iShares Trust iShares ESG AwESGDETF
13F holders, Q2 2024 (June 30)584holders +9
29new positions
24sold out
2famous investors
$78.77avg. 13F price*
At the end of Q2 2024, 584 institutions reported holding iShares Trust iShares ESG Aw (ESGD) in their 13F filings, up 9 from Q1 2024. 29 opened new positions and 24 sold out. The largest holders were Bank of America Corp. ($743.7M), JPMorgan Chase & Co. ($463.3M) and Empower Advisory Group, LLC ($450.2M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Trust iShares ESG Aw
- CUSIP
- 46435G516
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $15.4M |
| Exits | 24 | $22.5M |
All 13F filers, Q1 2024 → Q2 2024: 2,703,175 shares bought and 2,838,535 shares sold, net −135,360 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 584 holders
| Bank of America Corp. | 0.07% | Add +0.1% | 9,439,724 | $743.7M |
| JPMorgan Chase & Co. | 0.04% | Reduce -2.9% | 5,881,365 | $463.3M |
| Empower Advisory Group, LLC | 1.67% | Reduce -1.7% | 5,714,132 | $450.2M |
| Morgan Stanley | 0.03% | Reduce -2.7% | 4,988,208 | $393.0M |
| Tiaa Trust, National Association | 1.11% | Reduce -8.5% | 4,584,553 | $360.8M |
| Northern Trust Corp. | 0.06% | Add +17.3% | 4,375,644 | $344.7M |
| Betterment LLC | 0.69% | Reduce -16.4% | 3,357,341 | $264.5M |
| Ameriprise Financial Inc. | 0.04% | Reduce -2.1% | 2,037,355 | $160.4M |
| Fifth Third Bancorp | 0.56% | Reduce -5.0% | 1,851,720 | $145.9M |
| Wells Fargo & Company | 0.03% | Add +0.2% | 1,650,805 | $130.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +4.8% | 1,629,400 | $128.4M |
| FMR LLC | 0.01% | Add +45.1% | 1,520,872 | $119.8M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -7.5% | 1,476,756 | $116.3M |
| UBS Group AG | 0.04% | Reduce -3.1% | 1,464,791 | $115.4M |
| Flputnam Investment Management Co. | 1.97% | Reduce -1.0% | 1,336,256 | $105.3M |
| Acorns Advisers, LLC | 1.10% | Add +6.3% | 1,308,942 | $103.1M |
| BlackRock Inc. | 0.00% | Add +1.3% | 1,220,764 | $96.2M |
| Spinnaker Trust | 6.00% | Add +0.6% | 1,189,313 | $93.7M |
| Wealthfront Advisers LLC | 0.29% | Add +1.5% | 1,108,759 | $87.3M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -3.1% | 1,060,760 | $83.6M |
| Mercer Global Advisors Inc. | 0.21% | Add +8.0% | 985,020 | $77.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +5.1% | 918,335 | $72.3M |
| Ellevest, Inc. | 3.83% | Add +4.2% | 810,139 | $63.8M |
| US Bancorp \de | 0.08% | Reduce -4.3% | 781,111 | $61.5M |
| PNC Financial Services Group, Inc. | 0.04% | Add +1.4% | 678,607 | $53.5M |
| HighTower Advisors, LLC | 0.07% | Reduce -0.6% | 571,093 | $45.0M |
| M&T Bank Corp | 0.15% | Add +0.6% | 544,605 | $42.9M |
| Creative Planning | 0.04% | Add +1.6% | 517,793 | $40.8M |
| EP Wealth Advisors, LLC | 0.42% | Add +33.0% | 497,450 | $39.2M |
| LPL Financial LLC | 0.02% | Add +4.5% | 475,563 | $37.5M |
| Fiduciary Trust Co | 0.56% | Add +3.0% | 473,386 | $37.3M |
| D.A. Davidson & Co. | 0.29% | Add +1.3% | 412,040 | $32.5M |
| Sei Investments Co. | 0.05% | Reduce -14.2% | 411,862 | $32.4M |
| IMPACTfolio, LLC | 16.85% | Add +5.5% | 381,694 | $30.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.15% | No change | 375,500 | $29.5M |
| Thrivent Financial for Lutherans | 0.06% | Add +3.7% | 372,724 | $29.4M |
| Royal Bank of Canada | 0.01% | Reduce -6.6% | 365,492 | $28.8M |
| Mission Wealth Management, LP | 0.76% | Reduce -4.3% | 354,240 | $27.9M |
| Federation des caisses Desjardins du Quebec | 0.15% | Add +97.0% | 347,767 | $27.4M |
| Corient Private Wealth LP | 0.05% | Add +1.2% | 336,443 | $26.5M |
| Olde Wealth Management, LLC | 9.76% | Add +1.7% | 325,311 | $25.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.72% | Reduce -4.0% | 304,761 | $24.0M |
| High Note Wealth, LLC | 6.77% | Add +3.7% | 281,124 | $22.1M |
| Howland Capital Management LLC | 1.03% | Reduce -3.9% | 272,368 | $21.5M |
| AlTi Global, Inc. | 0.54% | Reduce -6.9% | 253,435 | $20.0M |
| Ally Invest Advisors Inc. | 1.88% | Add +4.7% | 248,854 | $19.6M |
| Lake Street Advisors Group, LLC | 0.94% | Add +0.0% | 247,576 | $19.5M |
| Money Design Co.,Ltd. | 1.01% | Add +0.8% | 238,295 | $18.8M |
| Keybank National Association | 0.08% | Reduce -3.2% | 234,738 | $18.5M |
| Citizens Financial Group Inc. | 0.40% | Reduce -25.4% | 228,592 | $18.0M |
| Mariner, LLC | 0.03% | Add +17.8% | 224,834 | $17.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +1.1% | 223,561 | $17.6M |
| MML Investors Services, LLC | 0.07% | Reduce -3.8% | 216,778 | $17.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +14.2% | 215,206 | $17.0M |
| Blair William & Co. | 0.05% | Reduce -4.4% | 205,625 | $16.2M |
| Baird Financial Group, Inc. | 0.03% | Add +3.1% | 202,069 | $15.9M |
| Partners Capital Investment Group, LLP | 0.27% | Reduce -5.2% | 201,757 | $15.9M |
| Dohj, LLC | 3.67% | Add +7.2% | 186,659 | $14.7M |
| Mather Group, Llc. | 0.18% | Add +11.2% | 178,197 | $14.2M |
| Jane Street Group, LLC | 0.02% | Add +15.0% | 176,602 | $13.9M |
| Eastern Bank | 0.56% | Add +0.0% | 176,398 | $13.9M |
