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 |
| Corient Private Wealth LP | 0.00% | Add +0.8% | 53,574 | $2.5M |
| Eley Financial Management, Inc | 0.92% | Add +13.3% | 50,842 | $2.4M |
| Modera Wealth Management, LLC | 0.03% | Add +0.3% | 50,054 | $2.3M |
| Stifel Financial Corp. | 0.00% | Reduce -1.7% | 49,927 | $2.3M |
| United Capital Financial Advisors, LLC | 0.02% | Add +8.4% | 48,499 | $2.3M |
| Investment Counsel Co. of Nevada | 5.71% | — | 48,484 | $2.3M |
| Sharkey, Howes & Javer | 0.31% | Add +9.1% | 48,108 | $2.2M |
| Center for Financial Planning, Inc. | 0.28% | Add +4.4% | 44,428 | $2.1M |
| Foster Group, Inc. | 0.08% | Add +5.1% | 43,705 | $2.0M |
| Ally Invest Advisors Inc. | 0.17% | Add +17.5% | 42,981 | $2.0M |
| Brewster Financial Planning LLC | 1.51% | Add +75.8% | 42,935 | $2.0M |
| Fort Point Capital Partners LLC | 0.21% | Add +1.3% | 40,695 | $1.9M |
| Bogart Wealth, LLC | 0.09% | Add +4.0% | 40,673 | $1.9M |
| Wealth Architects, LLC | 0.21% | Add +22.7% | 40,272 | $1.9M |
| Westfuller Advisors, LLC | 1.19% | Add +1.3% | 40,173 | $1.9M |
| Better Money Decisions, LLC | 1.28% | Add +1.1% | 39,708 | $1.8M |
| Investor's Fiduciary Advisor Network, LLC | 0.69% | — | 39,091 | $1.8M |
| Brookstone Capital Management | 0.03% | Add +5.7% | 38,998 | $1.8M |
| Wingate Wealth Advisors, Inc. | 1.74% | — | 38,051 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.5% | 36,439 | $1.7M |
| Invera Wealth Advisors, LLC | 1.67% | Add +16.6% | 36,299 | $1.7M |
| Plum Street Advisors, LLC | 0.80% | Add +88.0% | 34,851 | $1.6M |
| Planning Alternatives Ltd. | 0.25% | Add +18.1% | 34,383 | $1.6M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -15.1% | 34,381 | $1.6M |
| Stewardship Advisors, LLC | 0.44% | Reduce -68.8% | 34,256 | $1.6M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -0.4% | 32,980 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +301.9% | 32,827 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Reduce -4.4% | 32,143 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +89.0% | 31,965 | $1.5M |
| One Day In July LLC | 0.16% | Add +2.2% | 31,873 | $1.5M |
| Pine Haven Investment Counsel, Inc | 1.21% | Add +14.3% | 31,680 | $1.5M |
| Hart & Patterson Financial Group LLC | 0.71% | Add +7.5% | 31,477 | $1.5M |
| Summit Wealth Group, LLC | 0.41% | Reduce -40.5% | 30,795 | $1.4M |
| Tempus Wealth Planning, LLC | 0.43% | Add +6.3% | 30,055 | $1.4M |
| Cranbrook Wealth Management, LLC | 0.32% | Add +17.1% | 29,850 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.3% | 29,697 | $1.4M |
| Neumann Capital Management, LLC | 0.45% | Add +14.3% | 29,005 | $1.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -5.8% | 28,934 | $1.3M |
| Wealthspire Retirement, LLC | 0.11% | Add +37.4% | 28,712 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | New | 28,422 | $1.3M |
| TD Private Client Wealth LLC | 0.04% | Add +4.2% | 27,792 | $1.3M |
| Aspiriant, LLC | 0.04% | No change | 26,339 | $1.2M |
| Wescott Financial Advisory Group, LLC | 0.12% | Add +19.1% | 25,470 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Add +3.1% | 25,370 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Add +31.3% | 25,276 | $1.2M |
| Stonehearth Capital Management, LLC | 0.47% | Add +3.2% | 25,017 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +30.1% | 24,647 | $1.1M |
