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 |
| Global Endowment Management, LP | 0.36% | Add +37.4% | 68,254 | $3.2M |
| RTD Financial Advisors, Inc. | 0.39% | Add +0.2% | 67,318 | $3.2M |
| Crux Wealth Advisors | 1.23% | Add +0.9% | 67,086 | $3.2M |
| Neumann Capital Management, LLC | 0.94% | Add +3.7% | 66,870 | $3.2M |
| Retirement Capital Strategies | 1.17% | Add +2.6% | 64,926 | $3.1M |
| Alpine Bank Wealth Management | 0.44% | Add +10.1% | 63,991 | $3.0M |
| Mallini Complete Financial Planning LLC | 2.62% | Add +8.2% | 63,942 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +7.9% | 63,324 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +6.0% | 63,098 | $3.0M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +4.4% | 62,601 | $3.0M |
| Riverwater Partners LLC | 0.98% | New | 62,083 | $3.0M |
| Foster Group, Inc. | 0.09% | Add +3.0% | 61,936 | $2.9M |
| Captrust Financial Advisors | 0.01% | Add +1.1% | 61,842 | $2.9M |
| Plum Street Advisors, LLC | 1.00% | Add +0.3% | 61,015 | $2.9M |
| Omega Financial Group, LLC | 0.94% | Add +1.2% | 60,275 | $2.9M |
| Sensenig Capital Advisors, Inc | 2.86% | Reduce -12.0% | 58,652 | $2.8M |
| Diversified Enterprises, LLC | 0.15% | Add +8.1% | 56,641 | $2.7M |
| Balanced Rock Investment Advisors LLC | 1.83% | Add +0.7% | 54,748 | $2.6M |
| Eley Financial Management, Inc | 0.93% | Reduce -0.3% | 54,409 | $2.6M |
| Corient Private Wealth LP | 0.00% | Reduce -1.6% | 53,774 | $2.6M |
| McKinley Carter Wealth Services, Inc. | 0.15% | Reduce -11.9% | 53,178 | $2.5M |
| Investment Counsel Co. of Nevada | 5.67% | Reduce -0.5% | 53,041 | $2.5M |
| Farther Finance Advisors, LLC | 0.02% | Add +6.9% | 53,191 | $2.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.19% | Add +20.3% | 52,946 | $2.5M |
| Merit Financial Group, LLC | 0.02% | Add +62.4% | 52,675 | $2.5M |
| Perigon Wealth Management, LLC | 0.05% | Add +12.2% | 52,608 | $2.5M |
| GeoWealth Management, LLC | 0.09% | Add +12.9% | 51,886 | $2.5M |
| CX Institutional | 0.07% | Add +0.2% | 51,658 | $2.5M |
| Brookstone Capital Management | 0.03% | Add +17.7% | 50,978 | $2.4M |
| Modera Wealth Management, LLC | 0.03% | Reduce -0.0% | 50,943 | $2.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +111.0% | 49,317 | $2.3M |
| Westfuller Advisors, LLC | 1.00% | Reduce -39.8% | 48,725 | $2.3M |
| Brewster Financial Planning LLC | 1.40% | Reduce -0.3% | 48,632 | $2.3M |
| Planning Alternatives Ltd. | 0.30% | Add +3.2% | 48,262 | $2.3M |
| Beta Wealth Group, Inc. | 0.95% | Add +9.5% | 48,094 | $2.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.7% | 46,267 | $2.2M |
| Mgo One Seven LLC | 0.04% | Add +11.0% | 45,612 | $2.2M |
| Sofi Wealth, LLC | 0.10% | Add +30.5% | 45,186 | $2.1M |
| Invera Wealth Advisors, LLC | 1.36% | Add +5.1% | 44,651 | $2.1M |
| Aspiriant, LLC | 0.06% | Reduce -2.9% | 44,646 | $2.1M |
| Ally Invest Advisors Inc. | 0.14% | Add +0.2% | 44,457 | $2.1M |
| &partners | 0.01% | Add +24.3% | 43,747 | $2.1M |
| Financial Planning Fort Collins, LLC | 1.63% | Add +9.3% | 43,825 | $2.1M |
| Center for Financial Planning, Inc. | 0.22% | Reduce -4.0% | 43,460 | $2.1M |
