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 |
| Omega Financial Group, LLC | 1.04% | Reduce -6.9% | 60,510 | $2.9M |
| Trilogy Capital Inc. | 0.14% | Add +1.5% | 58,638 | $2.8M |
| Sentinel Pension Advisors, LLC | 0.47% | Add +1.0% | 58,569 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.6% | 57,872 | $2.8M |
| Retirement Capital Strategies | 1.06% | Add +23.9% | 56,276 | $2.7M |
| EP Wealth Advisors, LLC | 0.02% | Add +3.0% | 54,923 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 54,922 | $2.6M |
| Mallini Complete Financial Planning LLC | 3.76% | Add +30.0% | 54,669 | $2.6M |
| McKinley Carter Wealth Services, Inc. | 0.14% | Reduce -1.2% | 54,237 | $2.6M |
| Neumann Capital Management, LLC | 0.79% | Add +80.3% | 52,725 | $2.5M |
| Balanced Rock Investment Advisors LLC | 1.96% | Reduce -68.9% | 52,437 | $2.5M |
| Eley Financial Management, Inc | 0.93% | Reduce -4.1% | 51,208 | $2.4M |
| Modera Wealth Management, LLC | 0.03% | Add +0.0% | 50,539 | $2.4M |
| Investment Counsel Co. of Nevada | 4.80% | Add +1.0% | 49,278 | $2.3M |
| Diversified Enterprises, LLC | 0.17% | Add +60.4% | 48,024 | $2.3M |
| Center for Financial Planning, Inc. | 0.26% | Add +1.8% | 47,399 | $2.3M |
| Gradient Investments LLC | 0.04% | Reduce -17.2% | 45,577 | $2.2M |
| Better Money Decisions, LLC | 1.30% | Add +4.0% | 44,950 | $2.1M |
| Beta Wealth Group, Inc. | 0.78% | New | 44,721 | $2.1M |
| Brewster Financial Planning LLC | 1.39% | Reduce -0.4% | 43,300 | $2.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.14% | Reduce -15.3% | 42,922 | $2.0M |
| Corient Private Wealth LP | 0.00% | Reduce -10.6% | 42,269 | $2.0M |
| Axxcess Wealth Management, LLC | 0.05% | Add +85.0% | 42,007 | $2.0M |
| Foster Group, Inc. | 0.07% | Reduce -4.8% | 41,990 | $2.0M |
| GeoWealth Management, LLC | 0.08% | Add +33.8% | 41,243 | $2.0M |
| Fort Point Capital Partners LLC | 0.20% | Add +0.7% | 41,171 | $2.0M |
| Invera Wealth Advisors, LLC | 1.27% | Add +4.8% | 40,870 | $1.9M |
| LongView Asset Management LLC | 1.43% | Reduce -38.0% | 39,861 | $1.9M |
| Planning Alternatives Ltd. | 0.26% | Reduce -8.7% | 39,504 | $1.9M |
| CX Institutional | 0.07% | Add +0.3% | 39,424 | $1.9M |
| Plum Street Advisors, LLC | 0.82% | Add +10.4% | 39,285 | $1.9M |
| Bogart Wealth, LLC | 0.08% | Reduce -3.9% | 39,062 | $1.9M |
| Ally Invest Advisors Inc. | 0.14% | Reduce -6.2% | 38,978 | $1.9M |
| Pine Haven Investment Counsel, Inc | 1.44% | Add +10.5% | 38,648 | $1.8M |
| Tempus Wealth Planning, LLC | 0.45% | Add +13.2% | 38,278 | $1.8M |
| Investor's Fiduciary Advisor Network, LLC | 0.67% | Reduce -3.5% | 37,713 | $1.8M |
| CW Advisors, LLC | 0.02% | Add +32.1% | 37,146 | $1.8M |
| Perigon Wealth Management, LLC | 0.04% | Add +0.3% | 36,612 | $1.7M |
| Brookstone Capital Management | 0.02% | Reduce -3.9% | 36,411 | $1.7M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -7.0% | 33,462 | $1.6M |
| Wingate Wealth Advisors, Inc. | 1.41% | Reduce -10.7% | 33,340 | $1.6M |
| Wescott Financial Advisory Group, LLC | 0.15% | Add +20.7% | 33,323 | $1.6M |