| Aprio Wealth Management, LLC | 0.16% | Add +1.2% | 24,015 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -1.6% | 23,912 | $1.1M |
| Crux Wealth Advisors | 0.62% | — | 23,844 | $1.1M |
| CW Advisors, LLC | 0.01% | Reduce -2.9% | 23,513 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -0.6% | 23,183 | $1.1M |
| SageView Advisory Group, LLC | 0.05% | Add +10.6% | 22,718 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +34.8% | 22,339 | $1.0M |
| Grand Wealth Management, LLC | 0.58% | Add +1.9% | 22,318 | $1.0M |
| Valeo Financial Advisors, LLC | 0.03% | No change | 21,975 | $1.0M |
| GenTrust, LLC | 0.04% | Add +0.3% | 21,959 | $1.0M |
| Van Hulzen Asset Management, LLC | 0.07% | Add +39.7% | 21,933 | $1.0M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -74.2% | 21,867 | $1.0M |
| Davis Wealth Advisors, LLC | 1.11% | — | 21,812 | $1.0M |
| Symmetry Partners, LLC | 0.14% | Add +91.0% | 21,617 | $1.0M |
| PFG Advisors | 0.06% | Add +26.0% | 21,548 | $1.0M |
| Friedenthal Financial | 0.54% | Add +1.5% | 19,758 | $918K |
| AlTi Global, Inc. | 0.02% | Add +3.0% | 19,515 | $906K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.20% | Add +0.7% | 18,869 | $876K |
| Citizens Financial Group Inc. | 0.02% | Add +30.1% | 18,574 | $863K |
| Ariadne Wealth Management, LP | 0.39% | Add +27.9% | 18,277 | $854K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -36.1% | 18,132 | $842K |
| Independent Advisor Alliance | 0.01% | New | 18,078 | $840K |
| Cardinal Point Capital Management ULC | 0.13% | Add +10.9% | 18,065 | $839K |
| CX Institutional | 0.03% | Add +5.3% | 18,031 | $837K |
| Ameliora Wealth Management Ltd. | 0.31% | No change | 18,000 | $836K |
| KilterHowling LLC | 0.48% | Add +5.7% | 18,017 | $835K |
| Parallel Advisors, LLC | 0.02% | Reduce -5.3% | 17,941 | $833K |
| Consolidated Portfolio Review Corp | 0.13% | Reduce -4.3% | 17,448 | $810K |
| DAVENPORT & Co LLC | 0.00% | Add +20.7% | 17,435 | $810K |
| RFG Advisory, LLC | 0.02% | Reduce -31.8% | 17,431 | $810K |
| Diversified Enterprises, LLC | 0.08% | Add +38.7% | 17,374 | $807K |
| WCG Wealth Advisors LLC | 0.05% | Add +0.5% | 17,049 | $792K |
| Franklin Resources Inc. | 0.00% | Add +16.2% | 16,453 | $764K |
| New Covenant Trust Company, N.A. | 0.76% | No change | 16,390 | $762K |
| Retirement Income Solutions, Inc. | 0.15% | Reduce -8.9% | 16,360 | $760K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -39.5% | 16,193 | $745K |
| GeoWealth Management, LLC | 0.02% | Add +108.4% | 15,848 | $736K |
| Tradition Wealth Management, LLC | 0.06% | Reduce -8.9% | 15,821 | $735K |
| &partners | 0.01% | Add +95.0% | 15,513 | $719K |
| D.A. Davidson & Co. | 0.01% | Reduce -16.4% | 15,463 | $718K |
| International Assets Investment Management, LLC | 0.06% | New | 15,273 | $710K |
| Gould Asset Management LLC | 0.15% | Add +26.3% | 15,237 | $708K |
| Choreo, LLC | 0.01% | Reduce -7.6% | 15,233 | $707K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.5% | 15,207 | $706K |
| Anb Bank | 0.31% | — | 15,058 | $699K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +5.4% | 15,027 | $698K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.2% | 15,013 | $697K |
| Trust Co | 0.08% | Add +9.0% | 15,013 | $697K |
| Painted Porch Advisors LLC | 0.34% | Add +0.4% | 14,943 | $694K |
| Novare Capital Management LLC | 0.06% | No change | 14,527 | $675K |
