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 |
| Omega Financial Group, LLC | 0.95% | Reduce -3.0% | 58,697 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +2.7% | 56,386 | $2.7M |
| Balanced Rock Investment Advisors LLC | 1.97% | Add +7.0% | 56,097 | $2.7M |
| Retirement Capital Strategies | 1.03% | Reduce -0.6% | 55,950 | $2.7M |
| McKinley Carter Wealth Services, Inc. | 0.14% | Add +2.8% | 55,772 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -4.0% | 55,578 | $2.7M |
| Neumann Capital Management, LLC | 0.78% | Add +5.2% | 55,450 | $2.7M |
| Mallini Complete Financial Planning LLC | 2.31% | Reduce -0.7% | 54,293 | $2.6M |
| Eley Financial Management, Inc | 0.92% | Add +3.6% | 53,033 | $2.5M |
| Investment Counsel Co. of Nevada | 5.12% | Add +6.2% | 52,355 | $2.5M |
| Plum Street Advisors, LLC | 0.97% | Add +33.0% | 52,270 | $2.5M |
| Diversified Enterprises, LLC | 0.17% | Add +8.1% | 51,922 | $2.5M |
| Modera Wealth Management, LLC | 0.03% | No change | 50,539 | $2.4M |
| Global Endowment Management, LP | 0.29% | New | 47,994 | $2.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.15% | Add +6.1% | 45,540 | $2.2M |
| Center for Financial Planning, Inc. | 0.23% | Reduce -7.2% | 44,005 | $2.1M |
| Beta Wealth Group, Inc. | 0.83% | Reduce -2.0% | 43,804 | $2.1M |
| Brewster Financial Planning LLC | 1.31% | Add +0.3% | 43,448 | $2.1M |
| Corient Private Wealth LP | 0.00% | Add +1.2% | 42,784 | $2.1M |
| GeoWealth Management, LLC | 0.07% | Add +3.6% | 42,727 | $2.1M |
| Invera Wealth Advisors, LLC | 1.26% | Add +4.3% | 42,633 | $2.0M |
| Foster Group, Inc. | 0.06% | Add +1.4% | 42,571 | $2.0M |
| Planning Alternatives Ltd. | 0.26% | Add +5.5% | 41,665 | $2.0M |
| Fort Point Capital Partners LLC | 0.25% | Add +1.0% | 41,581 | $2.0M |
| Rossby Financial, LCC | 0.66% | Add +44.2% | 41,438 | $2.0M |
| Bogart Wealth, LLC | 0.08% | Add +6.0% | 41,403 | $2.0M |
| Ally Invest Advisors Inc. | 0.14% | Add +4.4% | 40,695 | $2.0M |
| Gradient Investments LLC | 0.03% | Reduce -10.8% | 40,646 | $2.0M |
| CX Institutional | 0.06% | Add +2.7% | 40,478 | $1.9M |
| Brookstone Capital Management | 0.02% | Add +9.7% | 39,948 | $1.9M |
| Tempus Wealth Planning, LLC | 0.43% | Add +2.2% | 39,137 | $1.9M |
| Farther Finance Advisors, LLC | 0.03% | Add +61.7% | 38,150 | $1.8M |
| Wingate Wealth Advisors, Inc. | 1.26% | Add +13.6% | 37,870 | $1.8M |
| Pine Haven Investment Counsel, Inc | 1.29% | Reduce -3.9% | 37,148 | $1.8M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -0.5% | 36,422 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +14.7% | 36,011 | $1.7M |
| Wescott Financial Advisory Group, LLC | 0.15% | Add +7.4% | 35,788 | $1.7M |
| Baker Avenue Asset Management, LP | 0.04% | Add +6.6% | 35,680 | $1.7M |
| Investor's Fiduciary Advisor Network, LLC | 0.57% | Reduce -7.9% | 34,729 | $1.7M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +13.4% | 34,596 | $1.7M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Add +3.1% | 34,313 | $1.6M |
| One Day In July LLC | 0.14% | Add +2.0% | 33,913 | $1.6M |