| Windsor Capital Management, LLC | 4.01% | Add +1.5% | 164,523 | $13.0M |
| Natixis Advisors, LLC | 0.03% | Add +5.8% | 163,374 | $12.9M |
| Modera Wealth Management, LLC | 0.19% | Reduce -4.6% | 162,903 | $12.8M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +6.7% | 162,767 | $12.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.3% | 160,873 | $12.7M |
| Alesco Advisors, LLC, An ESL Co | 0.37% | Add +3.5% | 141,471 | $11.1M |
| Franklin Resources Inc. | 0.00% | Reduce -3.4% | 137,178 | $10.8M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +0.9% | 137,075 | $10.8M |
| RVW Wealth, LLC | 1.00% | Reduce -11.5% | 127,496 | $10.0M |
| Roof Eidam Maycock Peralta, LLC | 2.45% | Add +0.2% | 114,479 | $9.0M |
| Private Ocean, LLC | 0.79% | Reduce -9.0% | 113,285 | $8.9M |
| Stifel Financial Corp. | 0.01% | Reduce -1.2% | 111,627 | $8.8M |
| GeoWealth Management, LLC | 0.38% | Reduce -4.3% | 110,833 | $8.7M |
| Sand Hill Global Advisors, LLC | 0.39% | Reduce -0.7% | 108,814 | $8.6M |
| Fund Evaluation Group, LLC | 0.52% | Add +0.3% | 106,944 | $8.4M |
| Orgel Wealth Management, LLC | 0.23% | Add +44.2% | 106,820 | $8.4M |
| Shira Ridge Wealth Management | 4.65% | Add +1.4% | 106,027 | $8.4M |
| Laurel Wealth Planning LLC | 5.49% | Reduce -9.7% | 100,222 | $7.9M |
| Bond & Devick Financial Network, Inc. | 4.16% | Reduce -2.7% | 98,596 | $7.8M |
| Jones Financial Companies LLLP | 0.01% | Add +10.9% | 98,017 | $7.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +21.9% | 96,783 | $7.6M |
| Wrapmanager Inc. | 2.08% | Reduce -1.8% | 95,459 | $7.5M |
| Hill Island Financial LLC | 2.39% | Add +2.5% | 92,558 | $7.3M |
| Wealth Architects, LLC | 0.88% | Add +29.0% | 91,894 | $7.2M |
| Private Advisor Group, LLC | 0.05% | Reduce -43.6% | 91,146 | $7.2M |
| Litman Gregory Wealth Management LLC | 0.63% | Add +2.0% | 89,497 | $7.1M |
| Apella Capital, LLC | 0.30% | Reduce -0.4% | 84,951 | $6.8M |
| Clarius Group, LLC | 0.46% | Add +2.4% | 82,152 | $6.5M |
| Nottingham Advisors, Inc. | 0.75% | Add +3.6% | 80,764 | $6.4M |
| BSW Wealth Partners | 0.98% | Reduce -10.9% | 75,493 | $5.9M |
| SOA Wealth Advisors, LLC. | 1.19% | Reduce -2.0% | 74,851 | $5.9M |
| Clarity Asset Management, Inc. | 4.17% | Reduce -43.8% | 74,503 | $5.9M |
| Dynamic Advisor Solutions LLC | 0.18% | Reduce -8.0% | 74,276 | $5.9M |
| Alliancebernstein L.P. | 0.00% | Add +28.1% | 73,833 | $5.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +160.0% | 72,800 | $5.7M |
| Raffa Wealth Management, LLC | 1.57% | Add +4.0% | 70,407 | $5.5M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -7.2% | 67,850 | $5.3M |
| Citigroup Inc. | 0.01% | Add +3.6% | 65,947 | $5.2M |
| Accredited Investors Inc. | 0.31% | Add +4.2% | 63,158 | $5.0M |
| Cetera Investment Advisers | 0.01% | Reduce -4.6% | 63,009 | $5.0M |
| NewEdge Advisors, LLC | 0.04% | Add +4.5% | 62,035 | $4.9M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -7.3% | 61,671 | $4.9M |
| Dunhill Financial, LLC | 2.93% | Reduce -11.1% | 59,945 | $4.7M |
| SageView Advisory Group, LLC | 0.29% | Add +901.1% | 59,555 | $4.7M |
| Robertson Stephens Wealth Management, LLC | 0.24% | Add +5.5% | 59,232 | $4.7M |
| Mascoma Wealth Management LLC | 1.24% | Add +9.8% | 59,144 | $4.7M |
| Savant Capital, LLC | 0.05% | Reduce -1.1% | 57,614 | $4.5M |
| Garde Capital, Inc. | 0.31% | Add +0.5% | 56,773 | $4.5M |
| Moneta Group Investment Advisors LLC | 0.07% | Add +15.0% | 56,487 | $4.5M |
| Relyea Zuckerberg Hanson LLC | 0.73% | Add +0.8% | 55,366 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +4.4% | 54,510 | $4.3M |
| 3EDGE Asset Management, LP | 0.33% | Add +159.9% | 53,998 | $4.3M |
| Cerity Partners LLC | 0.01% | Add +0.7% | 53,491 | $4.2M |
| Hart & Patterson Financial Group LLC | 2.09% | Reduce -7.4% | 53,461 | $4.2M |
| Truist Financial Corp. | 0.01% | Add +2.0% | 52,224 | $4.1M |
| JNBA Financial Advisors | 0.43% | Add +3.3% | 52,038 | $4.1M |
| Balanced Rock Investment Advisors LLC | 3.37% | Add +1.7% | 50,901 | $4.0M |
| Fisher Asset Management | 0.00% | Add +20.8% | 49,306 | $3.9M |
| Blue Edge Capital, LLC | 0.64% | Add +1.1% | 48,830 | $3.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +14.5% | 47,246 | $3.7M |
| Trilogy Capital Inc. | 0.20% | Reduce -0.8% | 46,713 | $3.7M |
| Pitcairn Co. | 0.22% | Reduce -1.3% | 46,341 | $3.7M |
| Quent Capital, LLC | 0.40% | Add +0.1% | 46,275 | $3.6M |
| Oppenheimer Asset Management Inc. | 0.05% | New | 46,083 | $3.6M |
| Veridan Wealth LLC | 1.42% | — | 39,696 | $3.5M |
| Integris Wealth Management, LLC | 0.97% | Reduce -2.7% | 42,811 | $3.4M |
| Waypoint Wealth Partners Inc. | 0.98% | Reduce -0.5% | 42,425 | $3.3M |
| Plancorp, LLC | 0.14% | Reduce -3.7% | 40,238 | $3.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.15% | Add +0.0% | 39,123 | $3.1M |
| Park Avenue Securities LLC | 0.04% | Add +0.6% | 38,974 | $3.1M |
| McKinley Carter Wealth Services, Inc. | 0.19% | Reduce -1.4% | 38,600 | $3.0M |
| CENTRAL TRUST Co | 0.07% | Reduce -0.3% | 38,262 | $3.0M |
| Cresset Asset Management, LLC | 0.01% | Add +5.2% | 37,400 | $2.9M |