| Bartlett & Co. Wealth Management LLC | 0.02% | No change | 33,281 | $1.6M |
| One Day In July LLC | 0.14% | Reduce -0.1% | 33,251 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +11.8% | 31,401 | $1.5M |
| Summit Wealth Group, LLC | 0.38% | Reduce -1.4% | 31,060 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +1.8% | 31,209 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Add +36.1% | 30,946 | $1.5M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -4.9% | 30,518 | $1.5M |
| Cranbrook Wealth Management, LLC | 0.31% | No change | 30,506 | $1.5M |
| HSBC Holdings PLC | 0.00% | Reduce -58.1% | 30,300 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +7.5% | 30,288 | $1.4M |
| Rossby Financial, LCC | 0.51% | Add +111.5% | 28,745 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +4.1% | 28,615 | $1.4M |
| Harbour Investments, Inc. | 0.03% | Reduce -8.6% | 28,092 | $1.3M |
| GenTrust, LLC | 0.06% | Reduce -1.2% | 27,699 | $1.3M |
| Davis Wealth Advisors, LLC | 1.39% | Reduce -9.7% | 27,589 | $1.3M |
| Savvy Advisors, Inc. | 0.09% | Add +140.3% | 27,334 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +42.5% | 27,036 | $1.3M |
| Fund Evaluation Group, LLC | 0.05% | New | 26,546 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +3.7% | 24,679 | $1.2M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -51.5% | 24,416 | $1.2M |
| Aspiriant, LLC | 0.04% | No change | 24,185 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -4.7% | 23,936 | $1.1M |
| Stonehearth Capital Management, LLC | 0.47% | Add +0.5% | 23,864 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -1.4% | 23,998 | $1.1M |
| Farther Finance Advisors, LLC | 0.02% | Add +7.3% | 23,593 | $1.1M |
| Cardinal Point Capital Management ULC | 0.09% | Add +25.9% | 23,150 | $1.1M |
| Aprio Wealth Management, LLC | 0.12% | Reduce -7.4% | 23,091 | $1.1M |
| Citizens Financial Group Inc. | 0.02% | Reduce -1.8% | 22,564 | $1.1M |
| Grand Wealth Management, LLC | 0.55% | Add +1.3% | 22,495 | $1.1M |
| PFG Advisors | 0.05% | Add +4.0% | 22,444 | $1.1M |
| &partners | 0.01% | Add +4.4% | 22,168 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.09% | Reduce -0.5% | 21,839 | $1.0M |
| Martin Worley Group | 0.51% | Add +3.6% | 21,715 | $1.0M |
| Symmetry Partners, LLC | 0.13% | Reduce -0.0% | 21,614 | $1.0M |
| TD Private Client Wealth LLC | 0.03% | Reduce -0.9% | 21,543 | $1.0M |
| Alpine Bank Wealth Management | 0.15% | Add +7.9% | 21,526 | $1.0M |
| Pictet Asset Management Holding SA | 0.00% | Add +68.0% | 21,016 | $999K |
| Wealthspire Retirement, LLC | 0.07% | Reduce 0.0% | 20,890 | $993K |
| Clearstead Advisors, LLC | 0.01% | No change | 20,564 | $978K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +4.3% | 20,273 | $964K |
| LifePlan Investment Advisors, Inc. | 0.48% | Add +7.3% | 20,253 | $963K |
| Trust Co. of Toledo NA | 0.11% | New | 20,213 | $961K |
| Theory Financial LLC | 0.36% | Add +21.6% | 20,098 | $950K |
| Sofi Wealth, LLC | 0.06% | Add +68.2% | 19,676 | $935K |
| RFG Advisory, LLC | 0.02% | Reduce -4.4% | 19,655 | $934K |