| Pine Haven Investment Counsel, Inc | 1.50% | Add +4.3% | 42,988 | $2.0M |
| Davis Wealth Advisors, LLC | 1.68% | Add +25.7% | 42,471 | $2.0M |
| Fort Point Capital Partners LLC | 0.26% | Add +0.4% | 42,310 | $2.0M |
| Baker Avenue Asset Management, LP | 0.05% | Add +1.4% | 42,297 | $2.0M |
| Midwest Financial Partners Investments, Inc. | 1.05% | Add +11.5% | 41,596 | $2.0M |
| One Day In July LLC | 0.16% | Add +14.9% | 41,450 | $2.0M |
| Tempus Wealth Planning, LLC | 0.44% | Add +1.8% | 40,665 | $1.9M |
| Wingate Wealth Advisors, Inc. | 1.03% | Add +5.7% | 40,545 | $1.9M |
| Gradient Investments LLC | 0.03% | Add +0.8% | 40,516 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +12.2% | 39,837 | $1.9M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -1.1% | 39,515 | $1.9M |
| SigFig Wealth Management, LLC | 0.05% | Reduce -94.9% | 38,684 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +9.4% | 37,515 | $1.8M |
| Wescott Financial Advisory Group, LLC | 0.15% | Reduce -2.2% | 36,902 | $1.8M |
| Cranbrook Wealth Management, LLC | 0.35% | Add +12.5% | 35,924 | $1.7M |
| Investor's Fiduciary Advisor Network, LLC | 0.52% | Add +6.1% | 35,905 | $1.7M |
| Harbour Investments, Inc. | 0.03% | Add +31.4% | 35,460 | $1.7M |
| Gateway Wealth Partners, LLC | 0.06% | Add +313.0% | 34,171 | $1.6M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -1.4% | 33,843 | $1.6M |
| Citizens Financial Group Inc. | 0.02% | Add +18.4% | 33,607 | $1.6M |
| Bogart Wealth, LLC | 0.06% | Reduce -18.9% | 33,463 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +6.8% | 32,193 | $1.5M |
| Mission Wealth Management, LP | 0.03% | Add +1.2% | 30,371 | $1.4M |
| Summit Wealth Group, LLC | 0.33% | Add +0.1% | 29,992 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.4% | 29,927 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +14.3% | 29,268 | $1.4M |
| Independent Advisor Alliance | 0.01% | New | 28,643 | $1.4M |
| OpenArc Corporate Advisory, LLC | 0.02% | Add +67.1% | 28,056 | $1.3M |
| HSBC Holdings PLC | 0.00% | Reduce -10.4% | 27,150 | $1.3M |
| Cardinal Point Capital Management ULC | 0.08% | Add +13.7% | 27,138 | $1.3M |
| Heartland Bank & Trust Co | 0.29% | Add +45.5% | 26,858 | $1.3M |
| Savvy Advisors, Inc. | 0.03% | Add +1.3% | 26,788 | $1.3M |
| Truepoint, Inc. | 0.03% | Add +0.2% | 26,519 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +187.7% | 24,669 | $1.2M |
| Trust Co. of Toledo NA | 0.11% | No change | 24,570 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -2.0% | 24,473 | $1.2M |
| Stonehearth Capital Management, LLC | 0.46% | Reduce -0.5% | 24,385 | $1.2M |
| Grand Wealth Management, LLC | 0.54% | Reduce -0.7% | 24,271 | $1.2M |
| KilterHowling LLC | 0.57% | Add +36.5% | 23,709 | $1.1M |
| PFG Advisors | 0.05% | Reduce -12.2% | 23,478 | $1.1M |
| Vise Technologies, Inc. | 0.02% | No change | 23,192 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.08% | Add +1.9% | 23,329 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.03% | Add +15.2% | 23,269 | $1.1M |
| Theory Financial LLC | 0.38% | Add +13.3% | 22,838 | $1.1M |
| LifePlan Investment Advisors, Inc. | 0.43% | Add +12.4% | 22,757 | $1.1M |
