iShares ESG Aware US AggregaEAGGETF
13F holders, Q1 2026 (March 31)473holders +21
38new positions
14sold out
2famous investors
$47.53avg. 13F price*
At the end of Q1 2026, 473 institutions reported holding iShares ESG Aware US Aggrega (EAGG) in their 13F filings, up 21 from Q4 2025. 38 opened new positions and 14 sold out. The largest holders were Bank of America Corp. ($1.1B), JPMorgan Chase & Co. ($423.2M) and Envestnet Asset Management Inc. ($209.4M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $30.4M |
| Exits | 14 | $3.9M |
All 13F filers, Q4 2025 → Q1 2026: 9,610,122 shares bought and 1,848,449 shares sold, net +7,761,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 473 holders
| Bank of America Corp. | 0.08% | Add +13.9% | 22,467,535 | $1.1B |
| JPMorgan Chase & Co. | 0.03% | Add +9.4% | 8,920,282 | $423.2M |
| Envestnet Asset Management Inc. | 0.06% | Add +21.6% | 4,403,448 | $209.4M |
| Mercer Global Advisors Inc. | 0.27% | Add +29.2% | 3,828,027 | $182.0M |
| LPL Financial LLC | 0.04% | Add +32.6% | 2,798,226 | $133.1M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +3.5% | 2,296,552 | $109.2M |
| Northern Trust Corp. | 0.01% | Add +10.1% | 1,883,908 | $89.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.3% | 1,872,348 | $89.0M |
| BlackRock, Inc. | 0.00% | Add +15.7% | 1,766,886 | $84.0M |
| Betterment LLC | 0.15% | Add +0.7% | 1,659,986 | $78.9M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.9% | 1,484,669 | $70.6M |
| M&T Bank Corp | 0.14% | Add +8.9% | 902,510 | $42.9M |
| Commonwealth Equity Services, LLC | 0.06% | Add +17.8% | 895,934 | $42.6M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Add +14.6% | 844,212 | $40.1M |
| Bank of New York Mellon Corp | 0.01% | Add +33.7% | 823,406 | $39.2M |
| Ameriprise Financial Inc. | 0.01% | Add +3.8% | 741,297 | $35.3M |
| PNC Financial Services Group, Inc. | 0.02% | Add +18.7% | 700,129 | $33.3M |
| Sei Investments Co. | 0.03% | Add +4.6% | 668,211 | $31.8M |
| Wealthspire Advisors, LLC | 0.25% | Reduce -1.6% | 657,769 | $31.3M |
| Alesco Advisors, LLC, An ESL Co | 0.79% | Add +0.8% | 651,418 | $31.0M |
| Wells Fargo & Company | 0.01% | Reduce -0.3% | 544,260 | $25.9M |
| Cwm, LLC | 0.07% | Add +8.4% | 532,001 | $25.3M |
| Cetera Investment Advisers | 0.03% | Add +10.0% | 526,625 | $25.0M |
| Composition Wealth, LLC | 0.33% | Add +5.7% | 502,181 | $23.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -12.8% | 497,773 | $23.0M |
| Allworth Financial LP | 0.09% | Add +7.4% | 480,784 | $22.9M |
| Olde Wealth Management, LLC | 6.93% | Add +5.0% | 460,742 | $21.9M |
| Destination Wealth Management | 0.56% | Add +4.7% | 455,014 | $21.6M |
| UBS Group AG | 0.00% | Add +20.7% | 398,736 | $19.0M |
| Rwa Wealth Partners, LLC | 0.20% | Add +4.0% | 390,986 | $18.6M |
| Keybank National Association | 0.07% | Reduce -49.8% | 389,953 | $18.5M |
| Baird Financial Group, Inc. | 0.03% | Add +8.2% | 378,331 | $18.0M |
| Savant Capital, LLC | 0.08% | Add +11.8% | 367,909 | $17.5M |
| Ferguson Wellman Capital Management, Inc. | 0.23% | New | 360,183 | $17.1M |
| Franklin Resources Inc. | 0.00% | Add +2.3% | 360,124 | $17.1M |
| Truist Financial Corp. | 0.02% | Add +1.3% | 346,349 | $16.5M |
| Thrivent Financial for Lutherans | 0.03% | Add +3.8% | 336,359 | $16.0M |
| Mariner, LLC | 0.02% | Add +19.7% | 334,105 | $15.9M |
| Pathstone Holdings, LLC | 0.06% | Add +6.6% | 302,401 | $14.4M |
| Accredited Investors Inc. | 0.74% | Add +15.1% | 287,506 | $13.7M |
| FMR LLC | 0.00% | Add +6.8% | 283,644 | $13.5M |
| Zevin Asset Management LLC | 1.83% | Add +3.5% | 278,642 | $13.2M |
| Park Avenue Securities LLC | 0.09% | Add +30.5% | 239,827 | $11.4M |
| Facet Wealth, Inc. | 0.19% | Add +4.3% | 233,009 | $11.1M |
| Mather Group, Llc. | 0.11% | Add +3.5% | 231,886 | $11.0M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +2.2% | 229,983 | $10.9M |
