iShares ESG Aware US AggregaEAGGETF
13F holders, Q2 2026 (June 30)479holders +6
42new positions
32sold out
3famous investors
$47.42avg. 13F price*
At the end of Q2 2026, 479 institutions reported holding iShares ESG Aware US Aggrega (EAGG) in their 13F filings, up 6 from Q1 2026. 42 opened new positions and 32 sold out. The largest holders were Bank of America Corp. ($1.1B), JPMorgan Chase & Co. ($449.3M) and Envestnet Asset Management Inc. ($256.6M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares ESG Aware US Aggrega
- CUSIP
- 46435U549
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $20.2M |
| Exits | 32 | $20.0M |
All 13F filers, Q1 2026 → Q2 2026: 6,836,860 shares bought and 676,243 shares sold, net +6,160,617 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 479 holders
| Bank of America Corp. | 0.07% | Add +3.7% | 23,292,198 | $1.1B |
| JPMorgan Chase & Co. | 0.03% | Add +5.8% | 9,436,452 | $449.3M |
| Envestnet Asset Management Inc. | 0.06% | Add +22.9% | 5,411,309 | $256.6M |
| Mercer Global Advisors Inc. | 0.25% | Add +11.0% | 4,247,541 | $201.4M |
| LPL Financial LLC | 0.03% | Add +13.8% | 3,183,154 | $150.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +0.4% | 2,306,154 | $109.3M |
| BlackRock, Inc. | 0.00% | Add +11.6% | 1,971,318 | $93.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.2% | 1,950,256 | $92.5M |
| Northern Trust Corp. | 0.01% | Add +2.5% | 1,930,868 | $91.5M |
| Betterment LLC | 0.15% | Add +9.2% | 1,812,365 | $85.9M |
| Raymond James Financial Inc. | 0.02% | Add +6.3% | 1,577,910 | $74.8M |
| Envestnet Portfolio Solutions, Inc. | 0.24% | Add +25.7% | 1,061,035 | $50.3M |
| Commonwealth Equity Services, LLC | 0.06% | Add +11.2% | 995,963 | $47.2M |
| M&T Bank Corp | 0.13% | Add +2.2% | 922,559 | $43.7M |
| Bank of New York Mellon Corp | 0.01% | Add +6.7% | 878,393 | $41.6M |
| Ameriprise Financial Inc. | 0.01% | Add +0.2% | 742,934 | $35.2M |
| PNC Financial Services Group, Inc. | 0.02% | Add +5.3% | 737,050 | $34.9M |
| Sei Investments Co. | 0.03% | Add +9.0% | 728,269 | $34.5M |
| Wealthspire Advisors, LLC | 0.18% | Add +4.9% | 690,130 | $32.7M |
| Alesco Advisors, LLC, An ESL Co | 0.73% | Add +3.2% | 672,538 | $31.9M |
| Cetera Investment Advisers | 0.03% | Add +18.6% | 624,666 | $29.6M |
| Wells Fargo & Company | 0.00% | Add +8.6% | 591,209 | $28.0M |
| Composition Wealth, LLC | 0.30% | Add +8.5% | 544,699 | $25.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +9.4% | 544,648 | $24.9M |
| Allworth Financial LP | 0.10% | Add +3.0% | 495,365 | $23.5M |
| Olde Wealth Management, LLC | 6.58% | Add +6.4% | 490,066 | $23.2M |
| Destination Wealth Management | 0.53% | Add +6.1% | 482,719 | $22.9M |
| Keybank National Association | 0.07% | Add +16.9% | 455,646 | $21.6M |
| Savant Capital, LLC | 0.06% | Add +12.6% | 414,082 | $19.6M |
| UBS Group AG | 0.00% | Add +1.5% | 404,781 | $19.2M |
| Rwa Wealth Partners, LLC | 0.18% | Add +2.2% | 399,763 | $19.0M |
| Baird Financial Group, Inc. | 0.03% | Add +4.7% | 396,216 | $18.8M |
| Franklin Resources Inc. | 0.00% | Add +2.8% | 370,309 | $17.6M |
| Ferguson Wellman Capital Management, Inc. | 0.21% | Add +2.0% | 367,233 | $17.4M |
| Thrivent Financial for Lutherans | 0.03% | Add +7.5% | 361,452 | $17.1M |
| Truist Financial Corp. | 0.02% | Add +2.5% | 354,979 | $16.8M |
| Pathstone Holdings, LLC | 0.05% | Add +9.7% | 331,668 | $15.7M |
| Mariner, LLC | 0.02% | Reduce -6.3% | 313,001 | $14.8M |
| Park Avenue Securities LLC | 0.09% | Add +29.2% | 309,924 | $14.7M |
| FMR LLC | 0.00% | Add +5.4% | 298,887 | $14.2M |
| Accredited Investors Inc. | 0.59% | Reduce -0.4% | 286,286 | $13.6M |
| MML Investors Services, LLC | 0.03% | Add +39.4% | 267,862 | $12.7M |
| Zevin Asset Management LLC | 1.75% | Reduce -5.5% | 263,451 | $12.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +15.6% | 258,330 | $12.2M |
| Facet Wealth, Inc. | 0.18% | Add +10.8% | 258,165 | $12.2M |
| Mather Group, Llc. | 0.10% | Add +3.7% | 240,524 | $11.4M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +4.3% | 239,778 | $11.4M |
| Apella Capital, LLC | 0.16% | Add +4.5% | 236,196 | $11.1M |