| Spinnaker Trust | 0.04% | Reduce -4.2% | 14,527 | $675K |
| UMB Bank, n.a. | 0.01% | Reduce -59.0% | 14,500 | $673K |
| Wealthstream Advisors, Inc. | 0.12% | Add +4.7% | 14,068 | $653K |
| BLB&B Advisors, LLC | 0.03% | Reduce -4.1% | 13,855 | $643K |
| Clearstead Advisors, LLC | 0.01% | No change | 13,792 | $641K |
| Verus Capital Partners, LLC | 0.06% | Add +9.5% | 13,614 | $632K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.9% | 13,439 | $624K |
| Oregon Pacific Wealth Management, LLC | 0.61% | — | 13,354 | $620K |
| Lido Advisors, LLC | 0.00% | Add +17.0% | 13,300 | $618K |
| Townsquare Capital LLC | 0.01% | Add +90.5% | 12,905 | $599K |
| Focus Financial Network, Inc. | 0.02% | Add +62.8% | 12,692 | $589K |
| Veridan Wealth LLC | 0.28% | — | 12,643 | $589K |
| Arlington Financial Advisors, LLC | 0.12% | New | 12,609 | $586K |
| Mgo One Seven LLC | 0.02% | Add +3.4% | 12,584 | $584K |
| Theory Financial LLC | 0.24% | New | 12,502 | $581K |
| Falcon Wealth Planning | 0.06% | Add +8.6% | 12,442 | $578K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +3.6% | 12,348 | $573K |
| Commerce Bank | 0.00% | No change | 12,090 | $561K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +2.6% | 12,010 | $558K |
| Truefg, LLC | 0.18% | Add +4.7% | 11,866 | $551K |
| LifePlan Investment Advisors, Inc. | 0.34% | Add +59.2% | 11,710 | $544K |
| Elios Financial Group Inc. | 0.26% | Add +5.7% | 11,698 | $543K |
| Retirement Capital Strategies | 0.21% | Reduce -79.0% | 11,690 | $543K |
| Benchmark Wealth Management, LLC | 0.27% | Add +4.0% | 11,627 | $540K |
| Smith & Howard Wealth Management, LLC | 0.15% | No change | 11,580 | $538K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -8.0% | 11,463 | $532K |
| Susquehanna International Group, LLP | 0.00% | New | 10,975 | $510K |
| Austin Private Wealth, LLC | 0.05% | Reduce -1.3% | 10,761 | $500K |
| Captrust Financial Advisors | 0.00% | Reduce -8.9% | 10,461 | $486K |
| Venturi Wealth Management, LLC | 0.02% | Add +9.3% | 10,429 | $484K |
| Capital Analysts, LLC | 0.02% | Add +1.7% | 10,344 | $481K |
| Farther Finance Advisors, LLC | 0.02% | Add +3.1% | 10,339 | $480K |
| Savvy Advisors, Inc. | 0.06% | Add +37.1% | 10,300 | $478K |
| Ameraudi Asset Management, Inc. | 0.26% | No change | 10,053 | $467K |
| Presilium Private Wealth, LLC | 0.11% | Add +7.6% | 10,010 | $465K |
| Rockbridge Investment Management, LCC | 0.06% | No change | 9,954 | $462K |
| Opulen Financial Group LLC | 0.41% | — | 9,747 | $453K |
| CWC Advisors, LLC. | 0.45% | Add +4.2% | 9,695 | $450K |
| MA Private Wealth | 0.08% | No change | 9,593 | $445K |
| Hilltop Partners LLC | 0.15% | Reduce -3.1% | 9,584 | $445K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +11.5% | 9,375 | $435K |
| First Hawaiian Bank | 0.01% | Add +1.4% | 9,352 | $434K |
| Valley National Advisers Inc. | 0.08% | Add +0.4% | 9,256 | $429K |
| Bluespring Wealth Management, LLC | 0.04% | Reduce -5.8% | 9,231 | $429K |
| North Berkeley Wealth Management, LLC | 0.43% | — | 9,204 | $427K |
| Signaturefd, LLC | 0.01% | No change | 9,122 | $424K |
| Blue Barn Wealth, LLC | 0.22% | Add +3.2% | 9,105 | $423K |
| Diversified Portfolios, Inc. | 0.05% | Reduce -27.8% | 8,903 | $413K |
| Principal Financial Group Inc. | 0.00% | Reduce -75.3% | 8,710 | $404K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -9.9% | 8,676 | $403K |