| Keel Point, LLC | 0.27% | Add +1.8% | 37,267 | $2.9M |
| WealthShield Partners, LLC | 0.43% | Add +1.4% | 36,055 | $2.8M |
| JMG Financial Group, Ltd. | 0.10% | No change | 35,669 | $2.8M |
| Baron Financial Group, LLC | 1.77% | Reduce -5.0% | 35,365 | $2.8M |
| Parkside Advisors LLC | 0.71% | Add +6.5% | 35,351 | $2.8M |
| Facet Wealth, Inc. | 0.08% | Add +28.0% | 34,755 | $2.8M |
| GC Wealth Management RIA, LLC | 0.53% | Add +0.3% | 34,197 | $2.7M |
| Axxcess Wealth Management, LLC | 0.07% | Add +77.4% | 33,685 | $2.7M |
| Merit Financial Group, LLC | 0.06% | Add +0.6% | 33,504 | $2.6M |
| Vision Capital Management, Inc. | 0.38% | Reduce -6.0% | 32,588 | $2.6M |
| Axiom Advisory, LLC | 0.03% | New | 31,500 | $2.5M |
| Pine Haven Investment Counsel, Inc | 2.13% | Add +4.3% | 31,524 | $2.5M |
| Gould Asset Management LLC | 0.57% | Add +2.7% | 31,182 | $2.5M |
| Raymond James & Associates | 0.00% | Reduce -4.5% | 31,175 | $2.5M |
| Financial Advisors, LLC | 0.50% | Add +1.5% | 30,787 | $2.4M |
| Choreo, LLC | 0.04% | Add +11.2% | 29,971 | $2.4M |
| Dorsey & Whitney Trust CO LLC | 0.16% | Add +14.5% | 30,002 | $2.4M |
| Advisory Services Network, LLC | 0.05% | Add +5.6% | 29,782 | $2.3M |
| Wesbanco Bank Inc. | 0.09% | Reduce -4.3% | 29,164 | $2.3M |
| Hilltop Wealth Advisors, LLC | 1.15% | Reduce -1.9% | 29,142 | $2.3M |
| Charter Oak Capital Management, LLC | 0.24% | Reduce -2.8% | 28,979 | $2.3M |
| Syntrinsic LLC | 0.75% | Add +1.9% | 28,680 | $2.3M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -6.0% | 28,451 | $2.2M |
| Brandywine Oak Private Wealth LLC | 0.23% | Add +1.1% | 27,882 | $2.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +3.9% | 27,312 | $2.2M |
| Cranbrook Wealth Management, LLC | 0.52% | Reduce -18.3% | 26,997 | $2.1M |
| Neumann Capital Management, LLC | 0.73% | Add +1.1% | 26,800 | $2.1M |
| First Financial Bank - Trust Division | 0.21% | Add +0.8% | 26,777 | $2.1M |
| Legacy Edge Advisors, LLC | 0.39% | Add +0.5% | 26,633 | $2.1M |
| RTD Financial Advisors, Inc. | 0.28% | Add +2.4% | 26,445 | $2.1M |
| Connecticut Wealth Management, LLC | 0.11% | Add +0.4% | 26,298 | $2.1M |
| Heritage Wealth Advisors | 0.09% | Add +3.4% | 26,132 | $2.1M |
| Bailard, Inc. | 0.06% | Add +0.2% | 25,842 | $2.0M |
| RHS Financial, LLC | 1.24% | Reduce -0.5% | 25,772 | $2.0M |
| Brio Consultants, LLC | 0.33% | Add +10.9% | 25,670 | $2.0M |
| Alaska Wealth Advisors, LLC | 0.31% | Reduce -7.3% | 25,522 | $2.0M |
| TriaGen Wealth Management LLC | 0.78% | Reduce -1.1% | 25,470 | $2.0M |
| Montecito Bank & Trust | 0.41% | No change | 25,453 | $2.0M |
| Harbour Investments, Inc. | 0.07% | Reduce -7.2% | 25,224 | $2.0M |
| Affiance Financial, LLC | 0.52% | Add +9.9% | 25,207 | $2.0M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.56% | Add +0.5% | 25,014 | $2.0M |
| Long Run Wealth Advisors, LLC | 0.49% | Reduce -11.9% | 24,574 | $1.9M |
| Captrust Financial Advisors | 0.01% | Reduce -3.4% | 24,087 | $1.9M |
| One Capital Management, LLC | 0.06% | Add +1.4% | 23,702 | $1.9M |
| Diversified Trust Co. | 0.05% | Reduce -0.8% | 23,631 | $1.9M |
| Pioneer Wealth Management Group | 0.98% | Add +5.6% | 23,493 | $1.9M |
| CFM Wealth Partners LLC | 0.34% | Reduce -1.1% | 23,174 | $1.8M |
| Raymond James Trust N.A. | 0.04% | No change | 23,160 | $1.8M |
| Brookstone Capital Management | 0.03% | Reduce -0.8% | 22,358 | $1.8M |
| Prio Wealth Limited Partnership | 0.05% | Reduce -0.5% | 23,014 | $1.8M |
| BigSur Wealth Management LLC | 0.55% | No change | 23,000 | $1.8M |
| Halbert Hargrove Global Advisors, LLC | 0.11% | Add +0.6% | 22,881 | $1.8M |
| Vicus Capital | 0.16% | Reduce -2.3% | 22,756 | $1.8M |
| Williams & Novak, LLC | 1.60% | Add +10.1% | 21,875 | $1.7M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -0.3% | 20,999 | $1.7M |
| Levy Wealth Management Group, LLC | 0.40% | Reduce -3.6% | 19,713 | $1.6M |
| Coldstream Capital Management Inc. | 0.04% | Add +6.8% | 19,656 | $1.5M |
| GenTrust, LLC | 0.08% | Add +0.1% | 19,519 | $1.5M |
| Elevation Wealth Partners, LLC | 0.73% | Add +35.3% | 19,467 | $1.5M |
| OLIO Financial Planning | 0.63% | No change | 19,932 | $1.5M |
| White Lighthouse Investment Management Inc. | 0.29% | Add +0.2% | 18,870 | $1.5M |
| Sax Wealth Advisors, LLC | 0.14% | New | 18,822 | $1.5M |
| Private Wealth Management Group, LLC | 0.64% | Add +3.3% | 18,810 | $1.5M |
| Values Added Financial LLC | 1.07% | Add +4.1% | 18,800 | $1.5M |
| One Wealth Advisors, LLC | 0.32% | Add +4.4% | 19,067 | $1.5M |
| Portland Global Advisors LLC | 0.20% | Add +0.8% | 18,390 | $1.4M |
| Affinity Capital Advisors, LLC | 0.30% | Reduce -1.4% | 18,375 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +60.0% | 18,921 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +60.0% | 18,921 | $1.4M |
| Compound Planning, Inc. | 0.10% | Add +5.6% | 17,873 | $1.4M |
| Birchbrook, Inc. | 0.83% | Add +1.1% | 17,610 | $1.4M |
| REDW Wealth LLC | 0.36% | Add +0.1% | 17,559 | $1.4M |
| Chicago Partners Investment Group LLC | 0.05% | Add +1.8% | 17,378 | $1.4M |