| Falcon Wealth Planning | 0.07% | Add +7.8% | 21,896 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Add +14.7% | 21,675 | $1.0M |
| Focus Financial Network, Inc. | 0.04% | Reduce -2.2% | 21,319 | $1.0M |
| Anb Bank | 0.41% | Add +21.6% | 21,132 | $1.0M |
| Clearstead Advisors, LLC | 0.01% | Add +2.5% | 21,087 | $1.0M |
| Pictet Asset Management Holding SA | 0.00% | No change | 21,016 | $999K |
| Symmetry Partners, LLC | 0.06% | Add +0.8% | 20,980 | $998K |
| Wealthspire Retirement, LLC | 0.06% | No change | 20,890 | $993K |
| RCS Financial Planning, LLC | 0.51% | Add +13.3% | 20,532 | $976K |
| Spinnaker Trust | 0.05% | Add +12.7% | 20,138 | $958K |
| Silver Oak Advisory Group, Inc. | 0.41% | Add +2.8% | 20,097 | $955K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.11% | Add +17.3% | 19,766 | $940K |
| GC Wealth Management RIA, LLC | 0.04% | Add +5.9% | 18,998 | $903K |
| Sonoma Allocations LLC | 0.31% | Add +52.1% | 18,963 | $901K |
| AlTi Global, Inc. | 0.02% | No change | 18,945 | $901K |
| Verus Capital Partners, LLC | 0.06% | Add +71.5% | 18,809 | $894K |
| Contango Wealth Management LLC | 1.03% | New | 18,545 | $882K |
| RFG Advisory, LLC | 0.02% | Add +18.0% | 18,452 | $877K |
| GenTrust, LLC | 0.04% | Reduce -46.3% | 18,420 | $876K |
| Crestwood Advisors Group, LLC | 0.01% | New | 18,253 | $868K |
| DAVENPORT & Co LLC | 0.00% | Add +3.7% | 18,144 | $863K |
| Capital Analysts, LLC | 0.02% | Add +27.5% | 17,914 | $852K |
| Diversify Wealth Management, LLC | 0.01% | Add +46.3% | 17,738 | $841K |
| Aprio Wealth Management, LLC | 0.05% | Reduce -7.7% | 17,390 | $827K |
| Barings LLC | 0.01% | No change | 17,310 | $823K |
| Gould Asset Management LLC | 0.14% | Reduce -4.2% | 17,055 | $811K |
| Lifelong Wealth Advisors, Inc. | 0.21% | Reduce -0.3% | 16,929 | $805K |
| Compound Planning, Inc. | 0.02% | Add +1.8% | 16,889 | $803K |
| BLB&B Advisors, LLC | 0.03% | Add +4.0% | 16,742 | $796K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +108.6% | 16,704 | $794K |
| Trust Co | 0.07% | Reduce -2.5% | 16,515 | $785K |
| Mason & Associates Inc | 0.15% | Add +0.6% | 16,499 | $783K |
| Wealth Enhancement Trust Services, Inc. | 0.09% | Add +1.2% | 16,400 | $780K |
| Friedenthal Financial | 0.39% | Add +1.7% | 16,388 | $779K |
| Endeavor Private Wealth, Inc. | 0.22% | Add +157.9% | 16,178 | $769K |
| Peninsula Asset Management Inc. | 0.39% | Add +2.5% | 16,100 | $766K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.13% | Add +0.6% | 16,043 | $763K |
| Bank of Montreal | 0.00% | New | 15,985 | $760K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +4.1% | 15,905 | $756K |
| Ameraudi Asset Management, Inc. | 0.41% | No change | 15,893 | $756K |
| D.A. Davidson & Co. | 0.00% | Add +1.4% | 15,820 | $752K |
| APS Management Group, Inc. | 0.64% | Add +3.6% | 15,706 | $747K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.1% | 15,646 | $744K |
| Ariadne Wealth Management, LP | 0.33% | Reduce -1.6% | 15,430 | $734K |
| Parallel Advisors, LLC | 0.01% | Reduce -17.1% | 15,381 | $731K |
| Acropolis Investment Management, LLC | 0.03% | Add +3.3% | 15,366 | $731K |
