iShares Trust iShares ESG AwESGDETF
13F holders, Q3 2024 (September 30)589holders +5
37new positions
27sold out
3famous investors
$84.14avg. 13F price*
At the end of Q3 2024, 589 institutions reported holding iShares Trust iShares ESG Aw (ESGD) in their 13F filings, up 5 from Q2 2024. 37 opened new positions and 27 sold out. The largest holders were Bank of America Corp. ($798.0M), JPMorgan Chase & Co. ($493.9M) and Empower Advisory Group, LLC ($479.1M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Bill Nygren (0.0% of Harris Associates (Oakmark Funds)'s portfolio).
- Company
- iShares Trust iShares ESG Aw
- CUSIP
- 46435G516
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $18.6M |
| Exits | 27 | $10.0M |
All 13F filers, Q2 2024 → Q3 2024: 2,097,059 shares bought and 1,535,691 shares sold, net +561,368 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 589 holders
| Bank of America Corp. | 0.07% | Add +0.4% | 9,480,236 | $798.0M |
| JPMorgan Chase & Co. | 0.04% | Reduce -0.2% | 5,868,190 | $493.9M |
| Empower Advisory Group, LLC | 1.62% | Reduce -0.4% | 5,691,983 | $479.1M |
| Morgan Stanley | 0.03% | Add +0.1% | 4,992,212 | $420.2M |
| Northern Trust Corp. | 0.06% | Add +5.8% | 4,631,171 | $389.8M |
| Tiaa Trust, National Association | 1.08% | Reduce -6.1% | 4,305,827 | $362.4M |
| Betterment LLC | 0.67% | Reduce -0.2% | 3,350,199 | $282.0M |
| Ameriprise Financial Inc. | 0.04% | Reduce -2.3% | 1,990,623 | $167.5M |
| FMR LLC | 0.01% | Add +23.9% | 1,883,572 | $158.5M |
| Fifth Third Bancorp | 0.55% | Reduce -2.7% | 1,801,667 | $151.6M |
| Envestnet Asset Management Inc. | 0.05% | Add +7.6% | 1,753,487 | $147.6M |
| Wells Fargo & Company | 0.03% | Add +0.6% | 1,660,295 | $139.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +1.7% | 1,502,214 | $126.4M |
| UBS Group AG | 0.03% | Reduce -0.0% | 1,464,158 | $123.2M |
| Acorns Advisers, LLC | 1.11% | Add +2.4% | 1,339,824 | $112.8M |
| BlackRock, Inc. | 0.00% | — | 1,252,671 | $105.4M |
| Flputnam Investment Management Co. | 1.86% | Reduce -8.1% | 1,228,228 | $103.4M |
| Spinnaker Trust | 6.20% | Add +0.6% | 1,196,067 | $100.7M |
| Wealthfront Advisers LLC | 0.30% | Add +5.6% | 1,170,402 | $98.5M |
| Mercer Global Advisors Inc. | 0.22% | Add +14.9% | 1,131,542 | $94.5M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -9.6% | 958,500 | $80.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +3.8% | 953,035 | $80.2M |
| Ellevest, Inc. | 3.94% | Add +4.2% | 844,259 | $71.1M |
| US Bancorp \de | 0.09% | Add +2.7% | 802,274 | $67.5M |
| HighTower Advisors, LLC | 0.07% | Add +0.3% | 572,563 | $48.2M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -16.9% | 564,128 | $47.5M |
| M&T Bank Corp | 0.15% | Reduce -2.6% | 530,507 | $44.7M |
| EP Wealth Advisors, LLC | 0.37% | Add +3.6% | 515,167 | $43.4M |
| Creative Planning | 0.04% | Reduce -0.7% | 514,188 | $43.3M |
| LPL Financial LLC | 0.02% | Add +5.0% | 499,206 | $42.0M |
| Fiduciary Trust Co | 0.58% | Add +4.9% | 496,377 | $41.8M |
| D.A. Davidson & Co. | 0.28% | Reduce -1.7% | 405,084 | $34.1M |
| Sei Investments Co. | 0.04% | Reduce -4.0% | 395,465 | $33.3M |
| Thrivent Financial for Lutherans | 0.06% | Add +5.3% | 392,626 | $33.0M |
| IMPACTfolio, LLC | 16.86% | Add +1.6% | 387,977 | $32.7M |
| Royal Bank of Canada | 0.01% | Add +4.6% | 382,169 | $32.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.14% | No change | 375,500 | $31.7M |
| Mission Wealth Management, LP | 0.77% | Add +4.5% | 370,358 | $31.2M |
| Corient Private Wealth LP | 0.04% | Reduce -1.6% | 330,962 | $27.9M |
| Olde Wealth Management, LLC | 9.93% | Add +1.1% | 329,042 | $27.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.69% | Reduce -5.1% | 289,266 | $24.3M |
| High Note Wealth, LLC | 6.85% | Add +1.3% | 284,781 | $24.0M |
| Federation des caisses Desjardins du Quebec | 0.12% | Reduce -18.7% | 282,767 | $23.8M |
| Howland Capital Management LLC | 1.03% | Add +3.3% | 281,360 | $23.7M |
| Ally Invest Advisors Inc. | 1.92% | Add +3.6% | 257,884 | $21.7M |
| Mariner, LLC | 0.04% | Add +13.9% | 256,144 | $21.6M |
| Money Design Co.,Ltd. | 1.02% | Add +2.4% | 243,938 | $20.5M |
| Keybank National Association | 0.08% | Add +3.2% | 242,171 | $20.4M |
| Partners Capital Investment Group, LLP | 0.32% | Add +18.7% | 239,467 | $20.2M |
| AlTi Global, Inc. | 0.48% | Reduce -6.0% | 238,122 | $20.0M |
| Lake Street Advisors Group, LLC | 0.86% | Reduce -10.5% | 221,587 | $18.7M |
| MML Investors Services, LLC | 0.07% | Add +2.2% | 221,483 | $18.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +2.3% | 220,093 | $18.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -5.0% | 212,348 | $17.9M |
| Baird Financial Group, Inc. | 0.03% | Add +4.7% | 211,601 | $17.8M |
| Blair William & Co. | 0.05% | Reduce -1.7% | 202,143 | $17.0M |
| Mather Group, Llc. | 0.20% | Add +2.5% | 182,743 | $15.4M |
| Eastern Bank | 0.26% | Reduce -0.5% | 175,465 | $14.8M |
| Dohj, LLC | 3.42% | Reduce -5.8% | 175,838 | $14.7M |
| Bond & Devick Financial Network, Inc. | 6.21% | Add +75.1% | 172,613 | $14.5M |
