iShares Trust iShares ESG AwESGDETF
13F holders, Q4 2025 (December 31)724holders +77
66new positions
22sold out
4famous investors
$95.11avg. 13F price*
At the end of Q4 2025, 724 institutions reported holding iShares Trust iShares ESG Aw (ESGD) in their 13F filings, up 77 from Q3 2025. 66 opened new positions and 22 sold out. The largest holders were Bank of America Corp. ($1.0B), JPMorgan Chase & Co. ($769.0M) and Empower Advisory Group, LLC ($624.0M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Trust iShares ESG Aw
- CUSIP
- 46435G516
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $233.0M |
| Exits | 22 | $31.0M |
All 13F filers, Q3 2025 → Q4 2025: 6,130,592 shares bought and 1,407,400 shares sold, net +4,723,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 724 holders
| Bank of America Corp. | 0.07% | Add +0.3% | 10,733,029 | $1.0B |
| JPMorgan Chase & Co. | 0.05% | Add +3.0% | 8,086,938 | $769.0M |
| Empower Advisory Group, LLC | 1.69% | Add +16.9% | 6,562,442 | $624.0M |
| Northern Trust Corp. | 0.06% | Add +0.5% | 4,709,931 | $447.9M |
| Morgan Stanley | 0.03% | Add +2.9% | 4,392,541 | $417.7M |
| Tiaa Trust, National Association | 0.92% | Reduce -2.1% | 4,003,911 | $382.0M |
| Betterment LLC | 0.72% | Add +1.5% | 3,947,005 | $375.3M |
| FMR LLC | 0.02% | Add +11.8% | 3,625,329 | $344.7M |
| Wells Fargo & Company | 0.03% | Add +4.7% | 1,763,187 | $167.7M |
| Acorns Advisers, LLC | 1.14% | Add +2.5% | 1,592,959 | $151.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -1.9% | 1,470,315 | $139.8M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -7.9% | 1,442,269 | $137.1M |
| Jane Street Group, LLC | 0.16% | New | 1,397,442 | $132.9M |
| Mercer Global Advisors Inc. | 0.20% | Add +2.4% | 1,369,980 | $129.6M |
| Flputnam Investment Management Co. | 1.83% | Reduce -0.7% | 1,322,352 | $125.7M |
| Wealthfront Advisers LLC | 0.27% | Add +6.7% | 1,247,288 | $118.6M |
| UBS Group AG | 0.02% | Add +1.3% | 1,222,618 | $116.3M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +3.5% | 1,201,583 | $114.3M |
| Spinnaker Trust | 5.36% | Add +0.3% | 1,052,778 | $100.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -5.9% | 951,850 | $90.5M |
| BlackRock, Inc. | 0.00% | Add +3.3% | 851,714 | $81.0M |
| PNC Financial Services Group, Inc. | 0.04% | Add +11.3% | 825,971 | $78.5M |
| Commonwealth Equity Services, LLC | 0.10% | Add +5.6% | 808,836 | $76.9M |
| LPL Financial LLC | 0.02% | Add +1.2% | 795,195 | $75.6M |
| US Bancorp \de | 0.08% | Reduce -5.3% | 738,824 | $70.3M |
| EP Wealth Advisors, LLC | 0.31% | — | 620,901 | $59.0M |
| Fiduciary Trust Co | 0.67% | Add +1.0% | 616,854 | $58.7M |
| Fifth Third Bancorp | 0.18% | Reduce -7.5% | 610,365 | $58.0M |
| M&T Bank Corp | 0.17% | Add +3.4% | 566,945 | $53.9M |
| Creative Planning | 0.04% | Add +1.0% | 559,928 | $53.2M |
| Royal Bank of Canada | 0.01% | Add +14.6% | 525,900 | $50.0M |
| HighTower Advisors, LLC | 0.05% | Reduce -0.1% | 519,226 | $49.4M |
| Flow Traders U.S. LLC | 1.43% | New | 456,243 | $43.4M |
| Mission Wealth Management, LP | 0.84% | Add +2.4% | 431,782 | $41.1M |
| Olde Wealth Management, LLC | 11.98% | Add +2.1% | 409,651 | $39.0M |
| IMPACTfolio, LLC | 15.95% | Add +4.0% | 399,378 | $38.0M |
| Citadel Advisors | 0.03% | Add +8121.0% | 383,018 | $36.4M |
| Sei Investments Co. | 0.04% | Add +0.4% | 380,255 | $36.2M |
| D.A. Davidson & Co. | 0.21% | Reduce -2.8% | 364,023 | $34.6M |
| Bond & Devick Financial Network, Inc. | 9.12% | Add +3.9% | 340,419 | $32.4M |
| High Note Wealth, LLC | 5.89% | Reduce -0.4% | 316,154 | $30.1M |
| Corient Private Wealth LP | 0.04% | Reduce -1.6% | 304,476 | $29.0M |
| Mariner, LLC | 0.03% | Add +6.1% | 302,841 | $28.8M |
| Composition Wealth, LLC | 0.40% | Add +4.6% | 296,183 | $28.2M |
| Ally Invest Advisors Inc. | 1.86% | Add +2.6% | 282,978 | $26.9M |
| Eastern Bank | 0.46% | Reduce -0.2% | 282,084 | $26.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.48% | Reduce -0.6% | 282,078 | $26.8M |
| AlTi Global, Inc. | 0.57% | Add +4.0% | 280,180 | $26.6M |
| Keybank National Association | 0.09% | Reduce -0.3% | 273,481 | $26.0M |
| MML Investors Services, LLC | 0.06% | Add +1.1% | 267,831 | $25.5M |
| Raymond James Financial Inc. | 0.01% | Add +16.1% | 264,837 | $25.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +0.5% | 252,049 | $24.6M |
| Susquehanna International Group, LLP | 0.03% | New | 249,842 | $23.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +13.9% | 231,433 | $22.0M |
| LFA - Lugano Financial Advisors SA | 11.27% | No change | 229,552 | $21.8M |
| Thrivent Financial for Lutherans | 0.04% | Add +7.1% | 223,262 | $21.3M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +3.9% | 214,788 | $20.4M |
| Mather Group, Llc. | 0.21% | Add +5.9% | 213,779 | $20.3M |
| Blair William & Co. | 0.05% | Add +1.1% | 213,412 | $20.3M |
| Stanich Group LLC | 15.17% | Add +5.4% | 211,591 | $20.1M |
| Forefront Analytics, LLC | 17.73% | Add +14.0% | 211,190 | $20.1M |
| Ellevest, Inc. | 2.72% | Add +2.0% | 206,533 | $19.6M |
| Howland Capital Management LLC | 0.74% | Reduce -0.2% | 203,446 | $19.3M |
| Jones Financial Companies LLLP | 0.01% | Add +11.2% | 202,923 | $19.3M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +3.6% | 193,280 | $18.4M |
| Baird Financial Group, Inc. | 0.03% | Add +1.7% | 182,697 | $17.4M |
| Windsor Capital Management, LLC | 5.04% | Reduce -0.5% | 180,988 | $17.2M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +7.5% | 159,690 | $15.2M |
| Private Advisor Group, LLC | 0.07% | Reduce -2.5% | 157,255 | $15.0M |
| Modera Wealth Management, LLC | 0.16% | Reduce -1.8% | 149,544 | $14.2M |
| Global Retirement Partners, LLC | 0.25% | Add +4573.4% | 147,726 | $14.0M |
| Clarius Group, LLC | 0.76% | Reduce -0.7% | 140,693 | $13.4M |
| Shira Ridge Wealth Management | 5.22% | Add +4.8% | 136,577 | $13.0M |
| Alesco Advisors, LLC, An ESL Co | 0.33% | Add +3.6% | 132,544 | $12.6M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -13.4% | 131,301 | $12.5M |
| Fund Evaluation Group, LLC | 0.41% | Add +0.0% | 131,274 | $12.5M |
