iShares ESG Aware US AggregaEAGGETF
13F holders, Q1 2025 (March 31)414holders +13
41new positions
21sold out
$47.47avg. 13F price*
At the end of Q1 2025, 414 institutions reported holding iShares ESG Aware US Aggrega (EAGG) in their 13F filings, up 13 from Q4 2024. 41 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($814.3M), JPMorgan Chase & Co. ($352.7M) and Envestnet Asset Management Inc. ($270.6M).
- Company
- iShares ESG Aware US Aggrega
- CUSIP
- 46435U549
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $31.8M |
| Exits | 21 | $11.4M |
All 13F filers, Q4 2024 → Q1 2025: 5,323,291 shares bought and 3,469,563 shares sold, net +1,853,728 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 414 holders
| Bank of America Corp. | 0.07% | Reduce -11.4% | 17,151,331 | $814.3M |
| JPMorgan Chase & Co. | 0.03% | Add +5.4% | 7,428,739 | $352.7M |
| Envestnet Asset Management Inc. | 0.09% | Add +24.1% | 5,698,776 | $270.6M |
| Mercer Global Advisors Inc. | 0.23% | Add +8.8% | 2,096,217 | $99.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +8.0% | 1,926,630 | $91.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +5.4% | 1,714,977 | $81.4M |
| LPL Financial LLC | 0.03% | Add +6.0% | 1,668,691 | $79.2M |
| BlackRock, Inc. | 0.00% | Reduce -7.3% | 1,538,816 | $73.1M |
| Northern Trust Corp. | 0.01% | Reduce -2.3% | 1,387,975 | $65.9M |
| Raymond James Financial Inc. | 0.02% | Add +7.1% | 1,202,107 | $57.1M |
| Betterment LLC | 0.13% | Add +28.6% | 1,154,830 | $54.8M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Add +6.2% | 919,992 | $43.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -10.5% | 808,483 | $38.4M |
| Keybank National Association | 0.15% | Add +18.0% | 764,550 | $36.3M |
| M&T Bank Corp | 0.12% | Add +1.8% | 720,353 | $34.2M |
| Alesco Advisors, LLC, An ESL Co | 1.00% | Reduce -0.1% | 671,542 | $31.9M |
| Bank of New York Mellon Corp | 0.01% | Add +16.0% | 651,487 | $30.9M |
| SigFig Wealth Management, LLC | 1.11% | Add +3.5% | 650,263 | $30.8M |
| Wealthspire Advisors, LLC | 0.18% | Add +1.6% | 617,527 | $29.3M |
| Wells Fargo & Company | 0.01% | Add +6.0% | 545,947 | $25.9M |
| Commonwealth Equity Services, LLC | 0.04% | Add +13.2% | 540,482 | $25.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +57.4% | 484,437 | $23.0M |
| Cetera Investment Advisers | 0.04% | Add +31.0% | 426,651 | $20.3M |
| Allworth Financial LP | 0.11% | Add +5.6% | 408,442 | $19.2M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -2.7% | 406,269 | $19.2M |
| Sei Investments Co. | 0.02% | Add +16.6% | 399,107 | $18.9M |
| Cwm, LLC | 0.07% | Add +12.5% | 380,782 | $18.1M |
| Olde Wealth Management, LLC | 6.32% | Add +2.0% | 377,333 | $17.9M |
| Baird Financial Group, Inc. | 0.03% | Reduce -1.1% | 314,862 | $14.9M |
| UBS Group AG | 0.00% | Add +1.2% | 303,328 | $14.4M |
| Destination Wealth Management | 0.42% | Add +0.7% | 280,437 | $13.3M |
| Savant Capital, LLC | 0.11% | Add +5.9% | 262,765 | $12.5M |
| Mariner, LLC | 0.02% | Add +10.7% | 238,094 | $11.3M |
| FMR LLC | 0.00% | Reduce -1.8% | 220,253 | $10.5M |
| Accredited Investors Inc. | 0.65% | Add +18.1% | 219,617 | $10.4M |
| Park Avenue Securities LLC | 0.13% | Add +57.8% | 217,622 | $10.3M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +4.8% | 211,319 | $10.0M |
| Wesbanco Bank Inc. | 0.34% | Reduce -3.4% | 207,883 | $9.9M |
| Joel Adams & Associates, Inc. | 8.63% | Reduce -0.7% | 202,035 | $9.6M |
| Dohj, LLC | 2.19% | Reduce -10.9% | 201,507 | $9.6M |
| Apella Capital, LLC | 0.31% | Reduce -1.1% | 192,080 | $9.0M |
| Facet Wealth, Inc. | 0.23% | Reduce -10.7% | 192,401 | $9.0M |
| MML Investors Services, LLC | 0.03% | Add +35.0% | 189,722 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -7.0% | 189,110 | $9.0M |
| Garde Capital, Inc. | 0.51% | New | 188,262 | $8.9M |