| Bank of New York Mellon Corp | 0.00% | Add +6.7% | 171,642 | $14.4M |
| Citizens Financial Group Inc. | 0.29% | Reduce -25.2% | 170,944 | $14.4M |
| Natixis Advisors, LLC | 0.03% | Add +3.4% | 168,911 | $14.2M |
| Windsor Capital Management, LLC | 4.01% | Reduce -0.2% | 164,163 | $13.8M |
| Modera Wealth Management, LLC | 0.17% | Reduce -0.8% | 161,650 | $13.6M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -1.8% | 159,780 | $13.4M |
| Alesco Advisors, LLC, An ESL Co | 0.37% | Add +0.6% | 142,364 | $12.0M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +1.2% | 138,771 | $11.7M |
| Jane Street Group, LLC | 0.02% | Reduce -23.6% | 134,898 | $11.4M |
| RVW Wealth, LLC | 0.95% | Reduce -4.3% | 122,002 | $10.3M |
| Wealthspire Advisors, LLC | 0.10% | Add +1841.7% | 120,542 | $10.1M |
| Franklin Resources Inc. | 0.00% | Reduce -12.3% | 120,377 | $10.0M |
| GeoWealth Management, LLC | 0.35% | Add +6.5% | 117,995 | $9.9M |
| Jones Financial Companies LLLP | 0.01% | Add +17.3% | 114,955 | $9.7M |
| Stifel Financial Corp. | 0.01% | Add +3.3% | 115,250 | $9.7M |
| Roof Eidam Maycock Peralta, LLC | 2.46% | Add +0.5% | 115,014 | $9.7M |
| Sand Hill Global Advisors, LLC | 0.39% | Add +1.3% | 110,257 | $9.3M |
| Shira Ridge Wealth Management | 4.70% | Add +3.2% | 109,457 | $9.2M |
| Orgel Wealth Management, LLC | 0.23% | Add +0.1% | 106,930 | $9.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +8.1% | 104,660 | $8.8M |
| Wealth Architects, LLC | 0.94% | Add +7.4% | 98,655 | $8.3M |
| Wrapmanager Inc. | 2.13% | Add +2.4% | 97,778 | $8.2M |
| Hill Island Financial LLC | 2.39% | Add +1.5% | 93,954 | $7.9M |
| Laurel Wealth Planning LLC | 5.01% | Reduce -9.0% | 91,213 | $7.7M |
| Litman Gregory Wealth Management LLC | 0.64% | Add +1.5% | 90,805 | $7.6M |
| Private Advisor Group, LLC | 0.05% | Reduce -4.8% | 86,760 | $7.3M |
| Clarius Group, LLC | 0.51% | Add +5.4% | 86,558 | $7.3M |
| Fund Evaluation Group, LLC | 0.40% | Reduce -19.4% | 86,209 | $7.3M |
| Apella Capital, LLC | 0.29% | Add +0.3% | 85,173 | $7.1M |
| Nottingham Advisors, Inc. | 0.74% | Reduce -1.8% | 79,285 | $6.7M |
| Alliancebernstein L.P. | 0.00% | Add +2.0% | 75,313 | $6.3M |
| BSW Wealth Partners | 0.95% | Reduce -0.8% | 74,921 | $6.3M |
| SOA Wealth Advisors, LLC. | 1.18% | Reduce -2.1% | 73,271 | $6.2M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -1.3% | 71,861 | $6.0M |
| Cambridge Associates LLC /Ma/ | 0.22% | New | 69,691 | $5.9M |
| Mascoma Wealth Management LLC | 1.45% | Add +17.2% | 69,294 | $5.8M |
| Accredited Investors Inc. | 0.32% | Add +6.3% | 67,169 | $5.7M |
| JNBA Financial Advisors | 0.56% | Add +27.6% | 66,405 | $5.6M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -4.0% | 65,134 | $5.5M |
| NewEdge Advisors, LLC | 0.03% | Add +1.5% | 62,959 | $5.3M |
| Citigroup Inc. | 0.00% | Reduce -10.2% | 59,229 | $5.0M |
| Raffa Wealth Management, LLC | 1.19% | Reduce -16.5% | 58,787 | $4.9M |
| Cetera Investment Advisers | 0.01% | Reduce -7.0% | 58,619 | $4.9M |
| Relyea Zuckerberg Hanson LLC | 0.73% | Add +3.2% | 57,123 | $4.8M |
| Garde Capital, Inc. | 0.31% | Add +0.2% | 56,870 | $4.8M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -8.4% | 56,495 | $4.8M |
| Savant Capital, LLC | 0.04% | Reduce -2.0% | 56,468 | $4.8M |
| SageView Advisory Group, LLC | 0.24% | Reduce -5.2% | 56,454 | $4.8M |
| Hart & Patterson Financial Group LLC | 2.18% | Add +2.2% | 54,618 | $4.6M |
| Robertson Stephens Wealth Management, LLC | 0.17% | Reduce -9.4% | 53,636 | $4.5M |
| Cerity Partners LLC | 0.01% | Reduce -0.5% | 53,231 | $4.5M |
| Truist Financial Corp. | 0.01% | Add +0.6% | 52,540 | $4.4M |
| Balanced Rock Investment Advisors LLC | 3.44% | Add +2.5% | 52,174 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.7% | 51,939 | $4.4M |
| Moneta Group Investment Advisors LLC | 0.06% | Reduce -9.0% | 51,420 | $4.3M |
| Dynamic Advisor Solutions LLC | 0.13% | Reduce -32.8% | 49,912 | $4.2M |
| Trilogy Capital Inc. | 0.20% | Add +3.4% | 48,281 | $4.1M |
| Dunhill Financial, LLC | 2.08% | Reduce -19.7% | 48,134 | $4.1M |
| Pitcairn Co. | 0.23% | Add +0.6% | 46,617 | $3.9M |
| Quent Capital, LLC | 0.40% | Add +0.4% | 46,457 | $3.9M |
| Oppenheimer Asset Management Inc. | 0.05% | No change | 46,083 | $3.9M |
| Blue Edge Capital, LLC | 0.60% | Reduce -6.9% | 45,456 | $3.8M |
| Integrated Wealth Concepts LLC | 0.05% | Add +59.2% | 45,289 | $3.8M |
| CENTRAL TRUST Co | 0.09% | Add +17.3% | 44,892 | $3.8M |
| Fisher Asset Management | 0.00% | Reduce -9.2% | 44,780 | $3.8M |
| Canandaigua National Bank & Trust Co. | 0.35% | New | 43,952 | $3.7M |
| Integris Wealth Management, LLC | 1.01% | Add +0.4% | 42,996 | $3.6M |
| Cresset Asset Management, LLC | 0.01% | Add +14.8% | 42,923 | $3.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Reduce -14.1% | 40,606 | $3.4M |
| Waypoint Wealth Partners Inc. | 0.90% | Reduce -4.7% | 40,425 | $3.4M |
| Plancorp, LLC | 0.14% | Add +0.0% | 40,245 | $3.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.15% | Add +0.0% | 39,137 | $3.3M |
| McKinley Carter Wealth Services, Inc. | 0.20% | Add +0.7% | 38,873 | $3.3M |