| Comerica Bank | 0.00% | Add +0.5% | 8,638 | $401K |
| Potomac Fund Management Inc. | 0.02% | — | 8,579 | $398K |
| Diversified Trust Co. | 0.01% | Add +1.3% | 8,531 | $396K |
| Sandbox Financial Partners, LLC | 0.13% | Add +2.5% | 8,512 | $395K |
| Litman Gregory Wealth Management LLC | 0.03% | Reduce -22.7% | 8,443 | $392K |
| Institute for Wealth Management, LLC. | 0.05% | Add +1.3% | 8,320 | $386K |
| Buttonwood Financial Group, LLC | 0.21% | Add +9.9% | 8,292 | $386K |
| Lifelong Wealth Advisors, Inc. | 0.17% | — | 8,041 | $373K |
| Bangor Savings Bank | 0.03% | Add +10.8% | 7,843 | $364K |
| Ascent Group, LLC | 0.03% | Add +16.2% | 7,820 | $363K |
| Twin Focus Capital Partners, LLC | 0.05% | Reduce -10.1% | 7,720 | $359K |
| Wedbush Securities Inc. | 0.01% | Reduce -40.9% | 7,631 | $354K |
| Financial Management Network Inc. | 0.07% | Add +1.7% | 7,626 | $354K |
| Finley Financial, LLC | 0.18% | — | 7,400 | $343K |
| Canopy Partners, LLC | 0.13% | Add +0.1% | 7,366 | $342K |
| BlueStem Wealth Partners, LLC | 0.04% | — | 7,364 | $342K |
| JB Capital LLC | 0.02% | Add +39.2% | 7,281 | $338K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 7,256 | $337K |
| ETF Portfolio Partners, Inc. | 0.10% | Add +6.8% | 7,250 | $337K |
| Opes Wealth Management LLC | 0.07% | Add +5.3% | 7,157 | $332K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -17.7% | 7,090 | $329K |
| Onyx Bridge Wealth Group LLC | 0.05% | Reduce -0.6% | 6,992 | $325K |
| Regions Financial Corp. | 0.00% | Reduce -6.9% | 6,973 | $324K |
| Strategic Blueprint, LLC | 0.02% | Add +1.2% | 6,868 | $319K |
| Financial Advocates Investment Management | 0.02% | New | 6,866 | $319K |
| Fairview Capital Investment Management, LLC | 0.02% | Add +8.5% | 6,725 | $312K |
| JSF Financial, LLC | 0.08% | Add +4.2% | 6,580 | $306K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -17.1% | 6,547 | $304K |
| Birchbrook, Inc. | 0.17% | Reduce -3.8% | 6,476 | $301K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +33.6% | 6,445 | $299K |
| Highland Financial Advisors, LLC | 0.10% | Add +1.2% | 6,389 | $297K |
| Wealth Alliance, LLC | 0.04% | Add +13.1% | 6,359 | $295K |
| Cresset Asset Management, LLC | 0.00% | Reduce -7.6% | 6,356 | $295K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +4.7% | 6,326 | $294K |
| Estate Counselors, LLC | 0.03% | No change | 6,325 | $294K |
| Common Fund for Nonprofit Organizations | 0.03% | Add +4.5% | 6,292 | $292K |
| Financial Alternatives, Inc | 0.20% | New | 6,198 | $288K |
| Cable Hill Partners, LLC | 0.03% | Reduce -0.3% | 6,154 | $286K |
| Hills Bank & Trust Co | 0.02% | Add +2.3% | 6,151 | $286K |
| Altfest L J & Co. Inc. | 0.04% | New | 6,118 | $284K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +7.5% | 6,050 | $281K |
| Braun-Bostich & Associates Inc. | 0.20% | Reduce -6.5% | 6,044 | $281K |
| Obsidian Cio, LLC | 0.05% | Add +15.4% | 5,935 | $276K |
| Montis Financial, LLC | 0.08% | New | 5,837 | $271K |
| Silver Oak Advisory Group, Inc. | 0.14% | Add +1.3% | 5,794 | $269K |
| Hoxton Planning & Management, LLC | 0.10% | Add +3.0% | 5,564 | $258K |
| AE Wealth Management LLC | 0.00% | Reduce -19.6% | 5,538 | $257K |
| Spectrum Planning & Advisory Services Inc. | 0.22% | Add +9.8% | 5,501 | $255K |