| Commerce Bank | 0.00% | Add +2.6% | 15,225 | $724K |
| FinArc Investments, Inc. | 0.69% | — | 15,140 | $720K |
| Aptus Capital Advisors, LLC | 0.01% | Add +1.0% | 15,010 | $714K |
| Tradition Wealth Management, LLC | 0.05% | Add +1.1% | 14,862 | $707K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +5.1% | 14,841 | $706K |
| Painted Porch Advisors LLC | 0.33% | No change | 14,705 | $699K |
| Greenspring Advisors, LLC | 0.04% | Add +0.2% | 14,701 | $699K |
| Summit Wealth Group LLC / Co. | 0.07% | Add +1.4% | 14,546 | $692K |
| UMB Bank, n.a. | 0.01% | No change | 14,497 | $689K |
| Hoxton Planning & Management, LLC | 0.20% | Add +22.0% | 14,053 | $668K |
| Traveka Wealth, LLC | 0.25% | Add +16.2% | 13,902 | $661K |
| BlueStem Wealth Partners, LLC | 0.07% | Add +150.9% | 13,855 | $659K |
| Venturi Wealth Management, LLC | 0.03% | Add +0.2% | 13,755 | $654K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +3.7% | 13,152 | $625K |
| Valley National Advisers Inc. | 0.08% | Add +10.6% | 12,839 | $610K |
| CreativeOne Wealth, LLC | 0.01% | Add +5.3% | 12,817 | $609K |
| Atria Investments, Inc | 0.01% | Add +16.8% | 12,768 | $607K |
| Orin Green Financial, LLC | 0.25% | Add +30.1% | 12,744 | $606K |
| Truefg, LLC | 0.16% | Reduce -0.9% | 12,622 | $600K |
| TD Private Client Wealth LLC | 0.01% | Reduce -41.1% | 12,621 | $600K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -48.3% | 12,616 | $600K |
| Caliber Wealth Management, LLC / KS | 0.07% | Add +1.6% | 12,558 | $597K |
| Advisory Services Network, LLC | 0.01% | Reduce -58.6% | 12,543 | $596K |
| Oregon Pacific Wealth Management, LLC | 0.62% | Reduce -10.3% | 12,501 | $594K |
| Ackerman Capital Advisors, LLC | 0.12% | Add +3.9% | 12,435 | $591K |
| Hilltop Partners LLC | 0.15% | Add +2.1% | 12,319 | $586K |
| Presilium Private Wealth, LLC | 0.10% | Add +0.5% | 12,315 | $586K |
| Evolve Private Wealth, LLC | 0.03% | Reduce -3.6% | 12,221 | $581K |
| Rockbridge Investment Management, LCC | 0.05% | Add +0.8% | 12,214 | $581K |
| Retirement Income Solutions, Inc. | 0.10% | Reduce -0.1% | 11,934 | $567K |
| Wealth Alliance, LLC | 0.06% | Add +104.2% | 11,843 | $563K |
| Curtis Advisory Group, LLC | 0.12% | Add +44.5% | 11,700 | $556K |
| JB Capital LLC | 0.02% | Add +8.6% | 11,556 | $549K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -5.3% | 11,532 | $548K |
| Bangor Savings Bank | 0.04% | Add +40.0% | 11,497 | $547K |
| Livet Wealth, LLC | 0.35% | Reduce -0.6% | 11,437 | $544K |
| Ascent Group, LLC | 0.02% | Add +7.0% | 11,429 | $543K |
| Xena Financial Planning, LLC | 0.59% | Reduce -18.7% | 11,020 | $524K |
| Signaturefd, LLC | 0.01% | Add +3.5% | 10,995 | $523K |
| Natixis Advisors, LLC | 0.00% | New | 10,979 | $522K |
| Fifth Third Bancorp | 0.00% | New | 10,841 | $515K |
| Financial Alternatives, Inc | 0.27% | Add +3.0% | 10,495 | $499K |
| Potomac Fund Management Inc. | 0.02% | Add +13.4% | 10,312 | $490K |
| Common Fund for Nonprofit Organizations | 0.05% | Add +1.9% | 10,239 | $487K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 10,034 | $477K |
| Wedbush Securities Inc. | 0.01% | Add +8.9% | 10,023 | $477K |