| Centennial Bank | 0.66% | Add +0.6% | 17,025 | $1.3M |
| Magellan Asset Management Ltd | 0.01% | Reduce -49.9% | 16,948 | $1.3M |
| Composition Wealth, LLC | 0.03% | No change | 16,883 | $1.3M |
| Summit Wealth Group, LLC | 0.40% | Reduce -2.1% | 16,870 | $1.3M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -4.3% | 16,124 | $1.3M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 16,343 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +6.4% | 16,243 | $1.3M |
| Windham Capital Management, LLC | 0.99% | No change | 16,007 | $1.3M |
| Brooklyn FI, LLC | 0.49% | Reduce -2.9% | 15,803 | $1.2M |
| Carr Financial Group Corp | 0.40% | Add +1.7% | 15,789 | $1.2M |
| Johnson Financial Group, LLC | 0.16% | Reduce -9.4% | 15,732 | $1.2M |
| Planning Alternatives Ltd. | 0.19% | Add +4.3% | 15,147 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Add +19.5% | 14,963 | $1.2M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.33% | Reduce -15.7% | 14,824 | $1.2M |
| Cobblestone Capital Advisors LLC | 0.07% | Reduce -0.3% | 14,613 | $1.2M |
| Asset Dedication, LLC | 0.08% | Reduce -4.6% | 14,589 | $1.1M |
| NorthRock Partners, LLC | 0.04% | Reduce -28.5% | 14,508 | $1.1M |
| Cascade Financial Partners, LLC | 0.15% | No change | 14,414 | $1.1M |
| Armbruster Capital Management, Inc. | 0.24% | Add +0.5% | 14,379 | $1.1M |
| Werba Rubin Papier Wealth Management | 0.31% | Add +264.5% | 14,348 | $1.1M |
| WealthCollab, LLC | 0.81% | Reduce -0.0% | 14,337 | $1.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.25% | No change | 14,098 | $1.1M |
| Regatta Capital Group, LLC | 0.24% | Reduce -9.0% | 14,086 | $1.1M |
| National Bank of Canada | 0.00% | Add +60.2% | 14,032 | $1.1M |
| Diversified, LLC | 0.13% | New | 13,998 | $1.1M |
| Haverford Trust Co | 0.01% | No change | 13,931 | $1.1M |
| Mendel Capital Management LLC | 0.69% | Add +0.8% | 13,648 | $1.1M |
| Aprio Wealth Management, LLC | 0.19% | Add +19.8% | 13,278 | $1.0M |
| Financial Insights, Inc. | 0.29% | Reduce -2.6% | 13,232 | $1.0M |
| Sage Advisory Services, Ltd.Co. | 0.29% | Reduce -14.3% | 13,178 | $1.0M |
| Shepherd Financial Partners LLC | 0.13% | Reduce -3.5% | 12,895 | $1.0M |
| Cambridge Financial Group, LLC | 0.46% | Reduce -4.7% | 12,794 | $1.0M |
| Whittier Trust Co. | 0.01% | Reduce -7.2% | 12,679 | $999K |
| Omega Financial Group, LLC | 0.40% | Reduce -0.2% | 12,412 | $978K |
| CGN Advisors LLC | 0.11% | Add +144.5% | 12,288 | $968K |
| Wescott Financial Advisory Group, LLC | 0.11% | Add +24.0% | 12,239 | $964K |
| Comerica Bank | 0.00% | Add +8.5% | 12,140 | $956K |
| Parallel Advisors, LLC | 0.02% | Add +0.3% | 11,760 | $926K |
| Capital Analysts, LLC | 0.04% | Add +9.8% | 11,479 | $904K |
| Mission Creek Capital Partners, Inc. | 0.23% | Reduce -45.3% | 11,462 | $903K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.7% | 11,366 | $895K |
| Jordan Park Group LLC | 0.07% | Add +49.8% | 10,924 | $861K |
| Deutsche Bank AG | 0.00% | Reduce -1.9% | 10,722 | $845K |
| Quadrant Capital Group LLC | 0.06% | Add +0.8% | 10,701 | $843K |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +19.4% | 10,383 | $818K |
| Sanctuary Advisors, LLC | 0.01% | — | 10,312 | $805K |
| Sigma Investment Counselors Inc. | 0.05% | No change | 10,130 | $798K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -13.4% | 10,113 | $797K |
| Acropolis Investment Management, LLC | 0.05% | Reduce -6.8% | 10,061 | $793K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -6.1% | 10,049 | $792K |
| HF Advisory Group, LLC | 0.40% | Add +22.9% | 9,939 | $783K |
| Peak Financial Management, Inc. | 0.24% | Add +0.2% | 9,927 | $782K |
| 1ST Source Bank | 0.05% | Add +1.0% | 9,873 | $778K |
| Millburn Ridgefield LLC | 0.02% | New | 9,872 | $778K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.9% | 9,848 | $776K |
| Richard P Slaughter Associates Inc | 0.18% | Add +174.8% | 9,826 | $774K |
| Equita Financial Network, Inc. | 0.32% | Reduce -14.3% | 9,802 | $772K |
| Brighton Jones LLC | 0.03% | Add +2.8% | 9,797 | $772K |
| Per Stirling Capital Management, LLC. | 0.12% | Reduce -19.4% | 9,773 | $770K |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -0.5% | 9,738 | $767K |
| OneDigital Investment Advisors LLC | 0.01% | Add +16.9% | 9,246 | $728K |
| Presilium Private Wealth, LLC | 0.18% | Add +4.2% | 9,209 | $725K |
| Level Financial Advisors | 0.31% | Add +0.0% | 9,102 | $717K |
| Coastline Trust Co | 0.08% | Add +3.9% | 9,071 | $715K |
| Mill Creek Capital Advisors, LLC | 0.02% | Add +1.5% | 9,008 | $710K |
| Curtis Advisory Group, LLC | 0.25% | Reduce -1.4% | 8,977 | $707K |
| Ameraudi Asset Management, Inc. | 0.32% | No change | 8,888 | $700K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +22.4% | 8,881 | $700K |
| Orin Green Financial, LLC | 0.32% | New | 8,793 | $693K |
| Capasso Planning Partners LLC | 0.22% | Reduce -0.7% | 8,651 | $682K |
| Concord Wealth Partners | 0.12% | Reduce -31.0% | 8,625 | $679K |
| Western Wealth Management, LLC | 0.05% | Add +5.3% | 8,505 | $670K |