| Colton Groome Financial Advisors, LLC | 0.10% | Add +0.7% | 5,495 | $255K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +18.5% | 5,494 | $255K |
| Private Advisor Group, LLC | 0.00% | Reduce -18.1% | 5,444 | $253K |
| Farmers National Bank | 0.07% | — | 5,396 | $251K |
| Morris Financial Concepts, Inc. | 0.11% | Add +4.7% | 5,360 | $249K |
| ABLE Financial Group, LLC | 0.07% | Reduce -6.3% | 5,270 | $245K |
| Traphagen Investment Advisors LLC | 0.02% | Reduce -3.1% | 5,236 | $243K |
| Keyvantage Wealth, LLC | 0.17% | — | 5,223 | $243K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -11.0% | 5,196 | $241K |
| One Wealth Capital Management, LLC | 0.12% | — | 5,180 | $241K |
| Global Retirement Partners, LLC | 0.01% | Add +0.7% | 5,129 | $238K |
| Trustmark Bank Trust Department | 0.02% | No change | 5,092 | $236K |
| Curtis Advisory Group, LLC | 0.06% | New | 5,087 | $236K |
| Graypoint LLC | 0.01% | New | 5,086 | $236K |
| Blue Trust, Inc. | 0.00% | No change | 5,077 | $236K |
| IMS Capital Management | 0.11% | No change | 4,983 | $231K |
| Vista Investment Partners Ii, LLC | 0.14% | — | 4,958 | $230K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 4,912 | $228K |
| Acropolis Investment Management, LLC | 0.01% | Add +50.9% | 4,905 | $228K |
| Emergent Wealth Advisors, LLC | 0.16% | Reduce -0.7% | 4,884 | $227K |
| Financial Insights, Inc. | 0.09% | No change | 4,826 | $224K |
| 4Thought Financial Group Inc. | 0.14% | Add +5.6% | 4,817 | $224K |
| Kades & Cheifetz LLC | 0.11% | New | 4,812 | $223K |
| One Capital Management, LLC | 0.01% | No change | 4,790 | $222K |
| FC Advisory LLC | 0.07% | New | 4,779 | $222K |
| Bristlecone Advisors, LLC | 0.02% | No change | 4,770 | $222K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 4,756 | $221K |
| Creative Financial Designs Inc. | 0.02% | Reduce -0.6% | 4,673 | $217K |
| Sage Financial Group Inc. | 0.02% | No change | 4,533 | $211K |
| NorthCoast Asset Management LLC | 0.00% | New | 4,493 | $209K |
| Ascentis Independent Advisors | 0.04% | Reduce -1.9% | 4,491 | $209K |
| Pathstone Holdings, LLC | 0.00% | No change | 4,460 | $207K |
| Atria Investments, Inc | 0.00% | Reduce -39.0% | 4,429 | $206K |
| Arbor Trust Wealth Advisors, LLC | 0.09% | No change | 4,346 | $202K |
| TD Waterhouse Canada Inc. | 0.00% | Add +62.2% | 4,179 | $194K |
| JFS Wealth Advisors, LLC | 0.01% | Add +11.8% | 4,090 | $190K |
| Eastern Bank | 0.00% | Reduce -52.3% | 3,989 | $185K |
| Ballast Advisors LLC | 0.06% | New | 3,922 | $182K |
| Principal Securities, Inc. | 0.00% | Add +5.9% | 3,532 | $164K |
| MAI Capital Management | 0.00% | New | 3,401 | $158K |
| First Horizon Advisors, Inc. | 0.00% | Add +8.5% | 3,278 | $152K |
| Cape Investment Advisory, Inc. | 0.05% | No change | 3,021 | $140K |
| Horizons Wealth Management | 0.11% | No change | 2,944 | $137K |
| Stephens Consulting, LLC | 0.03% | Reduce -0.8% | 2,742 | $127K |
| Private Trust Co. NA | 0.01% | Reduce -25.7% | 2,647 | $123K |
| NorthRock Partners, LLC | 0.00% | Reduce -55.5% | 2,477 | $115K |
| Continuum Advisory, LLC | 0.01% | Add +1.0% | 2,403 | $112K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 2,196 | $102K |
| Blair William & Co. | 0.00% | Add +11.3% | 1,854 | $86K |
| Human Investing LLC | 0.02% | New | 1,839 | $85K |
| Avalon Trust Co | 0.01% | New | 1,724 | $80K |
| Gould Capital, LLC | 0.06% | No change | 1,717 | $80K |
