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 |
| United Capital Financial Advisors, LLC | 0.02% | Add +3.5% | 68,933 | $3.3M |
| RTD Financial Advisors, Inc. | 0.39% | Add +1.0% | 67,181 | $3.2M |
| Sensenig Capital Advisors, Inc | 3.24% | — | 66,616 | $3.2M |
| Crux Wealth Advisors | 1.18% | Add +0.2% | 66,511 | $3.2M |
| Neumann Capital Management, LLC | 0.89% | Add +16.3% | 64,500 | $3.1M |
| Retirement Capital Strategies | 1.12% | Add +13.0% | 63,248 | $3.0M |
| Trilogy Capital Inc. | 0.14% | Add +5.5% | 63,182 | $3.0M |
| Rossby Financial, LCC | 0.94% | Add +50.2% | 62,233 | $3.0M |
| Captrust Financial Advisors | 0.01% | Reduce -23.5% | 61,155 | $2.9M |
| Plum Street Advisors, LLC | 1.04% | Add +16.4% | 60,854 | $2.9M |
| McKinley Carter Wealth Services, Inc. | 0.16% | Add +8.2% | 60,357 | $2.9M |
| Foster Group, Inc. | 0.09% | Add +41.2% | 60,120 | $2.9M |
| Dynamic Advisor Solutions LLC | 0.09% | Reduce -16.6% | 59,969 | $2.9M |
| Omega Financial Group, LLC | 0.95% | Add +1.5% | 59,561 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +5.6% | 59,539 | $2.8M |
| Mallini Complete Financial Planning LLC | 2.51% | Add +8.8% | 59,092 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +5.6% | 58,687 | $2.8M |
| Alpine Bank Wealth Management | 0.39% | Add +89.6% | 58,110 | $2.8M |
| Corient Private Wealth LP | 0.00% | Add +27.7% | 54,632 | $2.6M |
| Eley Financial Management, Inc | 0.94% | Add +2.9% | 54,589 | $2.6M |
| Balanced Rock Investment Advisors LLC | 1.85% | Reduce -3.1% | 54,376 | $2.6M |
| Investment Counsel Co. of Nevada | 5.48% | Add +1.8% | 53,304 | $2.6M |
| Diversified Enterprises, LLC | 0.15% | Add +0.9% | 52,412 | $2.5M |
| CX Institutional | 0.07% | Add +27.4% | 51,573 | $2.5M |
| Modera Wealth Management, LLC | 0.03% | Add +0.8% | 50,947 | $2.4M |
| Farther Finance Advisors, LLC | 0.03% | Add +30.4% | 49,765 | $2.4M |
| Global Endowment Management, LP | 0.30% | Add +3.5% | 49,674 | $2.4M |
| Brewster Financial Planning LLC | 1.43% | Add +12.3% | 48,782 | $2.3M |
| Perigon Wealth Management, LLC | 0.04% | Add +28.7% | 46,881 | $2.2M |
| Planning Alternatives Ltd. | 0.28% | Add +12.3% | 46,782 | $2.2M |
| Aspiriant, LLC | 0.06% | Add +90.2% | 45,994 | $2.2M |
| GeoWealth Management, LLC | 0.08% | Add +7.5% | 45,950 | $2.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +169.2% | 45,946 | $2.2M |
| Center for Financial Planning, Inc. | 0.23% | Add +2.9% | 45,295 | $2.2M |
| Ally Invest Advisors Inc. | 0.15% | Add +9.0% | 44,365 | $2.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.16% | Reduce -3.3% | 44,017 | $2.1M |
| Beta Wealth Group, Inc. | 0.84% | Add +0.3% | 43,921 | $2.1M |
| Brookstone Capital Management | 0.02% | Add +8.4% | 43,297 | $2.1M |
| Invera Wealth Advisors, LLC | 1.28% | Reduce -0.4% | 42,471 | $2.0M |
| Fort Point Capital Partners LLC | 0.24% | Add +1.3% | 42,129 | $2.0M |
| Baker Avenue Asset Management, LP | 0.05% | Add +16.9% | 41,703 | $2.0M |
| Bogart Wealth, LLC | 0.08% | Reduce -0.4% | 41,245 | $2.0M |
| Pine Haven Investment Counsel, Inc | 1.40% | Add +10.9% | 41,198 | $2.0M |
| Mgo One Seven LLC | 0.04% | Add +178.1% | 41,097 | $2.0M |
| Gradient Investments LLC | 0.03% | Reduce -1.1% | 40,178 | $1.9M |
| Financial Planning Fort Collins, LLC | 1.68% | — | 40,091 | $1.9M |
| Tempus Wealth Planning, LLC | 0.44% | Add +2.1% | 39,948 | $1.9M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +15.4% | 39,938 | $1.9M |