| ERn Financial, LLC | 0.11% | Add +3.0% | 8,484 | $668K |
| Birch Hill Investment Advisors LLC | 0.03% | Add +3.8% | 8,468 | $667K |
| Perennial Investment Advisors, LLC | 0.10% | Add +87.7% | 8,436 | $665K |
| Frisch Financial Group, Inc. | 0.20% | Reduce -7.0% | 8,339 | $657K |
| Bell Investment Advisors, Inc | 0.13% | Add +1.6% | 8,284 | $653K |
| Sharper & Granite LLC | 0.31% | Reduce -1.3% | 8,261 | $651K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +8.2% | 8,186 | $645K |
| Bangor Savings Bank | 0.06% | Add +15.5% | 8,169 | $644K |
| Equitable Holdings, Inc. | 0.01% | Reduce -5.9% | 8,140 | $641K |
| JFG Wealth Management, LLC | 0.18% | Reduce -9.7% | 8,077 | $636K |
| Walkner Condon Financial Advisors LLC | 0.14% | Reduce -2.9% | 8,065 | $635K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +205.7% | 8,045 | $634K |
| HTLF Bank | 0.07% | Add +10.3% | 8,005 | $631K |
| Aaron Wealth Advisors LLC | 0.09% | Add +2.6% | 7,926 | $624K |
| Montis Financial, LLC | 0.28% | New | 7,828 | $617K |
| Sentinel Trust Co. Lba | 0.08% | No change | 7,805 | $615K |
| Financial Counselors Inc. | 0.01% | Reduce -0.6% | 7,748 | $610K |
| Atria Investments, Inc | 0.01% | New | 7,643 | $602K |
| Wealth Dimensions Group, Ltd. | 0.17% | Reduce -1.7% | 7,597 | $598K |
| WT Wealth Management | 0.20% | Reduce -2.4% | 7,533 | $593K |
| Private Trust Co. NA | 0.06% | Reduce -4.0% | 7,500 | $591K |
| Vontobel Holding Ltd. | 0.00% | Reduce -18.8% | 7,430 | $585K |
| Fort Point Capital Partners LLC | 0.07% | Add +0.6% | 7,403 | $583K |
| Argent Trust Co | 0.03% | No change | 7,357 | $580K |
| VERITY Wealth Advisors | 0.43% | No change | 7,335 | $578K |
| Bogart Wealth, LLC | 0.03% | Add +67.5% | 7,325 | $577K |
| CIBC Asset Management Inc | 0.00% | No change | 7,170 | $565K |
| Heritage Trust Co | 0.07% | No change | 7,155 | $564K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.6% | 7,147 | $563K |
| Shotwell Rutter Baer Inc | 0.50% | Reduce -0.9% | 7,059 | $563K |
| Morton Brown Family Wealth, LLC | 0.22% | No change | 7,008 | $562K |
| Symmetry Partners, LLC | 0.03% | Add +100.5% | 6,924 | $545K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +322.5% | 6,709 | $529K |
| Aufman Associates Inc | 0.37% | Add +0.6% | 6,652 | $524K |
| Addison Advisors LLC | 0.17% | Reduce -0.5% | 6,641 | $523K |
| Pittenger & Anderson Inc. | 0.02% | No change | 6,626 | $522K |
| Fulcrum Capital LLC | 0.12% | Reduce -5.8% | 6,602 | $520K |
| Bell Bank | 0.04% | Reduce -27.9% | 6,533 | $515K |
| Chesley Taft & Associates LLC | 0.03% | Reduce -16.3% | 6,500 | $512K |
| Columbia Bank | 0.20% | No change | 6,434 | $507K |
| MAI Capital Management | 0.00% | Add +54.7% | 6,329 | $499K |
| Farrell Financial LLC | 0.39% | Add +1.9% | 6,317 | $498K |
| Gemmer Asset Management LLC | 0.05% | Reduce -2.4% | 6,311 | $497K |
| Sage Financial Group Inc. | 0.04% | Add +10.3% | 6,271 | $494K |
| Foster Group, Inc. | 0.02% | Add +3.9% | 6,251 | $492K |
| Great Diamond Partners, LLC | 0.12% | Reduce -3.2% | 6,249 | $492K |
| Wealthspire Advisors, LLC | 0.01% | Add +0.2% | 6,208 | $489K |
| Warren Street Wealth Advisors, LLC | 0.24% | Reduce -0.1% | 6,175 | $486K |
| Onyx Bridge Wealth Group LLC | 0.08% | Add +28.9% | 6,128 | $483K |
| Baker Avenue Asset Management, LP | 0.02% | Reduce -4.9% | 6,105 | $481K |
| Bigelow Investment Advisors, LLC | 0.23% | Reduce -5.8% | 6,053 | $477K |
| First Foundation Advisors | 0.02% | No change | 5,987 | $472K |
| IFP Advisors, Inc | 0.02% | Add +13.3% | 5,965 | $470K |
| Metis Global Partners, LLC | 0.02% | Reduce -37.4% | 5,952 | $469K |
| Hemington Wealth Management | 0.16% | No change | 5,922 | $466K |
| Idaho Trust Co | 0.24% | Add +44.8% | 5,900 | $465K |
| NorthCoast Asset Management LLC | 0.00% | New | 5,887 | $464K |
| Kelman-Lazarov, Inc. | 0.08% | Reduce -17.5% | 5,641 | $444K |
| Advisory Alpha, LLC | 0.02% | Add +6.3% | 5,623 | $443K |
| Ballentine Partners, LLC | 0.01% | New | 5,622 | $443K |
| SVB Wealth LLC | 0.01% | No change | 5,586 | $440K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.0% | 5,482 | $432K |
| First Hawaiian Bank | 0.01% | Reduce -43.3% | 5,478 | $432K |
| Beacon Financial Planning, Inc. | 0.29% | Add +1.9% | 5,431 | $428K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 5,393 | $425K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 5,356 | $422K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +24.7% | 5,304 | $418K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -23.3% | 5,297 | $417K |
| Valley National Advisers Inc. | 0.06% | Reduce -0.3% | 5,302 | $417K |
| Appleton Partners Inc. | 0.03% | Reduce -4.3% | 5,231 | $412K |
| Crestwood Advisors Group, LLC | 0.01% | New | 5,210 | $410K |
| New England Private Wealth Advisors LLC | 0.07% | Add +1.9% | 5,202 | $410K |
| Community Bank, N.A. | 0.05% | Add +2.1% | 5,196 | $409K |
| JSF Financial, LLC | 0.12% | Add +14.7% | 5,161 | $407K |
| PDS Planning, Inc | 0.04% | Add +2.2% | 5,155 | $406K |
| Weil Company, Inc. | 0.15% | Reduce -16.0% | 5,131 | $404K |
