iShares ESG Aware US AggregaEAGGETF
13F holders, Q4 2025 (December 31)452holders +32
40new positions
25sold out
2famous investors
$48.66avg. 13F price*
At the end of Q4 2025, 452 institutions reported holding iShares ESG Aware US Aggrega (EAGG) in their 13F filings, up 32 from Q3 2025. 40 opened new positions and 25 sold out. The largest holders were Bank of America Corp. ($943.7M), JPMorgan Chase & Co. ($390.3M) and Envestnet Asset Management Inc. ($173.4M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $101.0M |
| Exits | 25 | $17.0M |
All 13F filers, Q3 2025 → Q4 2025: 4,542,928 shares bought and 1,259,781 shares sold, net +3,283,147 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 452 holders
| Bank of America Corp. | 0.07% | Add +2.9% | 19,721,450 | $943.7M |
| JPMorgan Chase & Co. | 0.03% | Add +1.6% | 8,156,611 | $390.3M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -8.3% | 3,622,801 | $173.4M |
| Mercer Global Advisors Inc. | 0.22% | Add +7.1% | 2,963,376 | $141.8M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +5.1% | 2,219,872 | $106.2M |
| LPL Financial LLC | 0.03% | Add +5.5% | 2,109,875 | $101.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +20.3% | 1,976,370 | $94.6M |
| Northern Trust Corp. | 0.01% | Add +6.4% | 1,711,883 | $81.9M |
| Betterment LLC | 0.15% | Add +8.2% | 1,648,321 | $78.9M |
| BlackRock, Inc. | 0.00% | Add +7.3% | 1,526,640 | $73.0M |
| Raymond James Financial Inc. | 0.02% | Add +13.6% | 1,498,253 | $71.7M |
| Capital Advisors, Ltd. LLC | 7.68% | New | 143,917 | $68.1M |
| M&T Bank Corp | 0.13% | Add +3.1% | 828,955 | $39.7M |
| Keybank National Association | 0.13% | Reduce -13.8% | 776,192 | $37.1M |
| Commonwealth Equity Services, LLC | 0.05% | Add +29.9% | 760,766 | $36.4M |
| SigFig Wealth Management, LLC | 1.07% | Add +1.6% | 752,813 | $36.0M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Reduce -6.6% | 736,717 | $35.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.5% | 714,224 | $34.2M |
| Wealthspire Advisors, LLC | 0.25% | Add +4.5% | 668,702 | $32.0M |
| Alesco Advisors, LLC, An ESL Co | 0.80% | Reduce -2.3% | 646,343 | $30.9M |
| Sei Investments Co. | 0.03% | Add +7.6% | 638,782 | $30.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -13.0% | 616,055 | $29.5M |
| PNC Financial Services Group, Inc. | 0.02% | Add +12.2% | 589,887 | $28.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +5.7% | 571,004 | $27.4M |
| Wells Fargo & Company | 0.01% | Reduce -1.0% | 545,739 | $26.1M |
| Cwm, LLC | 0.06% | Add +4.4% | 490,818 | $23.5M |
| Cetera Investment Advisers | 0.03% | Reduce -1.2% | 478,608 | $22.9M |
| Composition Wealth, LLC | 0.33% | Add +10.8% | 475,243 | $22.7M |
| Allworth Financial LP | 0.09% | Add +1.4% | 447,617 | $21.4M |
| Olde Wealth Management, LLC | 6.46% | Add +2.6% | 438,835 | $21.0M |
| Destination Wealth Management | 0.54% | Add +3.3% | 434,675 | $20.8M |
| Rwa Wealth Partners, LLC | 0.20% | Reduce -1.0% | 375,846 | $18.0M |
| Franklin Resources Inc. | 0.00% | Add +2.5% | 351,944 | $16.8M |
| Baird Financial Group, Inc. | 0.03% | Add +7.8% | 349,662 | $16.7M |
| Truist Financial Corp. | 0.02% | Add +94.7% | 341,855 | $16.4M |
| UBS Group AG | 0.00% | Reduce -0.3% | 330,380 | $15.8M |
| Savant Capital, LLC | 0.09% | Add +10.4% | 328,940 | $15.7M |
| Thrivent Financial for Lutherans | 0.03% | Add +4.3% | 323,951 | $15.5M |
| Pathstone Holdings, LLC | 0.05% | Add +8.9% | 283,734 | $13.6M |
| Mariner, LLC | 0.02% | Add +10.2% | 279,054 | $13.4M |
| Zevin Asset Management LLC | 1.73% | New | 269,254 | $12.9M |
| FMR LLC | 0.00% | Add +6.8% | 265,642 | $12.7M |
| Accredited Investors Inc. | 0.63% | Add +1.6% | 249,800 | $12.0M |
| Wesbanco Bank Inc. | 0.30% | Add +1.1% | 227,049 | $10.9M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +10.9% | 225,002 | $10.8M |
