iShares ESG Aware US AggregaEAGGETF
13F holders, Q4 2024 (December 31)401holders +28
31new positions
32sold out
1famous investor
$46.45avg. 13F price*
At the end of Q4 2024, 401 institutions reported holding iShares ESG Aware US Aggrega (EAGG) in their 13F filings, up 28 from Q3 2024. 31 opened new positions and 32 sold out. The largest holders were Bank of America Corp. ($898.7M), JPMorgan Chase & Co. ($327.2M) and Envestnet Asset Management Inc. ($213.3M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $24.5M |
| Exits | 32 | $21.3M |
All 13F filers, Q3 2024 → Q4 2024: 5,108,866 shares bought and 2,528,053 shares sold, net +2,580,813 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 401 holders
| Bank of America Corp. | 0.08% | Add +11.8% | 19,352,822 | $898.7M |
| JPMorgan Chase & Co. | 0.03% | Reduce -2.4% | 7,046,458 | $327.2M |
| Envestnet Asset Management Inc. | 0.07% | Add +9.6% | 4,592,603 | $213.3M |
| Mercer Global Advisors Inc. | 0.22% | Add +10.9% | 1,927,538 | $89.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +7.2% | 1,783,412 | $82.8M |
| BlackRock, Inc. | 0.00% | Reduce -26.0% | 1,659,306 | $77.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +18.1% | 1,627,729 | $75.6M |
| LPL Financial LLC | 0.03% | Add +20.5% | 1,574,999 | $73.1M |
| Northern Trust Corp. | 0.01% | Add +11.5% | 1,420,731 | $66.0M |
| Raymond James Financial Inc. | 0.02% | — | 1,122,106 | $52.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.5% | 903,284 | $41.9M |
| Betterment LLC | 0.10% | Add +0.4% | 898,115 | $41.7M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Add +3.9% | 866,245 | $40.2M |
| M&T Bank Corp | 0.11% | Add +2.2% | 707,490 | $32.9M |
| Alesco Advisors, LLC, An ESL Co | 0.98% | Add +2.4% | 672,202 | $31.2M |
| Keybank National Association | 0.12% | Add +1.4% | 647,679 | $30.1M |
| SigFig Wealth Management, LLC | 1.06% | Add +8.0% | 627,970 | $29.2M |
| Wealthspire Advisors, LLC | 0.28% | Reduce -47.1% | 607,562 | $28.2M |
| Bank of New York Mellon Corp | 0.00% | Add +1.9% | 561,454 | $26.1M |
| Wells Fargo & Company | 0.01% | Reduce -2.2% | 515,018 | $23.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +9.2% | 477,495 | $22.2M |
| Thrivent Financial for Lutherans | 0.04% | Add +0.5% | 417,481 | $19.7M |
| Allworth Financial LP | 0.10% | Add +3.6% | 386,800 | $18.0M |
| Olde Wealth Management, LLC | 6.14% | Add +6.5% | 369,912 | $17.2M |
| Sei Investments Co. | 0.02% | Add +14.7% | 342,427 | $15.9M |
| Cwm, LLC | 0.07% | Reduce -31.8% | 338,397 | $15.7M |
| Cetera Investment Advisers | 0.03% | Add +6.0% | 325,591 | $15.1M |
| Baird Financial Group, Inc. | 0.03% | Add +0.6% | 318,192 | $14.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +17.0% | 307,821 | $14.3M |
| UBS Group AG | 0.00% | Reduce -3.1% | 299,631 | $13.9M |
| Destination Wealth Management | 0.40% | Add +3.4% | 278,431 | $12.9M |
| Savant Capital, LLC | 0.09% | Add +9.4% | 248,195 | $11.5M |
| Morgan Stanley | 0.00% | Add +0.2% | 240,752 | $11.2M |
| Dohj, LLC | 2.43% | Add +10.1% | 226,252 | $10.5M |
| FMR LLC | 0.00% | Add +33.8% | 224,332 | $10.4M |
| Facet Wealth, Inc. | 0.27% | Add +3.0% | 215,456 | $10.1M |
| Wesbanco Bank Inc. | 0.34% | Add +3.4% | 215,262 | $10.0M |
| Mariner, LLC | 0.02% | Add +16.6% | 215,186 | $10.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -5.1% | 204,101 | $9.5M |
| Joel Adams & Associates, Inc. | 8.58% | — | 203,471 | $9.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +5.9% | 203,417 | $9.4M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +42.0% | 201,647 | $9.4M |
| Apella Capital, LLC | 0.35% | Add +3.9% | 194,311 | $9.0M |
| World Investment Advisors | 0.24% | Reduce -1.4% | 187,614 | $8.7M |
| Accredited Investors Inc. | 0.51% | Reduce -1.6% | 185,932 | $8.6M |
| Mather Group, Llc. | 0.11% | Add +4.9% | 183,380 | $8.5M |