| Silver Oak Advisory Group, Inc. | 0.44% | Add +31.9% | 19,232 | $914K |
| AlTi Global, Inc. | 0.02% | Reduce -2.9% | 18,945 | $901K |
| Elios Financial Group Inc. | 0.40% | Add +56.8% | 18,341 | $872K |
| Mgo One Seven LLC | 0.03% | Add +2.6% | 17,621 | $838K |
| Parallel Advisors, LLC | 0.02% | Add +19.4% | 17,293 | $822K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.16% | Reduce -8.2% | 17,247 | $820K |
| Consolidated Portfolio Review Corp | 0.11% | Add +1.5% | 17,193 | $817K |
| Gould Asset Management LLC | 0.16% | Add +0.1% | 17,124 | $814K |
| KilterHowling LLC | 0.48% | Add +0.3% | 17,106 | $813K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.0% | 17,073 | $812K |
| Oregon Pacific Wealth Management, LLC | 0.76% | Reduce -2.2% | 16,978 | $807K |
| Ascent Group, LLC | 0.03% | Add +1.4% | 16,904 | $804K |
| Highland Financial Advisors, LLC | 0.26% | Add +143.7% | 16,816 | $799K |
| Spinnaker Trust | 0.05% | Add +4.1% | 16,402 | $780K |
| New Covenant Trust Company, N.A. | 0.69% | No change | 16,390 | $776K |
| Austin Private Wealth, LLC | 0.06% | Add +14.1% | 16,300 | $775K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -30.5% | 16,180 | $769K |
| Anb Bank | 0.34% | Add +0.8% | 16,108 | $766K |
| Friedenthal Financial | 0.42% | Reduce -20.9% | 16,046 | $763K |
| Painted Porch Advisors LLC | 0.31% | No change | 15,955 | $759K |
| Ariadne Wealth Management, LP | 0.36% | Reduce -15.6% | 15,913 | $757K |
| Ameraudi Asset Management, Inc. | 0.40% | No change | 15,893 | $756K |
| Novare Capital Management LLC | 0.06% | Add +13.3% | 15,802 | $751K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.3% | 15,649 | $744K |
| D.A. Davidson & Co. | 0.01% | No change | 15,504 | $737K |
| BLB&B Advisors, LLC | 0.03% | Add +0.2% | 15,123 | $719K |
| Kestra Advisory Services, LLC | 0.00% | Add +14.1% | 15,062 | $716K |
| Commerce Bank | 0.00% | No change | 14,835 | $705K |
| UMB Bank, n.a. | 0.01% | Reduce -0.0% | 14,497 | $689K |
| Trust Co | 0.08% | Reduce -0.5% | 14,471 | $688K |
| Falcon Wealth Planning | 0.07% | Add +30.2% | 14,438 | $686K |
| Retirement Income Solutions, Inc. | 0.13% | Reduce -15.5% | 14,429 | $686K |
| Tradition Wealth Management, LLC | 0.05% | Add +1.3% | 14,341 | $682K |
| Wealthstream Advisors, Inc. | 0.11% | Reduce -0.5% | 13,886 | $660K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 13,835 | $658K |
| Capital Analysts, LLC | 0.02% | Add +12.0% | 13,772 | $654K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -2.1% | 13,284 | $632K |
| Lido Advisors, LLC | 0.00% | Reduce -7.3% | 13,268 | $631K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.9% | 12,827 | $610K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.0% | 12,805 | $609K |
| Caliber Wealth Management, LLC / KS | 0.06% | New | 12,586 | $598K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -51.1% | 12,535 | $595K |
| Onyx Bridge Wealth Group LLC | 0.08% | Add +1.3% | 12,058 | $573K |
| Truefg, LLC | 0.17% | Reduce -0.9% | 11,720 | $557K |
| Ackerman Capital Advisors, LLC | 0.13% | New | 11,698 | $556K |