| Endeavor Private Wealth, Inc. | 0.07% | — | 1,526 | $71K |
| Sofi Wealth, LLC | 0.00% | New | 1,400 | $65K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,106 | $51K |
| HBC Financial Services, PLLC | 0.03% | No change | 1,115 | $51K |
| ORG Partners LLC | 0.01% | Add +5.8% | 1,090 | $51K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +27.8% | 1,057 | $49K |
| McIlrath & Eck, LLC | 0.01% | Reduce -14.3% | 1,044 | $48K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -6.2% | 969 | $45K |
| Transce3nd, LLC | 0.01% | — | 937 | $44K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -18.1% | 816 | $38K |
| Crewe Advisors LLC | 0.01% | Add +40.6% | 793 | $37K |
| DT Investment Partners, LLC | 0.00% | No change | 711 | $33K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -61.2% | 693 | $32K |
| Richards, Merrill & Peterson, Inc. | 0.02% | — | 644 | $30K |
| Geneos Wealth Management Inc. | 0.00% | Add +3.4% | 610 | $28K |
| Coppell Advisory Solutions LLC | 0.00% | Add +88.0% | 549 | $26K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 548 | $25K |
| Proffitt & Goodson Inc. | 0.00% | Add +34.7% | 543 | $25K |
| Motco | 0.00% | New | 528 | $25K |
| Keener Financial Planning LLC | 0.01% | Reduce -7.3% | 510 | $23K |
| WealthTrak Capital Management LLC | 0.02% | — | 491 | $23K |
| CoreCap Advisors, LLC | 0.00% | Reduce -58.3% | 482 | $22K |
| Covestor Ltd | 0.01% | Reduce -35.3% | 463 | $22K |
| Bessemer Group Inc. | 0.00% | New | 443 | $21K |
| Raffa Wealth Management, LLC | 0.00% | Add +6.9% | 448 | $21K |
| Rise Advisors, LLC | 0.01% | Reduce -7.5% | 444 | $21K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 417 | $19K |
| Mattson Financial Services, LLC | 0.01% | No change | 391 | $19K |
| Your Advocates Ltd., LLP | 0.01% | No change | 306 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 279 | $13K |
| Kestra Investment Management, LLC | 0.00% | New | 212 | $10K |
| Citigroup Inc. | 0.00% | No change | 200 | $9K |
| Atlatl Advisers LLC | 0.01% | — | 185 | $9K |
| Noble Wealth Management PBC | 0.01% | — | 184 | $9K |
| Ameriflex Group, Inc. | 0.00% | — | 177 | $8K |
| North Star Investment Management Corp. | 0.00% | Add +1.2% | 168 | $8K |
| Larson Financial Group LLC | 0.00% | No change | 159 | $7K |
| Clarity Asset Management, Inc. | 0.00% | Reduce -29.6% | 143 | $7K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -95.9% | 113 | $5K |
| WealthShield Partners, LLC | 0.00% | Reduce -86.2% | 98 | $5K |
| Millstone Evans Group, LLC | 0.00% | — | 96 | $4K |
| BNP Paribas Financial Markets | 0.00% | Reduce -94.6% | 93 | $4K |
| VSM Wealth Advisory, LLC | 0.00% | — | 66 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 52 | $2K |
| NBT Bank, N.A. | 0.00% | No change | 46 | $2K |
| Winthrop Capital Management, LLC | 0.00% | Add +37.5% | 44 | $2K |
| Tucker Asset Management LLC | 0.00% | Reduce -4.7% | 41 | $2K |
| Global Financial Private Client, LLC | 0.00% | Add +3.7% | 28 | $1K |
| Denver PWM, LLC | 0.00% | New | 22 | $1K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 17 | $790 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 16 | $763 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 4 | $186 |
| Addison Advisors LLC | 0.00% | No change | 2 | $93 |
| Financial Life Planners | 0.00% | — | 1 | $47 |
"% 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.