| &partners | 0.01% | Add +50.8% | 33,424 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +222.1% | 32,864 | $1.6M |
| Cranbrook Wealth Management, LLC | 0.32% | Add +7.7% | 32,851 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +5.9% | 32,774 | $1.6M |
| Focus Partners Wealth | 0.00% | Add +14.2% | 32,680 | $1.6M |
| Davis Wealth Advisors, LLC | 1.40% | Add +17.3% | 32,365 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Add +18.1% | 31,944 | $1.5M |
| Flow Traders U.S. LLC | 0.06% | New | 31,923 | $1.5M |
| GenTrust, LLC | 0.07% | Add +10.7% | 30,659 | $1.5M |
| Alpine Bank Wealth Management | 0.21% | Add +42.4% | 30,646 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Reduce -2.3% | 30,478 | $1.5M |
| HSBC Holdings PLC | 0.00% | No change | 30,300 | $1.5M |
| Summit Wealth Group, LLC | 0.35% | Reduce -3.2% | 30,073 | $1.4M |
| Mission Wealth Management, LP | 0.03% | New | 29,954 | $1.4M |
| Harbour Investments, Inc. | 0.03% | Add +3.3% | 29,021 | $1.4M |
| Fund Evaluation Group, LLC | 0.05% | No change | 26,546 | $1.3M |
| Trust Co. of Toledo NA | 0.13% | Add +31.3% | 26,531 | $1.3M |
| Sofi Wealth, LLC | 0.07% | Add +31.9% | 25,950 | $1.2M |
| Savvy Advisors, Inc. | 0.06% | Reduce -6.3% | 25,609 | $1.2M |
| Cardinal Point Capital Management ULC | 0.08% | Add +8.5% | 25,114 | $1.2M |
| Symmetry Partners, LLC | 0.13% | Add +15.3% | 24,910 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +0.1% | 24,708 | $1.2M |
| Stonehearth Capital Management, LLC | 0.46% | Add +2.7% | 24,509 | $1.2M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 24,416 | $1.2M |
| Grand Wealth Management, LLC | 0.56% | Add +8.0% | 24,301 | $1.2M |
| Aspiriant, LLC | 0.04% | No change | 24,185 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Add +0.9% | 24,163 | $1.2M |
| Citizens Financial Group Inc. | 0.02% | Add +4.7% | 23,631 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +48.4% | 22,354 | $1.1M |
| Aprio Wealth Management, LLC | 0.11% | Reduce -3.8% | 22,211 | $1.1M |
| PFG Advisors | 0.04% | Reduce -1.9% | 22,015 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.08% | Add +0.1% | 21,861 | $1.1M |
| Focus Financial Network, Inc. | 0.04% | Add +88.9% | 21,765 | $1.0M |
| TD Private Client Wealth LLC | 0.02% | Reduce -1.4% | 21,233 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +3.8% | 21,040 | $1.0M |
| Pictet Asset Management Holding SA | 0.00% | No change | 21,016 | $1.0M |
| RFG Advisory, LLC | 0.02% | Add +6.5% | 20,930 | $1.0M |
| Wealthspire Retirement, LLC | 0.06% | No change | 20,890 | $1.0M |
| Clearstead Advisors, LLC | 0.01% | No change | 20,564 | $988K |
| Theory Financial LLC | 0.34% | Reduce -0.5% | 19,993 | $968K |
| LifePlan Investment Advisors, Inc. | 0.41% | Reduce -0.7% | 20,122 | $966K |
| Falcon Wealth Planning | 0.09% | Add +38.7% | 20,029 | $962K |
| Silver Oak Advisory Group, Inc. | 0.42% | Reduce -0.1% | 19,213 | $922K |
| AlTi Global, Inc. | 0.02% | No change | 18,945 | $910K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.16% | Add +2.4% | 17,659 | $848K |