| Sand Hill Global Advisors, LLC | 0.43% | Add +2.7% | 129,403 | $12.3M |
| Wealth Architects, LLC | 1.11% | Add +10.1% | 129,286 | $12.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +18.0% | 128,700 | $12.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.0% | 126,772 | $12.1M |
| Litman Gregory Wealth Management LLC | 0.88% | Reduce -1.8% | 126,386 | $12.0M |
| Stifel Financial Corp. | 0.01% | Add +1.3% | 126,277 | $12.0M |
| Cetera Investment Advisers | 0.01% | Add +7.3% | 125,295 | $11.9M |
| Impact Investors, Inc | 7.93% | Add +21.0% | 120,306 | $11.4M |
| Wealthspire Advisors, LLC | 0.09% | Add +4.8% | 118,638 | $11.3M |
| Franklin Resources Inc. | 0.00% | Add +1.2% | 116,772 | $11.1M |
| Roof Eidam Maycock Peralta, LLC | 2.45% | Reduce -2.1% | 113,635 | $10.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -54.2% | 105,455 | $10.0M |
| Truist Financial Corp. | 0.01% | Reduce -4.5% | 101,934 | $9.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +24.6% | 97,644 | $9.3M |
| Advisory Services Network, LLC | 0.13% | Add +11.1% | 93,853 | $8.9M |
| Park Avenue Securities LLC | 0.07% | Reduce -10.5% | 92,685 | $8.8M |
| Robertson Stephens Wealth Management, LLC | 0.25% | Add +29.9% | 92,276 | $8.8M |
| Laurel Wealth Planning LLC | 4.83% | Reduce -0.3% | 91,706 | $8.7M |
| HB Wealth Management, LLC | 0.06% | Reduce -0.3% | 89,864 | $8.5M |
| NewEdge Advisors, LLC | 0.03% | Add +4.0% | 88,186 | $8.4M |
| Cerity Partners LLC | 0.01% | Add +5.5% | 82,659 | $7.9M |
| Facet Wealth, Inc. | 0.14% | Add +0.8% | 78,033 | $7.8M |
| Apella Capital, LLC | 0.15% | Add +0.4% | 79,480 | $7.6M |
| JNBA Financial Advisors | 0.58% | Add +6.5% | 70,302 | $6.7M |
| Cambridge Associates LLC /Ma/ | 0.11% | New | 70,222 | $6.7M |
| Raffa Wealth Management, LLC | 1.01% | Add +13.7% | 69,181 | $6.6M |
| Relyea Zuckerberg Hanson LLC | 0.66% | Add +3.2% | 68,524 | $6.5M |
| Mascoma Wealth Management LLC | 1.38% | Add +1.3% | 67,656 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.8% | 67,013 | $6.4M |
| Moneta Group Investment Advisors LLC | 0.05% | Add +1.0% | 66,051 | $6.3M |
| CENTRAL TRUST Co | 0.12% | Reduce -1.2% | 65,551 | $6.2M |
| Citizens Financial Group Inc. | 0.08% | Reduce -28.3% | 64,885 | $6.2M |
| NorthRock Partners, LLC | 0.10% | Add +229.9% | 64,556 | $6.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -30.1% | 64,288 | $6.1M |
| Accredited Investors Inc. | 0.32% | Add +2.5% | 64,036 | $6.1M |
| Quent Capital, LLC | 0.43% | Add +1.7% | 63,379 | $6.0M |
| One Capital Management, LLC | 0.18% | Add +68.5% | 62,881 | $6.0M |
| Xena Financial Planning, LLC | 6.84% | — | 61,297 | $5.8M |
| Focus Partners Wealth | 0.01% | Add +41.1% | 60,671 | $5.8M |
| Oppenheimer Asset Management Inc. | 0.07% | Add +3.9% | 59,757 | $5.7M |
| Fisher Asset Management | 0.00% | Reduce -8.0% | 59,285 | $5.6M |
| RVW Wealth, LLC | 0.42% | Reduce -1.2% | 58,179 | $5.5M |
| Orgel Wealth Management, LLC | 0.12% | Reduce -0.1% | 57,918 | $5.5M |
| BSW Wealth Partners | 0.65% | Reduce -0.7% | 57,073 | $5.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +52.0% | 56,621 | $5.4M |
| Wrapmanager Inc. | 1.81% | Reduce -17.8% | 56,428 | $5.4M |
| Modern Wealth Management, LLC | 0.10% | Reduce -0.4% | 56,426 | $5.4M |
| Savant Capital, LLC | 0.03% | Reduce -4.6% | 52,182 | $5.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +4.5% | 52,095 | $5.0M |
| Cresset Asset Management, LLC | 0.02% | Add +8.8% | 50,677 | $4.8M |
| &partners | 0.02% | Add +59.9% | 49,608 | $4.7M |
| Garde Capital, Inc. | 0.27% | Add +15.6% | 48,549 | $4.6M |
| Citigroup Inc. | 0.00% | Reduce -5.1% | 47,324 | $4.5M |
| Blue Edge Capital, LLC | 0.59% | Reduce -3.5% | 46,216 | $4.4M |
| Pitcairn Wealth Advisors LLC | 0.39% | — | 45,549 | $4.3M |
| Balanced Rock Investment Advisors LLC | 3.04% | Add +5.2% | 44,967 | $4.3M |
| GeoWealth Management, LLC | 0.16% | Reduce -31.2% | 44,687 | $4.2M |
| Integris Wealth Management, LLC | 0.91% | Reduce -0.8% | 42,207 | $4.0M |
| Nottingham Advisors, Inc. | 0.56% | Reduce -13.6% | 42,148 | $4.0M |
| Blue Sky Capital Consultants Group, Inc. | 1.74% | Add +3.7% | 41,934 | $4.0M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 2.07% | — | 41,677 | $4.0M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -83.2% | 41,483 | $3.9M |
| Axxcess Wealth Management, LLC | 0.07% | Add +2.3% | 41,259 | $3.9M |
| Farther Finance Advisors, LLC | 0.04% | Add +235.2% | 40,436 | $3.8M |
| Veridan Wealth LLC | 1.29% | Add +1.9% | 40,387 | $3.8M |
| Midwest Financial Partners Investments, Inc. | 2.08% | — | 39,399 | $3.7M |
| Keel Point, LLC | 0.22% | Add +1.9% | 39,154 | $3.7M |
| Heritage Wealth Advisors | 0.14% | Add +9.6% | 38,609 | $3.7M |
| Canandaigua National Bank & Trust Co. | 0.33% | Add +0.6% | 38,564 | $3.7M |
| Legacy Edge Advisors, LLC | 0.40% | Add +9.3% | 38,311 | $3.6M |
| Brio Consultants, LLC | 0.46% | Add +6.0% | 37,460 | $3.6M |
| Dorsey & Whitney Trust CO LLC | 0.19% | No change | 37,002 | $3.5M |
| Decker Retirement Planning Inc. | 1.72% | Add +6.7% | 36,397 | $3.5M |
| SageView Advisory Group, LLC | 0.12% | Reduce -0.8% | 36,227 | $3.4M |
| Dunhill Financial, LLC | 1.08% | Reduce -1.2% | 35,973 | $3.4M |
| Captrust Financial Advisors | 0.01% | Add +15.4% | 35,685 | $3.4M |
| Hilltop Wealth Advisors, LLC | 1.70% | Add +0.4% | 35,641 | $3.4M |
| Pine Haven Investment Counsel, Inc | 2.41% | Add +5.3% | 35,636 | $3.4M |
| Plancorp, LLC | 0.10% | Reduce -1.9% | 35,360 | $3.4M |
| Bailard, Inc. | 0.07% | Add +17.2% | 35,286 | $3.4M |
| GC Wealth Management RIA, LLC | 0.12% | Add +7.3% | 34,675 | $3.3M |
| Silver Oak Wealth Advisors Services, LLC | 2.12% | Reduce -0.9% | 34,636 | $3.3M |
| Vision Capital Management, Inc. | 0.39% | Add +4.9% | 34,284 | $3.3M |
| Sincerus Advisory, LLC | 2.58% | Add +3.3% | 33,782 | $3.2M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -0.6% | 33,464 | $3.2M |
| Midwest Trust Co | 0.04% | Reduce -0.1% | 33,460 | $3.2M |
| Crux Wealth Advisors | 1.18% | Reduce -11.8% | 33,404 | $3.2M |