| Ameliora Wealth Management Ltd. | 0.15% | No change | 10,000 | $476K |
| MA Private Wealth | 0.08% | No change | 9,993 | $475K |
| Novare Capital Management LLC | 0.04% | Reduce -35.8% | 9,798 | $466K |
| AE Wealth Management LLC | 0.00% | Add +6.5% | 9,740 | $463K |
| CWC Advisors, LLC. | 0.22% | No change | 9,718 | $462K |
| Sanchez Levi Garrett | 0.29% | — | 9,672 | $460K |
| Harpswell Capital Advisors, LLC | 0.34% | No change | 9,667 | $460K |
| MBE Wealth Management, LLC | 0.19% | Add +13.4% | 9,637 | $458K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +13.7% | 9,565 | $455K |
| Diversified Trust Co. | 0.01% | No change | 9,531 | $453K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +12.9% | 9,495 | $451K |
| North Berkeley Wealth Management, LLC | 0.23% | Add +13.3% | 9,068 | $431K |
| Veridan Wealth LLC | 0.16% | Reduce -2.7% | 9,013 | $429K |
| Emergent Wealth Advisors, LLC | 0.25% | Add +64.8% | 8,781 | $418K |
| Capital Asset Advisory Services LLC | 0.02% | Add +44.6% | 8,729 | $417K |
| Blue Trust, Inc. | 0.00% | No change | 8,692 | $413K |
| Bluespring Wealth Management, LLC | 0.04% | Add +24.5% | 8,653 | $411K |
| Spectrum Planning & Advisory Services Inc. | 0.20% | Reduce -4.2% | 8,606 | $409K |
| Morris Financial Concepts, Inc. | 0.14% | Add +7.2% | 8,581 | $408K |
| Hills Bank & Trust Co | 0.02% | Add +3.8% | 8,560 | $407K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +2.6% | 8,504 | $404K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 8,407 | $399K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +16.5% | 8,288 | $394K |
| Founders Financial Securities LLC | 0.02% | Add +1.6% | 8,259 | $394K |
| FSB Premier Wealth Management, Inc. | 0.12% | Add +19.3% | 8,267 | $393K |
| Okabena Investment Services Inc. | 0.08% | Add +6.6% | 8,257 | $393K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +28.9% | 8,235 | $392K |
| Braun-Bostich & Associates Inc. | 0.24% | Add +7.8% | 8,179 | $389K |
| Opulen Financial Group LLC | 0.27% | Add +0.6% | 8,120 | $386K |
| Smith & Howard Wealth Management, LLC | 0.08% | No change | 8,041 | $382K |
| Ellenbecker Investment Group | 0.05% | Add +9.0% | 8,039 | $382K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Reduce -0.1% | 7,813 | $372K |
| Highland Financial Advisors, LLC | 0.09% | Add +12.9% | 7,533 | $358K |
| Zhang Financial LLC | 0.01% | Add +77.8% | 7,523 | $358K |
| Finley Financial, LLC | 0.16% | No change | 7,400 | $352K |
| First Hawaiian Bank | 0.05% | Reduce -17.8% | 7,383 | $351K |
| Opes Wealth Management LLC | 0.06% | Reduce -7.1% | 7,302 | $347K |
| SteelPeak Wealth, LLC | 0.01% | Add +0.5% | 7,222 | $343K |
| Factor Wealth Management LTD | 0.06% | New | 7,157 | $340K |
| ETF Portfolio Partners, Inc. | 0.09% | Add +0.0% | 7,156 | $340K |
| Gordian Advisors LLC | 0.23% | Add +19.0% | 7,125 | $339K |
| Regions Financial Corp. | 0.00% | Reduce -15.0% | 7,039 | $335K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -4.6% | 6,975 | $332K |
| R. W. Roge & Company, Inc. | 0.16% | Add +54.0% | 6,914 | $328K |
| Choreo, LLC | 0.00% | Add +40.1% | 6,890 | $328K |
| Global View Capital Management LLC | 0.09% | New | 6,883 | $327K |