| New Covenant Trust Company, N.A. | 0.79% | Add +7.5% | 17,616 | $846K |
| KilterHowling LLC | 0.47% | Add +2.5% | 17,530 | $842K |
| Compound Planning, Inc. | 0.03% | Add +146.2% | 17,506 | $841K |
| Spinnaker Trust | 0.05% | Add +6.7% | 17,500 | $841K |
| Ascent Group, LLC | 0.03% | Add +2.9% | 17,392 | $835K |
| Barings LLC | 0.02% | Reduce -71.6% | 17,310 | $831K |
| Consolidated Portfolio Review Corp | 0.10% | Reduce -0.2% | 17,162 | $824K |
| DAVENPORT & Co LLC | 0.00% | No change | 17,073 | $820K |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.5% | 17,066 | $820K |
| Gould Asset Management LLC | 0.15% | Reduce -2.0% | 16,779 | $806K |
| Oregon Pacific Wealth Management, LLC | 0.69% | Reduce -2.0% | 16,631 | $799K |
| Trust Co | 0.08% | Add +11.5% | 16,139 | $775K |
| Anb Bank | 0.31% | Reduce -0.0% | 16,106 | $774K |
| Friedenthal Financial | 0.40% | Add +0.0% | 16,047 | $771K |
| BLB&B Advisors, LLC | 0.03% | Add +5.5% | 15,947 | $766K |
| Ameraudi Asset Management, Inc. | 0.46% | No change | 15,893 | $763K |
| Novare Capital Management LLC | 0.06% | Add +0.3% | 15,847 | $761K |
| D.A. Davidson & Co. | 0.00% | Add +1.0% | 15,660 | $752K |
| Ariadne Wealth Management, LP | 0.34% | Reduce -1.6% | 15,665 | $751K |
| Private Advisor Group, LLC | 0.00% | Add +36.5% | 15,530 | $746K |
| Parallel Advisors, LLC | 0.01% | Reduce -11.9% | 15,233 | $732K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +17.6% | 15,082 | $724K |
| Commerce Bank | 0.00% | No change | 14,835 | $713K |
| APS Management Group, Inc. | 0.63% | — | 14,814 | $712K |
| Mgo One Seven LLC | 0.02% | Reduce -16.1% | 14,776 | $710K |
| Painted Porch Advisors LLC | 0.27% | Reduce -7.8% | 14,705 | $706K |
| Tradition Wealth Management, LLC | 0.05% | Add +2.2% | 14,653 | $704K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -7.1% | 14,532 | $698K |
| UMB Bank, n.a. | 0.01% | No change | 14,497 | $696K |
| Capital Analysts, LLC | 0.02% | Add +2.9% | 14,177 | $681K |
| Wealthstream Advisors, Inc. | 0.10% | Add +1.4% | 14,087 | $677K |
| Comerica Bank | 0.00% | Add +21.7% | 13,945 | $670K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 13,835 | $664K |
| Retirement Income Solutions, Inc. | 0.11% | Reduce -5.5% | 13,635 | $655K |
| Hilltop Partners LLC | 0.19% | Add +17.7% | 13,552 | $651K |
| RCS Financial Planning, LLC | 0.29% | New | 13,537 | $650K |
| Coldstream Capital Management Inc. | 0.01% | Add +84.7% | 13,423 | $645K |
| Lido Advisors, LLC | 0.00% | No change | 13,268 | $637K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -0.5% | 13,217 | $635K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +2.0% | 13,057 | $627K |
| Caliber Wealth Management, LLC / KS | 0.07% | Add +1.3% | 12,750 | $612K |
| Austin Private Wealth, LLC | 0.05% | Reduce -22.2% | 12,676 | $609K |
| Truefg, LLC | 0.17% | Add +6.6% | 12,496 | $600K |
| Presilium Private Wealth, LLC | 0.11% | Add +5.5% | 12,189 | $585K |
| Rockbridge Investment Management, LCC | 0.06% | Add +8.1% | 12,076 | $580K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +151.1% | 12,034 | $578K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -1.2% | 11,914 | $572K |