| Benchmark Wealth Management, LLC | 0.25% | No change | 11,684 | $555K |
| Lifelong Wealth Advisors, Inc. | 0.18% | Add +0.5% | 11,644 | $554K |
| Wealth Advisory Team LLC | 0.52% | — | 11,584 | $551K |
| Presilium Private Wealth, LLC | 0.11% | Add +4.6% | 11,555 | $549K |
| Focus Financial Network, Inc. | 0.02% | Reduce -38.4% | 11,521 | $548K |
| Hilltop Partners LLC | 0.17% | Reduce -4.5% | 11,512 | $547K |
| Buttonwood Financial Group, LLC | 0.28% | Add +1.4% | 11,614 | $546K |
| Comerica Bank | 0.00% | Add +17.1% | 11,462 | $545K |
| Private Advisor Group, LLC | 0.00% | Add +10.6% | 11,380 | $541K |
| Rockbridge Investment Management, LCC | 0.06% | Add +11.4% | 11,168 | $531K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -9.0% | 10,929 | $520K |
| Signaturefd, LLC | 0.01% | Add +3.8% | 10,869 | $517K |
| First Horizon Advisors, Inc. | 0.01% | Add +127.0% | 10,858 | $516K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +1.8% | 10,883 | $514K |
| NorthCoast Asset Management LLC | 0.00% | Add +39.5% | 10,593 | $504K |
| Hoxton Planning & Management, LLC | 0.17% | Reduce -7.7% | 10,551 | $502K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +6.7% | 10,412 | $495K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -5.0% | 10,202 | $485K |
| One Wealth Capital Management, LLC | 0.23% | Add +3.7% | 10,110 | $481K |
| JB Capital LLC | 0.02% | Add +9.8% | 10,070 | $479K |
| Global View Capital Management LLC | 0.15% | Add +67.3% | 10,016 | $476K |
| Ameliora Wealth Management Ltd. | 0.17% | Reduce -44.4% | 10,000 | $475K |
| MBE Wealth Management, LLC | 0.20% | Add +6.4% | 9,917 | $471K |
| Estate Counselors, LLC | 0.05% | No change | 9,825 | $467K |
| Orin Green Financial, LLC | 0.20% | No change | 9,794 | $466K |
| CWC Advisors, LLC. | 0.24% | Reduce -0.1% | 9,715 | $462K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +19.3% | 9,692 | $461K |
| MA Private Wealth | 0.08% | No change | 9,593 | $456K |
| Wedbush Securities Inc. | 0.02% | Reduce -0.4% | 9,424 | $448K |
| Diversified Trust Co. | 0.01% | No change | 9,376 | $446K |
| First Hawaiian Bank | 0.06% | No change | 9,352 | $445K |
| Valley National Advisers Inc. | 0.07% | Reduce -0.6% | 9,163 | $435K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -91.3% | 9,084 | $432K |
| Spectrum Planning & Advisory Services Inc. | 0.28% | Add +12.8% | 8,955 | $426K |
| Blue Barn Wealth, LLC | 0.20% | Reduce -2.2% | 8,772 | $417K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +94.4% | 8,582 | $408K |
| Bluespring Wealth Management, LLC | 0.04% | Add +3.4% | 8,506 | $404K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +2.6% | 8,498 | $404K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +41.0% | 8,388 | $399K |
| Regions Financial Corp. | 0.00% | Add +12.4% | 8,363 | $398K |
| North Berkeley Wealth Management, LLC | 0.36% | Reduce -2.8% | 8,295 | $394K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +14.5% | 8,295 | $394K |
| Potomac Fund Management Inc. | 0.02% | Reduce -2.4% | 8,205 | $385K |
| Smith & Howard Wealth Management, LLC | 0.10% | Reduce -30.6% | 8,041 | $382K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -98.0% | 7,952 | $378K |