| Wesbanco Bank Inc. | 0.27% | Add +2.2% | 232,750 | $11.0M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +14.5% | 230,813 | $10.9M |
| Joel Adams & Associates, Inc. | 7.02% | Add +3.3% | 230,463 | $10.9M |
| Garde Capital, Inc. | 0.45% | New | 209,602 | $9.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.13% | Add +9.4% | 208,970 | $9.9M |
| Assetmark, Inc. | 0.02% | Add +16.5% | 200,319 | $9.5M |
| Affinity Capital Advisors, LLC | 1.16% | Add +6.0% | 199,212 | $9.4M |
| Sand Hill Global Advisors, LLC | 0.28% | Reduce -5.5% | 197,858 | $9.4M |
| Jones Financial Companies LLLP | 0.00% | Add +19.1% | 195,520 | $9.3M |
| Royal Bank of Canada | 0.00% | Add +6.9% | 189,690 | $9.0M |
| NewEdge Advisors, LLC | 0.03% | Add +39.6% | 178,326 | $8.5M |
| Morgan Stanley | 0.00% | Add +2.2% | 177,037 | $8.4M |
| Creative Planning | 0.00% | Add +1.8% | 173,461 | $8.2M |
| eCIO, Inc. | 2.19% | Add +8.5% | 164,204 | $7.8M |
| One Wealth Advisors, LLC | 0.85% | Add +17.9% | 162,221 | $7.7M |
| Bluestem Financial Advisors, LLC | 2.56% | Add +11.1% | 154,210 | $7.3M |
| US Bancorp \de | 0.01% | Add +6.7% | 152,746 | $7.2M |
| Avise Financial Cooperative, Inc. | 5.06% | Add +25.8% | 149,742 | $7.1M |
| Rossby Financial, LCC | 1.29% | Add +24.8% | 148,835 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +25.8% | 145,960 | $6.9M |
| Mascoma Wealth Management LLC | 1.26% | Add +1.9% | 143,276 | $6.8M |
| Robertson Stephens Wealth Management, LLC | 0.17% | Add +5.4% | 142,142 | $6.7M |
| Wealthfront Advisers LLC | 0.01% | Add +5.2% | 135,801 | $6.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.3% | 134,712 | $6.4M |
| Nepc LLC | 0.12% | No change | 130,692 | $6.2M |
| Alaska Wealth Advisors, LLC | 0.67% | Add +0.9% | 130,455 | $6.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +42.7% | 127,248 | $6.0M |
| Principal Financial Group Inc. | 0.00% | No change | 123,043 | $5.8M |
| Axxcess Wealth Management, LLC | 0.09% | Reduce -0.9% | 122,989 | $5.8M |
| Bond & Devick Financial Network, Inc. | 1.41% | Add +10.2% | 120,842 | $5.7M |
| OneDigital Investment Advisors LLC | 0.05% | Add +1.9% | 119,767 | $5.7M |
| Vise Technologies, Inc. | 0.06% | Add +403.2% | 116,709 | $5.5M |
| Stewardship Advisors, LLC | 1.11% | Add +31.3% | 112,243 | $5.3M |
| Equitable Holdings, Inc. | 0.03% | Add +21.6% | 111,410 | $5.3M |
| Brio Consultants, LLC | 0.61% | Add +4.1% | 109,222 | $5.2M |
| Horst & Graben Wealth Management LLC | 0.68% | Add +22.9% | 109,273 | $5.2M |
| Wealth Architects, LLC | 0.40% | Reduce -9.1% | 105,802 | $5.0M |
| World Investment Advisors | 0.08% | Add +0.2% | 100,902 | $4.8M |
| Sharkey, Howes & Javer | 0.58% | Add +27.1% | 100,768 | $4.8M |
| GeoWealth Management, LLC | 0.15% | Add +88.2% | 97,647 | $4.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +97.8% | 97,542 | $4.6M |
| SageView Advisory Group, LLC | 0.15% | Reduce -1.2% | 93,618 | $4.4M |
| Global Endowment Management, LP | 0.45% | Add +37.1% | 93,604 | $4.4M |
| Atlantic Private Wealth, LLC | 2.70% | Reduce -1.4% | 93,072 | $4.4M |
| NorthRock Partners, LLC | 0.06% | Add +1.0% | 92,542 | $4.4M |
| Westfuller Advisors, LLC | 1.57% | Add +86.8% | 91,000 | $4.3M |
| EP Wealth Advisors, LLC | 0.02% | Add +21.8% | 87,681 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +13.8% | 87,443 | $4.1M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -5.0% | 78,512 | $3.7M |
| Sentinel Pension Advisors, LLC | 0.48% | Add +1.1% | 78,289 | $3.7M |
| JNBA Financial Advisors | 0.28% | Add +0.8% | 77,229 | $3.7M |
| Captrust Financial Advisors | 0.01% | Add +24.8% | 77,175 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +19.8% | 75,884 | $3.6M |
| Merit Financial Group, LLC | 0.02% | Add +42.6% | 75,114 | $3.6M |
| Bank of Montreal | 0.00% | Add +361.8% | 73,824 | $3.5M |
| Farther Finance Advisors, LLC | 0.03% | Add +36.5% | 72,614 | $3.4M |
| Trilogy Capital Inc. | 0.13% | Add +0.8% | 69,057 | $3.3M |
| Crux Wealth Advisors | 1.13% | Add +2.5% | 68,778 | $3.3M |
| RTD Financial Advisors, Inc. | 0.35% | Add +1.2% | 68,155 | $3.2M |
| Plum Street Advisors, LLC | 1.00% | Add +8.2% | 66,002 | $3.1M |
| Riverwater Partners LLC | 0.92% | Add +5.2% | 65,304 | $3.1M |