| Wingate Wealth Advisors, Inc. | 1.02% | Add +1.3% | 38,376 | $1.8M |
| Wescott Financial Advisory Group, LLC | 0.16% | Add +5.5% | 37,748 | $1.8M |
| Midwest Financial Partners Investments, Inc. | 0.99% | — | 37,292 | $1.8M |
| One Day In July LLC | 0.14% | Add +6.3% | 36,066 | $1.7M |
| Focus Partners Wealth | 0.00% | Add +8.7% | 35,514 | $1.7M |
| &partners | 0.01% | Add +5.3% | 35,195 | $1.7M |
| Sofi Wealth, LLC | 0.08% | Add +33.5% | 34,633 | $1.7M |
| Bartlett & Co. Wealth Management LLC | 0.02% | No change | 34,313 | $1.6M |
| GenTrust, LLC | 0.07% | Add +11.9% | 34,310 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -4.8% | 34,291 | $1.6M |
| Investor's Fiduciary Advisor Network, LLC | 0.35% | Reduce -2.5% | 33,855 | $1.6M |
| Davis Wealth Advisors, LLC | 1.35% | Add +4.4% | 33,792 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Add +1.5% | 32,433 | $1.6M |
| Cranbrook Wealth Management, LLC | 0.30% | Reduce -2.8% | 31,944 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -7.7% | 30,338 | $1.5M |
| HSBC Holdings PLC | 0.00% | No change | 30,300 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Reduce -0.7% | 30,266 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +34.8% | 30,134 | $1.4M |
| Mission Wealth Management, LP | 0.03% | Add +0.2% | 30,022 | $1.4M |
| Summit Wealth Group, LLC | 0.33% | Reduce -0.4% | 29,965 | $1.4M |
| Citizens Financial Group Inc. | 0.02% | Add +20.1% | 28,384 | $1.4M |
| Harbour Investments, Inc. | 0.03% | Reduce -7.0% | 26,990 | $1.3M |
| PFG Advisors | 0.06% | Add +21.4% | 26,732 | $1.3M |
| Truepoint, Inc. | 0.03% | New | 26,459 | $1.3M |
| Savvy Advisors, Inc. | 0.04% | Add +3.3% | 26,446 | $1.3M |
| Archer Investment Management, LLC | 0.67% | New | 25,843 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +205.2% | 25,597 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +1.1% | 24,967 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Add +2.3% | 24,727 | $1.2M |
| Trust Co. of Toledo NA | 0.12% | Reduce -7.4% | 24,570 | $1.2M |
| Stonehearth Capital Management, LLC | 0.43% | No change | 24,509 | $1.2M |
| Grand Wealth Management, LLC | 0.53% | Add +0.6% | 24,447 | $1.2M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 24,416 | $1.2M |
| Cardinal Point Capital Management ULC | 0.07% | Reduce -5.0% | 23,859 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -28.7% | 23,379 | $1.1M |
| Vise Technologies, Inc. | 0.02% | Add +296.2% | 23,192 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.08% | Add +4.7% | 22,891 | $1.1M |
| Focus Financial Network, Inc. | 0.04% | Add +0.2% | 21,799 | $1.0M |
| TD Private Client Wealth LLC | 0.02% | Add +0.9% | 21,419 | $1.0M |
| Pictet Asset Management Holding SA | 0.00% | No change | 21,016 | $1.0M |
| Wealthspire Retirement, LLC | 0.06% | No change | 20,890 | $1000K |
| Symmetry Partners, LLC | 0.06% | Reduce -16.4% | 20,817 | $996K |
| Clearstead Advisors, LLC | 0.01% | No change | 20,564 | $984K |
| Falcon Wealth Planning | 0.08% | Add +1.4% | 20,306 | $972K |
| LifePlan Investment Advisors, Inc. | 0.39% | Add +0.6% | 20,251 | $969K |
| Theory Financial LLC | 0.33% | Add +0.9% | 20,166 | $969K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -4.0% | 20,198 | $966K |
| Silver Oak Advisory Group, Inc. | 0.42% | Add +1.8% | 19,555 | $935K |
| AlTi Global, Inc. | 0.02% | No change | 18,945 | $907K |