| Facet Wealth, Inc. | 0.09% | Add +17.4% | 40,805 | $3.3M |
| Park Avenue Securities LLC | 0.04% | Reduce -4.2% | 37,329 | $3.1M |
| Keel Point, LLC | 0.26% | No change | 37,267 | $3.1M |
| Objective Capital Management, LLC | 1.84% | — | 37,248 | $3.1M |
| JMG Financial Group, Ltd. | 0.10% | Add +0.5% | 35,845 | $3.0M |
| WealthShield Partners, LLC | 0.41% | Reduce -1.1% | 35,640 | $3.0M |
| Axxcess Wealth Management, LLC | 0.08% | Add +5.8% | 35,640 | $3.0M |
| Parkside Advisors LLC | 0.70% | Reduce -0.4% | 35,214 | $3.0M |
| Baron Financial Group, LLC | 1.78% | Reduce -2.0% | 34,648 | $2.9M |
| GC Wealth Management RIA, LLC | 0.49% | Reduce -2.1% | 33,477 | $2.8M |
| Dorsey & Whitney Trust CO LLC | 0.15% | Add +8.3% | 32,502 | $2.7M |
| Pine Haven Investment Counsel, Inc | 2.16% | Add +0.6% | 31,724 | $2.7M |
| Vision Capital Management, Inc. | 0.38% | Reduce -2.9% | 31,641 | $2.7M |
| Gould Asset Management LLC | 0.57% | Add +1.0% | 31,492 | $2.7M |
| Financial Advisors, LLC | 0.49% | Reduce -0.1% | 30,770 | $2.6M |
| Axiom Advisory, LLC | 0.02% | Add +1.6% | 32,000 | $2.6M |
| RTD Financial Advisors, Inc. | 0.33% | Add +15.7% | 30,603 | $2.6M |
| Wesbanco Bank Inc. | 0.09% | Add +4.2% | 30,391 | $2.6M |
| Raymond James & Associates | 0.00% | Reduce -2.5% | 30,387 | $2.6M |
| Choreo, LLC | 0.04% | Reduce -0.0% | 29,959 | $2.5M |
| Acadian Asset Management LLC | 0.01% | New | 29,504 | $2.5M |
| Hilltop Wealth Advisors, LLC | 1.14% | Reduce -0.4% | 29,038 | $2.4M |
| Charter Oak Capital Management, LLC | 0.23% | Add +0.1% | 29,002 | $2.4M |
| Merit Financial Group, LLC | 0.05% | Reduce -13.8% | 28,889 | $2.4M |
| Advisory Services Network, LLC | 0.05% | No change | 29,782 | $2.3M |
| Syntrinsic LLC | 0.78% | Reduce -2.9% | 27,838 | $2.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +1.8% | 27,794 | $2.3M |
| Legacy Edge Advisors, LLC | 0.37% | Add +2.0% | 27,178 | $2.3M |
| Brandywine Oak Private Wealth LLC | 0.22% | Reduce -2.7% | 27,122 | $2.3M |
| Neumann Capital Management, LLC | 0.76% | Add +1.0% | 27,075 | $2.3M |
| Alaska Wealth Advisors, LLC | 0.34% | Add +5.4% | 26,889 | $2.3M |
| Brio Consultants, LLC | 0.36% | Add +3.8% | 26,653 | $2.2M |
| Connecticut Wealth Management, LLC | 0.11% | No change | 26,298 | $2.2M |
| Heritage Wealth Advisors | 0.10% | Reduce -0.4% | 26,026 | $2.2M |
| Cranbrook Wealth Management, LLC | 0.50% | Reduce -4.4% | 25,821 | $2.2M |
| TriaGen Wealth Management LLC | 0.72% | No change | 25,470 | $2.1M |
| Montecito Bank & Trust | 0.37% | No change | 25,453 | $2.1M |
| Long Run Wealth Advisors, LLC | 0.50% | Add +3.3% | 25,391 | $2.1M |
| Affiance Financial, LLC | 0.52% | Add +0.3% | 25,270 | $2.1M |
| Bailard, Inc. | 0.06% | Reduce -2.9% | 25,103 | $2.1M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.59% | Reduce -0.1% | 24,992 | $2.1M |
| One Capital Management, LLC | 0.06% | Add +0.2% | 23,756 | $2.0M |
| Vicus Capital | 0.18% | Add +3.4% | 23,533 | $2.0M |
| Diversified Trust Co. | 0.05% | Reduce -0.8% | 23,431 | $2.0M |
| Captrust Financial Advisors | 0.01% | Reduce -3.0% | 23,366 | $2.0M |
| CFM Wealth Partners LLC | 0.34% | Add +0.0% | 23,184 | $2.0M |
| Prio Wealth Limited Partnership | 0.06% | No change | 23,014 | $1.9M |
| BigSur Wealth Management LLC | 0.53% | No change | 23,000 | $1.9M |
| RHS Financial, LLC | 0.97% | Reduce -11.2% | 22,895 | $1.9M |
| Pioneer Wealth Management Group | 0.92% | Reduce -2.8% | 22,840 | $1.9M |
| Raymond James Trust N.A. | 0.04% | Reduce -1.7% | 22,760 | $1.9M |
| Brookstone Capital Management | 0.03% | Add +1.6% | 22,727 | $1.9M |
| Halbert Hargrove Global Advisors, LLC | 0.11% | Reduce -1.2% | 22,605 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +28.2% | 24,255 | $1.9M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +28.2% | 24,255 | $1.9M |
| First Financial Bank - Trust Division | 0.17% | Reduce -17.0% | 22,234 | $1.9M |
| Elevation Wealth Partners, LLC | 0.77% | Add +9.7% | 21,353 | $1.8M |
| Harbour Investments, Inc. | 0.05% | Reduce -16.3% | 21,110 | $1.8M |
| Williams & Novak, LLC | 1.61% | Reduce -6.2% | 20,523 | $1.7M |
| HB Wealth Management, LLC | 0.02% | Add +32.9% | 19,884 | $1.7M |
| GenTrust, LLC | 0.08% | Add +0.4% | 19,605 | $1.7M |
| Private Wealth Management Group, LLC | 0.65% | Add +4.2% | 19,595 | $1.6M |
| One Wealth Advisors, LLC | 0.25% | Add +2.6% | 19,570 | $1.6M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -1.0% | 19,467 | $1.6M |
| White Lighthouse Investment Management Inc. | 0.29% | Add +3.0% | 19,442 | $1.6M |
| Values Added Financial LLC | 1.01% | Add +1.6% | 19,099 | $1.6M |
| Sax Wealth Advisors, LLC | 0.14% | Add +1.0% | 19,003 | $1.6M |
| Portland Global Advisors LLC | 0.20% | Add +2.5% | 18,840 | $1.6M |
| Centennial Bank | 0.71% | Add +8.1% | 18,400 | $1.5M |
| NorthRock Partners, LLC | 0.05% | Add +24.5% | 18,060 | $1.5M |
| Birchbrook, Inc. | 0.84% | Add +2.3% | 18,010 | $1.5M |
| OLIO Financial Planning | 0.63% | No change | 19,932 | $1.5M |
| Summit Wealth Group, LLC | 0.43% | Add +4.4% | 17,610 | $1.5M |