| Retirement Capital Strategies | 1.07% | Reduce -0.1% | 64,842 | $3.1M |
| Mallini Complete Financial Planning LLC | 2.43% | Add +1.2% | 64,694 | $3.1M |
| CX Institutional | 0.09% | Add +24.2% | 64,181 | $3.0M |
| Alpine Bank Wealth Management | 0.39% | Reduce -0.9% | 63,401 | $3.0M |
| Foster Group, Inc. | 0.08% | Add +1.7% | 63,000 | $3.0M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +0.2% | 62,734 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -2.8% | 61,344 | $2.9M |
| Perigon Wealth Management, LLC | 0.05% | Add +16.4% | 61,255 | $2.9M |
| Omega Financial Group, LLC | 0.87% | Reduce -0.3% | 60,077 | $2.8M |
| Davis Wealth Advisors, LLC | 2.20% | Add +41.1% | 59,943 | $2.8M |
| Sensenig Capital Advisors, Inc | 2.56% | Add +0.4% | 58,912 | $2.8M |
| Eley Financial Management, Inc | 0.90% | Add +7.3% | 58,381 | $2.8M |
| Diversified Enterprises, LLC | 0.13% | Add +0.4% | 56,875 | $2.7M |
| Brookstone Capital Management | 0.03% | Add +8.2% | 55,158 | $2.6M |
| Balanced Rock Investment Advisors LLC | 1.59% | Reduce -1.7% | 53,828 | $2.6M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.17% | Add +1.6% | 53,791 | $2.6M |
| Investment Counsel Co. of Nevada | 4.73% | Add +0.7% | 53,385 | $2.5M |
| McKinley Carter Wealth Services, Inc. | 0.13% | Add +0.3% | 53,341 | $2.5M |
| &partners | 0.01% | Add +21.8% | 53,297 | $2.5M |
| Mgo One Seven LLC | 0.04% | Add +11.9% | 51,057 | $2.4M |
| Modera Wealth Management, LLC | 0.03% | Reduce -0.1% | 50,871 | $2.4M |
| Sofi Wealth, LLC | 0.10% | Add +10.2% | 49,790 | $2.4M |
| Center for Financial Planning, Inc. | 0.22% | Add +13.7% | 49,416 | $2.3M |
| SigFig Wealth Management, LLC | 0.06% | Add +27.1% | 49,186 | $2.3M |
| Invera Wealth Advisors, LLC | 1.25% | Add +10.0% | 49,104 | $2.3M |
| Brewster Financial Planning LLC | 1.28% | Add +0.9% | 49,055 | $2.3M |
| Planning Alternatives Ltd. | 0.25% | Add +1.1% | 48,782 | $2.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.4% | 48,753 | $2.3M |
| Beta Wealth Group, Inc. | 0.86% | Add +0.4% | 48,289 | $2.3M |
| Archer Investment Management, LLC | 0.78% | Reduce -64.6% | 48,269 | $2.3M |
| Pine Haven Investment Counsel, Inc | 1.46% | Add +6.6% | 45,833 | $2.2M |
| Ally Invest Advisors Inc. | 0.13% | Add +1.8% | 45,240 | $2.1M |
| Financial Planning Fort Collins, LLC | 1.69% | Add +3.9% | 45,516 | $2.1M |
| Corient Private Wealth LP | 0.00% | Reduce -16.6% | 44,860 | $2.1M |
| Focus Partners Wealth | 0.00% | Add +9.3% | 43,544 | $2.1M |
| One Day In July LLC | 0.14% | Add +4.7% | 43,378 | $2.1M |
| Aspiriant, LLC | 0.05% | Reduce -3.2% | 43,218 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +15.1% | 43,170 | $2.0M |
| Fort Point Capital Partners LLC | 0.22% | Add +1.0% | 42,730 | $2.0M |
| Baker Avenue Asset Management, LP | 0.04% | Add +0.7% | 42,585 | $2.0M |
| Midwest Financial Partners Investments, Inc. | 0.83% | Add +1.6% | 42,278 | $2.0M |
| Wingate Wealth Advisors, Inc. | 0.88% | Add +4.2% | 42,264 | $2.0M |
| Tempus Wealth Planning, LLC | 0.38% | Add +2.0% | 41,465 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +34.0% | 39,207 | $1.9M |
| Gradient Investments LLC | 0.03% | Reduce -4.5% | 38,674 | $1.8M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -2.4% | 38,567 | $1.8M |
| Harbour Investments, Inc. | 0.02% | Add +7.5% | 38,132 | $1.8M |
| Savvy Advisors, Inc. | 0.04% | Add +42.3% | 38,131 | $1.8M |
| Cranbrook Wealth Management, LLC | 0.33% | Add +3.9% | 37,314 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +15.6% | 37,219 | $1.8M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Add +9.1% | 36,908 | $1.7M |
| Wescott Financial Advisory Group, LLC | 0.14% | Reduce -0.1% | 36,881 | $1.7M |
| Citizens Financial Group Inc. | 0.02% | Add +6.3% | 35,717 | $1.7M |
| OpenArc Corporate Advisory, LLC | 0.02% | Add +26.8% | 35,572 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +41.5% | 34,916 | $1.7M |
| Bogart Wealth, LLC | 0.06% | Add +1.6% | 34,013 | $1.6M |
| Summit Wealth Group, LLC | 0.29% | Reduce -0.1% | 29,955 | $1.4M |
| RFG Advisory, LLC | 0.02% | Add +51.1% | 27,877 | $1.3M |
| Capital Analysts, LLC | 0.03% | Add +53.9% | 27,572 | $1.3M |