| Affinity Capital Advisors, LLC | 1.60% | Add +3.8% | 183,624 | $8.5M |
| Global Endowment Management, LP | 1.07% | New | 179,779 | $8.3M |
| Truist Financial Corp. | 0.01% | Add +2.5% | 170,138 | $7.9M |
| Mascoma Wealth Management LLC | 1.90% | Reduce -1.1% | 162,622 | $7.6M |
| Balanced Rock Investment Advisors LLC | 5.88% | Add +11.3% | 160,116 | $7.4M |
| Nepc LLC | 0.19% | Reduce -17.4% | 151,042 | $7.0M |
| Dynamic Advisor Solutions LLC | 0.30% | Reduce -5.4% | 147,394 | $6.8M |
| HighTower Advisors, LLC | 0.01% | Add +15.4% | 144,461 | $6.7M |
| MML Investors Services, LLC | 0.02% | Reduce -1.8% | 140,575 | $6.5M |
| Wealthfront Advisers LLC | 0.02% | Reduce -38.6% | 139,418 | $6.5M |
| Park Avenue Securities LLC | 0.07% | Add +3.9% | 137,927 | $6.4M |
| Royal Bank of Canada | 0.00% | Add +3.1% | 131,785 | $6.1M |
| Alaska Wealth Advisors, LLC | 0.92% | Add +2.3% | 127,678 | $5.9M |
| Bluestem Financial Advisors, LLC | 2.61% | Add +13.7% | 119,551 | $5.6M |
| Robertson Stephens Wealth Management, LLC | 0.19% | Add +15.9% | 112,620 | $5.2M |
| Citadel Advisors | 0.00% | New | 111,453 | $5.2M |
| One Wealth Advisors, LLC | 0.73% | Reduce -4.2% | 106,628 | $5.0M |
| Shira Ridge Wealth Management | 2.32% | Add +60.7% | 102,095 | $4.7M |
| Sand Hill Global Advisors, LLC | 0.20% | Add +4.0% | 102,019 | $4.7M |
| US Bancorp \de | 0.01% | Add +20.4% | 101,926 | $4.7M |
| LongView Asset Management LLC | 3.82% | — | 94,487 | $4.4M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +23.0% | 90,284 | $4.2M |
| NewEdge Advisors, LLC | 0.02% | Add +156.7% | 84,252 | $3.9M |
| Atlantic Private Wealth, LLC | 2.95% | Reduce -6.2% | 84,220 | $3.9M |
| Long Run Wealth Advisors, LLC | 0.87% | Add +12.7% | 78,292 | $3.6M |
| Jones Financial Companies LLLP | 0.00% | Add +3.5% | 77,716 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -7.4% | 77,251 | $3.6M |
| Creative Planning | 0.00% | Reduce -0.0% | 76,965 | $3.6M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -10.2% | 76,124 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -3.8% | 76,031 | $3.5M |
| Parkside Advisors LLC | 0.81% | Add +22.7% | 73,928 | $3.4M |
| Brio Consultants, LLC | 0.52% | Add +16.1% | 72,127 | $3.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +1.0% | 68,601 | $3.2M |
| Assetmark, Inc. | 0.01% | Add +15.8% | 66,819 | $3.1M |
| Charter Oak Capital Management, LLC | 0.28% | Add +27.0% | 65,739 | $3.1M |
| Bear Mountain Capital, Inc. | 1.16% | Add +19.5% | 64,134 | $3.0M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -2.5% | 64,077 | $3.0M |
| Lake Street Advisors Group, LLC | 0.14% | No change | 63,719 | $3.0M |
| Horst & Graben Wealth Management LLC | 0.53% | Add +5.0% | 63,612 | $3.0M |
| Omega Financial Group, LLC | 1.10% | Add +5.3% | 62,416 | $2.9M |
| RTD Financial Advisors, Inc. | 0.37% | Add +6.6% | 62,309 | $2.9M |
| Old Mission Capital LLC | 0.07% | New | 62,192 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +2.3% | 61,897 | $2.9M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +2.3% | 61,897 | $2.9M |
| Trilogy Capital Inc. | 0.15% | Reduce -4.3% | 61,816 | $2.9M |
| Bond & Devick Financial Network, Inc. | 1.21% | No change | 58,262 | $2.8M |
| Barings LLC | 0.07% | Reduce -31.5% | 60,909 | $2.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.19% | Reduce -2.0% | 59,554 | $2.8M |
| Gradient Investments LLC | 0.06% | Add +4.1% | 59,263 | $2.8M |
| JNBA Financial Advisors | 0.28% | Add +51.0% | 58,249 | $2.7M |
| Equitable Holdings, Inc. | 0.03% | Add +4.3% | 56,688 | $2.6M |
| Sentinel Pension Advisors, LLC | 0.49% | Add +1.8% | 56,598 | $2.6M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -2.5% | 56,525 | $2.6M |
| Mallini Complete Financial Planning LLC | 4.31% | — | 54,877 | $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.