| Lifelong Wealth Advisors, Inc. | 0.17% | Add +1.8% | 11,858 | $570K |
| Blue Barn Wealth, LLC | 0.25% | Add +34.0% | 11,757 | $565K |
| Ackerman Capital Advisors, LLC | 0.12% | No change | 11,698 | $562K |
| Buttonwood Financial Group, LLC | 0.24% | Reduce -0.6% | 11,547 | $554K |
| Atria Investments, Inc | 0.01% | Add +59.8% | 11,293 | $542K |
| Harpswell Capital Advisors, LLC | 0.52% | — | 11,268 | $541K |
| Hoxton Planning & Management, LLC | 0.17% | Add +6.3% | 11,210 | $538K |
| NorthCoast Asset Management LLC | 0.00% | Add +5.7% | 11,192 | $538K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +1.7% | 11,070 | $531K |
| Signaturefd, LLC | 0.01% | No change | 10,869 | $522K |
| Verus Capital Partners, LLC | 0.04% | New | 10,618 | $510K |
| JB Capital LLC | 0.02% | Add +4.6% | 10,536 | $506K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -4.0% | 10,491 | $504K |
| Valley National Advisers Inc. | 0.08% | Add +13.6% | 10,406 | $499K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -3.2% | 10,082 | $484K |
| Acropolis Investment Management, LLC | 0.02% | Add +89.9% | 10,120 | $481K |
| Ameliora Wealth Management Ltd. | 0.16% | No change | 10,000 | $480K |
| Old Mission Capital LLC | 0.02% | Add +37.3% | 9,996 | $480K |
| MA Private Wealth | 0.08% | Add +4.2% | 9,993 | $480K |
| Estate Counselors, LLC | 0.04% | No change | 9,825 | $472K |
| Orin Green Financial, LLC | 0.19% | No change | 9,794 | $470K |
| CWC Advisors, LLC. | 0.23% | Reduce -0.3% | 9,681 | $465K |
| Diversified Trust Co. | 0.01% | Add +0.6% | 9,435 | $453K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.2% | 9,310 | $447K |
| Veridan Wealth LLC | 0.15% | — | 9,123 | $438K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -7.1% | 9,001 | $432K |
| First Hawaiian Bank | 0.06% | Reduce -4.0% | 8,979 | $431K |
| Spectrum Planning & Advisory Services Inc. | 0.24% | Reduce -0.2% | 8,937 | $429K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +4.8% | 8,906 | $428K |
| Potomac Fund Management Inc. | 0.02% | Add +4.2% | 8,548 | $411K |
| Regions Financial Corp. | 0.00% | Add +1.5% | 8,488 | $408K |
| Bluespring Wealth Management, LLC | 0.04% | Reduce -0.8% | 8,436 | $405K |
| MBE Wealth Management, LLC | 0.18% | Reduce -14.9% | 8,434 | $405K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.3% | 8,386 | $403K |
| North Berkeley Wealth Management, LLC | 0.31% | No change | 8,295 | $398K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -0.0% | 8,292 | $398K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -1.2% | 8,289 | $398K |
| Hills Bank & Trust Co | 0.02% | Add +15.2% | 8,083 | $388K |
| Smith & Howard Wealth Management, LLC | 0.09% | No change | 8,041 | $386K |
| Opulen Financial Group LLC | 0.29% | Add +7.8% | 7,962 | $382K |
| One Wealth Capital Management, LLC | 0.17% | Reduce -21.3% | 7,958 | $382K |
| Bangor Savings Bank | 0.03% | No change | 7,920 | $380K |
| Litman Gregory Wealth Management LLC | 0.03% | Add +1.8% | 7,876 | $378K |