| Bangor Savings Bank | 0.03% | Reduce -2.0% | 7,920 | $377K |
| Diversified Portfolios, Inc. | 0.04% | Reduce -4.7% | 7,801 | $371K |
| Sandbox Financial Partners, LLC | 0.12% | Reduce -1.1% | 7,771 | $369K |
| Litman Gregory Wealth Management LLC | 0.03% | Add +8.3% | 7,736 | $368K |
| Financial Alternatives, Inc | 0.24% | Add +16.1% | 7,715 | $367K |
| Financial Management Network Inc. | 0.06% | Add +0.5% | 7,643 | $361K |
| Opes Wealth Management LLC | 0.06% | Add +1.5% | 7,492 | $356K |
| Morris Financial Concepts, Inc. | 0.14% | Add +21.4% | 7,489 | $356K |
| Finley Financial, LLC | 0.18% | No change | 7,400 | $352K |
| Opulen Financial Group LLC | 0.29% | Add +3.7% | 7,385 | $351K |
| Old Mission Capital LLC | 0.01% | New | 7,283 | $346K |
| Coldstream Capital Management Inc. | 0.01% | Add +551.9% | 7,269 | $346K |
| Compound Planning, Inc. | 0.01% | Add +7.0% | 7,110 | $338K |
| Common Fund for Nonprofit Organizations | 0.03% | Add +9.5% | 7,096 | $337K |
| Atria Investments, Inc | 0.00% | Add +22.3% | 7,067 | $336K |
| Hills Bank & Trust Co | 0.02% | Add +13.5% | 7,019 | $334K |
| Braun-Bostich & Associates Inc. | 0.22% | Reduce -3.1% | 6,914 | $329K |
| Wealth Alliance, LLC | 0.04% | Reduce -34.6% | 6,840 | $325K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 6,775 | $322K |
| Macroview Investment Management LLC | 0.26% | New | 6,769 | $322K |
| ETF Portfolio Partners, Inc. | 0.09% | Add +0.0% | 6,730 | $320K |
| AQR Capital Management | 0.00% | New | 6,635 | $315K |
| AdvisorNet Financial, Inc | 0.02% | Add +1.7% | 6,543 | $311K |
| HRT Financial LP | 0.00% | Reduce -45.0% | 6,555 | $311K |
| BlueStem Wealth Partners, LLC | 0.04% | Reduce -37.5% | 6,411 | $305K |
| Choreo, LLC | 0.00% | Reduce -36.2% | 6,362 | $302K |
| Wealthgarden F.S. LLC | 0.25% | Reduce -14.3% | 6,373 | $301K |
| AE Wealth Management LLC | 0.00% | Reduce -2.9% | 6,133 | $292K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +34.9% | 6,054 | $288K |
| Strategic Blueprint, LLC | 0.01% | Reduce -23.6% | 5,870 | $279K |
| Birchbrook, Inc. | 0.15% | Reduce -0.6% | 5,806 | $276K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 5,747 | $273K |
| Maia Wealth LLC | 0.05% | New | 5,747 | $273K |
| Colton Groome Financial Advisors, LLC | 0.09% | Add +3.2% | 5,690 | $271K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +26.6% | 5,674 | $270K |
| Sage Financial Group Inc. | 0.02% | Add +1.2% | 5,610 | $267K |
| Farmers National Bank | 0.07% | Reduce -2.0% | 5,564 | $265K |
| Benjamin Edwards Inc. | 0.00% | Reduce -3.2% | 5,562 | $264K |
| Regal Investment Advisors LLC | 0.02% | Add +3.1% | 5,519 | $262K |
| Graypoint LLC | 0.01% | Add +1.7% | 5,449 | $259K |
| Altfest L J & Co. Inc. | 0.03% | Reduce -7.2% | 5,444 | $259K |
| Centurion Wealth Management LLC | 0.07% | New | 5,436 | $258K |
| Acropolis Investment Management, LLC | 0.01% | Add +6.9% | 5,330 | $253K |
| Global Retirement Partners, LLC | 0.01% | — | 5,329 | $253K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.9% | 5,316 | $253K |