| Baron Financial Group, LLC | 1.68% | Reduce -0.4% | 32,930 | $3.1M |
| Wit, LLC | 0.06% | New | 32,336 | $3.1M |
| McKinley Carter Wealth Services, Inc. | 0.17% | Reduce -8.6% | 31,940 | $3.0M |
| Gould Asset Management LLC | 0.54% | Reduce -3.3% | 31,778 | $3.0M |
| Hamrick Investment Counsel, llc | 2.22% | — | 31,453 | $3.0M |
| Montis Financial, LLC | 0.59% | No change | 31,429 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -6.0% | 31,167 | $3.0M |
| Freestone Capital Holdings, LLC | 0.09% | Add +4.2% | 31,003 | $2.9M |
| Neumann Capital Management, LLC | 0.84% | Add +15.5% | 30,470 | $2.9M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.55% | Reduce -0.1% | 30,375 | $2.9M |
| One Wealth Advisors, LLC | 0.35% | Reduce -5.2% | 29,797 | $2.8M |
| Wesbanco Bank Inc. | 0.08% | Reduce -0.9% | 29,782 | $2.8M |
| SOA Wealth Advisors, LLC. | 0.46% | Add +0.0% | 29,106 | $2.8M |
| Merit Financial Group, LLC | 0.02% | Reduce -8.4% | 28,930 | $2.8M |
| IMA Advisory Services, Inc. | 0.26% | Add +1.8% | 28,883 | $2.7M |
| Affiance Financial, LLC | 0.44% | Reduce -1.2% | 28,876 | $2.7M |
| eCIO, Inc. | 1.28% | Add +0.6% | 28,827 | $2.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +6.6% | 28,333 | $2.7M |
| Torren Management, LLC | 1.37% | — | 28,146 | $2.7M |
| Brown Brothers Harriman & Co. | 0.01% | Add +20.6% | 27,997 | $2.7M |
| JMG Financial Group, Ltd. | 0.07% | Reduce -13.6% | 27,643 | $2.6M |
| Wealth Advisory Team LLC | 2.31% | — | 27,510 | $2.6M |
| Alaska Wealth Advisors, LLC | 0.33% | Add +12.5% | 27,225 | $2.6M |
| Brandywine Oak Private Wealth LLC | 0.22% | Add +5.7% | 27,139 | $2.6M |
| Brooklyn FI, LLC | 0.55% | Add +6.0% | 26,936 | $2.6M |
| RTD Financial Advisors, Inc. | 0.31% | Reduce -3.6% | 26,901 | $2.6M |
| WealthShield Partners, LLC | 0.28% | Add +4.3% | 26,884 | $2.6M |
| Diversified Trust Co. | 0.05% | Reduce -6.9% | 26,822 | $2.6M |
| rebel Financial LLC | 1.07% | Add +0.0% | 26,332 | $2.5M |
| Choreo, LLC | 0.03% | Add +1.8% | 26,126 | $2.5M |
| Haverford Trust Co | 0.02% | Add +0.4% | 25,929 | $2.5M |
| Pioneer Wealth Management Group | 0.75% | Add +5.8% | 25,862 | $2.5M |
| First Hawaiian Bank | 0.33% | No change | 25,754 | $2.4M |
| True Blue Financial, LLC | 2.00% | — | 25,539 | $2.4M |
| Cranbrook Wealth Management, LLC | 0.48% | Add +0.1% | 25,516 | $2.4M |
| TrueWealth Financial Partners | 2.00% | New | 25,419 | $2.4M |
| Halbert Hargrove Global Advisors, LLC | 0.12% | Reduce -0.5% | 25,378 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +3.4% | 25,372 | $2.4M |
| TriaGen Wealth Management LLC | 0.62% | Add +0.1% | 25,064 | $2.4M |
| Charter Oak Capital Management, LLC | 0.18% | Reduce -2.1% | 24,973 | $2.4M |
| Brookstone Capital Management | 0.03% | Add +9.7% | 24,879 | $2.4M |
| Centennial Bank | 0.91% | Add +15.2% | 24,100 | $2.3M |
| Wingate Wealth Advisors, Inc. | 1.27% | Add +1.9% | 23,870 | $2.3M |
| CFM Wealth Partners LLC | 0.32% | Reduce -2.2% | 23,527 | $2.2M |
| Quadrature Capital Ltd | 0.02% | New | 23,092 | $2.2M |
| BigSur Wealth Management LLC | 0.53% | No change | 23,000 | $2.2M |
| OLIO Financial Planning | 0.60% | Add +4.4% | 22,574 | $2.1M |
| Long Run Wealth Advisors, LLC | 0.40% | Add +2.1% | 22,456 | $2.1M |
| GenTrust, LLC | 0.08% | Add +1.3% | 20,532 | $2.0M |
| First Financial Bank - Trust Division | 0.16% | No change | 20,335 | $1.9M |
| Coldstream Capital Management Inc. | 0.03% | Add +2.3% | 20,312 | $1.9M |
| Birchbrook, Inc. | 0.95% | Add +6.9% | 19,985 | $1.9M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -35.3% | 19,913 | $1.9M |
| National Bank of Canada | 0.00% | Reduce -0.3% | 19,580 | $1.9M |
| Assetmark, Inc. | 0.00% | Reduce -13.6% | 19,420 | $1.8M |
| Acadian Asset Management LLC | 0.00% | Add +1.4% | 19,327 | $1.8M |
| Madrid Wealth Management, LLC | 1.46% | — | 18,876 | $1.8M |
| Chicago Partners Investment Group LLC | 0.04% | Add +1.9% | 18,117 | $1.8M |
| Private Wealth Management Group, LLC | 0.48% | Add +4.0% | 18,848 | $1.8M |
| Values Added Financial LLC | 0.75% | Add +4.0% | 18,775 | $1.8M |
| Summit Wealth Group, LLC | 0.39% | Reduce -1.6% | 17,780 | $1.7M |
| Acropolis Investment Management, LLC | 0.08% | Add +4.9% | 17,693 | $1.7M |
| Planning Alternatives Ltd. | 0.21% | Add +8.1% | 17,665 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Add +2.9% | 17,614 | $1.7M |
| MAI Capital Management | 0.01% | Add +20.6% | 17,608 | $1.7M |
| White Lighthouse Investment Management Inc. | 0.23% | Reduce -10.3% | 17,464 | $1.7M |
| Elevation Wealth Partners, LLC | 0.59% | Add +2.3% | 17,460 | $1.7M |
| Johnson Financial Group, LLC | 0.10% | Add +5.0% | 17,190 | $1.6M |
| CGN Advisors LLC | 0.13% | Add +2.2% | 17,087 | $1.6M |
| Vicus Capital | 0.12% | Reduce -18.2% | 16,923 | $1.6M |
| Parallel Advisors, LLC | 0.03% | Reduce -0.3% | 16,894 | $1.6M |
| Aureum Wealth Management, LLC | 1.48% | — | 16,729 | $1.6M |
| Pure Financial Advisors, LLC | 0.02% | Add +14.2% | 16,535 | $1.6M |
| Birchwood Financial Partners, Inc. | 1.56% | — | 16,514 | $1.6M |
| Richard P Slaughter Associates Inc | 0.33% | Add +1.6% | 16,405 | $1.6M |
| Portland Global Advisors LLC | 0.17% | No change | 16,355 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +58.5% | 16,305 | $1.6M |
| Williams & Novak, LLC | 1.16% | Reduce -0.7% | 16,225 | $1.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 16,071 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.1% | 15,915 | $1.5M |
| Trilogy Capital Inc. | 0.07% | Reduce -4.5% | 15,869 | $1.5M |
| WealthCollab, LLC | 0.62% | No change | 15,817 | $1.5M |
| Weil Company, Inc. | 0.34% | Add +4.7% | 15,649 | $1.5M |
| Sage Advisory Services, Ltd.Co. | 0.80% | No change | 15,369 | $1.5M |
| Harbour Investments, Inc. | 0.03% | Reduce -34.1% | 15,236 | $1.4M |
| Brown Advisory Inc. | 0.00% | Reduce -11.5% | 14,818 | $1.4M |
| RHS Financial, LLC | 0.69% | Reduce -1.2% | 14,817 | $1.4M |
| Savvy Advisors, Inc. | 0.05% | Add +97.5% | 14,772 | $1.4M |
| Capital Analysts, LLC | 0.04% | Add +1.8% | 14,708 | $1.4M |