| One Capital Management, LLC | 0.01% | Add +6.6% | 6,805 | $324K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 6,775 | $322K |
| Sunrise Financial Services, LLC | 0.23% | Reduce -52.1% | 6,764 | $322K |
| Wealthgarden F.S. LLC | 0.22% | Add +27.2% | 6,663 | $317K |
| AQR Capital Management | 0.00% | No change | 6,635 | $315K |
| Farmers National Bank | 0.07% | Add +6.5% | 6,614 | $314K |
| Compton Financial Group, LLC | 0.07% | Reduce -0.1% | 6,598 | $314K |
| Madrid Wealth Management, LLC | 0.23% | Add +0.1% | 6,503 | $309K |
| Curtis Wealth Management LLC | 0.29% | Add +16.5% | 6,447 | $307K |
| Cornerstone Planning Group LLC | 0.04% | New | 6,448 | $305K |
| Tennessee Valley Asset Management Partners | 0.04% | Add +30.8% | 6,381 | $303K |
| Navigation Group, LLC | 0.07% | — | 6,357 | $302K |
| Benjamin Edwards Inc. | 0.00% | Add +8.0% | 6,347 | $302K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +8.4% | 6,289 | $299K |
| Csenge Advisory Group | 0.01% | New | 6,243 | $297K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +25.5% | 6,206 | $295K |
| Uptick Partners, LLC | 0.06% | Reduce -6.7% | 6,154 | $293K |
| Snider Financial Group | 0.09% | New | 6,140 | $292K |
| Blair William & Co. | 0.00% | Add +222.3% | 6,111 | $291K |
| Centurion Wealth Management LLC | 0.07% | Reduce -4.3% | 6,070 | $289K |
| Absolute Capital Management, LLC | 0.09% | Add +13.5% | 5,954 | $283K |
| Birchbrook, Inc. | 0.14% | Add +2.0% | 5,920 | $282K |
| JSF Financial, LLC | 0.06% | Add +0.6% | 5,907 | $281K |
| MAI Capital Management | 0.00% | Add +0.7% | 5,902 | $281K |
| Fisher Asset Management | 0.00% | Add +12.9% | 5,891 | $280K |
| Principal Securities, Inc. | 0.00% | Reduce -0.4% | 5,865 | $279K |
| Navigate Wealth Management, LLC | 0.19% | — | 5,800 | $276K |
| Diversified Portfolios, Inc. | 0.02% | Reduce -19.3% | 5,814 | $276K |
| Colton Groome Financial Advisors, LLC | 0.08% | Add +0.9% | 5,645 | $268K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -0.4% | 5,621 | $267K |
| One Wealth Capital Management, LLC | 0.12% | New | 5,563 | $265K |
| HBK Sorce Advisory LLC | 0.01% | New | 5,536 | $263K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -59.5% | 5,483 | $261K |
| Financial Management Network Inc. | 0.04% | Reduce -3.2% | 5,462 | $260K |
| Fiduciary Financial Group, LLC | 0.03% | No change | 5,471 | $260K |
| FC Advisory LLC | 0.08% | Add +0.8% | 5,446 | $259K |
| Buttonwood Financial Group, LLC | 0.16% | Add +27.3% | 5,367 | $255K |
| IHT Wealth Management, LLC | 0.01% | New | 5,344 | $254K |
| Western Wealth Management, LLC | 0.01% | Add +0.4% | 5,221 | $248K |
| Asempa Wealth Advisors | 0.22% | New | 5,211 | $247K |
| JFS Wealth Advisors, LLC | 0.01% | Add +12.0% | 5,184 | $247K |
| Lido Advisors, LLC | 0.00% | Reduce -71.9% | 5,176 | $246K |
| Wealthcare Advisory Partners LLC | 0.00% | No change | 5,134 | $244K |
| Sigma Planning Corp | 0.01% | Add +3.6% | 5,132 | $244K |
| Trustmark Bank Trust Department | 0.02% | No change | 5,092 | $242K |
| GreatBanc Trust CO | 0.17% | New | 5,090 | $242K |
| CDKV Holdings LLC | 0.21% | No change | 5,009 | $238K |