| REDW Wealth LLC | 0.38% | No change | 17,559 | $1.5M |
| CGN Advisors LLC | 0.14% | Add +37.8% | 16,931 | $1.4M |
| Composition Wealth, LLC | 0.03% | No change | 16,883 | $1.4M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -0.6% | 17,267 | $1.4M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 16,343 | $1.4M |
| Planning Alternatives Ltd. | 0.20% | Add +5.0% | 15,902 | $1.3M |
| Cobblestone Capital Advisors LLC | 0.07% | Add +8.3% | 15,831 | $1.3M |
| Brooklyn FI, LLC | 0.47% | No change | 15,803 | $1.3M |
| Carr Financial Group Corp | 0.40% | Reduce -0.1% | 15,777 | $1.3M |
| Johnson Financial Group, LLC | 0.16% | No change | 15,732 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Add +33.4% | 15,688 | $1.3M |
| Elios Financial Group Inc. | 0.60% | — | 15,411 | $1.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.32% | Add +2.0% | 15,124 | $1.3M |
| Diversified, LLC | 0.14% | Add +7.5% | 15,043 | $1.3M |
| Diversified Enterprises, LLC | 0.14% | — | 15,043 | $1.3M |
| WealthCollab, LLC | 0.79% | No change | 14,337 | $1.2M |
| Affinity Capital Advisors, LLC | 0.23% | Reduce -23.7% | 14,022 | $1.2M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -9.8% | 14,551 | $1.2M |
| Cascade Financial Partners, LLC | 0.15% | No change | 14,414 | $1.2M |
| Asset Dedication, LLC | 0.08% | Reduce -5.2% | 13,832 | $1.2M |
| Compound Planning, Inc. | 0.07% | Reduce -23.1% | 13,748 | $1.2M |
| Mendel Capital Management LLC | 0.71% | Add +0.5% | 13,711 | $1.2M |
| Werba Rubin Papier Wealth Management | 0.27% | Reduce -6.1% | 13,473 | $1.1M |
| Haverford Trust Co | 0.01% | Reduce -3.4% | 13,463 | $1.1M |
| Aprio Wealth Management, LLC | 0.18% | Add +0.6% | 13,354 | $1.1M |
| Whittier Trust Co. | 0.01% | No change | 12,679 | $1.1M |
| Regatta Capital Group, LLC | 0.20% | Reduce -11.7% | 12,437 | $1.0M |
| Comerica Bank | 0.00% | Add +2.2% | 12,409 | $1.0M |
| Omega Financial Group, LLC | 0.40% | Reduce -0.1% | 12,402 | $1.0M |
| Sage Advisory Services, Ltd.Co. | 0.29% | No change | 13,178 | $1.0M |
| Wescott Financial Advisory Group, LLC | 0.11% | Reduce -0.1% | 12,227 | $1.0M |
| Cambridge Financial Group, LLC | 0.42% | Reduce -5.8% | 12,058 | $1.0M |
| Armbruster Capital Management, Inc. | 0.20% | Reduce -16.3% | 12,032 | $1.0M |
| Capital Analysts, LLC | 0.04% | Add +4.8% | 12,025 | $1.0M |
| Shepherd Financial Partners LLC | 0.12% | Reduce -7.1% | 11,977 | $1.0M |
| Massachusetts Financial Services Co. | 0.00% | Add +142.0% | 11,462 | $965K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.3% | 11,333 | $954K |
| Coastline Trust Co | 0.11% | Add +23.9% | 11,242 | $946K |
| Financial Counselors Inc. | 0.01% | Add +43.3% | 11,106 | $935K |
| Deutsche Bank AG | 0.00% | Add +2.8% | 11,022 | $928K |
| Acropolis Investment Management, LLC | 0.06% | Add +9.4% | 11,010 | $927K |
| Jordan Park Group LLC | 0.06% | No change | 10,924 | $919K |
| Mission Creek Capital Partners, Inc. | 0.21% | Reduce -6.8% | 10,677 | $899K |
| Quadrant Capital Group LLC | 0.06% | Reduce -0.8% | 10,617 | $894K |
| Schneider Downs Wealth Management Advisors, LP | 0.18% | Reduce -25.9% | 10,452 | $880K |
| Focus Partners Wealth | 0.00% | Reduce -36.1% | 10,373 | $873K |
| HF Advisory Group, LLC | 0.40% | Add +3.5% | 10,287 | $866K |
| Perennial Investment Advisors, LLC | 0.11% | Add +21.6% | 10,256 | $863K |
| Alpine Bank Wealth Management | 0.14% | — | 10,161 | $855K |
| Per Stirling Capital Management, LLC. | 0.12% | Add +3.7% | 10,135 | $853K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.8% | 10,132 | $853K |
| Sigma Investment Counselors Inc. | 0.05% | No change | 10,130 | $853K |
| Pure Financial Advisors, LLC | 0.02% | Add +112.6% | 10,000 | $842K |
| Montis Financial, LLC | 0.30% | Add +26.8% | 9,928 | $836K |
| Bragg Financial Advisors, Inc | 0.03% | Add +1.4% | 9,869 | $831K |
| 1ST Source Bank | 0.05% | Reduce -0.7% | 9,802 | $825K |
| Richard P Slaughter Associates Inc | 0.19% | Reduce -1.4% | 9,684 | $815K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -4.3% | 9,681 | $815K |
| Sanctuary Advisors, LLC | 0.01% | Add +0.7% | 10,382 | $810K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +8.0% | 9,592 | $807K |
| Pathstone Holdings, LLC | 0.00% | Reduce -3.0% | 9,555 | $804K |
| ERn Financial, LLC | 0.12% | Add +12.5% | 9,542 | $803K |
| NorthCoast Asset Management LLC | 0.01% | Add +196.4% | 17,449 | $791K |
| HTLF Bank | 0.09% | Add +16.1% | 9,293 | $782K |
| Clarity Asset Management, Inc. | 0.54% | Reduce -87.5% | 9,272 | $780K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.0% | 9,250 | $779K |
| Presilium Private Wealth, LLC | 0.18% | Add +0.2% | 9,228 | $777K |
| Peak Financial Management, Inc. | 0.23% | Reduce -8.0% | 9,137 | $769K |
| Brighton Jones LLC | 0.03% | Reduce -7.2% | 9,092 | $765K |
| Level Financial Advisors | 0.29% | Reduce -0.4% | 9,067 | $763K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 9,008 | $758K |
| Ameraudi Asset Management, Inc. | 0.34% | No change | 8,888 | $748K |
| Townsquare Capital LLC | 0.01% | New | 8,827 | $743K |