| Mission Wealth Management, LP | 0.02% | Reduce -9.6% | 27,470 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +17.6% | 27,356 | $1.3M |
| Anb Bank | 0.48% | Add +28.9% | 27,228 | $1.3M |
| HSBC Holdings PLC | 0.00% | No change | 27,150 | $1.3M |
| Cardinal Point Capital Management ULC | 0.07% | Add +0.0% | 27,144 | $1.3M |
| Heartland Bank & Trust Co | 0.26% | Reduce -1.1% | 26,563 | $1.3M |
| Aptus Capital Advisors, LLC | 0.01% | Add +73.8% | 26,092 | $1.2M |
| Stonehearth Capital Management, LLC | 0.41% | Add +4.1% | 25,393 | $1.2M |
| Grand Wealth Management, LLC | 0.49% | Add +1.8% | 24,717 | $1.2M |
| Trust Co. of Toledo NA | 0.10% | No change | 24,570 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -0.1% | 24,442 | $1.2M |
| Truepoint, Inc. | 0.02% | Reduce -8.4% | 24,287 | $1.2M |
| Focus Financial Network, Inc. | 0.04% | Add +12.5% | 23,980 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +9.6% | 23,759 | $1.1M |
| PFG Advisors | 0.06% | Reduce -0.1% | 23,451 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -22.1% | 23,314 | $1.1M |
| Theory Financial LLC | 0.35% | Add +2.0% | 23,298 | $1.1M |
| LifePlan Investment Advisors, Inc. | 0.38% | Add +1.9% | 23,199 | $1.1M |
| KilterHowling LLC | 0.49% | Reduce -2.8% | 23,040 | $1.1M |
| AdvisorNet Financial, Inc | 0.05% | Add +228.2% | 22,889 | $1.1M |
| Symmetry Partners, LLC | 0.05% | Add +7.3% | 22,503 | $1.1M |
| Acropolis Investment Management, LLC | 0.04% | Add +45.8% | 22,396 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.07% | Reduce -5.0% | 22,152 | $1.1M |
| RCS Financial Planning, LLC | 0.49% | Add +7.2% | 22,013 | $1.0M |
| Silver Oak Advisory Group, Inc. | 0.41% | Add +8.8% | 21,864 | $1.0M |
| Wealth Advisory Team LLC | 0.84% | — | 21,841 | $1.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.10% | Add +10.0% | 21,748 | $1.0M |
| Zenith Solutions, Inc. | 0.93% | — | 21,629 | $1.0M |
| Clearstead Advisors, LLC | 0.01% | No change | 21,087 | $1000K |
| Pictet Asset Management Holding SA | 0.00% | No change | 21,016 | $996K |
| DAVENPORT & Co LLC | 0.01% | Add +14.3% | 20,743 | $983K |
| Wealthspire Retirement, LLC | 0.05% | No change | 20,890 | $982K |
| Diversify Advisory Services, LLC | 0.02% | New | 20,959 | $981K |
| Diversify Wealth Management, LLC | 0.02% | Add +18.2% | 20,959 | $981K |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -39.6% | 20,642 | $979K |
| Spinnaker Trust | 0.05% | Reduce -1.2% | 19,892 | $943K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +25.9% | 19,698 | $934K |
| Parallel Advisors, LLC | 0.01% | Add +28.0% | 19,692 | $934K |
| Lifelong Wealth Advisors, Inc. | 0.22% | Add +16.2% | 19,670 | $933K |
| Traveka Wealth, LLC | 0.31% | Add +40.7% | 19,557 | $927K |
| Hoxton Planning & Management, LLC | 0.24% | Add +38.2% | 19,420 | $921K |
| GC Wealth Management RIA, LLC | 0.05% | Add +1.5% | 19,290 | $915K |
| AlTi Global, Inc. | 0.02% | No change | 18,945 | $898K |
| Verus Capital Partners, LLC | 0.05% | Add +0.5% | 18,896 | $896K |
| GenTrust, LLC | 0.03% | Add +0.4% | 18,490 | $877K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.1% | 18,266 | $866K |
| Falcon Wealth Planning | 0.05% | Reduce -17.5% | 18,072 | $857K |
| BLB&B Advisors, LLC | 0.03% | Add +7.0% | 17,905 | $849K |
| Endeavor Private Wealth, Inc. | 0.20% | Add +9.8% | 17,762 | $842K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +11.6% | 17,745 | $841K |
| Bluespring Wealth Management, LLC | 0.02% | Add +102.6% | 17,533 | $831K |
| Compound Planning, Inc. | 0.02% | Add +0.3% | 16,936 | $803K |
| Gould Asset Management LLC | 0.13% | Reduce -1.0% | 16,890 | $801K |
| Wealth Enhancement Trust Services, Inc. | 0.09% | Add +1.1% | 16,589 | $786K |
| Friedenthal Financial | 0.36% | Add +0.8% | 16,523 | $783K |
| CreativeOne Wealth, LLC | 0.02% | Add +28.7% | 16,498 | $782K |
| Trust Co | 0.07% | Reduce -0.3% | 16,472 | $781K |
| APS Management Group, Inc. | 0.59% | Add +3.3% | 16,222 | $769K |
| Nwam LLC | 0.04% | New | 16,173 | $767K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +8.8% | 16,149 | $766K |
| D.A. Davidson & Co. | 0.00% | Add +1.9% | 16,114 | $764K |