| Private Advisor Group, LLC | 0.00% | Add +21.6% | 18,893 | $904K |
| Aprio Wealth Management, LLC | 0.05% | Reduce -15.2% | 18,831 | $901K |
| Parallel Advisors, LLC | 0.02% | Add +21.7% | 18,542 | $887K |
| Lido Advisors, LLC | 0.00% | Add +38.9% | 18,423 | $884K |
| Heartland Bank & Trust Co | 0.37% | New | 18,466 | $884K |
| RCS Financial Planning, LLC | 0.37% | Add +33.9% | 18,121 | $867K |
| GC Wealth Management RIA, LLC | 0.03% | Add +134.2% | 17,946 | $859K |
| Spinnaker Trust | 0.05% | Add +2.1% | 17,870 | $855K |
| Gould Asset Management LLC | 0.15% | Add +6.1% | 17,809 | $852K |
| DAVENPORT & Co LLC | 0.00% | Add +2.5% | 17,502 | $837K |
| Anb Bank | 0.33% | Add +7.9% | 17,376 | $831K |
| KilterHowling LLC | 0.42% | Reduce -0.9% | 17,371 | $831K |
| Barings LLC | 0.02% | No change | 17,310 | $828K |
| Lifelong Wealth Advisors, Inc. | 0.22% | Add +43.2% | 16,984 | $813K |
| Trust Co | 0.08% | Add +4.9% | 16,935 | $810K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.10% | — | 16,849 | $806K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 16,789 | $803K |
| Compound Planning, Inc. | 0.02% | Reduce -5.3% | 16,586 | $794K |
| Mason & Associates Inc | 0.15% | New | 16,405 | $785K |
| Wealth Enhancement Trust Services, Inc. | 0.10% | — | 16,199 | $775K |
| Friedenthal Financial | 0.40% | Add +0.4% | 16,111 | $771K |
| BLB&B Advisors, LLC | 0.03% | Add +1.0% | 16,102 | $770K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.14% | Reduce -9.7% | 15,942 | $763K |
| Ameraudi Asset Management, Inc. | 0.42% | No change | 15,893 | $760K |
| Ariadne Wealth Management, LP | 0.31% | Add +0.1% | 15,676 | $756K |
| Peninsula Asset Management Inc. | 0.39% | New | 15,700 | $751K |
| RFG Advisory, LLC | 0.01% | Reduce -25.3% | 15,632 | $748K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.3% | 15,608 | $747K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +10.5% | 15,285 | $731K |
| Novare Capital Management LLC | 0.05% | Reduce -3.7% | 15,263 | $730K |
| APS Management Group, Inc. | 0.62% | Add +2.4% | 15,163 | $726K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +24.9% | 15,035 | $719K |
| Acropolis Investment Management, LLC | 0.03% | Add +47.0% | 14,871 | $712K |
| Aptus Capital Advisors, LLC | 0.01% | Add +2.2% | 14,858 | $711K |
| Commerce Bank | 0.00% | No change | 14,835 | $710K |
| Painted Porch Advisors LLC | 0.28% | No change | 14,705 | $704K |
| Tradition Wealth Management, LLC | 0.05% | Add +0.3% | 14,695 | $703K |
| Greenspring Advisors, LLC | 0.04% | New | 14,674 | $702K |
| UMB Bank, n.a. | 0.01% | No change | 14,497 | $694K |
| Summit Wealth Group LLC / Co. | 0.09% | New | 14,346 | $686K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +8.1% | 14,117 | $675K |
| Sunrise Financial Services, LLC | 0.51% | — | 14,114 | $675K |
| Capital Analysts, LLC | 0.02% | Reduce -0.9% | 14,053 | $672K |
| Oregon Pacific Wealth Management, LLC | 0.69% | Reduce -16.2% | 13,944 | $667K |
| Venturi Wealth Management, LLC | 0.03% | Add +3.9% | 13,726 | $657K |
| Xena Financial Planning, LLC | 0.76% | — | 13,549 | $648K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.9% | 13,547 | $648K |
| Truefg, LLC | 0.16% | Add +1.9% | 12,731 | $609K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +14.6% | 12,682 | $608K |
| Evolve Private Wealth, LLC | 0.04% | — | 12,679 | $607K |