| Affinity Capital Advisors, LLC | 1.74% | Add +2.8% | 188,687 | $8.8M |
| Mather Group, Llc. | 0.10% | Add +0.7% | 184,643 | $8.8M |
| Truist Financial Corp. | 0.01% | Add +2.0% | 173,467 | $8.2M |
| Westfuller Advisors, LLC | 5.47% | Add +329.5% | 172,551 | $8.2M |
| Global Endowment Management, LP | 1.04% | Reduce -6.0% | 169,079 | $8.0M |
| Balanced Rock Investment Advisors LLC | 6.37% | Add +5.2% | 168,426 | $8.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.14% | Add +133.3% | 160,030 | $7.6M |
| Morgan Stanley | 0.00% | Reduce -36.9% | 151,822 | $7.2M |
| Royal Bank of Canada | 0.00% | Add +9.7% | 144,563 | $6.9M |
| Mascoma Wealth Management LLC | 1.69% | Reduce -12.0% | 143,121 | $6.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.9% | 141,785 | $6.7M |
| Alaska Wealth Advisors, LLC | 0.94% | Reduce -0.6% | 126,914 | $6.0M |
| Robertson Stephens Wealth Management, LLC | 0.22% | Add +11.7% | 125,788 | $6.0M |
| US Bancorp \de | 0.01% | Add +23.1% | 125,499 | $6.0M |
| Nepc LLC | 0.16% | Reduce -17.7% | 124,292 | $5.9M |
| Wealthfront Advisers LLC | 0.02% | Reduce -12.1% | 122,535 | $5.8M |
| Bluestem Financial Advisors, LLC | 2.71% | Add +2.2% | 122,160 | $5.8M |
| Pathstone Holdings, LLC | 0.03% | Add +2639.1% | 122,164 | $5.8M |
| One Wealth Advisors, LLC | 0.85% | Add +12.2% | 119,650 | $5.7M |
| Jane Street Group, LLC | 0.01% | New | 119,157 | $5.7M |
| World Investment Advisors | 0.14% | Reduce -39.3% | 113,928 | $5.4M |
| Sand Hill Global Advisors, LLC | 0.21% | Add +7.5% | 109,703 | $5.2M |
| Stewardship Advisors, LLC | 1.39% | Add +216.0% | 108,254 | $5.1M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +37.7% | 104,663 | $5.0M |
| Jones Financial Companies LLLP | 0.00% | Add +24.7% | 96,926 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -52.9% | 96,067 | $4.6M |
| eCIO, Inc. | 1.79% | — | 94,142 | $4.5M |
| Shira Ridge Wealth Management | 2.17% | Reduce -10.1% | 91,798 | $4.4M |
| RTD Financial Advisors, Inc. | 0.57% | Add +42.9% | 89,066 | $4.2M |
| Horst & Graben Wealth Management LLC | 0.75% | Add +38.7% | 88,255 | $4.2M |
| OneDigital Investment Advisors LLC | 0.05% | Add +36.9% | 87,741 | $4.2M |
| Assetmark, Inc. | 0.01% | Add +30.4% | 87,100 | $4.1M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -4.4% | 86,346 | $4.1M |
| Atlantic Private Wealth, LLC | 2.96% | Add +0.0% | 84,231 | $4.0M |
| Creative Planning | 0.00% | Add +6.6% | 82,027 | $3.9M |
| Dynamic Advisor Solutions LLC | 0.12% | Reduce -45.9% | 79,678 | $3.8M |
| Parkside Advisors LLC | 0.89% | Add +5.8% | 78,190 | $3.7M |
| Brio Consultants, LLC | 0.57% | Add +6.3% | 76,640 | $3.6M |
| Bond & Devick Financial Network, Inc. | 1.31% | Add +31.1% | 76,359 | $3.6M |
| SageView Advisory Group, LLC | 0.15% | Add +229.8% | 74,914 | $3.6M |
| Equitable Holdings, Inc. | 0.03% | Add +30.9% | 74,194 | $3.5M |
| HSBC Holdings PLC | 0.00% | New | 72,400 | $3.4M |
| Long Run Wealth Advisors, LLC | 0.75% | Reduce -11.0% | 69,713 | $3.3M |
| Charter Oak Capital Management, LLC | 0.29% | Add +2.3% | 67,234 | $3.2M |
| United Capital Financial Advisors, LLC | 0.03% | Add +36.7% | 66,277 | $3.1M |
| Sharkey, Howes & Javer | 0.45% | Add +36.9% | 65,834 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -22.5% | 65,296 | $3.1M |
| Omega Financial Group, LLC | 1.18% | Add +4.1% | 64,972 | $3.1M |
| JNBA Financial Advisors | 0.32% | Add +11.4% | 64,876 | $3.1M |
| LongView Asset Management LLC | 2.62% | Reduce -31.9% | 64,302 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +2.7% | 63,577 | $3.0M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +2.7% | 63,577 | $3.0M |
| Bear Mountain Capital, Inc. | 1.15% | Reduce -2.3% | 62,667 | $3.0M |
| Barings LLC | 0.07% | No change | 60,909 | $2.9M |
| Captrust Financial Advisors | 0.01% | Add +470.6% | 59,695 | $2.8M |
"% 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.