| 4Thought Financial Group Inc. | 0.12% | No change | 4,989 | $237K |
| Kingsview Wealth Management, LLC | 0.00% | Add +0.9% | 4,971 | $236K |
| Keyvantage Wealth, LLC | 0.10% | Reduce -1.1% | 4,941 | $235K |
| Golden State Wealth Management, LLC | 0.03% | Add +5.5% | 4,925 | $234K |
| Carr Financial Group Corp | 0.06% | New | 4,917 | $234K |
| Warner Financial, Inc. | 0.08% | New | 4,885 | $232K |
| PDS Planning, Inc | 0.01% | Add +0.9% | 4,788 | $228K |
| Ascentis Independent Advisors | 0.02% | Add +1.8% | 4,776 | $227K |
| Resolute Wealth Advisor, Inc. | 0.13% | — | 4,772 | $227K |
| Sage Financial Group Inc. | 0.01% | Reduce -25.7% | 4,740 | $225K |
| Traphagen Investment Advisors LLC | 0.02% | Add +0.2% | 4,722 | $225K |
| SWP Financial LLC | 0.11% | Add +5.9% | 4,692 | $223K |
| Dunhill Financial, LLC | 0.05% | New | 4,650 | $221K |
| Strategic Blueprint, LLC | 0.01% | Reduce -4.7% | 4,637 | $221K |
| Townsend Financial Planning, LLC | 0.21% | Add +0.6% | 4,614 | $219K |
| Regal Investment Advisors LLC | 0.01% | New | 4,558 | $217K |
| Altfest L J & Co. Inc. | 0.02% | Reduce -2.0% | 4,531 | $215K |
| American Money Management, LLC | 0.03% | Reduce -19.2% | 4,506 | $214K |
| Maia Wealth LLC | 0.04% | New | 4,442 | $211K |
| Arkadios Wealth Advisors | 0.00% | New | 4,327 | $206K |
| Walkner Condon Financial Advisors LLC | 0.03% | Add +2.0% | 4,294 | $204K |
| Human Investing LLC | 0.03% | New | 4,261 | $203K |
| Twin Focus Capital Partners, LLC | 0.02% | No change | 4,247 | $202K |
| LVW Advisors, LLC | 0.02% | New | 4,207 | $200K |
| TD Waterhouse Canada Inc. | 0.00% | Add +20.8% | 3,898 | $184K |
| IFP Advisors, Inc | 0.00% | Reduce -20.7% | 3,832 | $182K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -10.0% | 3,802 | $181K |
| Godfrey Financial Associates, Inc. | 0.15% | Add +7.9% | 3,710 | $176K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Reduce -12.3% | 3,588 | $171K |
| Arkos Global Advisors | 0.02% | New | 3,144 | $149K |
| Gould Capital, LLC | 0.08% | Add +41.3% | 2,842 | $135K |
| Private Trust Co. NA | 0.01% | No change | 2,733 | $130K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 2,566 | $122K |
| Motco | 0.01% | No change | 2,362 | $112K |
| Blueline Advisors LLC | 0.08% | Reduce -40.0% | 2,235 | $106K |
| Cary Street Partners Financial LLC | 0.00% | Add +0.2% | 2,207 | $105K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 2,196 | $104K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -98.5% | 2,099 | $100K |
| Legacy Wealth Managment, LLC | 0.05% | Add +11.3% | 2,089 | $99K |
| Crewe Advisors LLC | 0.01% | Add +0.1% | 2,061 | $98K |
| Rossmore Private Capital | 0.01% | No change | 2,000 | $95K |
| Gen-Wealth Partners Inc | 0.03% | Add +139.7% | 1,913 | $91K |
| Scarborough Advisors, LLC | 0.01% | Add +17.9% | 1,815 | $86K |
| Horizons Wealth Management | 0.05% | Reduce -41.0% | 1,737 | $83K |
| Lanark Financial, Inc. | 0.01% | Add +538.5% | 1,577 | $75K |
| Evolution Wealth Management Inc. | 0.05% | No change | 1,450 | $69K |
| AlphaCore Capital LLC | 0.00% | Add +650.5% | 1,396 | $66K |
| Ballast Advisors LLC | 0.02% | No change | 1,204 | $57K |