| Sonoma Allocations LLC | 0.20% | New | 12,465 | $595K |
| Caliber Wealth Management, LLC / KS | 0.06% | Reduce -3.1% | 12,356 | $591K |
| Presilium Private Wealth, LLC | 0.11% | Add +0.5% | 12,249 | $586K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +2.3% | 12,184 | $583K |
| CreativeOne Wealth, LLC | 0.01% | Add +16.0% | 12,171 | $582K |
| Diversify Wealth Management, LLC | 0.03% | New | 12,126 | $582K |
| Austin Private Wealth, LLC | 0.04% | Reduce -4.3% | 12,136 | $581K |
| Rockbridge Investment Management, LCC | 0.05% | Add +0.3% | 12,115 | $580K |
| Hilltop Partners LLC | 0.15% | Reduce -11.0% | 12,064 | $577K |
| Ackerman Capital Advisors, LLC | 0.11% | Add +2.3% | 11,968 | $573K |
| Traveka Wealth, LLC | 0.23% | Add +174.6% | 11,962 | $572K |
| Retirement Income Solutions, Inc. | 0.10% | Reduce -12.4% | 11,942 | $571K |
| Valley National Advisers Inc. | 0.08% | Add +11.5% | 11,604 | $555K |
| Hoxton Planning & Management, LLC | 0.16% | Add +2.8% | 11,520 | $551K |
| Livet Wealth, LLC | 0.34% | — | 11,506 | $551K |
| Verus Capital Partners, LLC | 0.04% | Add +3.3% | 10,966 | $525K |
| Atria Investments, Inc | 0.01% | Reduce -3.2% | 10,935 | $523K |
| Wealth Advisory Team LLC | 0.46% | — | 10,935 | $523K |
| Ascent Group, LLC | 0.02% | Reduce -38.6% | 10,677 | $511K |
| JB Capital LLC | 0.02% | Add +1.0% | 10,645 | $509K |
| Signaturefd, LLC | 0.01% | Reduce -2.3% | 10,618 | $508K |
| Financial Alternatives, Inc | 0.28% | Add +31.0% | 10,188 | $487K |
| Common Fund for Nonprofit Organizations | 0.04% | Add +27.7% | 10,048 | $481K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -0.5% | 10,034 | $480K |
| Comerica Bank | 0.00% | Reduce -28.3% | 10,002 | $479K |
| Ameliora Wealth Management Ltd. | 0.15% | No change | 10,000 | $479K |
| MA Private Wealth | 0.08% | No change | 9,993 | $478K |
| Estate Counselors, LLC | 0.04% | No change | 9,825 | $470K |
| Orin Green Financial, LLC | 0.19% | No change | 9,794 | $469K |
| CWC Advisors, LLC. | 0.22% | Add +0.4% | 9,718 | $465K |
| Harpswell Capital Advisors, LLC | 0.37% | Reduce -14.2% | 9,667 | $463K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -36.0% | 9,658 | $462K |
| Diversified Trust Co. | 0.01% | Add +1.0% | 9,531 | $456K |
| New Covenant Trust Company, N.A. | 0.41% | Reduce -45.9% | 9,530 | $456K |
| Veridan Wealth LLC | 0.15% | Add +1.5% | 9,263 | $443K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.1% | 9,207 | $441K |
| AE Wealth Management LLC | 0.00% | Add +54.1% | 9,149 | $438K |
| Potomac Fund Management Inc. | 0.02% | Add +6.4% | 9,092 | $435K |
| Spectrum Planning & Advisory Services Inc. | 0.22% | Add +0.6% | 8,987 | $430K |
| First Hawaiian Bank | 0.06% | No change | 8,979 | $430K |
| Blue Trust, Inc. | 0.00% | Add +71.2% | 8,692 | $416K |
| Cerity Partners LLC | 0.00% | New | 8,575 | $410K |
| MBE Wealth Management, LLC | 0.17% | Add +0.8% | 8,500 | $407K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -6.5% | 8,416 | $403K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -5.5% | 8,413 | $403K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.0% | 8,288 | $397K |
| Regions Financial Corp. | 0.00% | Reduce -2.4% | 8,283 | $396K |
| Gateway Wealth Partners, LLC | 0.04% | New | 8,273 | $396K |
| Hills Bank & Trust Co | 0.02% | Add +2.0% | 8,248 | $395K |
| Bangor Savings Bank | 0.03% | Add +3.7% | 8,211 | $393K |
| Founders Financial Securities LLC | 0.02% | New | 8,131 | $389K |