| Sharper & Granite LLC | 0.33% | Add +6.6% | 8,806 | $741K |
| Orin Green Financial, LLC | 0.32% | No change | 8,793 | $740K |
| Bogart Wealth, LLC | 0.03% | Add +18.7% | 8,695 | $732K |
| Western Wealth Management, LLC | 0.04% | Add +1.4% | 8,627 | $726K |
| PDS Planning, Inc | 0.06% | Add +65.4% | 8,528 | $718K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +4.0% | 8,514 | $717K |
| Birch Hill Investment Advisors LLC | 0.03% | No change | 8,468 | $713K |
| Bell Investment Advisors, Inc | 0.13% | Add +1.4% | 8,404 | $707K |
| Capasso Planning Partners LLC | 0.21% | Reduce -4.4% | 8,271 | $696K |
| JFG Wealth Management, LLC | 0.19% | No change | 8,077 | $680K |
| Equita Financial Network, Inc. | 0.25% | Reduce -17.7% | 8,070 | $679K |
| Walkner Condon Financial Advisors LLC | 0.14% | Reduce -0.0% | 8,063 | $679K |
| Vontobel Holding Ltd. | 0.00% | Add +6.7% | 7,927 | $667K |
| Aaron Wealth Advisors LLC | 0.08% | No change | 7,926 | $667K |
| McClarren Financial Advisors, Inc. | 0.08% | Add +430.1% | 1,251 | $667K |
| Frisch Financial Group, Inc. | 0.20% | Reduce -6.6% | 7,791 | $656K |
| Sentinel Trust Co. Lba | 0.07% | Reduce -1.2% | 7,709 | $649K |
| Atria Investments, Inc | 0.01% | Add +0.8% | 7,706 | $649K |
| Financial Insights, Inc. | 0.21% | Reduce -42.1% | 7,667 | $645K |
| Susquehanna International Group, LLP | 0.00% | New | 7,629 | $642K |
| Warren Street Wealth Advisors, LLC | 0.27% | Add +23.3% | 7,615 | $641K |
| Wealth Dimensions Group, Ltd. | 0.16% | No change | 7,597 | $639K |
| WT Wealth Management | 0.20% | Add +2.0% | 7,683 | $633K |
| Fort Point Capital Partners LLC | 0.08% | No change | 7,403 | $623K |
| Private Trust Co. NA | 0.06% | Reduce -1.6% | 7,380 | $621K |
| Argent Trust Co | 0.03% | No change | 7,357 | $619K |
| VERITY Wealth Advisors | 0.43% | No change | 7,335 | $617K |
| Symmetry Partners, LLC | 0.14% | Add +4.6% | 7,244 | $610K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.7% | 7,099 | $598K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -12.2% | 7,066 | $595K |
| Sensible Financial Planning & Management, LLC. | 0.12% | New | 7,027 | $591K |
| Morton Brown Family Wealth, LLC | 0.21% | No change | 7,008 | $590K |
| Foster Group, Inc. | 0.02% | Add +11.0% | 6,937 | $584K |
| Shotwell Rutter Baer Inc | 0.48% | Reduce -1.0% | 6,986 | $581K |
| Curtis Advisory Group, LLC | 0.16% | Reduce -24.6% | 6,772 | $570K |
| Falcon Wealth Planning | 0.07% | Add +38.4% | 6,746 | $568K |
| First Foundation Advisors | 0.02% | Add +12.0% | 6,706 | $564K |
| Addison Advisors LLC | 0.16% | Reduce -0.1% | 6,631 | $558K |
| Pittenger & Anderson Inc. | 0.02% | No change | 6,626 | $558K |
| Aufman Associates Inc | 0.36% | Reduce -1.0% | 6,588 | $555K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.8% | 6,588 | $547K |
| Fulcrum Capital LLC | 0.12% | Reduce -1.8% | 6,482 | $546K |
| Bell Bank | 0.06% | Reduce -1.0% | 6,468 | $544K |
| Equitable Holdings, Inc. | 0.01% | Reduce -22.1% | 6,339 | $534K |
| Sage Financial Group Inc. | 0.04% | Add +0.3% | 6,292 | $530K |
| CIBC Asset Management Inc | 0.00% | Reduce -12.9% | 6,245 | $526K |
| Great Diamond Partners, LLC | 0.13% | Reduce -1.6% | 6,149 | $518K |
| Baker Avenue Asset Management, LP | 0.02% | Add +0.5% | 6,138 | $517K |
| MAI Capital Management | 0.00% | Reduce -4.1% | 6,071 | $511K |
| Gemmer Asset Management LLC | 0.05% | Reduce -3.8% | 6,071 | $511K |
| Bigelow Investment Advisors, LLC | 0.23% | Reduce -0.1% | 6,048 | $509K |
| IFP Advisors, Inc | 0.02% | Add +0.1% | 5,970 | $502K |
| Farrell Financial LLC | 0.35% | No change | 6,317 | $501K |
| Idaho Trust Co | 0.24% | No change | 5,900 | $497K |
| Paulson Wealth Management Inc. | 0.13% | Add +70.5% | 5,753 | $484K |
| Advisory Alpha, LLC | 0.02% | Add +1.2% | 5,693 | $479K |
| Onyx Bridge Wealth Group LLC | 0.07% | Reduce -8.1% | 5,632 | $474K |
| Ballentine Partners, LLC | 0.01% | No change | 5,622 | $473K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.3% | 5,608 | $472K |
| Chesley Taft & Associates LLC | 0.02% | Reduce -16.1% | 5,450 | $459K |
| Beacon Financial Planning, Inc. | 0.28% | No change | 5,431 | $457K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 5,393 | $454K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 5,356 | $451K |
| Kelman-Lazarov, Inc. | 0.08% | Reduce -5.1% | 5,355 | $451K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 5,297 | $446K |
| Perigon Wealth Management, LLC | 0.01% | Add +33.9% | 5,244 | $441K |
| First Trust Direct Indexing L.P. | 0.02% | New | 5,223 | $440K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 5,210 | $439K |
| Grant/GrossMendelsohn, LLC | 0.19% | Add +11.7% | 5,201 | $438K |
| Community Bank, N.A. | 0.06% | Add +0.1% | 5,199 | $438K |
| Avantax Advisory Services, Inc. | 0.00% | Add +8.0% | 5,188 | $437K |
| Appleton Partners Inc. | 0.03% | Reduce -1.1% | 5,171 | $435K |
| JSF Financial, LLC | 0.13% | No change | 5,161 | $434K |
| Weil Company, Inc. | 0.14% | No change | 5,131 | $432K |
| Brewster Financial Planning LLC | 0.33% | No change | 5,113 | $430K |
| Bank of Hawaii | 0.02% | Reduce -0.2% | 5,099 | $429K |