| Cibc World Market Inc. | 0.00% | No change | 5,114 | $403K |
| Brewster Financial Planning LLC | 0.34% | Add +1.6% | 5,113 | $403K |
| Bank of Hawaii | 0.02% | Reduce -15.6% | 5,111 | $403K |
| Concord Asset Management, LLC | 0.10% | Reduce -43.0% | 5,100 | $402K |
| DDFG, Inc | 0.12% | Reduce -6.5% | 5,066 | $399K |
| ABLE Financial Group, LLC | 0.14% | Add +11.7% | 5,028 | $396K |
| West Coast Financial LLC | 0.05% | No change | 5,014 | $395K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -32.9% | 4,977 | $392K |
| Adero Partners, LLC | 0.03% | No change | 4,935 | $389K |
| Milestone Investment Advisors LLC | 0.10% | Add +0.0% | 4,889 | $385K |
| Falcon Wealth Planning | 0.05% | Add +2.7% | 4,874 | $384K |
| Avantax Advisory Services, Inc. | 0.00% | Add +11.5% | 4,806 | $379K |
| Venture Visionary Partners LLC | 0.02% | New | 4,785 | $377K |
| Regis Acquisition Inc. | 0.23% | Add +14.9% | 4,758 | $375K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -3.3% | 16,949 | $373K |
| Massachusetts Financial Services Co. | 0.00% | Add +64.0% | 4,736 | $373K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -35.7% | 4,703 | $371K |
| Compass Ion Advisors, LLC | 0.05% | No change | 4,622 | $369K |
| Grant/GrossMendelsohn, LLC | 0.17% | New | 4,655 | $367K |
| Farther Finance Advisors, LLC | 0.02% | Add +19.5% | 4,574 | $361K |
| Mainsail Financial Group, LLC | 0.21% | Add +21.8% | 4,567 | $360K |
| Truefg, LLC | 0.13% | Add +0.2% | 4,504 | $355K |
| SkyView Investment Advisors, LLC | 0.06% | Reduce -1.2% | 4,388 | $346K |
| Bluespring Wealth Management, LLC | 0.04% | Add +19.1% | 4,344 | $342K |
| Manning & Napier Advisors LLC | 0.00% | — | 4,326 | $341K |
| WNY Asset Management, LLC | 0.04% | Reduce -1.2% | 4,269 | $336K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -2.9% | 4,262 | $336K |
| Darden Wealth Group Inc | 0.20% | No change | 4,233 | $333K |
| Unionview, LLC | 0.27% | Add +0.4% | 4,222 | $333K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -18.8% | 4,181 | $329K |
| Napatree Capital LLC | 0.26% | No change | 4,139 | $326K |
| Arkos Global Advisors | 0.05% | Add +0.1% | 4,133 | $326K |
| Private Capital Management LLC | 0.06% | No change | 4,054 | $319K |
| United Asset Strategies, Inc. | 0.03% | Reduce -0.6% | 4,047 | $319K |
| Physician Wealth Advisors, Inc. | 0.06% | Reduce -9.6% | 3,901 | $318K |
| Warner Financial, Inc. | 0.16% | Add +0.3% | 4,033 | $318K |
| Morling Financial Advisors, LLC | 0.14% | Add +1.7% | 4,012 | $316K |
| Hanson & Doremus Investment Management | 0.05% | No change | 3,995 | $315K |
| Fingerlakes Wealth Management, Inc. | 0.28% | Reduce -2.5% | 3,970 | $313K |
| Integrated Investment Consultants, LLC | 0.09% | No change | 3,882 | $310K |
| Perigon Wealth Management, LLC | 0.01% | Add +21.0% | 3,916 | $308K |
| Simmons Bank | 0.02% | Reduce -21.0% | 3,893 | $307K |
| Focus Financial Network, Inc. | 0.01% | Add +0.8% | 3,768 | $306K |
| O'Brien Wealth Partners LLC | 0.07% | Add +4.3% | 3,835 | $302K |
| Veracity Capital LLC | 0.13% | Reduce -2.9% | 3,809 | $300K |
| McAdam, LLC | 0.02% | Add +5.6% | 3,761 | $296K |
| Root Financial Partners, LLC | 0.07% | Reduce -4.0% | 3,757 | $296K |
| Wade Financial Advisory, Inc | 0.11% | Reduce -3.8% | 3,751 | $296K |
| Topel & Distasi Wealth Management, LLC | 0.13% | Reduce -0.7% | 3,741 | $295K |
| Integrated Advisors Network LLC | 0.02% | Reduce -6.9% | 3,721 | $293K |
| Kingsview Wealth Management, LLC | 0.01% | Add +45.1% | 3,714 | $293K |
| Silver Oak Advisory Group, Inc. | 0.16% | Add +1.9% | 3,701 | $291K |
| First Horizon Advisors, Inc. | 0.01% | Add +1.9% | 3,693 | $291K |
| TCWP LLC | 0.71% | Add +12.5% | 3,693 | $291K |
| Mgo One Seven LLC | 0.01% | Add +12.5% | 3,693 | $291K |
| Libra Wealth LLC | 0.13% | Reduce -12.9% | 3,668 | $289K |
| Plante Moran Financial Advisors, LLC | 0.03% | Reduce -27.3% | 3,646 | $287K |
| One Day In July LLC | 0.04% | New | 3,632 | $286K |
| World Investment Advisors | 0.02% | New | 3,557 | $280K |
| Farmers National Bank | 0.08% | Add +0.6% | 3,551 | $280K |
| Global Retirement Partners, LLC | 0.01% | Add +9.6% | 3,507 | $276K |
| Tarbox Family Office, Inc. | 0.05% | Add +9.9% | 3,505 | $276K |
| D. Scott Neal, Inc. | 0.15% | Reduce -2.9% | 3,503 | $276K |
| Arq Wealth Advisors, LLC | 0.12% | Add +1.4% | 3,491 | $275K |
| Marcum Wealth, LLC | 0.03% | No change | 3,486 | $275K |
| PrairieView Partners, LLC | 0.03% | Reduce -11.8% | 3,452 | $271K |
| Callan Family Office, LLC | 0.05% | Add +0.3% | 3,434 | $271K |
| Rede Wealth, LLC | 0.25% | No change | 3,432 | $270K |
| TD Private Client Wealth LLC | 0.01% | Add +5.0% | 3,431 | $270K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 3,399 | $268K |
| Maxwell Wealth Strategies Inc. | 0.13% | No change | 3,399 | $268K |
| Hilltop Partners LLC | 0.10% | New | 3,395 | $267K |
| Smart Portfolios, LLC | 0.27% | New | 3,390 | $267K |
| Paulson Wealth Management Inc. | 0.08% | Add +5.1% | 3,375 | $266K |
| Moller Wealth Partners | 0.07% | No change | 3,296 | $260K |