| Peninsula Asset Management Inc. | 0.37% | No change | 16,100 | $763K |
| Ameraudi Asset Management, Inc. | 0.34% | No change | 15,893 | $753K |
| Summit Wealth Group LLC / Co. | 0.06% | Add +6.7% | 15,526 | $736K |
| Ariadne Wealth Management, LP | 0.32% | Add +0.2% | 15,467 | $733K |
| Bangor Savings Bank | 0.05% | Add +33.5% | 15,353 | $728K |
| Commerce Bank | 0.00% | Add +0.5% | 15,305 | $726K |
| Oregon Pacific Wealth Management, LLC | 0.68% | Add +22.0% | 15,247 | $723K |
| Greenspring Advisors, LLC | 0.04% | Add +3.5% | 15,223 | $722K |
| FinArc Investments, Inc. | 0.65% | Add +0.2% | 15,164 | $719K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -11.1% | 14,850 | $704K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -14.7% | 14,842 | $704K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -0.4% | 14,808 | $702K |
| Painted Porch Advisors LLC | 0.30% | No change | 14,705 | $697K |
| UMB Bank, n.a. | 0.01% | No change | 14,497 | $687K |
| Financial Alternatives, Inc | 0.34% | Add +36.6% | 14,341 | $680K |
| One Wealth Capital Management, LLC | 0.19% | Add +157.0% | 14,299 | $678K |
| Sax Wealth Advisors, LLC | 0.03% | New | 14,076 | $669K |
| JB Capital LLC | 0.02% | Add +22.1% | 14,104 | $669K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.10% | Reduce -12.2% | 14,080 | $668K |
| Venturi Wealth Management, LLC | 0.03% | Add +0.8% | 13,858 | $657K |
| North Berkeley Wealth Management, LLC | 0.26% | Add +51.9% | 13,778 | $653K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +5.1% | 13,827 | $650K |
| Presilium Private Wealth, LLC | 0.10% | Add +11.1% | 13,682 | $649K |
| Natixis Advisors, LLC | 0.00% | Add +23.5% | 13,555 | $642K |
| Orin Green Financial, LLC | 0.24% | Add +5.9% | 13,495 | $640K |
| Arax Advisory Partners | 0.00% | New | 13,359 | $633K |
| Hilltop Partners LLC | 0.15% | Add +7.0% | 13,175 | $625K |
| Valley National Advisers Inc. | 0.07% | Add +1.3% | 13,007 | $617K |
| TD Private Client Wealth LLC | 0.01% | Add +2.9% | 12,987 | $616K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +2.1% | 12,881 | $611K |
| Rockbridge Investment Management, LCC | 0.05% | Add +5.0% | 12,822 | $608K |
| Truefg, LLC | 0.14% | Add +1.5% | 12,815 | $608K |
| Absolute Capital Management, LLC | 0.15% | Add +114.0% | 12,740 | $604K |
| AE Wealth Management LLC | 0.00% | Add +29.5% | 12,616 | $598K |
| Mason & Associates Inc | 0.10% | Reduce -24.0% | 12,536 | $594K |
| Ackerman Capital Advisors, LLC | 0.12% | Add +0.4% | 12,486 | $592K |
| Ellenbecker Investment Group | 0.07% | Add +54.2% | 12,399 | $588K |
| Ascent Group, LLC | 0.02% | Add +6.7% | 12,194 | $578K |
| Retirement Income Solutions, Inc. | 0.10% | No change | 11,934 | $567K |
| Curtis Advisory Group, LLC | 0.11% | Add +2.0% | 11,929 | $566K |
| Onyx Bridge Wealth Group LLC | 0.05% | Add +3.3% | 11,915 | $565K |
| Caliber Wealth Management, LLC / KS | 0.05% | Reduce -5.7% | 11,845 | $562K |
| Factor Wealth Management LTD | 0.08% | Add +65.4% | 11,839 | $561K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +23.0% | 11,769 | $558K |
| Fifth Third Bancorp | 0.00% | Add +7.6% | 11,668 | $553K |
| MBE Wealth Management, LLC | 0.19% | Add +16.8% | 11,260 | $534K |
| Livet Wealth, LLC | 0.30% | Reduce -2.7% | 11,127 | $528K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +34.2% | 11,123 | $527K |
| Wealth Alliance, LLC | 0.04% | Reduce -6.7% | 11,054 | $524K |
| Signaturefd, LLC | 0.01% | No change | 10,995 | $521K |
| BlueStem Wealth Partners, LLC | 0.05% | Reduce -21.0% | 10,940 | $519K |
| Compton Financial Group, LLC | 0.10% | Add +62.3% | 10,710 | $508K |
| Spectrum Planning & Advisory Services Inc. | 0.22% | Add +22.5% | 10,544 | $500K |
| Common Fund for Nonprofit Organizations | 0.05% | Add +2.8% | 10,522 | $499K |
| Potomac Fund Management Inc. | 0.01% | Add +1.1% | 10,427 | $494K |
| Principal Securities, Inc. | 0.01% | Add +77.5% | 10,411 | $494K |
| MA Private Wealth | 0.07% | Add +3.0% | 10,298 | $488K |
| Evolve Private Wealth, LLC | 0.03% | Reduce -17.2% | 10,115 | $480K |
| Novare Capital Management LLC | 0.03% | No change | 9,798 | $465K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -3.0% | 9,732 | $461K |