| Curtis Advisory Group, LLC | 0.08% | Add +59.1% | 8,095 | $387K |
| Opulen Financial Group LLC | 0.28% | Add +1.3% | 8,068 | $386K |
| Smith & Howard Wealth Management, LLC | 0.09% | No change | 8,041 | $385K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -3.4% | 8,009 | $383K |
| Morris Financial Concepts, Inc. | 0.13% | Add +3.7% | 8,007 | $383K |
| North Berkeley Wealth Management, LLC | 0.23% | Reduce -3.5% | 8,003 | $383K |
| Opes Wealth Management LLC | 0.06% | Add +4.1% | 7,857 | $376K |
| LaSalle St. Investment Advisors, LLC | 0.06% | New | 7,819 | $374K |
| Okabena Investment Services Inc. | 0.07% | New | 7,743 | $371K |
| Braun-Bostich & Associates Inc. | 0.22% | Add +7.2% | 7,590 | $363K |
| Global Retirement Partners, LLC | 0.01% | Add +60.4% | 7,515 | $360K |
| Finley Financial, LLC | 0.16% | No change | 7,400 | $354K |
| Ellenbecker Investment Group | 0.05% | New | 7,375 | $353K |
| AdvisorNet Financial, Inc | 0.02% | Add +11.1% | 7,313 | $350K |
| Diversified Portfolios, Inc. | 0.03% | Reduce -4.1% | 7,208 | $345K |
| SteelPeak Wealth, LLC | 0.01% | Add +1.3% | 7,187 | $344K |
| ETF Portfolio Partners, Inc. | 0.09% | Add +0.0% | 7,155 | $342K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +1.7% | 7,115 | $340K |
| Bluespring Wealth Management, LLC | 0.03% | Reduce -17.6% | 6,949 | $333K |
| Litman Gregory Wealth Management LLC | 0.02% | Reduce -11.8% | 6,947 | $332K |
| FSB Premier Wealth Management, Inc. | 0.11% | Add +26.5% | 6,931 | $332K |
| Sandbox Financial Partners, LLC | 0.09% | Reduce -7.6% | 6,884 | $329K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 6,775 | $324K |
| Highland Financial Advisors, LLC | 0.09% | Add +13.0% | 6,672 | $319K |
| AQR Capital Management | 0.00% | No change | 6,635 | $317K |
| Compton Financial Group, LLC | 0.07% | New | 6,601 | $316K |
| Uptick Partners, LLC | 0.07% | New | 6,595 | $316K |
| Madrid Wealth Management, LLC | 0.25% | — | 6,498 | $311K |
| One Capital Management, LLC | 0.01% | Add +30.7% | 6,385 | $306K |
| Sage Financial Group Inc. | 0.02% | Add +8.7% | 6,382 | $305K |
| Centurion Wealth Management LLC | 0.07% | Add +16.7% | 6,346 | $304K |
| Endeavor Private Wealth, Inc. | 0.09% | Reduce -8.2% | 6,272 | $300K |
| Farmers National Bank | 0.07% | Add +2.9% | 6,213 | $297K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -3.3% | 6,159 | $295K |
| Capital Asset Advisory Services LLC | 0.01% | Add +13.8% | 6,037 | $289K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +3.7% | 6,390 | $288K |
| Gordian Advisors LLC | 0.19% | Add +35.7% | 5,989 | $287K |
| Atomic Invest LLC | 0.16% | — | 5,928 | $284K |
| Principal Securities, Inc. | 0.00% | Add +4.9% | 5,889 | $282K |
| Benjamin Edwards Inc. | 0.00% | Add +3.5% | 5,877 | $281K |
| JSF Financial, LLC | 0.06% | Add +19.0% | 5,874 | $281K |
| MAI Capital Management | 0.00% | Add +3.1% | 5,864 | $281K |
| Birchbrook, Inc. | 0.14% | No change | 5,806 | $278K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -5.9% | 5,802 | $278K |
| Wealth Alliance, LLC | 0.03% | Reduce -9.0% | 5,800 | $278K |
| Bragg Financial Advisors, Inc | 0.01% | Add +11.7% | 5,642 | $270K |
| Financial Management Network Inc. | 0.04% | Reduce -2.4% | 5,641 | $270K |
| Colton Groome Financial Advisors, LLC | 0.08% | No change | 5,595 | $268K |
| American Money Management, LLC | 0.04% | New | 5,576 | $267K |