| ABLE Financial Group, LLC | 0.13% | Add +0.2% | 5,040 | $424K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.0% | 5,028 | $423K |
| West Coast Financial LLC | 0.05% | No change | 5,014 | $422K |
| Adero Partners, LLC | 0.03% | No change | 4,935 | $415K |
| DDFG, Inc | 0.12% | Reduce -3.1% | 4,909 | $413K |
| Milestone Investment Advisors LLC | 0.12% | No change | 4,889 | $412K |
| New England Private Wealth Advisors LLC | 0.07% | Reduce -7.2% | 4,828 | $406K |
| Apollon Wealth Management, LLC | 0.01% | Add +12.8% | 4,715 | $397K |
| Compass Ion Advisors, LLC | 0.05% | No change | 4,622 | $389K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -14.2% | 4,552 | $383K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.6% | 4,546 | $383K |
| Truefg, LLC | 0.12% | Add +0.6% | 4,529 | $381K |
| Napatree Capital LLC | 0.26% | Add +8.6% | 4,496 | $378K |
| Moller Wealth Partners | 0.09% | Add +35.9% | 4,480 | $377K |
| Mgo One Seven LLC | 0.02% | Add +20.9% | 4,463 | $376K |
| Fielder Capital Group LLC | 0.12% | New | 4,400 | $370K |
| Bluespring Wealth Management, LLC | 0.04% | Add +1.3% | 4,399 | $370K |
| SkyView Investment Advisors, LLC | 0.06% | Reduce -0.4% | 4,370 | $366K |
| WNY Asset Management, LLC | 0.04% | Add +0.3% | 4,282 | $360K |
| Matrix Asset Advisors Inc. | 0.04% | Add +34.1% | 4,259 | $358K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -1.7% | 4,253 | $358K |
| Metis Global Partners, LLC | 0.01% | Reduce -28.8% | 4,236 | $357K |
| Darden Wealth Group Inc | 0.26% | No change | 4,233 | $356K |
| Unionview, LLC | 0.28% | No change | 4,222 | $355K |
| First Hawaiian Bank | 0.01% | Reduce -23.2% | 4,205 | $354K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -2.3% | 4,166 | $351K |
| Arkos Global Advisors | 0.05% | Reduce -0.3% | 4,122 | $347K |
| Foster Dykema Cabot & Partners, LLC | 0.03% | Add +69.9% | 4,117 | $347K |
| Venture Visionary Partners LLC | 0.02% | Reduce -14.1% | 4,110 | $346K |
| Valley National Advisers Inc. | 0.06% | Reduce -23.1% | 4,080 | $343K |
| CWC Advisors, LLC. | 0.34% | — | 4,071 | $343K |
| Morling Financial Advisors, LLC | 0.13% | Add +1.4% | 4,070 | $343K |
| Fingerlakes Wealth Management, Inc. | 0.28% | Add +2.2% | 4,056 | $341K |
| Concord Wealth Partners | 0.06% | Reduce -53.0% | 4,055 | $341K |
| Private Capital Management LLC | 0.06% | No change | 4,054 | $341K |
| McAdam, LLC | 0.02% | Add +7.6% | 4,047 | $341K |
| Warner Financial, Inc. | 0.15% | No change | 4,033 | $339K |
| Integrated Investment Consultants, LLC | 0.07% | Add +3.5% | 4,017 | $338K |
| Hanson & Doremus Investment Management | 0.05% | No change | 3,995 | $336K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -76.6% | 3,970 | $334K |
| Physician Wealth Advisors, Inc. | 0.06% | Add +3.7% | 4,044 | $330K |
| Simmons Bank | 0.02% | No change | 3,893 | $328K |
| United Asset Strategies, Inc. | 0.03% | Reduce -4.7% | 3,856 | $325K |
| Kingsview Wealth Management, LLC | 0.01% | Add +3.0% | 3,824 | $322K |
| Veracity Capital LLC | 0.12% | No change | 3,809 | $321K |
| Focus Financial Network, Inc. | 0.01% | Add +0.3% | 3,780 | $318K |
| Root Financial Partners, LLC | 0.05% | No change | 3,757 | $316K |
| Wade Financial Advisory, Inc | 0.11% | No change | 3,751 | $316K |
| Topel & Distasi Wealth Management, LLC | 0.13% | Reduce -0.4% | 3,725 | $314K |
| Bangor Savings Bank | 0.03% | Reduce -54.4% | 3,723 | $313K |
| Integrated Advisors Network LLC | 0.02% | No change | 3,721 | $313K |
| Silver Oak Advisory Group, Inc. | 0.16% | No change | 3,701 | $311K |
| First Horizon Advisors, Inc. | 0.01% | No change | 3,693 | $311K |
| One Day In July LLC | 0.03% | Add +1.6% | 3,690 | $311K |
| PrairieView Partners, LLC | 0.03% | Add +7.0% | 3,694 | $310K |
| O'Brien Wealth Partners LLC | 0.06% | Reduce -4.2% | 3,676 | $309K |
| Libra Wealth LLC | 0.12% | No change | 3,668 | $309K |
| Global Retirement Partners, LLC | 0.01% | Add +4.2% | 3,653 | $307K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +21.7% | 3,602 | $303K |
| Smart Portfolios, LLC | 0.31% | Add +5.7% | 3,583 | $302K |
| Argent Financial Group, Inc. | 0.04% | — | 3,560 | $300K |
| World Investment Advisors | 0.01% | No change | 3,557 | $299K |
| TD Private Client Wealth LLC | 0.01% | Add +3.4% | 3,549 | $299K |
| Marcum Wealth, LLC | 0.03% | Add +0.7% | 3,511 | $296K |
| Tarbox Family Office, Inc. | 0.05% | No change | 3,505 | $295K |
| Arq Wealth Advisors, LLC | 0.11% | Add +0.9% | 3,522 | $294K |
| Callan Family Office, LLC | 0.05% | No change | 3,434 | $289K |
| Hilltop Partners LLC | 0.10% | Add +0.8% | 3,424 | $288K |
| Lodestar Private Asset Management LLC | 0.04% | Add +9.7% | 3,400 | $286K |
| Maxwell Wealth Strategies Inc. | 0.12% | Add +3.6% | 3,523 | $284K |
| D. Scott Neal, Inc. | 0.15% | Reduce -3.9% | 3,368 | $283K |
| Forte Capital LLC | 0.03% | Add +3.2% | 3,333 | $281K |
| Diversify Advisory Services, LLC | 0.01% | Add +17.7% | 3,447 | $279K |
| Old Mission Capital LLC | 0.01% | New | 3,200 | $269K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -84.9% | 3,172 | $267K |