| Compound Planning, Inc. | 0.04% | Add +21.4% | 14,704 | $1.4M |
| Coastline Trust Co | 0.13% | Add +2.2% | 14,695 | $1.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.24% | Reduce -18.4% | 14,382 | $1.4M |
| Caliber Wealth Management, LLC / KS | 0.15% | Add +0.8% | 14,235 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.12% | Add +8.7% | 14,197 | $1.3M |
| Falcon Wealth Planning | 0.11% | Reduce -1.7% | 14,145 | $1.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.15% | No change | 14,047 | $1.3M |
| A&I Financial Services, LLC | 0.63% | Add +2.8% | 14,036 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -45.8% | 13,748 | $1.3M |
| Omega Financial Group, LLC | 0.43% | Reduce -2.6% | 13,745 | $1.3M |
| Perennial Investment Advisors, LLC | 0.10% | Reduce -4.7% | 13,602 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.0% | 13,541 | $1.3M |
| Aprio Wealth Management, LLC | 0.07% | Add +3.2% | 13,374 | $1.3M |
| Nepc LLC | 0.03% | Add +6.8% | 13,340 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -6.0% | 12,974 | $1.2M |
| HF Advisory Group, LLC | 0.42% | Add +2.1% | 12,767 | $1.2M |
| Argentarii, LLC | 0.38% | New | 12,398 | $1.2M |
| Ipsen Advisor Group LLC | 0.83% | Reduce -0.6% | 12,353 | $1.2M |
| Asset Dedication, LLC | 0.08% | Reduce -0.6% | 12,315 | $1.2M |
| Armbruster Capital Management, Inc. | 0.19% | Add +0.3% | 12,192 | $1.2M |
| Avise Financial Cooperative, Inc. | 1.05% | — | 12,173 | $1.2M |
| Foster Group, Inc. | 0.03% | Add +54.6% | 12,125 | $1.2M |
| Carr Financial Group Corp | 0.30% | Add +1.9% | 11,983 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.8% | 11,831 | $1.1M |
| Cascade Financial Partners, LLC | 0.11% | Reduce -1.2% | 11,767 | $1.1M |
| Western Wealth Management, LLC | 0.05% | Add +34.1% | 11,720 | $1.1M |
| Ryan Investment Management, Inc. | 0.61% | Reduce -33.9% | 11,657 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Add +13.2% | 11,561 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -7.2% | 11,338 | $1.1M |
| Werba Rubin Papier Wealth Management | 0.29% | Reduce -11.2% | 11,272 | $1.1M |
| Red Reef Advisors LLC | 1.09% | — | 11,254 | $1.1M |
| Diversified Enterprises, LLC | 0.06% | Add +0.0% | 11,190 | $1.1M |
| Brewster Financial Planning LLC | 0.65% | Reduce -1.7% | 11,174 | $1.1M |
| Higgins & Schmidt Wealth Strategies LLC | 0.49% | Add +39.5% | 10,863 | $1.0M |
| 1ST Source Bank | 0.05% | No change | 10,829 | $1.0M |
| Hill Island Financial LLC | 0.24% | Add +2.8% | 10,756 | $1.0M |
| Ameraudi Asset Management, Inc. | 0.56% | No change | 10,755 | $1.0M |
| XY Planning Network, Inc. | 0.18% | Add +10.7% | 10,703 | $1.0M |
| Presilium Private Wealth, LLC | 0.19% | Add +0.6% | 10,655 | $1.0M |
| SigFig Wealth Management, LLC | 0.03% | Reduce -7.5% | 10,480 | $997K |
| Quadrant Capital Group LLC | 0.03% | No change | 10,468 | $995K |
| Natixis Advisors, LLC | 0.00% | Add +4.4% | 10,449 | $994K |
| Penobscot Wealth Management | 0.31% | Add +3.4% | 10,400 | $989K |
| Montecito Bank & Trust | 0.16% | Reduce -66.0% | 10,384 | $987K |
| Parcion Private Wealth LLC | 0.06% | New | 10,309 | $980K |
| Bragg Financial Advisors, Inc | 0.03% | Add +0.3% | 10,175 | $968K |
| Pittenger & Anderson Inc. | 0.04% | Add +0.7% | 10,161 | $966K |
| ERn Financial, LLC | 0.18% | Reduce -1.2% | 10,142 | $964K |
| McAdam, LLC | 0.04% | Add +68.8% | 10,109 | $961K |
| Cambridge Financial Group, LLC | 0.33% | Add +5.5% | 12,111 | $941K |
| Sigma Investment Counselors Inc. | 0.05% | No change | 9,793 | $931K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +16.1% | 9,757 | $928K |
| Wealth Analytics Partners, LLC | 0.36% | — | 9,630 | $916K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -23.1% | 9,589 | $912K |
| Courier Capital LLC | 0.05% | Reduce -1.6% | 9,571 | $910K |
| Pathstone Holdings, LLC | 0.00% | No change | 9,532 | $906K |
| Investor's Fiduciary Advisor Network, LLC | 0.19% | Add +0.0% | 9,518 | $905K |
| Regatta Capital Group, LLC | 0.14% | Reduce -5.0% | 9,438 | $897K |
| Horst & Graben Wealth Management LLC | 0.13% | Reduce -5.0% | 9,241 | $879K |
| Shepherd Financial Partners LLC | 0.08% | Reduce -1.4% | 9,236 | $878K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.1% | 9,118 | $867K |
| Orin Green Financial, LLC | 0.34% | No change | 9,070 | $862K |
| Okabena Investment Services Inc. | 0.16% | New | 9,064 | $862K |
| Jordan Park Group LLC | 0.05% | Reduce -3.2% | 9,012 | $857K |
| Vise Technologies, Inc. | 0.02% | New | 8,822 | $839K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -65.1% | 8,765 | $833K |
| Bell Investment Advisors, Inc | 0.13% | Add +0.3% | 8,744 | $831K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 8,653 | $823K |
| PDS Planning, Inc | 0.05% | Reduce -3.5% | 8,613 | $819K |
| Per Stirling Capital Management, LLC. | 0.09% | No change | 8,609 | $819K |
| Mgo One Seven LLC | 0.02% | Reduce -6.9% | 8,551 | $813K |
| Birch Hill Investment Advisors LLC | 0.03% | Reduce -1.4% | 8,513 | $810K |
| Onyx Bridge Wealth Group LLC | 0.09% | Add +0.8% | 8,439 | $802K |
| Peak Financial Management, Inc. | 0.20% | Reduce -0.6% | 8,345 | $794K |
| Walkner Condon Financial Advisors LLC | 0.11% | Add +0.1% | 8,285 | $788K |
| Financial Planning Fort Collins, LLC | 0.69% | — | 8,265 | $786K |
| Pathway Financial Advisors LLC | 0.10% | No change | 7,969 | $776K |
| Comerica Bank | 0.00% | Reduce -15.2% | 8,034 | $764K |
| Sharkey, Howes & Javer | 0.10% | Reduce -12.4% | 7,996 | $760K |
| Whittier Trust Co. | 0.01% | No change | 7,696 | $750K |
| Aspiriant, LLC | 0.02% | New | 7,883 | $750K |
| BlueStem Wealth Partners, LLC | 0.08% | Add +16.3% | 7,875 | $749K |
| Level Financial Advisors | 0.20% | No change | 7,843 | $746K |
| Range Advisory, LLC | 0.19% | — | 7,689 | $731K |
| Symmetry Partners, LLC | 0.04% | Add +13.0% | 7,490 | $712K |
| Sharper & Granite LLC | 0.25% | Add +0.5% | 7,474 | $711K |
| Paulson Wealth Management Inc. | 0.16% | Add +11.7% | 7,394 | $703K |
| Argent Trust Co | 0.02% | No change | 7,359 | $700K |