| Emergent Wealth Advisors, LLC | 0.16% | Add +6.1% | 5,213 | $248K |
| Principal Securities, Inc. | 0.00% | Add +47.6% | 5,212 | $248K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 5,134 | $244K |
| FC Advisory LLC | 0.07% | Add +10.4% | 5,098 | $242K |
| Trustmark Bank Trust Department | 0.02% | No change | 5,092 | $242K |
| Curtis Advisory Group, LLC | 0.06% | No change | 5,087 | $242K |
| IMS Capital Management | 0.11% | No change | 5,083 | $242K |
| Blue Trust, Inc. | 0.00% | No change | 5,077 | $241K |
| Keyvantage Wealth, LLC | 0.11% | Reduce -1.9% | 5,060 | $241K |
| Bragg Financial Advisors, Inc | 0.01% | Add +2.1% | 5,050 | $240K |
| Obsidian Cio, LLC | 0.03% | Reduce -4.1% | 5,044 | $240K |
| Copperleaf Capital, LLC | 0.12% | No change | 5,008 | $238K |
| Capital Asset Advisory Services LLC | 0.01% | New | 4,962 | $235K |
| Ascentis Independent Advisors | 0.04% | Reduce -4.7% | 4,858 | $231K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -2.4% | 4,829 | $230K |
| Financial Insights, Inc. | 0.08% | No change | 4,826 | $229K |
| Kickstand Ventures, Llc. | 0.05% | New | 4,804 | $228K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -0.1% | 4,793 | $228K |
| 4Thought Financial Group Inc. | 0.12% | Add +1.3% | 4,773 | $227K |
| Resolute Wealth Advisor, Inc. | 0.13% | — | 4,772 | $227K |
| Bristlecone Advisors, LLC | 0.02% | No change | 4,770 | $227K |
| One Capital Management, LLC | 0.01% | Reduce -1.5% | 4,720 | $224K |
| Keystone Financial Services | 0.08% | Reduce -25.5% | 4,718 | $224K |
| Traphagen Investment Advisors LLC | 0.02% | Add +0.1% | 4,699 | $223K |
| JSF Financial, LLC | 0.05% | Reduce -47.3% | 4,656 | $221K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -7.4% | 4,598 | $219K |
| SWP Financial LLC | 0.12% | Reduce -1.9% | 4,519 | $215K |
| Two West Capital Advisors LLC | 0.14% | New | 4,476 | $211K |
| Hilltop Holdings Inc. | 0.01% | Reduce -19.1% | 4,413 | $210K |
| Gordian Advisors LLC | 0.15% | New | 4,370 | $208K |
| Sigma Planning Corp | 0.01% | Reduce -2.2% | 4,300 | $204K |
| Twin Focus Capital Partners, LLC | 0.03% | No change | 4,247 | $202K |
| OneAscent Financial Services LLC | 0.01% | New | 4,238 | $201K |
| Creative Financial Designs Inc. | 0.01% | Reduce -14.7% | 3,920 | $186K |
| Cape Investment Advisory, Inc. | 0.06% | Add +15.3% | 3,484 | $166K |
| MAI Capital Management | 0.00% | No change | 3,401 | $162K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -22.8% | 3,226 | $153K |
| Horizons Wealth Management | 0.10% | No change | 2,944 | $140K |
| Dunhill Financial, LLC | 0.04% | Add +0.8% | 2,898 | $138K |
| Stephens Consulting, LLC | 0.03% | No change | 2,742 | $130K |
| Private Trust Co. NA | 0.01% | Add +3.3% | 2,733 | $130K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 2,196 | $104K |
| IFP Advisors, Inc | 0.00% | Add +346.5% | 2,143 | $102K |
| Motco | 0.01% | Add +43.1% | 1,885 | $89K |
| Blair William & Co. | 0.00% | Add +0.6% | 1,871 | $89K |
| Gould Capital, LLC | 0.06% | No change | 1,862 | $89K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 1,861 | $88K |