| Curtis Wealth Management LLC | 0.23% | — | 5,536 | $266K |
| BlueStem Wealth Partners, LLC | 0.03% | Reduce -5.5% | 5,521 | $264K |
| Fiduciary Financial Group, LLC | 0.04% | Add +16.0% | 5,471 | $262K |
| FC Advisory LLC | 0.07% | Add +4.5% | 5,403 | $259K |
| Emergent Wealth Advisors, LLC | 0.14% | Reduce -0.2% | 5,329 | $255K |
| Wealthgarden F.S. LLC | 0.17% | Reduce -14.8% | 5,239 | $252K |
| Absolute Capital Management, LLC | 0.09% | New | 5,246 | $251K |
| Fisher Asset Management | 0.00% | Add +14.5% | 5,217 | $250K |
| Western Wealth Management, LLC | 0.01% | New | 5,202 | $249K |
| Wealthcare Advisory Partners LLC | 0.00% | No change | 5,134 | $246K |
| Trustmark Bank Trust Department | 0.02% | No change | 5,092 | $244K |
| CDKV Holdings LLC | 0.20% | — | 5,009 | $240K |
| Keyvantage Wealth, LLC | 0.10% | No change | 4,996 | $239K |
| 4Thought Financial Group Inc. | 0.12% | Add +1.8% | 4,989 | $239K |
| Sigma Planning Corp | 0.01% | Reduce -1.4% | 4,953 | $237K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +1097.6% | 4,946 | $237K |
| Choreo, LLC | 0.00% | Reduce -21.6% | 4,917 | $236K |
| Kingsview Wealth Management, LLC | 0.00% | Add +10.2% | 4,924 | $236K |
| Tennessee Valley Asset Management Partners | 0.03% | Add +16.9% | 4,878 | $233K |
| Strategic Blueprint, LLC | 0.01% | Reduce -17.9% | 4,865 | $233K |
| IFP Advisors, Inc | 0.01% | Add +144.9% | 4,835 | $231K |
| PDS Planning, Inc | 0.02% | Add +2.8% | 4,747 | $227K |
| Traphagen Investment Advisors LLC | 0.02% | Add +0.1% | 4,711 | $225K |
| Ascentis Independent Advisors | 0.04% | Reduce -4.3% | 4,691 | $224K |
| Golden State Wealth Management, LLC | 0.02% | Add +0.9% | 4,668 | $223K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -6.9% | 4,627 | $221K |
| Altfest L J & Co. Inc. | 0.02% | Add +0.1% | 4,625 | $221K |
| Townsend Financial Planning, LLC | 0.22% | — | 4,585 | $219K |
| OneAscent Financial Services LLC | 0.02% | Add +1.5% | 4,497 | $215K |
| R. W. Roge & Company, Inc. | 0.11% | New | 4,491 | $214K |
| SWP Financial LLC | 0.11% | Add +2.0% | 4,429 | $212K |
| Twin Focus Capital Partners, LLC | 0.02% | No change | 4,247 | $203K |
| Zhang Financial LLC | 0.01% | No change | 4,231 | $202K |
| Buttonwood Financial Group, LLC | 0.11% | Reduce -63.5% | 4,217 | $202K |
| Manning & Napier Advisors LLC | 0.00% | Add +9.6% | 4,223 | $202K |
| Walkner Condon Financial Advisors LLC | 0.03% | New | 4,211 | $202K |
| Occidental Asset Management, LLC | 0.02% | No change | 4,198 | $201K |
| Cary Street Partners Investment Advisory LLC | 0.05% | New | 4,091 | $196K |
| Blueline Advisors LLC | 0.15% | — | 3,722 | $178K |
| Godfrey Financial Associates, Inc. | 0.15% | — | 3,438 | $168K |
| Cape Investment Advisory, Inc. | 0.05% | No change | 3,484 | $167K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 3,226 | $154K |
| Horizons Wealth Management | 0.09% | No change | 2,944 | $141K |
| Root Financial Partners, LLC | 0.01% | No change | 2,906 | $139K |
| Private Trust Co. NA | 0.01% | No change | 2,733 | $131K |
| Motco | 0.01% | Add +11.2% | 2,362 | $113K |
| Cary Street Partners Financial LLC | 0.00% | New | 2,203 | $105K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 2,196 | $105K |
| Crewe Advisors LLC | 0.01% | Add +0.3% | 2,058 | $98K |
| Gould Capital, LLC | 0.06% | Add +8.1% | 2,012 | $96K |
| Rossmore Private Capital | 0.01% | No change | 2,000 | $96K |