| Mather Group, Llc. | 0.11% | Add +4.2% | 224,158 | $10.7M |
| Facet Wealth, Inc. | 0.19% | Add +8.3% | 223,408 | $10.7M |
| Joel Adams & Associates, Inc. | 7.94% | Add +6.9% | 220,737 | $10.6M |
| Apella Capital, LLC | 0.20% | Add +2.1% | 215,782 | $10.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.6% | 204,688 | $9.8M |
| Affinity Capital Advisors, LLC | 1.25% | Add +0.5% | 188,993 | $9.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.14% | Add +8.3% | 187,550 | $9.0M |
| Sand Hill Global Advisors, LLC | 0.31% | Add +69.4% | 185,400 | $8.9M |
| Park Avenue Securities LLC | 0.07% | Reduce -7.7% | 183,717 | $8.8M |
| MML Investors Services, LLC | 0.02% | Add +1.1% | 167,439 | $8.0M |
| Morgan Stanley | 0.00% | Add +7.3% | 163,870 | $7.8M |
| Royal Bank of Canada | 0.00% | Add +5.2% | 160,673 | $7.7M |
| US Bancorp \de | 0.01% | Add +19.0% | 144,665 | $6.9M |
| Assetmark, Inc. | 0.01% | Add +3.4% | 143,842 | $6.9M |
| Bluestem Financial Advisors, LLC | 2.57% | Reduce -0.7% | 139,044 | $6.7M |
| HighTower Advisors, LLC | 0.01% | Add +10.8% | 138,922 | $6.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.5% | 137,904 | $6.6M |
| Mascoma Wealth Management LLC | 1.37% | Add +2.4% | 133,944 | $6.4M |
| eCIO, Inc. | 2.98% | Reduce -21.8% | 133,860 | $6.4M |
| Jones Financial Companies LLLP | 0.00% | Add +12.8% | 132,976 | $6.4M |
| Wealthfront Advisers LLC | 0.01% | Add +9.8% | 129,198 | $6.2M |
| rebel Financial LLC | 2.64% | Add +0.0% | 129,147 | $6.2M |
| Alaska Wealth Advisors, LLC | 0.79% | Add +1.0% | 129,053 | $6.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +5.2% | 122,652 | $5.9M |
| One Wealth Advisors, LLC | 0.70% | Reduce -5.0% | 119,525 | $5.7M |
| Robertson Stephens Wealth Management, LLC | 0.16% | Reduce -1.8% | 119,154 | $5.7M |
| Axxcess Wealth Management, LLC | 0.10% | Add +16.0% | 116,400 | $5.6M |
| World Investment Advisors | 0.09% | Add +2.5% | 109,016 | $5.2M |
| Avise Financial Cooperative, Inc. | 4.68% | — | 107,847 | $5.2M |
| Principal Financial Group Inc. | 0.00% | No change | 107,748 | $5.2M |
| Wealth Architects, LLC | 0.45% | Add +37.2% | 103,438 | $4.9M |
| Bond & Devick Financial Network, Inc. | 1.32% | Add +2.0% | 97,971 | $4.7M |
| SageView Advisory Group, LLC | 0.15% | Add +3.6% | 93,593 | $4.5M |
| Stewardship Advisors, LLC | 1.00% | Reduce -16.6% | 90,294 | $4.3M |
| NewEdge Advisors, LLC | 0.02% | Add +4.2% | 89,222 | $4.3M |
| Brio Consultants, LLC | 0.55% | Add +7.5% | 88,871 | $4.3M |
| EP Wealth Advisors, LLC | 0.02% | — | 87,943 | $4.2M |
| NorthRock Partners, LLC | 0.07% | New | 87,642 | $4.2M |
| Shira Ridge Wealth Management | 1.64% | Add +28.9% | 85,312 | $4.1M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -1.4% | 85,116 | $4.1M |
| Horst & Graben Wealth Management LLC | 0.61% | Add +0.2% | 85,057 | $4.1M |
| Atlantic Private Wealth, LLC | 2.52% | No change | 82,473 | $3.9M |
| Equitable Holdings, Inc. | 0.03% | Reduce -4.4% | 81,698 | $3.9M |
| Westfuller Advisors, LLC | 1.57% | Add +0.7% | 80,914 | $3.9M |
| Nepc LLC | 0.08% | No change | 78,457 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +13.5% | 78,060 | $3.7M |
| Sentinel Pension Advisors, LLC | 0.57% | Reduce -0.2% | 77,505 | $3.7M |
| Long Run Wealth Advisors, LLC | 0.69% | Add +1.6% | 76,527 | $3.7M |
| Charter Oak Capital Management, LLC | 0.27% | Add +4.5% | 74,566 | $3.6M |
| Creative Planning | 0.00% | Reduce -5.9% | 74,293 | $3.6M |
| JNBA Financial Advisors | 0.31% | Add +9.0% | 73,620 | $3.5M |
| Jane Street Group, LLC | 0.00% | New | 72,865 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.2% | 72,026 | $3.4M |
| Bear Mountain Capital, Inc. | 1.11% | Add +6.5% | 71,711 | $3.4M |
| Sharkey, Howes & Javer | 0.43% | Reduce -3.1% | 70,239 | $3.4M |
"% 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.