| Scarborough Advisors, LLC | 0.02% | New | 1,846 | $88K |
| Sound Income Strategies, LLC | 0.00% | Add +54.2% | 1,705 | $81K |
| Crewe Advisors LLC | 0.01% | Add +103.5% | 1,614 | $77K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +58.4% | 1,522 | $72K |
| RMG Wealth Management LLC | 0.01% | — | 2,614 | $66K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +86.3% | 1,291 | $61K |
| Transce3nd, LLC | 0.02% | Add +2.7% | 1,192 | $57K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | — | 1,164 | $55K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 1,161 | $55K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -9.1% | 881 | $42K |
| First Pacific Financial | 0.01% | New | 856 | $41K |
| Evolution Wealth Management Inc. | 0.05% | — | 828 | $39K |
| Gen-Wealth Partners Inc | 0.01% | No change | 747 | $36K |
| WealthTrak Capital Management LLC | 0.03% | Add +5.9% | 738 | $35K |
| McIlrath & Eck, LLC | 0.00% | Reduce -26.9% | 729 | $35K |
| Geneos Wealth Management Inc. | 0.00% | Add +89.1% | 728 | $35K |
| Proffitt & Goodson Inc. | 0.01% | Add +30.8% | 722 | $34K |
| Twin City Private Wealth, LLC | 0.03% | New | 709 | $34K |
| Greykasell Wealth Strategies, Inc. | 0.01% | Reduce -18.9% | 610 | $29K |
| DT Investment Partners, LLC | 0.00% | Reduce -5.4% | 564 | $27K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.9% | 557 | $26K |
| Covestor Ltd | 0.02% | Add +11.3% | 551 | $26K |
| Keener Financial Planning LLC | 0.01% | No change | 510 | $24K |
| CoreCap Advisors, LLC | 0.00% | No change | 482 | $23K |
| Raffa Wealth Management, LLC | 0.00% | Add +1.1% | 455 | $22K |
| Rise Advisors, LLC | 0.01% | Add +0.9% | 451 | $21K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 447 | $21K |
| Kilter Group LLC | 0.01% | New | 307 | $15K |
| Your Advocates Ltd., LLP | 0.01% | No change | 306 | $15K |
| Citigroup Inc. | 0.00% | No change | 200 | $10K |
| BNP Paribas Financial Markets | 0.00% | Reduce -40.7% | 194 | $9K |
| Ameriflex Group, Inc. | 0.00% | Reduce -16.3% | 180 | $9K |
| North Star Investment Management Corp. | 0.00% | Add +1.2% | 171 | $8K |
| Lanark Financial, Inc. | 0.00% | New | 189 | $8K |
| Larson Financial Group LLC | 0.00% | No change | 159 | $8K |
| Clarity Asset Management, Inc. | 0.00% | Add +0.7% | 145 | $7K |
| 1 North Wealth Services LLC | 0.00% | No change | 140 | $7K |
| WealthShield Partners, LLC | 0.00% | No change | 98 | $5K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 67 | $3K |
| Asset Dedication, LLC | 0.00% | New | 66 | $3K |
| GAMMA Investing LLC | 0.00% | Reduce -57.4% | 63 | $3K |
| Ameritas Advisory Services, LLC | 0.00% | New | 59 | $3K |
| NBT Bank, N.A. | 0.00% | No change | 46 | $2K |
| Winthrop Capital Management, LLC | 0.00% | No change | 44 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 41 | $2K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 17 | $809 |
| Millstone Evans Group, LLC | 0.00% | No change | 17 | $808 |
| Bank of Montreal | 0.00% | New | 5 | $238 |
"% 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.