,825 | $234K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -4.8% | 4,804 | $233K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -2.2% | 4,798 | $233K |
| One Capital Management, LLC | 0.01% | No change | 4,790 | $233K |
| Bristlecone Advisors, LLC | 0.02% | Add +3.4% | 4,770 | $232K |
| Creative Financial Designs Inc. | 0.02% | No change | 4,703 | $229K |
| Centurion Wealth Management LLC | 0.07% | — | 4,678 | $227K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +2.4% | 4,637 | $225K |
| Ascentis Independent Advisors | 0.03% | New | 4,577 | $222K |
| 4Thought Financial Group Inc. | 0.14% | Reduce -4.4% | 4,562 | $222K |
| My Legacy Advisors, LLC | 0.09% | Add +0.0% | 4,544 | $221K |
| Sage Financial Group Inc. | 0.02% | New | 4,533 | $220K |
| Pathstone Holdings, LLC | 0.00% | No change | 4,460 | $217K |
| DDFG, Inc | 0.06% | Add +1.6% | 4,378 | $213K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -21.6% | 4,298 | $209K |
| Eq LLC | 0.10% | New | 4,214 | $205K |
| Copperleaf Capital, LLC | 0.16% | New | 4,192 | $204K |
| Sigma Planning Corp | 0.01% | Reduce -12.2% | 4,174 | $203K |
| Arbor Trust Wealth Advisors, LLC | 0.11% | No change | 4,346 | $203K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -3.3% | 3,658 | $178K |
| Private Trust Co. NA | 0.02% | No change | 3,563 | $173K |
| Principal Securities, Inc. | 0.00% | No change | 3,334 | $162K |
| Acropolis Investment Management, LLC | 0.01% | Add +20.8% | 3,250 | $158K |
| First Horizon Advisors, Inc. | 0.00% | Add +55.3% | 3,021 | $147K |
| Cape Investment Advisory, Inc. | 0.06% | New | 3,021 | $147K |
| Horizons Wealth Management | 0.11% | No change | 2,944 | $143K |
| Sugarloaf Wealth Management, LLC | 0.02% | Reduce -8.3% | 2,771 | $135K |
| Stephens Consulting, LLC | 0.03% | No change | 2,763 | $134K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,577 | $125K |
| Continuum Advisory, LLC | 0.01% | Reduce -24.4% | 2,380 | $111K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 2,196 | $107K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +1.0% | 1,786 | $87K |
| Gould Capital, LLC | 0.05% | No change | 1,717 | $83K |
| BNP Paribas Financial Markets | 0.00% | Add +35.0% | 1,709 | $83K |
| Blair William & Co. | 0.00% | Reduce -0.9% | 1,665 | $81K |
| Private Capital Management LLC | 0.01% | No change | 1,533 | $74K |
| McIlrath & Eck, LLC | 0.01% | Add +3.9% | 1,218 | $59K |
| CoreCap Advisors, LLC | 0.00% | Reduce -3.5% | 1,156 | $56K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,106 | $54K |
| HBC Financial Services, PLLC | 0.03% | No change | 1,115 | $52K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -10.7% | 1,033 | $50K |
| ORG Partners LLC | 0.01% | No change | 1,030 | $50K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -0.4% | 997 | $48K |
| LGT Financial Advisors LLC | 0.10% | Add +1.0% | 844 | $41K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +1.2% | 827 | $40K |
| Paladin Wealth, LLC | 0.03% | — | 777 | $38K |
| Covestor Ltd | 0.02% | Reduce -3.0% | 716 | $35K |
| DT Investment Partners, LLC | 0.00% | No change | 711 | $35K |
| WealthShield Partners, LLC | 0.00% | No change | 708 | $34K |
| Geneos Wealth Management Inc. | 0.00% | New | 590 | $29K |
| Crewe Advisors LLC | 0.00% | Add +1.8% | 564 | $27K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 545 | $26K |
| Keener Financial Planning LLC | 0.02% | Add +733.3% | 550 | $26K |
| Rise Advisors, LLC | 0.01% | Add +0.8% | 480 | $23K |
| Raffa Wealth Management, LLC | 0.00% | Add +0.7% | 419 | $20K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 417 | $20K |
| Proffitt & Goodson Inc. | 0.00% | Add +3.3% | 403 | $20K |
| Mattson Financial Services, LLC | 0.01% | No change | 391 | $18K |
| Your Advocates Ltd., LLP | 0.01% | No change | 306 | $15K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 292 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 279 | $14K |
| Clarity Asset Management, Inc. | 0.01% | Add +1.0% | 203 | $10K |
| Citigroup Inc. | 0.00% | Reduce -60.0% | 200 | $10K |
| North Star Investment Management Corp. | 0.00% | New | 166 | $8K |
| Larson Financial Group LLC | 0.00% | Reduce -5.4% | 159 | $8K |
| Pacifica Partners Inc. | 0.00% | No change | 124 | $6K |
| Fifth Third Bancorp | 0.00% | New | 114 | $6K |
| Provident Wealth Management, LLC | 0.00% | No change | 103 | $5K |
| Sterling Capital Management LLC | 0.00% | — | 83 | $4K |
| Realta Investment Advisors | 0.00% | Reduce -71.4% | 77 | $4K |
| Raleigh Capital Management Inc. | 0.00% | New | 64 | $3K |
| Hemington Wealth Management | 0.00% | New | 69 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Add +0.0% | 52 | $3K |
| NBT Bank, N.A. | 0.00% | Reduce -64.9% | 46 | $2K |
| Tucker Asset Management LLC | 0.00% | Add +4.9% | 43 | $2K |
| Winthrop Capital Management, LLC | 0.00% | No change | 32 | $2K |
| Global Financial Private Client, LLC | 0.00% | No change | 27 | $1K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 17 | $827 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 16 | $773 |
| Addison Advisors LLC | 0.00% | No change | 2 | $98 |
"% 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.