| Boston Financial Mangement LLC | 0.01% | No change | 3,281 | $258K |
| Forte Capital LLC | 0.03% | No change | 3,231 | $255K |
| Continuum Advisory, LLC | 0.04% | Add +0.1% | 3,187 | $251K |
| Matrix Asset Advisors Inc. | 0.03% | Reduce -7.7% | 3,176 | $250K |
| Rehmann Capital Advisory Group | 0.02% | Add +21.1% | 3,160 | $249K |
| Sterling Investment Advisors LLC | 0.15% | Reduce -0.7% | 3,140 | $247K |
| Revolve Wealth Partners, LLC | 0.04% | Reduce -21.8% | 3,134 | $247K |
| XML Financial, LLC | 0.02% | Add +0.3% | 3,106 | $245K |
| Lodestar Private Asset Management LLC | 0.03% | No change | 3,100 | $244K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -2.5% | 3,040 | $240K |
| BLB&B Advisors, LLC | 0.01% | No change | 3,036 | $239K |
| Stephens Consulting, LLC | 0.07% | Reduce -40.7% | 3,013 | $237K |
| Atlas Capital Advisors Inc. | 0.03% | Add +0.6% | 3,010 | $237K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -21.6% | 2,929 | $233K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +14.8% | 2,959 | $233K |
| Synergy Asset Management, LLC | 0.04% | New | 2,896 | $228K |
| Bordeaux Wealth Advisors LLC | 0.04% | No change | 2,795 | $220K |
| Morris Financial Concepts, Inc. | 0.11% | Add +11.1% | 2,787 | $220K |
| Brown Advisory Inc. | 0.00% | No change | 2,761 | $218K |
| CoreCap Advisors, LLC | 0.02% | No change | 2,732 | $215K |
| Bright Financial Advisors, Inc. | 0.15% | No change | 2,709 | $213K |
| Relative Value Partners Group, LLC | 0.03% | Reduce -70.4% | 2,689 | $212K |
| Lake Street Private Wealth, LLC | 0.03% | Add +1.9% | 2,689 | $212K |
| Principal Securities, Inc. | 0.01% | Add +16.3% | 2,668 | $210K |
| Pecaut & Co. | 0.08% | Add +0.6% | 2,663 | $210K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +855.4% | 2,656 | $209K |
| Round Rock Advisors LLC | 0.05% | No change | 2,648 | $209K |
| Waverly Advisors, LLC | 0.00% | New | 2,636 | $208K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 2,620 | $206K |
| Lwmg, LLC | 0.04% | New | 2,580 | $203K |
| SWS Partners | 0.06% | Reduce -6.9% | 2,578 | $203K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.12% | No change | 2,576 | $203K |
| Auxano Advisors, LLC | 0.06% | No change | 2,555 | $201K |
| Pathway Financial Advisors LLC | 0.05% | Reduce -43.8% | 2,549 | $201K |
| Institutional & Family Asset Management, LLC | 0.03% | Reduce -1.8% | 2,491 | $196K |
| Citadel Advisors | 0.00% | Reduce -69.4% | 2,445 | $193K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Reduce -65.1% | 2,423 | $191K |
| Signaturefd, LLC | 0.00% | Add +6.0% | 2,345 | $185K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 2,310 | $182K |
| Sachetta, LLC | 0.08% | Reduce -0.2% | 2,243 | $178K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -20.2% | 2,248 | $177K |
| Keener Financial Planning LLC | 0.11% | No change | 2,098 | $165K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +0.7% | 2,094 | $165K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.9% | 1,985 | $156K |
| Horizons Wealth Management | 0.12% | Reduce -41.8% | 1,873 | $149K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,893 | $149K |
| Glenmede Trust Co. NA | 0.00% | Reduce -15.2% | 1,880 | $148K |
| Cornerstone Planning Group LLC | 0.04% | Add +1.8% | 1,937 | $146K |
| Financial Gravity Asset Management, Inc. | 0.03% | Reduce -9.0% | 1,757 | $138K |
| Covestor Ltd | 0.09% | Add +1.1% | 1,702 | $134K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -1.3% | 1,645 | $130K |
| Gould Capital, LLC | 0.09% | Add +2.6% | 1,614 | $127K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 1,530 | $123K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 1,480 | $118K |
| Cwm, LLC | 0.00% | Reduce -28.8% | 1,459 | $115K |
| Clearstead Advisors, LLC | 0.00% | Reduce -20.3% | 1,411 | $111K |
| LGT Financial Advisors LLC | 0.22% | Add +1.9% | 1,347 | $106K |
| Fort Vancouver Investment Management, LLC | 0.10% | — | 1,344 | $106K |
| Pacifica Partners Inc. | 0.04% | New | 1,257 | $100K |
| North Star Investment Management Corp. | 0.01% | Add +0.7% | 1,271 | $100K |
| Pension & Wealth Management Advisors, Inc. | 0.06% | Reduce -36.5% | 1,267 | $100K |
| Spire Wealth Management | 0.00% | Reduce -55.7% | 1,252 | $99K |
| Trust Co. of Vermont | 0.01% | No change | 1,229 | $97K |
| Voisard Asset Management Group, Inc. | 0.05% | No change | 1,209 | $95K |
| Investors Research Corp | 0.02% | Add +47.3% | 1,137 | $90K |
| Bfsg, LLC | 0.01% | No change | 1,114 | $88K |
| AllSquare Wealth Management LLC | 0.05% | No change | 1,096 | $86K |
| Allworth Financial LP | 0.00% | Reduce -29.0% | 957 | $76K |
| Trust Co | 0.01% | Reduce -4.7% | 956 | $75K |
| Founders Financial Alliance, LLC | 0.02% | No change | 950 | $75K |
| Coppell Advisory Solutions LLC | 0.01% | — | 863 | $68K |
| Key Financial Inc | 0.02% | No change | 859 | $68K |
| 4Thought Financial Group Inc. | 0.04% | Reduce -1.9% | 844 | $66K |
| Scarborough Advisors, LLC | 0.03% | Reduce -4.0% | 811 | $64K |
| IAG Wealth Partners, LLC | 0.01% | No change | 765 | $60K |
| Rice Partnership, LLC | 0.01% | Add +162.2% | 763 | $60K |
