iShares ESG Aware US AggregaEAGGETF
13F holders, Q3 2025 (September 30)420holders +3
35new positions
21sold out
2famous investors
$48.12avg. 13F price*
At the end of Q3 2025, 420 institutions reported holding iShares ESG Aware US Aggrega (EAGG) in their 13F filings, up 3 from Q2 2025. 35 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($920.9M), JPMorgan Chase & Co. ($385.5M) and Envestnet Asset Management Inc. ($189.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $16.0M |
| Exits | 21 | $19.4M |
All 13F filers, Q2 2025 → Q3 2025: 5,747,448 shares bought and 2,890,245 shares sold, net +2,857,203 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 420 holders
| Bank of America Corp. | 0.07% | Add +10.4% | 19,173,279 | $920.9M |
| JPMorgan Chase & Co. | 0.02% | Add +4.3% | 8,025,280 | $385.5M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -32.1% | 3,949,293 | $189.7M |
| Mercer Global Advisors Inc. | 0.22% | Add +20.4% | 2,765,829 | $132.8M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +4.2% | 2,111,254 | $101.4M |
| LPL Financial LLC | 0.03% | Add +7.9% | 2,000,144 | $96.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +2.2% | 1,643,554 | $78.9M |
| Northern Trust Corp. | 0.01% | Add +9.6% | 1,608,620 | $77.3M |
| Betterment LLC | 0.14% | Add +6.7% | 1,523,360 | $73.2M |
| BlackRock, Inc. | 0.00% | Add +17.2% | 1,422,826 | $68.3M |
| Raymond James Financial Inc. | 0.02% | Add +7.8% | 1,319,095 | $63.4M |
| Keybank National Association | 0.15% | Add +11.1% | 900,798 | $43.3M |
| M&T Bank Corp | 0.13% | Add +15.4% | 804,167 | $38.6M |
| Envestnet Portfolio Solutions, Inc. | 0.14% | Reduce -6.0% | 788,982 | $37.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.2% | 748,056 | $35.9M |
| SigFig Wealth Management, LLC | 1.10% | Add +10.1% | 740,766 | $35.6M |
| Bank of New York Mellon Corp | 0.01% | Add +4.2% | 707,816 | $34.0M |
| Alesco Advisors, LLC, An ESL Co | 0.86% | Reduce -1.5% | 661,612 | $31.8M |
| Wealthspire Advisors, LLC | 0.16% | Add +3.4% | 639,712 | $30.7M |
| Sei Investments Co. | 0.03% | Add +12.4% | 593,774 | $28.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +1.6% | 585,563 | $28.1M |
| Wells Fargo & Company | 0.01% | Reduce -4.0% | 551,450 | $26.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +3.0% | 540,210 | $25.9M |
| PNC Financial Services Group, Inc. | 0.02% | Add +43.8% | 525,711 | $25.2M |
| Cetera Investment Advisers | 0.03% | Add +9.3% | 484,314 | $23.3M |
| Cwm, LLC | 0.07% | Reduce -6.6% | 470,078 | $22.6M |
| Allworth Financial LP | 0.09% | Add +3.4% | 441,264 | $21.2M |
| Composition Wealth, LLC | 0.31% | Add +126.6% | 428,785 | $20.6M |
| Olde Wealth Management, LLC | 6.34% | — | 427,893 | $20.5M |
| Destination Wealth Management | 0.56% | Add +8.5% | 420,923 | $20.2M |
| Rwa Wealth Partners, LLC | 0.21% | Add +3.0% | 379,603 | $18.2M |
| Franklin Resources Inc. | 0.00% | Add +1.5% | 343,410 | $16.5M |
| UBS Group AG | 0.00% | Add +8.1% | 331,251 | $15.9M |
| Baird Financial Group, Inc. | 0.03% | Add +1.6% | 324,318 | $15.6M |
| Thrivent Financial for Lutherans | 0.03% | Add +3807.8% | 310,747 | $14.9M |
| Savant Capital, LLC | 0.09% | Add +2.8% | 297,968 | $14.3M |
| Pathstone Holdings, LLC | 0.05% | Add +5.3% | 260,580 | $12.5M |
| Mariner, LLC | 0.02% | Add +0.6% | 253,303 | $12.2M |
| FMR LLC | 0.00% | Add +1.3% | 248,804 | $12.0M |
| Accredited Investors Inc. | 0.66% | Add +3.6% | 245,983 | $11.8M |
| Wesbanco Bank Inc. | 0.30% | Add +4.3% | 224,600 | $10.8M |
| Mather Group, Llc. | 0.10% | Add +3.9% | 215,078 | $10.3M |
| Apella Capital, LLC | 0.23% | Add +8.0% | 211,382 | $10.2M |
| Joel Adams & Associates, Inc. | 8.00% | Add +2.1% | 206,557 | $9.9M |
| Facet Wealth, Inc. | 0.20% | Add +4.3% | 206,256 | $9.9M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +6.9% | 202,848 | $9.7M |