| VERITY Wealth Advisors | 0.43% | No change | 7,335 | $697K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.33% | Add +7.0% | 2,757 | $679K |
| Cwm, LLC | 0.00% | Add +3.1% | 7,123 | $677K |
| Waverly Advisors, LLC | 0.01% | Add +2.3% | 7,112 | $676K |
| Sonoma Allocations LLC | 0.22% | Add +98.1% | 6,678 | $670K |
| WT Wealth Management | 0.19% | Reduce -5.2% | 7,049 | $670K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -9.1% | 7,039 | $669K |
| Davis Wealth Advisors, LLC | 0.55% | Add +16.8% | 7,000 | $666K |
| Aufman Associates Inc | 0.34% | Add +1.6% | 6,911 | $657K |
| Private Trust Co. NA | 0.06% | Reduce -6.0% | 6,845 | $651K |
| Fort Point Capital Partners LLC | 0.08% | No change | 6,577 | $647K |
| Addison Advisors LLC | 0.14% | Reduce -1.2% | 6,723 | $639K |
| Farrell Financial LLC | 0.37% | Add +1.9% | 6,607 | $628K |
| IFP Advisors, Inc | 0.01% | Add +9.5% | 6,606 | $628K |
| Morton Brown Family Wealth, LLC | 0.17% | Reduce -0.1% | 6,602 | $628K |
| Bangor Savings Bank | 0.05% | Reduce -0.1% | 6,582 | $626K |
| Founders Financial Securities LLC | 0.04% | New | 6,542 | $622K |
| HighPoint Advisor Group LLC | 0.01% | New | 6,516 | $620K |
| Sage Financial Group Inc. | 0.04% | Reduce -5.1% | 6,477 | $616K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +26.6% | 6,475 | $616K |
| Capital Advantage, Inc. | 0.08% | Add +7.7% | 6,468 | $615K |
| RCS Financial Planning, LLC | 0.26% | New | 6,342 | $603K |
| EFG International AG | 0.01% | — | 6,333 | $602K |
| Massachusetts Financial Services Co. | 0.00% | Add +145.2% | 6,333 | $602K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 6,330 | $602K |
| Equita Financial Network, Inc. | 0.18% | Reduce -6.6% | 6,327 | $602K |
| Frisch Financial Group, Inc. | 0.13% | Add +1.2% | 6,306 | $600K |
| SCS Capital Management LLC | 0.01% | Add +1.3% | 6,296 | $599K |
| Diversify Advisory Services, LLC | 0.02% | Add +2.5% | 6,047 | $596K |
| CIBC Asset Management Inc | 0.00% | No change | 6,245 | $594K |
| Mogy Joel R Investment Counsel Inc. | 0.03% | No change | 6,230 | $592K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | New | 6,218 | $591K |
| Atomic Invest LLC | 0.33% | — | 6,177 | $590K |
| Capasso Planning Partners LLC | 0.32% | Reduce -7.4% | 6,166 | $586K |
| Cape Ann Savings Bank | 0.30% | New | 6,155 | $585K |
| Libra Wealth LLC | 0.16% | No change | 6,149 | $585K |
| ABLE Financial Group, LLC | 0.12% | Add +8.6% | 6,135 | $583K |
| Wealth Enhancement Trust Services, Inc. | 0.07% | — | 6,104 | $580K |
| Shotwell Rutter Baer Inc | 0.35% | Reduce -0.1% | 5,934 | $576K |
| Aaron Wealth Advisors LLC | 0.03% | Reduce -1.2% | 6,053 | $576K |
| Affinity Capital Advisors, LLC | 0.08% | Add +0.2% | 6,044 | $575K |
| Matrix Asset Advisors Inc. | 0.05% | No change | 6,036 | $574K |
| Great Diamond Partners, LLC | 0.11% | Reduce -7.5% | 6,028 | $573K |
| Associated Banc-Corp | 0.01% | Add +6.3% | 6,027 | $573K |
| Old Mission Investment Co LLC | 0.14% | No change | 6,000 | $571K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +4.8% | 5,963 | $567K |
| SkyView Investment Advisors, LLC | 0.07% | No change | 5,943 | $565K |
| Bogart Wealth, LLC | 0.02% | Reduce -2.1% | 5,884 | $560K |
| Financially in Tune, LLC | 0.52% | — | 5,860 | $557K |
| Bank of Montreal | 0.00% | Reduce -2.8% | 5,839 | $555K |
| Crestwood Advisors Group, LLC | 0.01% | Add +10.2% | 5,778 | $549K |
| GTS Securities LLC | 0.02% | Add +28.2% | 5,770 | $549K |
| World Investment Advisors | 0.01% | Reduce -0.9% | 5,744 | $546K |
| Moller Wealth Partners | 0.11% | No change | 5,730 | $545K |
| Beacon Financial Planning, Inc. | 0.26% | Add +1.9% | 5,714 | $543K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -5.7% | 5,703 | $542K |
| Ballentine Partners, LLC | 0.01% | No change | 5,622 | $535K |
| Sentinel Trust Co. Lba | 0.05% | Reduce -7.6% | 5,473 | $520K |
| Rehmann Capital Advisory Group | 0.03% | New | 5,431 | $516K |
| Milestone Investment Advisors LLC | 0.12% | Add +0.0% | 5,400 | $513K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 5,356 | $509K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -8.1% | 5,239 | $509K |
| Fulcrum Capital LLC | 0.10% | Reduce -2.4% | 5,337 | $507K |
| New England Private Wealth Advisors LLC | 0.06% | Add +7.0% | 5,333 | $507K |
| Root Financial Partners, LLC | 0.03% | Reduce -3.0% | 5,322 | $506K |
| Bluespring Wealth Management, LLC | 0.04% | Add +10.8% | 5,296 | $504K |
| TD Private Client Wealth LLC | 0.01% | Reduce -0.6% | 5,292 | $503K |
| Advisors Capital Management, LLC | 0.01% | New | 5,208 | $495K |
| BLB&B Advisors, LLC | 0.02% | No change | 5,200 | $494K |
| Cary Street Partners Financial LLC | 0.01% | Add +0.3% | 5,196 | $494K |
| First Trust Advisors LP | 0.00% | Reduce -1.2% | 5,187 | $493K |
| Vanguard Group Inc. | 0.00% | Add +8.2% | 5,172 | $492K |
| Baker Avenue Asset Management, LP | 0.01% | Add +8.0% | 5,172 | $492K |
| Curtis Advisory Group, LLC | 0.10% | Reduce -17.5% | 5,163 | $491K |
| Bigelow Investment Advisors, LLC | 0.19% | No change | 5,162 | $491K |
| DDFG, Inc | 0.11% | Reduce -0.8% | 5,148 | $490K |
| Pathfinder Wealth Consulting, Inc. | 0.31% | — | 5,143 | $489K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +7.0% | 5,109 | $486K |
| AQR Capital Management | 0.00% | New | 4,982 | $474K |
| Chesley Taft & Associates LLC | 0.02% | Reduce -7.5% | 4,950 | $471K |
| Contango Wealth Management LLC | 0.53% | — | 4,943 | $470K |
| Morling Financial Advisors, LLC | 0.15% | Add +4.5% | 4,873 | $463K |
| Kelman-Lazarov, Inc. | 0.07% | Reduce -0.2% | 4,864 | $462K |
| AlphaCore Capital LLC | 0.01% | Add +67.0% | 4,790 | $455K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -5.9% | 4,772 | $454K |
| RFG Advisory, LLC | 0.01% | Add +44.8% | 4,748 | $452K |
| Valley National Advisers Inc. | 0.06% | Reduce -1.6% | 4,741 | $450K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.7% | 4,708 | $448K |
| North Berkeley Wealth Management, LLC | 0.26% | Reduce -1.2% | 4,671 | $444K |
| Appleton Partners Inc. | 0.03% | Add +0.3% | 4,664 | $443K |
| Fingerlakes Wealth Management, Inc. | 0.28% | Add +7.2% | 4,635 | $441K |