| Common Fund for Nonprofit Organizations | 0.03% | Add +10.9% | 7,871 | $378K |
| Financial Alternatives, Inc | 0.23% | Add +0.8% | 7,776 | $373K |
| Morris Financial Concepts, Inc. | 0.13% | Add +3.1% | 7,722 | $371K |
| GC Wealth Management RIA, LLC | 0.01% | New | 7,664 | $368K |
| Opes Wealth Management LLC | 0.06% | Add +0.7% | 7,547 | $362K |
| Diversified Portfolios, Inc. | 0.03% | Reduce -3.6% | 7,518 | $361K |
| Sandbox Financial Partners, LLC | 0.10% | Reduce -4.1% | 7,452 | $358K |
| Finley Financial, LLC | 0.16% | No change | 7,400 | $355K |
| ETF Portfolio Partners, Inc. | 0.09% | Add +6.3% | 7,153 | $344K |
| SteelPeak Wealth, LLC | 0.01% | New | 7,092 | $341K |
| Braun-Bostich & Associates Inc. | 0.21% | Add +2.4% | 7,082 | $340K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +15.6% | 6,999 | $336K |
| Endeavor Private Wealth, Inc. | 0.10% | New | 6,835 | $328K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 6,775 | $325K |
| AQR Capital Management | 0.00% | No change | 6,635 | $319K |
| Maia Wealth LLC | 0.05% | Add +15.3% | 6,624 | $318K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.6% | 6,580 | $316K |
| Wealth Alliance, LLC | 0.03% | Reduce -6.8% | 6,376 | $306K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -49.2% | 6,371 | $306K |
| Choreo, LLC | 0.00% | Reduce -1.4% | 6,270 | $301K |
| Wealthgarden F.S. LLC | 0.21% | Reduce -3.5% | 6,153 | $298K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +7.3% | 6,164 | $296K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +8.6% | 6,161 | $296K |
| Farmers National Bank | 0.07% | Add +8.6% | 6,041 | $290K |
| AE Wealth Management LLC | 0.00% | Reduce -3.2% | 5,937 | $285K |
| Strategic Blueprint, LLC | 0.01% | Add +1.0% | 5,929 | $285K |
| Highland Financial Advisors, LLC | 0.08% | Reduce -64.9% | 5,904 | $284K |
| Sage Financial Group Inc. | 0.02% | Add +4.7% | 5,872 | $282K |
| Vise Technologies, Inc. | 0.01% | New | 5,854 | $281K |
| BlueStem Wealth Partners, LLC | 0.03% | Reduce -8.8% | 5,845 | $281K |
| Birchbrook, Inc. | 0.14% | No change | 5,806 | $279K |
| Breakwater Capital Group | 0.04% | New | 5,766 | $277K |
| Financial Management Network Inc. | 0.05% | Reduce -24.4% | 5,780 | $277K |
| MAI Capital Management | 0.00% | Add +67.3% | 5,689 | $273K |
| Benjamin Edwards Inc. | 0.00% | Add +2.1% | 5,680 | $273K |
| Principal Securities, Inc. | 0.00% | Add +7.7% | 5,612 | $270K |
| Colton Groome Financial Advisors, LLC | 0.08% | Reduce -1.7% | 5,595 | $269K |
| Copperleaf Capital, LLC | 0.13% | Add +11.3% | 5,576 | $268K |
| FSB Premier Wealth Management, Inc. | 0.09% | New | 5,478 | $263K |
| Centurion Wealth Management LLC | 0.06% | Add +0.0% | 5,437 | $261K |
| Emergent Wealth Advisors, LLC | 0.15% | Add +2.4% | 5,340 | $256K |
| IMS Capital Management | 0.12% | Add +4.9% | 5,333 | $256K |
| Capital Asset Advisory Services LLC | 0.01% | Add +6.9% | 5,303 | $255K |
| FC Advisory LLC | 0.07% | Add +1.4% | 5,172 | $248K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 5,134 | $247K |
| Obsidian Cio, LLC | 0.03% | Add +1.1% | 5,099 | $245K |