| CWC Advisors, LLC. | 0.20% | Add +0.0% | 9,720 | $461K |
| Harpswell Capital Advisors, LLC | 0.29% | No change | 9,667 | $458K |
| Capital Asset Advisory Services LLC | 0.02% | Add +10.0% | 9,600 | $455K |
| Veridan Wealth LLC | 0.16% | Add +6.3% | 9,577 | $454K |
| Xena Financial Planning, LLC | 0.43% | Reduce -13.2% | 9,564 | $453K |
| Keystone Financial Services | 0.12% | New | 9,547 | $453K |
| Diversified Trust Co. | 0.01% | No change | 9,531 | $452K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +13.2% | 9,320 | $442K |
| Morris Financial Concepts, Inc. | 0.13% | Add +7.6% | 9,235 | $438K |
| Transamerica Financial Advisors, LLC | 0.04% | Add +45.7% | 9,040 | $429K |
| Atria Investments, Inc | 0.00% | Reduce -30.2% | 8,911 | $422K |
| Sanchez Levi Garrett | 0.23% | Reduce -7.9% | 8,904 | $422K |
| Global Retirement Partners, LLC | 0.01% | — | 8,872 | $421K |
| Founders Financial Securities LLC | 0.02% | Add +6.8% | 8,821 | $418K |
| Hills Bank & Trust Co | 0.02% | Add +1.9% | 8,718 | $413K |
| Blue Trust, Inc. | 0.00% | No change | 8,692 | $412K |
| Wedbush Securities Inc. | 0.01% | Reduce -13.4% | 8,682 | $412K |
| Cornerstone Planning Group LLC | 0.05% | Add +33.9% | 8,631 | $403K |
| Emergent Wealth Advisors, LLC | 0.21% | Reduce -3.2% | 8,497 | $403K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.7% | 8,469 | $402K |
| Opulen Financial Group LLC | 0.25% | Add +2.9% | 8,352 | $396K |
| FSB Premier Wealth Management, Inc. | 0.11% | Add +0.5% | 8,311 | $394K |
| Okabena Investment Services Inc. | 0.07% | No change | 8,257 | $391K |
| Braun-Bostich & Associates Inc. | 0.22% | Add +0.0% | 8,180 | $388K |
| ETF Portfolio Partners, Inc. | 0.09% | Add +13.3% | 8,110 | $384K |
| Smith & Howard Wealth Management, LLC | 0.08% | No change | 8,041 | $381K |
| Pacific Excel Wealth Advisors, Inc. | 0.15% | New | 7,978 | $378K |
| Heritage Family Offices, LLP | 0.15% | New | 7,978 | $378K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Add +2.0% | 7,972 | $378K |
| Highland Financial Advisors, LLC | 0.08% | Add +3.6% | 7,806 | $370K |
| HBK Sorce Advisory LLC | 0.01% | Add +42.7% | 7,902 | $370K |
| Two West Capital Advisors LLC | 0.18% | New | 7,798 | $366K |
| Sigma Planning Corp | 0.01% | Add +46.8% | 7,532 | $357K |
| Curtis Wealth Management LLC | 0.30% | Add +16.7% | 7,524 | $357K |
| Zhang Financial LLC | 0.01% | No change | 7,523 | $357K |
| Legacy Financial Group LLC | 0.04% | New | 7,457 | $354K |
| Finley Financial, LLC | 0.14% | No change | 7,400 | $351K |
| Carr Financial Group Corp | 0.08% | Add +50.5% | 7,398 | $351K |
| MAI Capital Management | 0.00% | Add +25.3% | 7,395 | $351K |
| First Hawaiian Bank | 0.04% | No change | 7,383 | $350K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 7,307 | $346K |
| SteelPeak Wealth, LLC | 0.01% | Add +0.8% | 7,276 | $345K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 7,208 | $342K |
| Gordian Advisors LLC | 0.20% | Add +0.9% | 7,190 | $341K |
| Uptick Partners, LLC | 0.05% | Add +16.6% | 7,178 | $340K |
| AQR Capital Management | 0.00% | Add +7.9% | 7,158 | $339K |
| Regal Investment Advisors LLC | 0.02% | Add +55.4% | 7,084 | $336K |
| Farmers National Bank | 0.07% | Add +4.6% | 6,920 | $328K |
| Madrid Wealth Management, LLC | 0.21% | Add +6.0% | 6,894 | $327K |
| Regions Financial Corp. | 0.00% | Reduce -2.3% | 6,878 | $326K |
| Buttonwood Financial Group, LLC | 0.19% | Add +28.1% | 6,876 | $326K |
| One Capital Management, LLC | 0.01% | No change | 6,805 | $324K |
| Williams Financial, LLC | 0.17% | New | 6,791 | $322K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 6,775 | $321K |
| R. W. Roge & Company, Inc. | 0.14% | Reduce -2.6% | 6,732 | $319K |
| Fisher Asset Management | 0.00% | Add +13.5% | 6,685 | $317K |
| Choreo, LLC | 0.00% | Reduce -3.0% | 6,680 | $317K |
| Centurion Wealth Management LLC | 0.07% | Add +8.5% | 6,584 | $312K |
| Csenge Advisory Group | 0.01% | Add +5.1% | 6,559 | $311K |
| Wealthgarden F.S. LLC | 0.18% | Reduce -1.9% | 6,534 | $310K |
| Navigate Wealth Management, LLC | 0.19% | Add +13.1% | 6,560 | $309K |