| Blair William & Co. | 0.00% | Reduce -4.7% | 1,896 | $91K |
| Legacy Wealth Managment, LLC | 0.04% | New | 1,877 | $90K |
| Scarborough Advisors, LLC | 0.01% | Reduce -14.5% | 1,540 | $74K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,501 | $72K |
| Evolution Wealth Management Inc. | 0.06% | Add +64.8% | 1,450 | $69K |
| Arax Advisory Partners | 0.00% | New | 1,381 | $66K |
| Key Capital Management, INC | 0.06% | — | 1,331 | $64K |
| Ballast Advisors LLC | 0.02% | Add +1.7% | 1,204 | $58K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -9.3% | 1,178 | $56K |
| Triumph Capital Management | 0.01% | New | 1,062 | $51K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +5.8% | 1,055 | $50K |
| Bessemer Group Inc. | 0.00% | New | 1,019 | $49K |
| Proffitt & Goodson Inc. | 0.01% | Add +30.3% | 960 | $46K |
| First Pacific Financial | 0.01% | Add +1.3% | 870 | $42K |
| Pittenger & Anderson Inc. | 0.00% | New | 840 | $40K |
| Gen-Wealth Partners Inc | 0.01% | Add +6.8% | 798 | $38K |
| McIlrath & Eck, LLC | 0.00% | Add +5.2% | 768 | $37K |
| VSM Wealth Advisory, LLC | 0.01% | Add +917.6% | 692 | $33K |
| Glassy Mountain Advisors, Inc. | 0.01% | No change | 655 | $31K |
| Smartleaf Asset Management LLC | 0.00% | New | 652 | $31K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 628 | $30K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +1.2% | 570 | $27K |
| Covestor Ltd | 0.01% | Add +10.4% | 542 | $26K |
| CoreCap Advisors, LLC | 0.00% | No change | 482 | $23K |
| Raffa Wealth Management, LLC | 0.00% | Add +1.5% | 470 | $22K |
| Your Advocates Ltd., LLP | 0.01% | Add +23.5% | 378 | $18K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | — | 348 | $17K |
| BNP Paribas Financial Markets | 0.00% | No change | 312 | $15K |
| Creative Financial Designs Inc. | 0.00% | Reduce -32.2% | 301 | $14K |
| Kilter Group LLC | 0.01% | Reduce -21.9% | 257 | $12K |
| Lanark Financial, Inc. | 0.00% | No change | 247 | $12K |
| Elyxium Wealth, LLC | 0.00% | New | 229 | $11K |
| Winthrop Capital Management, LLC | 0.00% | No change | 216 | $10K |
| Citigroup Inc. | 0.00% | No change | 200 | $10K |
| AlphaCore Capital LLC | 0.00% | New | 186 | $9K |
| Noble Wealth Management PBC | 0.00% | No change | 184 | $9K |
| North Star Investment Management Corp. | 0.00% | Add +1.2% | 175 | $8K |
| Clarity Asset Management, Inc. | 0.00% | Add +1.4% | 149 | $7K |
| 1 North Wealth Services LLC | 0.00% | No change | 140 | $7K |
| Larson Financial Group LLC | 0.00% | Add +70.3% | 109 | $5K |
| WealthShield Partners, LLC | 0.00% | No change | 98 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 66 | $3K |
| GAMMA Investing LLC | 0.00% | Add +18.0% | 59 | $3K |
| NBT Bank, N.A. | 0.00% | No change | 48 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 41 | $2K |
| Lodestone Wealth Management LLC | 0.00% | New | 39 | $2K |
| Camelot Portfolios, LLC | 0.00% | New | 29 | $1K |
| Obsidian Cio, LLC | 0.00% | Reduce -99.7% | 18 | $858 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 17 | $814 |
| Millstone Evans Group, LLC | 0.00% | No change | 17 | $813 |
| Sunbelt Securities, Inc. | 0.00% | No change | 17 | $813 |
| Davis Capital Management | 0.00% | New | 4 | $191 |
| Russell Investments Group, Ltd. | 0.00% | Add +0.0% | 2 | $99 |
| Hantz Financial Services, Inc. | 0.00% | No change | 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.