| Trustmark Bank Trust Department | 0.02% | No change | 5,092 | $245K |
| Curtis Advisory Group, LLC | 0.06% | No change | 5,087 | $244K |
| Blue Trust, Inc. | 0.00% | No change | 5,077 | $244K |
| Bragg Financial Advisors, Inc | 0.01% | Add +0.0% | 5,051 | $243K |
| Sigma Planning Corp | 0.01% | Add +16.9% | 5,026 | $241K |
| Global View Capital Management LLC | 0.05% | Reduce -50.1% | 4,998 | $240K |
| Keyvantage Wealth, LLC | 0.10% | Reduce -1.3% | 4,996 | $240K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -6.5% | 4,972 | $239K |
| JSF Financial, LLC | 0.05% | Add +6.0% | 4,937 | $237K |
| 4Thought Financial Group Inc. | 0.12% | Add +2.7% | 4,903 | $236K |
| Ascentis Independent Advisors | 0.04% | Add +0.9% | 4,902 | $235K |
| One Capital Management, LLC | 0.01% | Add +3.5% | 4,885 | $235K |
| Keystone Financial Services | 0.07% | Add +1.9% | 4,810 | $231K |
| Kickstand Ventures, Llc. | 0.05% | Reduce -0.3% | 4,792 | $230K |
| Bristlecone Advisors, LLC | 0.02% | No change | 4,770 | $229K |
| Fiduciary Financial Group, LLC | 0.04% | New | 4,717 | $227K |
| Traphagen Investment Advisors LLC | 0.02% | Add +0.1% | 4,705 | $226K |
| Talisman Wealth Advisors LLC | 0.19% | New | 4,704 | $226K |
| Global Retirement Partners, LLC | 0.01% | Reduce -12.1% | 4,686 | $225K |
| Golden State Wealth Management, LLC | 0.02% | Add +0.6% | 4,627 | $222K |
| Altfest L J & Co. Inc. | 0.02% | Reduce -15.2% | 4,619 | $222K |
| PDS Planning, Inc | 0.02% | New | 4,618 | $222K |
| Fisher Asset Management | 0.00% | New | 4,555 | $219K |
| SWP Financial LLC | 0.11% | Reduce -3.9% | 4,343 | $218K |
| Kingsview Wealth Management, LLC | 0.00% | New | 4,469 | $215K |
| OneAscent Financial Services LLC | 0.01% | Add +4.5% | 4,431 | $213K |
| Gordian Advisors LLC | 0.14% | Add +1.0% | 4,413 | $212K |
| Two West Capital Advisors LLC | 0.13% | Reduce -2.4% | 4,370 | $212K |
| Traveka Wealth, LLC | 0.09% | New | 4,356 | $209K |
| Twin Focus Capital Partners, LLC | 0.03% | No change | 4,247 | $204K |
| Zhang Financial LLC | 0.01% | New | 4,231 | $203K |
| Occidental Asset Management, LLC | 0.03% | New | 4,198 | $202K |
| Tennessee Valley Asset Management Partners | 0.03% | New | 4,171 | $200K |
| Manning & Napier Advisors LLC | 0.00% | New | 3,853 | $185K |
| Cape Investment Advisory, Inc. | 0.16% | No change | 3,484 | $167K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 3,226 | $155K |
| Horizons Wealth Management | 0.10% | No change | 2,944 | $141K |
| Root Financial Partners, LLC | 0.01% | New | 2,906 | $140K |
| Private Trust Co. NA | 0.01% | No change | 2,733 | $131K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +51.2% | 2,301 | $111K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 2,196 | $105K |
| Motco | 0.01% | Add +12.7% | 2,124 | $102K |
| Crewe Advisors LLC | 0.01% | Add +27.1% | 2,052 | $99K |
| Rossmore Private Capital | 0.01% | New | 2,000 | $96K |
| Blair William & Co. | 0.00% | Add +6.3% | 1,989 | $96K |
| IFP Advisors, Inc | 0.00% | Reduce -7.9% | 1,974 | $95K |
| RMG Wealth Management LLC | 0.01% | Add +42.8% | 3,733 | $95K |
