iShares ESG Aware US AggregaEAGGETF
13F holders, Q2 2025 (June 30)417holders +3
31new positions
30sold out
2famous investors
$47.53avg. 13F price*
At the end of Q2 2025, 417 institutions reported holding iShares ESG Aware US Aggrega (EAGG) in their 13F filings, up 3 from Q1 2025. 31 opened new positions and 30 sold out. The largest holders were Bank of America Corp. ($825.2M), JPMorgan Chase & Co. ($365.7M) and Envestnet Asset Management Inc. ($276.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares ESG Aware US Aggrega
- CUSIP
- 46435U549
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $38.7M |
| Exits | 30 | $16.3M |
All 13F filers, Q1 2025 → Q2 2025: 4,465,811 shares bought and 1,952,034 shares sold, net +2,513,777 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 417 holders
| Bank of America Corp. | 0.07% | Add +1.2% | 17,358,981 | $825.2M |
| JPMorgan Chase & Co. | 0.03% | Add +3.6% | 7,693,123 | $365.7M |
| Envestnet Asset Management Inc. | 0.08% | Add +2.1% | 5,819,159 | $276.6M |
| Mercer Global Advisors Inc. | 0.25% | Add +9.6% | 2,297,262 | $109.2M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +5.2% | 2,026,164 | $96.3M |
| LPL Financial LLC | 0.03% | Add +11.1% | 1,853,302 | $88.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -6.2% | 1,608,708 | $76.5M |
| Northern Trust Corp. | 0.01% | Add +5.8% | 1,467,786 | $69.8M |
| Betterment LLC | 0.14% | Add +23.7% | 1,428,397 | $67.9M |
| Raymond James Financial Inc. | 0.02% | Add +1.8% | 1,224,077 | $58.2M |
| BlackRock, Inc. | 0.00% | Reduce -21.1% | 1,213,710 | $57.7M |
| Envestnet Portfolio Solutions, Inc. | 0.15% | Reduce -8.8% | 839,143 | $39.9M |
| Keybank National Association | 0.14% | Add +6.1% | 810,858 | $38.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.4% | 789,400 | $37.5M |
| M&T Bank Corp | 0.11% | Reduce -3.3% | 696,903 | $33.1M |
| Bank of New York Mellon Corp | 0.01% | Add +4.3% | 679,364 | $32.3M |
| Alesco Advisors, LLC, An ESL Co | 0.92% | Add +0.1% | 671,888 | $31.9M |
| SigFig Wealth Management, LLC | 1.05% | Add +3.5% | 672,813 | $31.9M |
| Wealthspire Advisors, LLC | 0.17% | Add +0.2% | 618,907 | $29.4M |
| Commonwealth Equity Services, LLC | 0.04% | Add +6.6% | 576,128 | $27.4M |
| Wells Fargo & Company | 0.01% | Add +5.2% | 574,190 | $27.3M |
| Sei Investments Co. | 0.03% | Add +32.3% | 528,033 | $25.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +8.2% | 524,361 | $24.7M |
| Cwm, LLC | 0.08% | Add +32.2% | 503,345 | $23.9M |
| Cetera Investment Advisers | 0.04% | Add +3.9% | 443,208 | $21.1M |
| Allworth Financial LP | 0.10% | Add +4.5% | 426,659 | $20.3M |
| Destination Wealth Management | 0.54% | Add +38.3% | 387,844 | $18.4M |
| Rwa Wealth Partners, LLC | 0.22% | New | 368,471 | $17.5M |
| PNC Financial Services Group, Inc. | 0.01% | Add +720.3% | 365,595 | $17.4M |
| Franklin Resources Inc. | 0.00% | Add +783.6% | 338,250 | $16.1M |
| Baird Financial Group, Inc. | 0.03% | Add +1.4% | 319,146 | $15.2M |
| UBS Group AG | 0.00% | Add +1.1% | 306,556 | $14.6M |
| Savant Capital, LLC | 0.10% | Add +10.3% | 289,896 | $13.8M |
| Mariner, LLC | 0.02% | Add +5.8% | 251,838 | $12.0M |
| Pathstone Holdings, LLC | 0.05% | Add +102.6% | 247,509 | $11.8M |
| FMR LLC | 0.00% | Add +11.5% | 245,539 | $11.7M |
| Accredited Investors Inc. | 0.67% | Add +8.1% | 237,327 | $11.3M |
| Jane Street Group, LLC | 0.02% | Add +94.6% | 231,909 | $11.0M |
| Park Avenue Securities LLC | 0.10% | Add +2.8% | 223,720 | $10.6M |
| Wesbanco Bank Inc. | 0.30% | Add +3.6% | 215,374 | $10.2M |
| Mather Group, Llc. | 0.11% | Add +12.1% | 206,916 | $9.8M |
| Joel Adams & Associates, Inc. | 8.51% | Add +0.1% | 202,298 | $9.6M |
| Facet Wealth, Inc. | 0.21% | Add +2.8% | 197,755 | $9.3M |
| Garde Capital, Inc. | 0.49% | Add +3.0% | 193,823 | $9.2M |
| Apella Capital, LLC | 0.25% | Add +1.9% | 195,734 | $9.2M |