| Truefg, LLC | 0.12% | Add +1.0% | 4,630 | $440K |
| Krilogy Financial LLC | 0.01% | Reduce -6.9% | 4,418 | $440K |
| Compass Ion Advisors, LLC | 0.04% | No change | 4,622 | $440K |
| Sage Mountain Advisors LLC | 0.02% | No change | 4,597 | $437K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 4,590 | $436K |
| Community Bank, N.A. | 0.05% | Reduce -1.5% | 4,518 | $430K |
| Sherman Asset Management, Inc. | 0.36% | Add +9.3% | 4,427 | $421K |
| Harbor Group, Inc. | 0.06% | Add +6.0% | 4,414 | $420K |
| Warren Street Wealth Advisors, LLC | 0.12% | Reduce -44.4% | 4,383 | $417K |
| Regal Investment Advisors LLC | 0.02% | Reduce -12.2% | 4,324 | $411K |
| Veracity Capital LLC | 0.12% | Add +3.0% | 4,266 | $406K |
| Darden Wealth Group Inc | 0.20% | No change | 4,233 | $403K |
| Capital Management Associates, Inc | 0.09% | Add +31.2% | 4,205 | $400K |
| Barclays PLC | 0.00% | New | 4,111 | $391K |
| Advisory Alpha, LLC | 0.01% | Reduce -39.6% | 4,103 | $390K |
| CWC Advisors, LLC. | 0.19% | Add +0.1% | 4,090 | $389K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +40.4% | 4,088 | $389K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.3% | 4,070 | $387K |
| Warner Financial, Inc. | 0.13% | Add +0.3% | 4,070 | $387K |
| Farmers National Bank | 0.09% | Add +8.1% | 4,040 | $384K |
| Nautilus Advisors LLC | 0.25% | No change | 4,000 | $380K |
| Hanson & Doremus Investment Management | 0.05% | No change | 3,995 | $380K |
| Strategic Advisory Partners, LLC | 0.31% | — | 3,965 | $377K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.9% | 3,892 | $370K |
| Austin Private Wealth, LLC | 0.03% | Reduce -15.5% | 3,876 | $369K |
| Stephenson & Company, Inc. | 0.20% | Reduce -1.7% | 3,853 | $366K |
| Simmons Bank | 0.02% | Reduce -2.8% | 3,845 | $366K |
| Avior Wealth Management, LLC | 0.01% | Add +26.1% | 3,821 | $363K |
| Wealth Alliance, LLC | 0.04% | Reduce -11.6% | 3,809 | $362K |
| Pecaut & Co. | 0.12% | Add +6.2% | 3,763 | $358K |
| Financial Insights, Inc. | 0.12% | No change | 3,761 | $358K |
| Focus Financial Network, Inc. | 0.01% | Add +2.2% | 3,749 | $356K |
| Opulen Financial Group LLC | 0.26% | Add +1.9% | 3,747 | $356K |
| Continuum Advisory, LLC | 0.04% | Add +0.7% | 3,745 | $356K |
| Topel & Distasi Wealth Management, LLC | 0.17% | Reduce -0.1% | 3,742 | $356K |
| Wealth Dimensions Group, Ltd. | 0.07% | No change | 3,739 | $356K |
| Hilltop Partners LLC | 0.09% | Add +0.5% | 3,735 | $355K |
| J. Mark Nickell & Co. | 0.32% | — | 3,689 | $351K |
| O'Brien Wealth Partners LLC | 0.05% | No change | 3,676 | $350K |
| Confluence Wealth Services, Inc. | 0.01% | Add +2.1% | 3,666 | $349K |
| Gemmer Asset Management LLC | 0.03% | Add +1.8% | 3,661 | $348K |
| Hughes Financial Services, LLC | 0.05% | Reduce -0.5% | 3,660 | $348K |
| Arkos Global Advisors | 0.04% | Reduce -10.3% | 3,656 | $348K |
| True Link Financial Advisors, LLC | 0.02% | Reduce -2.5% | 3,656 | $348K |
| United Asset Strategies, Inc. | 0.03% | Reduce -4.3% | 3,566 | $339K |
| Empowered Funds, LLC | 0.01% | New | 3,542 | $337K |
| Physician Wealth Advisors, Inc. | 0.05% | Add +0.0% | 3,525 | $335K |
| Motive Wealth Advisors | 0.14% | New | 3,512 | $334K |
| Cadia Private Client LLC | 0.26% | — | 3,500 | $333K |
| Rede Wealth, LLC | 0.12% | New | 3,484 | $331K |
| BridgePort Financial Solutions, LLC | 0.09% | Add +20.7% | 3,454 | $328K |
| Lodestar Private Asset Management LLC | 0.03% | No change | 3,410 | $324K |
| American Financial & Tax Strategies Inc. | 0.16% | New | 3,355 | $319K |
| Tme Financial, Inc. | 0.22% | Add +1.9% | 3,339 | $318K |
| Etesian Wealth Advisors, Inc. | 0.10% | Add +7.2% | 3,303 | $314K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -8.2% | 3,274 | $311K |
| Silver Oak Advisory Group, Inc. | 0.14% | Add +1.9% | 3,262 | $310K |
| Keener Financial Planning LLC | 0.13% | Add +60.8% | 3,244 | $308K |
| Leverty Financial Group, LLC | 0.07% | Reduce -3.4% | 3,233 | $307K |
| XML Financial, LLC | 0.03% | New | 3,221 | $306K |
| MOR Wealth Management, LLC | 0.14% | — | 3,216 | $306K |
| Morris Financial Concepts, Inc. | 0.11% | Reduce -5.8% | 3,178 | $302K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,146 | $299K |
| Quantinno Capital Management LP | 0.00% | Add +11.5% | 3,116 | $296K |
| Wealth Management Nebraska | 0.03% | No change | 3,111 | $296K |
| Kingsview Wealth Management, LLC | 0.00% | Add +3.0% | 3,111 | $296K |
| Abacus Planning Group, Inc. | 0.04% | Add +1.5% | 3,108 | $296K |
| Callan Family Office, LLC | 0.01% | Reduce -1.1% | 3,053 | $290K |
| Mission Creek Capital Partners, Inc. | 0.06% | No change | 3,044 | $289K |
| AdvisorNet Financial, Inc | 0.02% | Add +7.5% | 3,036 | $289K |
| PW Advisors, LLC \ FL | 0.23% | — | 3,026 | $288K |
| Rockbridge Investment Management, LCC | 0.03% | Add +1.1% | 3,023 | $287K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +8.8% | 3,022 | $287K |
| Verus Capital Partners, LLC | 0.02% | Add +0.8% | 2,997 | $285K |
| Keystone Financial Services | 0.09% | New | 2,982 | $284K |
| Atria Investments, Inc | 0.00% | Reduce -4.0% | 2,968 | $282K |
| Investment Research Partners LLC | 0.12% | Reduce -4.3% | 2,965 | $282K |
| NWF Advisory Services Inc. | 0.03% | Reduce -4.7% | 2,947 | $280K |
| Tortoise Investment Management, LLC | 0.02% | Add +137.9% | 2,941 | $280K |
| Talisman Wealth Advisors LLC | 0.22% | Add +16.6% | 2,928 | $279K |
| Lake Street Private Wealth, LLC | 0.03% | Add +2.4% | 2,928 | $278K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +8.5% | 2,925 | $278K |
| Round Rock Advisors LLC | 0.04% | No change | 2,917 | $277K |
| APS Management Group, Inc. | 0.24% | Add +1.2% | 2,903 | $276K |
| Renaissance Technologies | 0.00% | New | 2,900 | $276K |
| Arq Wealth Advisors, LLC | 0.07% | Add +0.7% | 2,892 | $275K |
| Signaturefd, LLC | 0.00% | Add +5.4% | 2,880 | $274K |
| Crusonia Wealth Advisors LLC | 0.06% | — | 2,879 | $274K |
| Nadler Financial Group, Inc. | 0.03% | New | 2,855 | $271K |
| Shum Financial Group, Inc. | 0.19% | Add +17.0% | 2,843 | $270K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -15.4% | 2,843 | $270K |