| Wesbanco Bank Inc. | 0.30% | Add +0.3% | 227,792 | $10.8M |
| Apella Capital, LLC | 0.16% | Add +4.7% | 225,921 | $10.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +9.2% | 223,528 | $10.6M |
| Joel Adams & Associates, Inc. | 7.88% | Add +1.1% | 223,087 | $10.6M |
| Sand Hill Global Advisors, LLC | 0.33% | Add +12.9% | 209,264 | $10.0M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +64.4% | 201,623 | $9.6M |
| MML Investors Services, LLC | 0.03% | Add +14.8% | 192,218 | $9.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.13% | Add +1.8% | 190,950 | $9.1M |
| Affinity Capital Advisors, LLC | 1.25% | Reduce -0.6% | 187,857 | $8.9M |
| Royal Bank of Canada | 0.00% | Add +10.4% | 177,428 | $8.4M |
| Morgan Stanley | 0.00% | Add +5.7% | 173,157 | $8.2M |
| Assetmark, Inc. | 0.02% | Add +19.6% | 171,989 | $8.2M |
| Creative Planning | 0.01% | Add +129.4% | 170,469 | $8.1M |
| Jones Financial Companies LLLP | 0.00% | Add +23.4% | 164,153 | $7.7M |
| eCIO, Inc. | 3.16% | Add +13.0% | 151,322 | $7.2M |
| US Bancorp \de | 0.01% | Reduce -1.0% | 143,177 | $6.8M |
| HighTower Advisors, LLC | 0.01% | Add +1.3% | 140,772 | $6.7M |
| Mascoma Wealth Management LLC | 1.38% | Add +5.0% | 140,648 | $6.7M |
| Bluestem Financial Advisors, LLC | 2.55% | Reduce -0.2% | 138,765 | $6.6M |
| One Wealth Advisors, LLC | 0.81% | Add +15.1% | 137,597 | $6.5M |
| Archer Investment Management, LLC | 2.73% | Add +428.1% | 136,477 | $6.5M |
| Robertson Stephens Wealth Management, LLC | 0.18% | Add +13.2% | 134,911 | $6.4M |
| Nepc LLC | 0.12% | Add +66.6% | 130,692 | $6.2M |
| rebel Financial LLC | 2.69% | Add +1.0% | 130,444 | $6.2M |
| Alaska Wealth Advisors, LLC | 0.74% | Add +0.2% | 129,290 | $6.1M |
| Wealthfront Advisers LLC | 0.01% | Reduce -0.1% | 129,040 | $6.1M |
| NewEdge Advisors, LLC | 0.02% | Add +43.1% | 127,712 | $6.1M |
| Axxcess Wealth Management, LLC | 0.19% | Add +6.7% | 124,172 | $5.9M |
| Principal Financial Group Inc. | 0.00% | Add +14.2% | 123,043 | $5.9M |
| Avise Financial Cooperative, Inc. | 4.71% | Add +10.3% | 119,007 | $5.7M |
| Rossby Financial, LCC | 1.18% | Add +91.7% | 119,307 | $5.7M |
| OneDigital Investment Advisors LLC | 0.05% | Add +38.1% | 117,527 | $5.6M |
| Shira Ridge Wealth Management | 2.19% | Add +36.5% | 116,463 | $5.5M |
| Wealth Architects, LLC | 0.49% | Add +12.5% | 116,374 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -15.8% | 116,063 | $5.5M |
| Bond & Devick Financial Network, Inc. | 1.45% | Add +11.9% | 109,613 | $5.2M |
| Brio Consultants, LLC | 0.61% | Add +18.1% | 104,916 | $5.0M |
| World Investment Advisors | 0.08% | Reduce -7.7% | 100,658 | $4.8M |
| SageView Advisory Group, LLC | 0.16% | Add +1.3% | 94,790 | $4.5M |
| Atlantic Private Wealth, LLC | 2.93% | Add +14.4% | 94,367 | $4.5M |
| Equitable Holdings, Inc. | 0.03% | Add +12.1% | 91,598 | $4.4M |
| NorthRock Partners, LLC | 0.07% | Add +4.5% | 91,601 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +23.8% | 89,146 | $4.2M |
| Horst & Graben Wealth Management LLC | 0.58% | Add +4.5% | 88,885 | $4.2M |
| Stewardship Advisors, LLC | 0.93% | Reduce -5.3% | 85,473 | $4.1M |
| United Capital Financial Advisors, LLC | 0.02% | Add +19.8% | 82,599 | $3.9M |
| Sharkey, Howes & Javer | 0.51% | Add +12.8% | 79,259 | $3.8M |
| Sentinel Pension Advisors, LLC | 0.54% | Reduce -0.1% | 77,403 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -1.5% | 76,875 | $3.7M |
| JNBA Financial Advisors | 0.30% | Add +4.1% | 76,619 | $3.6M |
| Jane Street Group, LLC | 0.00% | Reduce -1.0% | 72,109 | $3.4M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -18.2% | 71,971 | $3.4M |
| Charter Oak Capital Management, LLC | 0.26% | Reduce -6.4% | 69,821 | $3.3M |
| Trilogy Capital Inc. | 0.15% | Add +8.5% | 68,527 | $3.3M |
"% 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.