| Navigation Group, LLC | 0.06% | Add +1.5% | 6,452 | $306K |
| Sovereign Financial Group, Inc. | 0.05% | New | 6,429 | $305K |
| Benjamin Edwards Inc. | 0.00% | Add +0.3% | 6,364 | $302K |
| Sunrise Financial Services, LLC | 0.18% | Reduce -7.5% | 6,256 | $297K |
| Blair William & Co. | 0.00% | Add +1.0% | 6,172 | $293K |
| Snider Financial Group | 0.07% | No change | 6,140 | $291K |
| Tennessee Valley Asset Management Partners | 0.03% | Reduce -3.9% | 6,131 | $291K |
| JFS Wealth Advisors, LLC | 0.01% | Add +17.5% | 6,089 | $289K |
| Birchbrook, Inc. | 0.13% | Add +2.1% | 6,044 | $287K |
| Advisory Services Network, LLC | 0.00% | Reduce -52.2% | 5,992 | $284K |
| JSF Financial, LLC | 0.05% | Add +0.8% | 5,957 | $282K |
| Bragg Financial Advisors, Inc | 0.01% | Add +5.3% | 5,917 | $281K |
| Diversified Portfolios, Inc. | 0.02% | No change | 5,814 | $276K |
| Colton Groome Financial Advisors, LLC | 0.06% | Add +0.3% | 5,660 | $268K |
| FC Advisory LLC | 0.07% | Add +3.5% | 5,635 | $267K |
| Kingsview Wealth Management, LLC | 0.00% | Add +12.1% | 5,570 | $264K |
| DWM Financial Group, Inc. | 0.23% | — | 5,484 | $262K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -13.6% | 5,433 | $258K |
| Financial Management Network Inc. | 0.04% | Reduce -0.1% | 5,455 | $257K |
| Fiduciary Financial Group, LLC | 0.03% | Reduce -1.9% | 5,368 | $254K |
| PDS Planning, Inc | 0.01% | Add +8.7% | 5,205 | $247K |
| 4Thought Financial Group Inc. | 0.12% | Add +4.0% | 5,186 | $246K |
| Human Investing LLC | 0.03% | Add +20.9% | 5,152 | $244K |
| Wealthcare Advisory Partners LLC | 0.00% | No change | 5,134 | $243K |
| Perennial Investment Advisors, LLC | 0.02% | New | 5,122 | $243K |
| Townsend Financial Planning, LLC | 0.21% | Add +10.6% | 5,102 | $242K |
| Trustmark Bank Trust Department | 0.01% | No change | 5,092 | $241K |
| GreatBanc Trust CO | 0.15% | No change | 5,090 | $241K |
| StoneX Group Inc. | 0.01% | New | 5,066 | $240K |
| Golden State Wealth Management, LLC | 0.02% | Add +1.9% | 5,018 | $238K |
| CDKV Holdings LLC | 0.19% | No change | 5,009 | $237K |
| Western Wealth Management, LLC | 0.01% | Reduce -4.3% | 4,998 | $237K |
| Susquehanna International Group, LLP | 0.00% | New | 4,963 | $235K |
| Dunhill Financial, LLC | 0.05% | Add +6.0% | 4,930 | $234K |
| Warner Financial, Inc. | 0.07% | Add +0.7% | 4,918 | $233K |
| NWF Advisory Services Inc. | 0.02% | New | 4,912 | $233K |
| Simplicity Wealth,LLC | 0.01% | New | 4,903 | $232K |
| Sage Financial Group Inc. | 0.01% | Add +3.2% | 4,892 | $232K |
| Keyvantage Wealth, LLC | 0.09% | Reduce -1.1% | 4,889 | $232K |
| Maia Wealth LLC | 0.03% | Add +8.8% | 4,834 | $229K |
| Cutler Investment Counsel LLC | 0.02% | New | 4,829 | $229K |
| SWP Financial LLC | 0.11% | Add +2.7% | 4,818 | $228K |
| Resolute Wealth Advisor, Inc. | 0.13% | No change | 4,772 | $227K |
| Strategic Blueprint, LLC | 0.01% | Add +2.5% | 4,753 | $225K |
| Traphagen Investment Advisors LLC | 0.02% | Reduce -0.0% | 4,720 | $224K |
| Walkner Condon Financial Advisors LLC | 0.03% | Add +9.9% | 4,718 | $224K |
| Integrity Alliance, Llc. | 0.01% | New | 4,589 | $218K |
| Shared Vision Wealth Group LLC | 0.07% | New | 4,541 | $215K |
| IHT Wealth Management, LLC | 0.00% | Reduce -15.5% | 4,518 | $214K |
| OneAscent Financial Services LLC | 0.01% | New | 4,507 | $214K |
| Citadel Advisors | 0.00% | New | 4,494 | $213K |
| Asset One Wealth Management LLC | 0.02% | New | 4,521 | $213K |
| CFS Investment Advisory Services, LLC | 0.01% | New | 4,476 | $211K |
| American Money Management, LLC | 0.03% | Reduce -1.1% | 4,454 | $211K |
| Corepath Wealth Partners LLC | 0.13% | New | 4,490 | $211K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +22.2% | 4,385 | $208K |
| Godfrey Financial Associates, Inc. | 0.16% | Add +16.9% | 4,336 | $206K |
| Ameliora Wealth Management Ltd. | 0.06% | Reduce -57.5% | 4,250 | $201K |
| Twin Focus Capital Partners, LLC | 0.02% | No change | 4,247 | $201K |
| IFG Advisors, LLC | 0.03% | New | 4,227 | $200K |
| Manning & Napier Advisors LLC | 0.00% | Add +3.2% | 3,922 | $187K |
| Continuum Advisory, LLC | 0.01% | New | 3,890 | $184K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 3,898 | $184K |