| JGP Wealth Management, LLC | 0.03% | New | 2,792 | $265K |
| DWR Wealth Management, LLC | 0.24% | — | 2,757 | $263K |
| JSF Financial, LLC | 0.05% | Reduce -3.3% | 2,767 | $263K |
| Sterling Investment Advisors LLC | 0.13% | Add +3.3% | 2,760 | $263K |
| NewEdge Wealth, LLC | 0.00% | Add +2.4% | 2,760 | $262K |
| WBH Advisory Inc. | 0.02% | Reduce -4.1% | 2,751 | $262K |
| Founders Financial Alliance, LLC | 0.05% | No change | 2,750 | $261K |
| Vested Financial Planning, LLC | 0.20% | No change | 2,731 | $260K |
| CWS Financial Advisors, LLC | 0.07% | Add +2.0% | 2,726 | $259K |
| Trust Co. of Vermont | 0.01% | Add +0.3% | 2,712 | $258K |
| Spectrum Financial Alliance Ltd LLC | 0.05% | New | 2,700 | $257K |
| Sachetta, LLC | 0.14% | Reduce -5.7% | 2,695 | $256K |
| Natural Investments, LLC | 0.06% | New | 2,694 | $256K |
| One Wealth Capital Management, LLC | 0.11% | Reduce -18.2% | 2,692 | $256K |
| Abundance Wealth Counselors | 0.04% | New | 2,630 | $250K |
| Common Fund for Nonprofit Organizations | 0.02% | New | 2,627 | $250K |
| SmartHarvest Portfolios, LLC | 0.09% | — | 2,601 | $247K |
| Stonebridge Financial Group, LLC | 0.02% | Reduce -1.0% | 2,600 | $247K |
| Diversify Wealth Management, LLC | 0.01% | New | 2,518 | $247K |
| Busey Bank | 0.01% | No change | 2,560 | $243K |
| LifePlan Investment Advisors, Inc. | 0.10% | Add +9.2% | 2,559 | $243K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +18.2% | 2,548 | $242K |
| Welch & Forbes LLC | 0.00% | Reduce -2.6% | 2,538 | $241K |
| WealthSpring Partners, LLC | 0.25% | — | 2,528 | $240K |
| Neuberger Berman Group LLC | 0.00% | Add +0.8% | 2,520 | $240K |
| Basecamp Wealth Advisors LLC | 0.05% | — | 2,513 | $239K |
| Financial Council, LLC | 0.09% | Add +1.2% | 2,499 | $238K |
| StoneX Group Inc. | 0.01% | New | 2,496 | $237K |
| Commerce Bank | 0.00% | Add +6.9% | 2,486 | $236K |
| Columbia Bank | 0.07% | No change | 2,469 | $235K |
| Fairway Financial, LLC | 0.18% | Add +1.3% | 2,467 | $235K |
| Essex Bank | 0.05% | New | 2,458 | $234K |
| Centurion Wealth Management LLC | 0.05% | Add +4.5% | 2,408 | $229K |
| MA Private Wealth | 0.04% | Reduce -0.6% | 2,404 | $229K |
| AE Wealth Management LLC | 0.00% | Add +69.7% | 2,393 | $228K |
| Stewardship Advisors, LLC | 0.05% | Add +1.7% | 2,380 | $226K |
| Corepath Wealth Partners LLC | 0.15% | Add +0.6% | 2,289 | $226K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 2,306 | $224K |
| BayBridge Capital Group, LLC | 0.14% | Reduce -0.2% | 2,359 | $224K |
| Prospera Financial Services Inc | 0.00% | New | 2,334 | $222K |
| Baker Tilly Wealth Management, LLC | 0.05% | No change | 2,330 | $222K |
| Midway Capital Research & Management | 0.22% | — | 2,321 | $221K |
| Old Peak Finance LLC | 0.13% | — | 2,299 | $219K |
| Emergent Wealth Advisors, LLC | 0.12% | Add +0.3% | 2,278 | $217K |
| Endeavor Private Wealth, Inc. | 0.06% | New | 2,271 | $216K |
| Marshall & Sterling Wealth Advisors Inc. | 0.14% | Add +0.7% | 2,266 | $215K |
| Maia Wealth LLC | 0.04% | Reduce -20.2% | 2,089 | $215K |
| Liberty Atlantic Advisors LLC | 0.21% | — | 2,241 | $213K |
| Financial Futures Ltd Liability Co. | 0.10% | New | 2,237 | $213K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,178 | $212K |
| TPG Financial Advisors, LLC | 0.07% | New | 2,229 | $212K |
| Howard Financial Services, LTD. | 0.02% | Add +1.0% | 2,226 | $212K |
| Sweeney & Michel, LLC | 0.06% | New | 2,032 | $211K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 2,216 | $211K |
| Pekin Hardy Strauss, Inc. | 0.02% | No change | 2,210 | $210K |
| Revolve Wealth Partners, LLC | 0.02% | Reduce -1.6% | 2,198 | $209K |
| ETF Portfolio Partners, Inc. | 0.05% | Add +0.6% | 2,196 | $209K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | — | 2,185 | $208K |
| Cornerstone Planning Group LLC | 0.03% | Add +3.1% | 2,062 | $207K |
| Eq LLC | 0.06% | New | 2,167 | $206K |
| Armstrong, Fleming & Moore, Inc | 0.10% | Add +0.7% | 2,165 | $206K |
| PFG Investments, LLC | 0.01% | Reduce -15.4% | 2,164 | $206K |
| Sowell Financial Services LLC | 0.01% | New | 2,132 | $203K |
| Hoxton Planning & Management, LLC | 0.06% | New | 2,122 | $202K |
| Eaton Financial Holdings Company, LLC | 0.05% | New | 2,121 | $202K |
| Team Hewins, LLC | 0.06% | New | 2,111 | $201K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +23.4% | 2,110 | $201K |
| Motco | 0.02% | No change | 2,091 | $199K |
| Rossby Financial, LCC | 0.06% | Reduce -2.4% | 2,073 | $197K |
| WPG Advisers, LLC | 0.14% | No change | 1,974 | $188K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Reduce -28.4% | 1,974 | $188K |
| Clarity Asset Management, Inc. | 0.10% | Reduce -27.8% | 1,962 | $187K |
| Spire Wealth Management | 0.01% | Add +2442.7% | 1,907 | $181K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,893 | $180K |
| Glenmede Trust Co. NA | 0.00% | — | 1,880 | $179K |
| Horizons Wealth Management | 0.12% | No change | 1,873 | $178K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -9.3% | 1,867 | $178K |
| Gould Capital, LLC | 0.11% | Add +5.7% | 1,857 | $177K |
| Smartleaf Asset Management LLC | 0.01% | Add +49.1% | 1,845 | $176K |
| Finley Financial, LLC | 0.08% | No change | 1,830 | $174K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -10.0% | 1,760 | $167K |
| Allworth Financial LP | 0.00% | Add +2810.2% | 1,717 | $163K |
| Covestor Ltd | 0.08% | Add +5.9% | 1,683 | $160K |
| Stephens Consulting, LLC | 0.05% | Reduce -1.2% | 1,676 | $159K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | No change | 1,656 | $157K |
| Atlantic Union Bankshares Corp | 0.00% | Add +255.3% | 1,556 | $148K |
| Legacy Wealth Managment, LLC | 0.07% | New | 1,552 | $148K |
| Clearstead Advisors, LLC | 0.00% | Add +7.1% | 1,511 | $144K |
| CoreCap Advisors, LLC | 0.00% | Add +15.2% | 1,452 | $138K |
| Rice Partnership, LLC | 0.02% | Add +39.2% | 1,196 | $114K |
| Gen-Wealth Partners Inc | 0.04% | Reduce -11.6% | 1,156 | $110K |
| Eq Wealth Advisors, LLC | 0.06% | New | 1,125 | $107K |