| Citadel Advisors | 0.00% | Add +29.6% | 3,168 | $267K |
| Cibc World Market Inc. | 0.00% | Reduce -38.5% | 3,144 | $265K |
| Sterling Investment Advisors LLC | 0.15% | Reduce -0.3% | 3,129 | $263K |
| Vanguard Group Inc. | 0.00% | New | 3,108 | $262K |
| BLB&B Advisors, LLC | 0.01% | Add +2.3% | 3,105 | $261K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +2.1% | 3,105 | $261K |
| Brown Advisory Inc. | 0.00% | Add +11.9% | 3,089 | $260K |
| Revolve Wealth Partners, LLC | 0.04% | Reduce -2.2% | 3,065 | $258K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -3.9% | 3,036 | $256K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -18.9% | 2,957 | $249K |
| Continuum Advisory, LLC | 0.03% | Add +0.3% | 3,197 | $249K |
| Stephens Consulting, LLC | 0.06% | Reduce -2.7% | 2,933 | $247K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +9.6% | 2,910 | $245K |
| XML Financial, LLC | 0.02% | Reduce -7.8% | 2,863 | $241K |
| Rede Wealth, LLC | 0.09% | Reduce -17.3% | 2,840 | $239K |
| Signaturefd, LLC | 0.00% | Add +21.1% | 2,839 | $239K |
| SWS Partners | 0.08% | Add +9.2% | 2,814 | $237K |
| Bordeaux Wealth Advisors LLC | 0.04% | No change | 2,795 | $235K |
| &partners | 0.00% | New | 2,752 | $232K |
| Stewardship Advisors, LLC | 0.07% | New | 2,749 | $231K |
| Synergy Asset Management, LLC | 0.04% | Reduce -5.2% | 2,746 | $231K |
| Principal Securities, Inc. | 0.01% | Add +2.3% | 2,729 | $230K |
| Verus Capital Partners, LLC | 0.02% | New | 2,713 | $228K |
| Confluence Wealth Services, Inc. | 0.02% | New | 2,710 | $228K |
| Bright Financial Advisors, Inc. | 0.14% | No change | 2,709 | $228K |
| SigFig Wealth Management, LLC | 0.01% | New | 2,704 | $228K |
| Lake Street Private Wealth, LLC | 0.04% | No change | 2,689 | $226K |
| Morris Financial Concepts, Inc. | 0.10% | Reduce -4.4% | 2,665 | $224K |
| Round Rock Advisors LLC | 0.05% | No change | 2,648 | $223K |
| Lwmg, LLC | 0.04% | Add +1.6% | 2,621 | $221K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 2,620 | $220K |
| Howard Financial Services, LTD. | 0.03% | New | 2,596 | $219K |
| Pecaut & Co. | 0.08% | Reduce -3.0% | 2,583 | $217K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.12% | No change | 2,576 | $217K |
| Pathway Financial Advisors LLC | 0.06% | No change | 2,549 | $215K |
| Red Door Wealth Management, LLC | 0.04% | New | 2,532 | $213K |
| Auxano Advisors, LLC | 0.05% | Reduce -1.4% | 2,519 | $212K |
| AdvisorNet Financial, Inc | 0.02% | Add +10.5% | 2,485 | $209K |
| Waverly Advisors, LLC | 0.00% | Reduce -6.5% | 2,466 | $208K |
| Financial Council, LLC | 0.11% | New | 2,464 | $207K |
| Harbor Group, Inc. | 0.05% | New | 2,451 | $206K |
| NewEdge Wealth, LLC | 0.00% | New | 2,447 | $206K |
| Columbia Bank | 0.07% | Reduce -62.2% | 2,434 | $205K |
| L & S Advisors Inc | 0.02% | New | 2,419 | $204K |
| CWS Financial Advisors, LLC | 0.07% | New | 2,383 | $201K |
| BayBridge Capital Group, LLC | 0.14% | New | 2,382 | $201K |
| Atlas Capital Advisors Inc. | 0.03% | Reduce -22.0% | 2,347 | $198K |
| Sachetta, LLC | 0.08% | Add +0.8% | 2,261 | $190K |
| CoreCap Advisors, LLC | 0.01% | Reduce -19.0% | 2,213 | $186K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.4% | 2,085 | $175K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +1.5% | 2,014 | $170K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,893 | $159K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,880 | $158K |
| Horizons Wealth Management | 0.12% | No change | 1,873 | $158K |
| Cornerstone Planning Group LLC | 0.04% | No change | 1,937 | $156K |
| Covestor Ltd | 0.09% | Add +0.9% | 1,717 | $145K |
| Johnson Financial Group, Inc. | 0.01% | No change | 1,645 | $138K |
| Gould Capital, LLC | 0.09% | No change | 1,614 | $136K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,566 | $132K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,530 | $129K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | No change | 1,480 | $125K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,411 | $119K |
| LGT Financial Advisors LLC | 0.28% | No change | 1,347 | $113K |
| Fort Vancouver Investment Management, LLC | 0.10% | No change | 1,344 | $113K |
| Cwm, LLC | 0.00% | Reduce -7.8% | 1,346 | $113K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | No change | 1,267 | $107K |
| Trust Co. of Vermont | 0.01% | No change | 1,229 | $103K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,186 | $100K |
| Investors Research Corp | 0.02% | No change | 1,137 | $96K |
| Bfsg, LLC | 0.01% | No change | 1,114 | $94K |
| AllSquare Wealth Management LLC | 0.05% | No change | 1,096 | $92K |
| Trust Co | 0.01% | Add +2.9% | 984 | $83K |
| Founders Financial Alliance, LLC | 0.02% | No change | 950 | $80K |
| 4Thought Financial Group Inc. | 0.05% | Add +3.0% | 869 | $73K |
| Key Financial Inc | 0.02% | No change | 859 | $72K |
| Pacifica Partners Inc. | 0.03% | Reduce -32.4% | 850 | $72K |
| Allworth Financial LP | 0.00% | Reduce -13.7% | 826 | $70K |
| Financial Gravity Companies, Inc. | 0.02% | — | 821 | $69K |