| Gould Capital, LLC | 0.06% | No change | 1,862 | $89K |
| Scarborough Advisors, LLC | 0.02% | Reduce -2.4% | 1,802 | $87K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +0.6% | 1,299 | $62K |
| Ballast Advisors LLC | 0.02% | New | 1,184 | $57K |
| Sound Income Strategies, LLC | 0.00% | Reduce -35.1% | 1,106 | $53K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +13.2% | 997 | $48K |
| Evolution Wealth Management Inc. | 0.04% | Add +6.3% | 880 | $42K |
| First Pacific Financial | 0.01% | Add +0.3% | 859 | $41K |
| Gen-Wealth Partners Inc | 0.01% | No change | 747 | $36K |
| Proffitt & Goodson Inc. | 0.01% | Add +2.1% | 737 | $35K |
| McIlrath & Eck, LLC | 0.00% | Add +0.1% | 730 | $35K |
| Glassy Mountain Advisors, Inc. | 0.01% | New | 655 | $31K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 628 | $30K |
| DT Investment Partners, LLC | 0.00% | Add +8.9% | 614 | $29K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +1.1% | 563 | $27K |
| Covestor Ltd | 0.01% | Reduce -10.9% | 491 | $24K |
| 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 +1.8% | 463 | $22K |
| Rise Advisors, LLC | 0.01% | Add +1.1% | 456 | $22K |
| Creative Financial Designs Inc. | 0.00% | Reduce -88.7% | 444 | $21K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 413 | $20K |
| Greykasell Wealth Strategies, Inc. | 0.01% | Reduce -36.4% | 388 | $19K |
| Lowe Wealth Advisors, LLC | 0.01% | New | 378 | $18K |
| Kilter Group LLC | 0.01% | Add +7.2% | 329 | $16K |
| BNP Paribas Financial Markets | 0.00% | Add +60.8% | 312 | $15K |
| Your Advocates Ltd., LLP | 0.00% | No change | 306 | $15K |
| Lanark Financial, Inc. | 0.00% | Add +30.7% | 247 | $12K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -66.2% | 246 | $12K |
| Winthrop Capital Management, LLC | 0.00% | Add +390.9% | 216 | $10K |
| Citigroup Inc. | 0.00% | No change | 200 | $10K |
| Noble Wealth Management PBC | 0.00% | — | 184 | $9K |
| North Star Investment Management Corp. | 0.00% | Add +1.2% | 173 | $8K |
| Clarity Asset Management, Inc. | 0.00% | Add +1.4% | 147 | $7K |
| 1 North Wealth Services LLC | 0.00% | No change | 140 | $7K |
| Guerra Advisors Inc | 0.00% | New | 119 | $6K |
| WealthShield Partners, LLC | 0.00% | No change | 98 | $5K |
| VSM Wealth Advisory, LLC | 0.00% | Add +1.5% | 68 | $3K |
| Asset Dedication, LLC | 0.00% | No change | 66 | $3K |
| Larson Financial Group LLC | 0.00% | Reduce -59.8% | 64 | $3K |
| Archer Investment Corp | 0.00% | New | 62 | $3K |
| GAMMA Investing LLC | 0.00% | Reduce -20.6% | 50 | $2K |
| NBT Bank, N.A. | 0.00% | Add +4.3% | 48 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 41 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 17 | $817 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 17 | $817 |
| Sunbelt Securities, Inc. | 0.00% | New | 17 | $817 |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 15 | $731 |
| Financial Life Planners | 0.00% | New | 1 | $50 |
| Hantz Financial Services, Inc. | 0.00% | New | 6 | $0 |
"% 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.