| Park Avenue Securities LLC | 0.07% | Reduce -11.0% | 199,103 | $9.6M |
| Garde Capital, Inc. | 0.47% | Reduce -0.4% | 192,976 | $9.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.7% | 188,558 | $9.1M |
| Affinity Capital Advisors, LLC | 1.39% | Reduce -2.3% | 188,092 | $9.0M |
| Truist Financial Corp. | 0.01% | Add +2.1% | 175,600 | $8.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.13% | Add +9.4% | 173,219 | $8.3M |
| eCIO, Inc. | 3.07% | Add +25.7% | 171,213 | $8.2M |
| MML Investors Services, LLC | 0.02% | Reduce -12.0% | 165,680 | $8.0M |
| Osaic Holdings, Inc. | 0.01% | Add +25.7% | 159,450 | $7.6M |
| Morgan Stanley | 0.00% | Add +1.8% | 152,657 | $7.3M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 152,679 | $7.3M |
| Bluestem Financial Advisors, LLC | 2.63% | Add +1.3% | 140,031 | $6.7M |
| Assetmark, Inc. | 0.01% | Add +8.8% | 139,113 | $6.7M |
| Mascoma Wealth Management LLC | 1.38% | Reduce -7.1% | 130,823 | $6.3M |
| Alaska Wealth Advisors, LLC | 0.80% | Add +11.7% | 127,787 | $6.1M |
| One Wealth Advisors, LLC | 0.76% | Add +3.3% | 125,820 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.4% | 125,412 | $6.0M |
| US Bancorp \de | 0.01% | Reduce -9.5% | 121,561 | $5.8M |
| Robertson Stephens Wealth Management, LLC | 0.18% | Reduce -3.4% | 121,387 | $5.8M |
| Wealthfront Advisers LLC | 0.01% | Reduce -1.1% | 117,702 | $5.7M |
| Jones Financial Companies LLLP | 0.00% | Add +10.4% | 117,874 | $5.6M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +48.4% | 116,612 | $5.6M |
| Sand Hill Global Advisors, LLC | 0.18% | Add +2.4% | 109,429 | $5.3M |
| Stewardship Advisors, LLC | 1.23% | Add +4.5% | 108,267 | $5.2M |
| Principal Financial Group Inc. | 0.00% | New | 107,748 | $5.2M |
| World Investment Advisors | 0.10% | Reduce -0.8% | 106,413 | $5.1M |
| Axxcess Wealth Management, LLC | 0.10% | Add +138.9% | 100,354 | $4.8M |
| Bond & Devick Financial Network, Inc. | 1.39% | Add +22.1% | 96,089 | $4.6M |
| SageView Advisory Group, LLC | 0.15% | Add +7.1% | 90,353 | $4.3M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -11.5% | 86,317 | $4.1M |
| NewEdge Advisors, LLC | 0.02% | Add +10.2% | 85,631 | $4.1M |
| Equitable Holdings, Inc. | 0.03% | Add +5.5% | 85,462 | $4.1M |
| Horst & Graben Wealth Management LLC | 0.62% | Reduce -2.5% | 84,851 | $4.1M |
| Brio Consultants, LLC | 0.55% | Add +8.6% | 82,687 | $4.0M |
| Atlantic Private Wealth, LLC | 2.56% | Reduce -2.1% | 82,473 | $4.0M |
| Westfuller Advisors, LLC | 1.75% | Reduce -50.0% | 80,349 | $3.9M |
| Captrust Financial Advisors | 0.01% | Add +28.2% | 79,925 | $3.8M |
| Creative Planning | 0.00% | Reduce -0.0% | 78,981 | $3.8M |
| Nepc LLC | 0.10% | No change | 78,457 | $3.8M |
| Sentinel Pension Advisors, LLC | 0.60% | Add +32.6% | 77,654 | $3.7M |
| Wealth Architects, LLC | 0.34% | Add +22.7% | 75,372 | $3.6M |
| Long Run Wealth Advisors, LLC | 0.71% | Add +6.7% | 75,337 | $3.6M |
| Sharkey, Howes & Javer | 0.45% | Reduce -0.9% | 72,513 | $3.5M |
| Dynamic Advisor Solutions LLC | 0.10% | Reduce -0.8% | 71,932 | $3.5M |
| Charter Oak Capital Management, LLC | 0.27% | Add +5.6% | 71,376 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +9.2% | 68,754 | $3.3M |
| Bear Mountain Capital, Inc. | 1.09% | Add +7.6% | 67,355 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.2% | 67,824 | $3.3M |
| JNBA Financial Advisors | 0.29% | Add +2.0% | 67,556 | $3.2M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -2.9% | 66,635 | $3.2M |
| RTD Financial Advisors, Inc. | 0.38% | Add +1.0% | 66,544 | $3.2M |
| Crux Wealth Advisors | 1.26% | Add +4.8% | 66,363 | $3.2M |
| Shira Ridge Wealth Management | 1.35% | Reduce -22.8% | 66,157 | $3.2M |
| Trilogy Capital Inc. | 0.13% | Add +2.2% | 59,904 | $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.