| Phillips Financial Management, LLC | 0.01% | New | 771 | $65K |
| Rice Partnership, LLC | 0.01% | Add +0.7% | 768 | $65K |
| IAG Wealth Partners, LLC | 0.01% | No change | 765 | $64K |
| Keener Financial Planning LLC | 0.04% | Reduce -63.8% | 760 | $63K |
| Geneos Wealth Management Inc. | 0.00% | Add +68.9% | 738 | $62K |
| TD Capital Management LLC | 0.01% | No change | 720 | $61K |
| Hobbs Group Advisors, LLC | 0.02% | No change | 718 | $60K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -69.7% | 699 | $59K |
| Kimelman & Baird, LLC | 0.00% | No change | 692 | $58K |
| Assetmark, Inc. | 0.00% | New | 687 | $58K |
| BNP Paribas Financial Markets | 0.00% | Add +11.4% | 683 | $57K |
| Pacific Center for Financial Services | 0.01% | No change | 673 | $57K |
| Your Advocates Ltd., LLP | 0.02% | Add +5.5% | 670 | $56K |
| Ancora Advisors LLC | 0.00% | Reduce -7.1% | 657 | $55K |
| Evolution Advisers, Inc. | 0.03% | No change | 650 | $54K |
| Cape Investment Advisory, Inc. | 0.02% | New | 635 | $53K |
| Archer Investment Corp | 0.01% | No change | 635 | $53K |
| FAS Wealth Partners, Inc. | 0.00% | Add +12.5% | 603 | $51K |
| Larson Financial Group LLC | 0.00% | Reduce -1.6% | 599 | $50K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 600 | $50K |
| Spire Wealth Management | 0.00% | Reduce -53.3% | 585 | $49K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 567 | $48K |
| Center for Financial Planning, Inc. | 0.01% | No change | 545 | $46K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -38.1% | 534 | $45K |
| Smithfield Trust Co | 0.00% | No change | 496 | $42K |
| Bank of Montreal | 0.00% | No change | 481 | $41K |
| Bruce G. Allen Investments, LLC | 0.03% | No change | 455 | $38K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 455 | $38K |
| Motco | 0.00% | No change | 446 | $38K |
| Sandy Spring Bank | 0.00% | Reduce -28.4% | 437 | $37K |
| Rise Advisors, LLC | 0.02% | No change | 432 | $36K |
| North Star Investment Management Corp. | 0.00% | Reduce -68.3% | 403 | $34K |
| NBT Bank, N.A. | 0.00% | New | 377 | $32K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 361 | $30K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 350 | $29K |
| Atticus Wealth Management, LLC | 0.01% | No change | 344 | $29K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 330 | $28K |
| Creative Capital Management Investments LLC | 0.01% | No change | 321 | $27K |
| Winthrop Capital Management, LLC | 0.01% | No change | 323 | $27K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 311 | $26K |
| Coston, McIsaac & Partners | 0.01% | No change | 283 | $23K |
| Tortoise Investment Management, LLC | 0.00% | No change | 266 | $22K |
| HM Payson & Co. | 0.00% | Add +10.3% | 257 | $22K |
| Aspire Wealth Management Corp | 0.01% | No change | 229 | $19K |
| Bessemer Group Inc. | 0.00% | No change | 216 | $19K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 219 | $18K |
| CVA Family Office, LLC | 0.00% | No change | 219 | $18K |
| Crewe Advisors LLC | 0.00% | No change | 191 | $16K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 185 | $16K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 183 | $15K |
| Painted Porch Advisors LLC | 0.01% | No change | 180 | $15K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 173 | $15K |
| Bokf, NA | 0.00% | New | 160 | $13K |
| WASHINGTON TRUST Co | 0.00% | No change | 155 | $13K |
| Sage Mountain Advisors LLC | 0.00% | No change | 146 | $12K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -12.9% | 135 | $11K |
| Grand Wealth Management, LLC | 0.01% | No change | 134 | $11K |
| Creative Financial Designs Inc. | 0.00% | No change | 110 | $9K |
| Harris Associates (Oakmark Funds) | 0.00% | New | 108 | $9K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 99 | $8K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 93 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 92 | $8K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 89 | $7K |
| Founders Capital Management | 0.00% | No change | 73 | $6K |
| PSI Advisors, LLC | 0.00% | No change | 68 | $6K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 67 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 66 | $6K |
| NewSquare Capital LLC | 0.00% | New | 57 | $5K |
| Macroview Investment Management LLC | 0.00% | No change | 53 | $4K |
| Centerpoint Advisors, LLC | 0.00% | No change | 48 | $4K |
| Optiver Holding B.V. | 0.00% | No change | 41 | $3K |
| Sterling Capital Management LLC | 0.00% | — | 34 | $3K |
| Front Row Advisors LLC | 0.00% | New | 33 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 27 | $2K |
| Peterson Financial Group, Inc. | 0.00% | New | 13 | $1K |
| Tucker Asset Management LLC | 0.00% | New | 10 | $842 |
| Global Financial Private Client, LLC | 0.00% | No change | 6 | $505 |
| Headlands Technologies LLC | 0.00% | New | 6 | $505 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 5 | $421 |
| Glassman Wealth Services | 0.00% | No change | 2 | $168 |
| Abound Wealth Management | 0.00% | New | 1 | $85 |
"% 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.