| Affinity Capital Advisors, LLC | 1.57% | Add +2.0% | 192,527 | $9.2M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -10.2% | 189,711 | $9.0M |
| Composition Wealth, LLC | 0.15% | New | 189,248 | $9.0M |
| Dohj, LLC | 2.61% | Reduce -4.8% | 191,789 | $9.0M |
| MML Investors Services, LLC | 0.03% | Reduce -0.8% | 188,268 | $8.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -3.9% | 181,833 | $8.6M |
| Truist Financial Corp. | 0.01% | Reduce -0.8% | 172,063 | $8.2M |
| Westfuller Advisors, LLC | 4.35% | Reduce -6.9% | 160,581 | $7.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.13% | Reduce -1.1% | 158,301 | $7.5M |
| Morgan Stanley | 0.00% | Reduce -1.2% | 149,938 | $7.1M |
| Royal Bank of Canada | 0.00% | Add +3.1% | 149,015 | $7.1M |
| Mascoma Wealth Management LLC | 1.55% | Reduce -1.6% | 140,808 | $6.7M |
| Bluestem Financial Advisors, LLC | 2.82% | Add +13.2% | 138,303 | $6.6M |
| eCIO, Inc. | 2.73% | Add +44.7% | 136,232 | $6.5M |
| US Bancorp \de | 0.01% | Add +7.1% | 134,354 | $6.4M |
| rebel Financial LLC | 2.83% | — | 130,634 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -9.3% | 128,535 | $6.1M |
| Assetmark, Inc. | 0.01% | Add +46.8% | 127,850 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Add +32.0% | 126,858 | $6.0M |
| Robertson Stephens Wealth Management, LLC | 0.21% | Reduce -0.1% | 125,686 | $6.0M |
| One Wealth Advisors, LLC | 0.81% | Add +1.8% | 121,764 | $5.8M |
| Wealthfront Advisers LLC | 0.01% | Reduce -2.9% | 119,007 | $5.7M |
| Alaska Wealth Advisors, LLC | 0.78% | Reduce -9.8% | 114,444 | $5.4M |
| World Investment Advisors | 0.12% | Reduce -5.8% | 107,315 | $5.1M |
| Sand Hill Global Advisors, LLC | 0.19% | Reduce -2.5% | 106,909 | $5.1M |
| Jones Financial Companies LLLP | 0.00% | Add +10.1% | 106,727 | $5.1M |
| Stewardship Advisors, LLC | 1.25% | Reduce -4.3% | 103,570 | $4.9M |
| OneDigital Investment Advisors LLC | 0.05% | Add +11.1% | 97,502 | $4.6M |
| Horst & Graben Wealth Management LLC | 0.68% | Reduce -1.4% | 87,005 | $4.1M |
| Shira Ridge Wealth Management | 1.86% | Reduce -6.7% | 85,668 | $4.1M |
| Atlantic Private Wealth, LLC | 2.69% | Add +0.0% | 84,249 | $4.0M |
| SageView Advisory Group, LLC | 0.15% | Add +12.6% | 84,375 | $4.0M |
| Equitable Holdings, Inc. | 0.03% | Add +9.2% | 81,031 | $3.9M |
| Creative Planning | 0.00% | Reduce -3.7% | 78,995 | $3.8M |
| Bond & Devick Financial Network, Inc. | 1.24% | Add +3.0% | 78,682 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -9.0% | 78,558 | $3.7M |
| Nepc LLC | 0.09% | Reduce -36.9% | 78,457 | $3.7M |
| NewEdge Advisors, LLC | 0.02% | Add +19.0% | 77,690 | $3.7M |
| Parkside Advisors LLC | 0.80% | Reduce -1.7% | 76,859 | $3.7M |
| Brio Consultants, LLC | 0.53% | Reduce -0.7% | 76,110 | $3.6M |
| Sharkey, Howes & Javer | 0.47% | Add +11.1% | 73,151 | $3.5M |
| Dynamic Advisor Solutions LLC | 0.11% | Reduce -9.0% | 72,485 | $3.4M |
| Long Run Wealth Advisors, LLC | 0.70% | Add +1.3% | 70,592 | $3.4M |
| United Capital Financial Advisors, LLC | 0.03% | Add +3.6% | 68,635 | $3.3M |
| Citadel Advisors | 0.00% | New | 68,224 | $3.2M |
| Charter Oak Capital Management, LLC | 0.27% | Add +0.6% | 67,617 | $3.2M |
| JNBA Financial Advisors | 0.30% | Add +2.1% | 66,229 | $3.1M |
| RTD Financial Advisors, Inc. | 0.40% | Reduce -26.0% | 65,913 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +64.3% | 63,893 | $3.0M |
| Crux Wealth Advisors | 1.28% | Add +126.4% | 63,331 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -1.0% | 62,948 | $3.0M |
| Captrust Financial Advisors | 0.01% | Add +4.5% | 62,354 | $3.0M |
| Bear Mountain Capital, Inc. | 1.05% | Reduce -0.1% | 62,600 | $2.9M |
| Wealth Architects, LLC | 0.30% | Add +21.2% | 61,412 | $2.9M |
| Barings LLC | 0.07% | No change | 60,909 | $2.9M |
"% 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.