| Triumph Capital Management | 0.01% | Add +1.4% | 1,077 | $51K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 1,055 | $50K |
| Proffitt & Goodson Inc. | 0.01% | Add +2.9% | 988 | $47K |
| McIlrath & Eck, LLC | 0.00% | Add +26.9% | 975 | $46K |
| True Link Financial Advisors, LLC | 0.00% | New | 881 | $42K |
| First Pacific Financial | 0.01% | Add +0.7% | 876 | $42K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -26.8% | 862 | $41K |
| Pittenger & Anderson Inc. | 0.00% | No change | 840 | $40K |
| Qube Research & Technologies Ltd | 0.00% | New | 743 | $35K |
| Hollencrest Capital Management | 0.00% | New | 728 | $35K |
| Financial Avengers, Inc. | 0.02% | New | 727 | $35K |
| VSM Wealth Advisory, LLC | 0.01% | Add +0.7% | 697 | $33K |
| Glassy Mountain Advisors, Inc. | 0.01% | No change | 655 | $31K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +1.3% | 636 | $30K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.7% | 574 | $27K |
| Covestor Ltd | 0.02% | Add +4.1% | 564 | $27K |
| Wellington Grp LLC | 0.01% | New | 542 | $26K |
| CoreCap Advisors, LLC | 0.00% | No change | 482 | $23K |
| Raffa Wealth Management, LLC | 0.00% | Add +2.3% | 481 | $23K |
| Your Advocates Ltd., LLP | 0.01% | No change | 378 | $18K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | No change | 348 | $17K |
| Kilter Group LLC | 0.01% | Add +30.4% | 335 | $16K |
| Vanguard Advisers Inc. | 0.00% | — | 335 | $16K |
| Creative Financial Designs Inc. | 0.00% | No change | 301 | $14K |
| Winthrop Capital Management, LLC | 0.00% | No change | 216 | $10K |
| Citigroup Inc. | 0.00% | No change | 200 | $10K |
| Root Financial Partners, LLC | 0.00% | Reduce -93.6% | 185 | $9K |
| Noble Wealth Management PBC | 0.00% | No change | 184 | $9K |
| North Star Investment Management Corp. | 0.00% | Add +0.6% | 176 | $8K |
| Clarity Asset Management, Inc. | 0.00% | Add +0.7% | 150 | $7K |
| 1 North Wealth Services LLC | 0.00% | No change | 140 | $7K |
| Larson Financial Group LLC | 0.00% | No change | 109 | $5K |
| WealthShield Partners, LLC | 0.00% | Add +10.2% | 108 | $5K |
| Key Capital Management, INC | 0.00% | Reduce -92.0% | 107 | $5K |
| BNP Paribas Financial Markets | 0.00% | Reduce -76.3% | 74 | $4K |
| Raleigh Capital Management Inc. | 0.00% | New | 66 | $3K |
| Asset Dedication, LLC | 0.00% | No change | 66 | $3K |
| GAMMA Investing LLC | 0.00% | Reduce -15.3% | 50 | $2K |
| NBT Bank, N.A. | 0.00% | Reduce -4.2% | 46 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 41 | $2K |
| Lodestone Wealth Management LLC | 0.00% | No change | 39 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 24 | $1K |
| Obsidian Cio, LLC | 0.00% | No change | 18 | $858 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 17 | $809 |
| Millstone Evans Group, LLC | 0.00% | No change | 17 | $808 |
| Sunbelt Securities, Inc. | 0.00% | No change | 17 | $808 |
| Davis Capital Management | 0.00% | No change | 4 | $190 |
| Russell Investments Group, Ltd. | 0.00% | No change | 2 | $98 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 1 | $54 |
| Financial Life Planners | 0.00% | New | 1 | $51 |
| 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.