| Cape Investment Advisory, Inc. | 0.04% | New | 3,484 | $165K |
| Gen-Wealth Partners Inc | 0.04% | Add +56.2% | 2,988 | $142K |
| Gould Capital, LLC | 0.08% | No change | 2,842 | $135K |
| Founders Financial Alliance, LLC | 0.02% | New | 2,806 | $133K |
| Private Trust Co. NA | 0.01% | No change | 2,733 | $130K |
| Motco | 0.01% | No change | 2,362 | $112K |
| Cary Street Partners Financial LLC | 0.00% | Add +0.8% | 2,224 | $105K |
| Blueline Advisors LLC | 0.07% | Reduce -0.9% | 2,214 | $105K |
| Evolution Wealth Management Inc. | 0.06% | Add +52.5% | 2,212 | $105K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 2,196 | $104K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 2,099 | $100K |
| Crewe Advisors LLC | 0.01% | Reduce -1.3% | 2,035 | $96K |
| Ameriflex Group, Inc. | 0.04% | New | 1,861 | $88K |
| Lanark Financial, Inc. | 0.01% | No change | 1,577 | $75K |
| Proffitt & Goodson Inc. | 0.01% | Add +52.9% | 1,511 | $72K |
| Fiduciary Financial Advisors | 0.01% | New | 1,439 | $68K |
| Triumph Capital Management | 0.01% | Add +29.6% | 1,396 | $66K |
| Buck Wealth Strategies, LLC | 0.01% | New | 1,286 | $61K |
| Ballast Advisors LLC | 0.01% | Add +2.9% | 1,239 | $59K |
| First Bancorp, Inc | 0.02% | New | 1,153 | $55K |
| IFG Advisory, LLC | 0.00% | New | 968 | $46K |
| Pittenger & Anderson Inc. | 0.00% | Add +5.4% | 885 | $42K |
| First Pacific Financial | 0.01% | Add +1.0% | 885 | $42K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +53.5% | 881 | $42K |
| Financial Avengers, Inc. | 0.02% | Add +12.5% | 818 | $39K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -9.9% | 777 | $37K |
| IFP Advisors, Inc | 0.00% | Reduce -80.1% | 761 | $36K |
| Hollencrest Capital Management | 0.00% | No change | 728 | $35K |
| VSM Wealth Advisory, LLC | 0.01% | Add +1.0% | 704 | $33K |
| Glassy Mountain Advisors, Inc. | 0.01% | No change | 655 | $31K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.9% | 642 | $30K |
| Institute for Wealth Management, LLC. | 0.00% | New | 633 | $30K |
| Covestor Ltd | 0.02% | Add +8.0% | 609 | $29K |
| Creative Financial Designs Inc. | 0.00% | Add +92.7% | 580 | $27K |
| CoreCap Advisors, LLC | 0.00% | Add +16.0% | 559 | $27K |
| Kilter Group LLC | 0.01% | Add +48.4% | 497 | $24K |
| Oakmont Advisory Group, LLC | 0.02% | New | 492 | $23K |
| Raffa Wealth Management, LLC | 0.00% | Add +0.8% | 485 | $23K |
| AlphaCore Capital LLC | 0.00% | Reduce -72.8% | 380 | $18K |
| Your Advocates Ltd., LLP | 0.01% | No change | 378 | $18K |
| Three Bearings Fiduciary Advisors, Inc. | 0.01% | No change | 348 | $16K |
| Vanguard Advisers Inc. | 0.00% | No change | 335 | $16K |
| Brooklyn FI, LLC | 0.00% | New | 248 | $12K |
| Winthrop Capital Management, LLC | 0.00% | No change | 216 | $10K |
| Citigroup Inc. | 0.00% | No change | 200 | $9K |
| Noble Wealth Management PBC | 0.00% | No change | 184 | $9K |
| Silver Grove Financial Group, Inc. | 0.00% | Add +18100.0% | 182 | $9K |
| North Star Investment Management Corp. | 0.00% | Add +1.1% | 178 | $8K |
| 1 North Wealth Services LLC | 0.00% | No change | 140 | $7K |
| Key Capital Management, INC | 0.00% | Add +15.9% | 124 | $6K |
| Simplex Trading, LLC | 0.00% | New | 80 | $4K |
| NBT Bank, N.A. | 0.00% | Add +67.4% | 77 | $4K |
| Financial Gravity Companies, Inc. | 0.00% | — | 68 | $3K |
| Asset Dedication, LLC | 0.00% | No change | 66 | $3K |
| BNP Paribas Financial Markets | 0.00% | Reduce -13.5% | 64 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 50 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 41 | $2K |
| Lodestone Wealth Management LLC | 0.00% | Add +2.6% | 40 | $2K |
| Obsidian Cio, LLC | 0.00% | No change | 18 | $864 |
| Larson Financial Group LLC | 0.00% | Reduce -83.5% | 18 | $853 |
| Millstone Evans Group, LLC | 0.00% | No change | 17 | $806 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 17 | $806 |
| Gleason Group, Inc. | 0.00% | New | 6 | $301 |
| Davis Capital Management | 0.00% | No change | 4 | $190 |
| Russell Investments Group, Ltd. | 0.00% | Add +50.0% | 3 | $145 |
| 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.