| TD Capital Management LLC | 0.01% | Add +1.8% | 720 | $57K |
| Hobbs Group Advisors, LLC | 0.02% | — | 718 | $57K |
| Ancora Advisors LLC | 0.00% | No change | 707 | $56K |
| Kimelman & Baird, LLC | 0.00% | — | 692 | $55K |
| Balefire, LLC | 0.02% | No change | 682 | $54K |
| Pacific Center for Financial Services | 0.01% | No change | 673 | $53K |
| Evolution Advisers, Inc. | 0.03% | No change | 650 | $51K |
| Archer Investment Corp | 0.01% | No change | 635 | $50K |
| Your Advocates Ltd., LLP | 0.02% | Add +39.3% | 635 | $50K |
| BNP Paribas Financial Markets | 0.00% | Reduce -32.3% | 613 | $48K |
| Sandy Spring Bank | 0.00% | Reduce -18.0% | 610 | $48K |
| Larson Financial Group LLC | 0.00% | Add +17.8% | 609 | $48K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 600 | $47K |
| Sunbelt Securities, Inc. | 0.00% | No change | 592 | $47K |
| CIBC Private Wealth Group LLC | 0.00% | Add +12.1% | 567 | $45K |
| Center for Financial Planning, Inc. | 0.01% | No change | 545 | $43K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.9% | 536 | $42K |
| Smithfield Trust Co | 0.00% | No change | 496 | $39K |
| Bank of Montreal | 0.00% | Reduce -20.9% | 481 | $38K |
| Bruce G. Allen Investments, LLC | 0.03% | No change | 455 | $36K |
| Ruedi Wealth Management, Inc. | 0.01% | Add +309.9% | 455 | $36K |
| Motco | 0.00% | No change | 446 | $35K |
| Geneos Wealth Management Inc. | 0.00% | Add +3.3% | 437 | $34K |
| Rise Advisors, LLC | 0.02% | Add +1.9% | 432 | $34K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 361 | $28K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 350 | $28K |
| Atticus Wealth Management, LLC | 0.01% | Add +0.3% | 344 | $27K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -8.3% | 330 | $26K |
| Creative Capital Management Investments LLC | 0.01% | No change | 321 | $25K |
| Winthrop Capital Management, LLC | 0.01% | No change | 323 | $25K |
| Harbor Investment Advisory, LLC | 0.00% | Add +1.3% | 311 | $25K |
| Bank of New Hampshire | 0.01% | No change | 295 | $23K |
| Coston, McIsaac & Partners | 0.01% | Add +1.8% | 283 | $22K |
| Tortoise Investment Management, LLC | 0.00% | No change | 266 | $21K |
| HM Payson & Co. | 0.00% | Reduce -6.8% | 233 | $18K |
| Aspire Wealth Management Corp | 0.01% | No change | 229 | $18K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +19.7% | 219 | $17K |
| CVA Family Office, LLC | 0.00% | No change | 219 | $17K |
| Bessemer Group Inc. | 0.00% | No change | 216 | $17K |
| Avior Wealth Management, LLC | 0.00% | Add +1.5% | 206 | $16K |
| Crewe Advisors LLC | 0.00% | No change | 191 | $15K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 185 | $15K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 183 | $14K |
| Painted Porch Advisors LLC | 0.01% | New | 180 | $14K |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -80.3% | 173 | $14K |
| Family Firm, Inc. | 0.00% | New | 156 | $12K |
| WASHINGTON TRUST Co | 0.00% | No change | 155 | $12K |
| Toth Financial Advisory Corp. | 0.00% | Add +0.7% | 155 | $12K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 155 | $12K |
| Sage Mountain Advisors LLC | 0.00% | No change | 146 | $12K |
| Grand Wealth Management, LLC | 0.01% | Reduce -94.7% | 134 | $11K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 115 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 110 | $9K |
| Opal Wealth Advisors, LLC | 0.00% | New | 105 | $8K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -49.5% | 99 | $8K |
| Frazier Financial Advisors, LLC | 0.01% | Add +2.2% | 93 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 92 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 89 | $7K |
| Founders Capital Management | 0.00% | New | 73 | $6K |
| PSI Advisors, LLC | 0.00% | Add +3.0% | 68 | $5K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 67 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 66 | $5K |
| Macroview Investment Management LLC | 0.00% | Reduce -36.1% | 53 | $4K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 51 | $4K |
| Centerpoint Advisors, LLC | 0.00% | Add +23.1% | 48 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 48 | $4K |
| Optiver Holding B.V. | 0.00% | No change | 41 | $3K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 34 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 27 | $2K |
| International Assets Investment Management, LLC | 0.00% | New | 16 | $1K |
| Global Financial Private Client, LLC | 0.00% | No change | 6 | $473 |
| Blue Trust, Inc. | 0.00% | No change | 5 | $400 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 5 | $394 |
| Chris Bulman Inc | 0.00% | — | 3 | $236 |
| Glassman Wealth Services | 0.00% | No change | 2 | $158 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -85.0% | 236 | $133 |
| Gradient Investments LLC | 0.00% | Reduce -94.4% | 1 | $79 |
| Kelly Financial Services LLC | 0.00% | Reduce -96.8% | 1 | $74 |
"% of holder's portfolio" is ESGD's weight in each manager's 13F, not the share of iShares Trust iShares ESG Aw the manager owns.