| Fort Vancouver Investment Management, LLC | 0.06% | No change | 1,090 | $104K |
| Westend Capital Management, LLC | 0.03% | No change | 1,075 | $102K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -2.2% | 1,037 | $99K |
| Concord Wealth Partners | 0.01% | Reduce -47.5% | 1,019 | $97K |
| Trust Co | 0.01% | No change | 996 | $95K |
| Key Financial Inc | 0.02% | Add +4.3% | 937 | $89K |
| Hurley Capital, LLC | 0.05% | No change | 929 | $88K |
| Kilter Group LLC | 0.04% | Add +34.5% | 878 | $83K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -2.5% | 850 | $81K |
| Phillips Financial Management, LLC | 0.01% | No change | 843 | $80K |
| American National Bank & Trust | 0.01% | No change | 800 | $76K |
| 4Thought Financial Group Inc. | 0.04% | Add +1.9% | 795 | $76K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -2.5% | 789 | $75K |
| Angeles Wealth Management, LLC | 0.00% | No change | 784 | $75K |
| Bfsg, LLC | 0.01% | No change | 783 | $74K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -25.4% | 774 | $74K |
| MJT & Associates Financial Advisory Group, Inc. | 0.05% | No change | 772 | $73K |
| Financial Network Wealth Advisors LLC | 0.08% | Reduce -36.1% | 769 | $73K |
| IAG Wealth Partners, LLC | 0.01% | No change | 765 | $73K |
| Pacifica Partners Inc. | 0.03% | No change | 750 | $72K |
| First Horizon Corp. | 0.00% | New | 755 | $72K |
| CIBC Private Wealth Group LLC | 0.00% | Add +32.1% | 749 | $71K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 710 | $68K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 707 | $67K |
| Redwood Park Advisors LLC | 0.05% | Add +46.4% | 700 | $67K |
| SouthState Bank Corp | 0.00% | Reduce -66.3% | 697 | $66K |
| Your Advocates Ltd., LLP | 0.02% | Add +1.6% | 688 | $65K |
| Archer Investment Corp | 0.01% | Add +0.1% | 684 | $65K |
| DT Investment Partners, LLC | 0.01% | New | 670 | $64K |
| Pacific Center for Financial Services | 0.02% | No change | 673 | $63K |
| Ancora Advisors LLC | 0.00% | No change | 657 | $62K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 647 | $62K |
| Evolution Advisers, Inc. | 0.03% | No change | 650 | $61K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -11.3% | 636 | $61K |
| Smithfield Trust Co | 0.00% | Add +26.6% | 643 | $60K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +233.2% | 593 | $56K |
| Investors Research Corp | 0.01% | Reduce -48.2% | 589 | $56K |
| UMB Bank, n.a. | 0.00% | No change | 568 | $54K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 566 | $54K |
| Bessemer Group Inc. | 0.00% | Add +929.6% | 556 | $53K |
| Center for Financial Planning, Inc. | 0.01% | No change | 549 | $52K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -3.5% | 549 | $52K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -9.4% | 501 | $48K |
| Larson Financial Group LLC | 0.00% | Reduce -9.8% | 499 | $47K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -11.8% | 493 | $47K |
| Ameriflex Group, Inc. | 0.02% | Reduce -49.6% | 465 | $44K |
| GAMMA Investing LLC | 0.00% | New | 428 | $41K |
| Blueline Advisors LLC | 0.03% | — | 428 | $41K |
| TD Capital Management LLC | 0.00% | Add +2.0% | 405 | $38K |
| Arax Advisory Partners | 0.00% | New | 400 | $38K |
| NBT Bank, N.A. | 0.00% | No change | 377 | $36K |
| North Star Investment Management Corp. | 0.00% | Add +1.7% | 361 | $34K |
| Golden State Wealth Management, LLC | 0.00% | Add +2.0% | 359 | $34K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 353 | $34K |
| Winthrop Capital Management, LLC | 0.01% | No change | 323 | $31K |
| North Ridge Wealth Advisors, Inc. | 0.02% | No change | 325 | $31K |
| Scarborough Advisors, LLC | 0.01% | Reduce -16.4% | 322 | $31K |
| Creative Capital Management Investments LLC | 0.01% | No change | 321 | $31K |
| Rossmore Private Capital | 0.00% | No change | 300 | $29K |
| Triumph Capital Management | 0.01% | New | 299 | $28K |
| Coston, McIsaac & Partners | 0.01% | Add +2.0% | 298 | $28K |
| HM Payson & Co. | 0.00% | Reduce -3.7% | 260 | $25K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +38.5% | 248 | $24K |
| Harbor Asset Planning, Inc. | 0.02% | Add +2.1% | 239 | $23K |
| Lanark Financial, Inc. | 0.00% | No change | 237 | $23K |
| Longview Financial Advisors LLC | 0.01% | No change | 222 | $21K |
| CVA Family Office, LLC | 0.00% | No change | 219 | $21K |
| Crewe Advisors LLC | 0.00% | No change | 216 | $21K |
| Investors Portfolio Services LLC | 0.02% | — | 208 | $20K |
| Hantz Financial Services, Inc. | 0.00% | Add +944.4% | 188 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 185 | $18K |
| United Financial Planning Group LLC | 0.01% | Add +1.8% | 166 | $16K |
| Copia Wealth Management | 0.01% | No change | 164 | $16K |
| Bokf, NA | 0.00% | No change | 160 | $15K |
| CX Institutional | 0.00% | Add +1.9% | 158 | $15K |
| Deutsche Bank AG | 0.00% | Reduce -95.2% | 150 | $14K |
| Integrity Financial Corp | 0.01% | New | 148 | $14K |
| Strategic Wealth Advisors LLC | 0.01% | — | 149 | $14K |
| Grand Wealth Management, LLC | 0.01% | No change | 147 | $14K |
| Centerpoint Advisors, LLC | 0.00% | Add +9.7% | 136 | $13K |
| Key Capital Management, INC | 0.01% | — | 134 | $13K |
| Abound Wealth Management | 0.00% | Add +87.3% | 133 | $13K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 126 | $12K |
| Vision Retirement, LLC | 0.00% | — | 126 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 100 | $10K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 99 | $9K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 89 | $8K |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 85 | $8K |
| Blue Trust, Inc. | 0.00% | New | 79 | $8K |
| Sound Income Strategies, LLC | 0.00% | Reduce -55.4% | 74 | $7K |
| BNP Paribas Financial Markets | 0.00% | No change | 74 | $7K |
| Founders Capital Management | 0.00% | No change | 73 | $7K |
| Camelot Portfolios, LLC | 0.00% | New | 71 | $7K |
| Front Row Advisors LLC | 0.00% | No change | 66 | $6K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 63 | $6K |
| Toth Financial Advisory Corp. | 0.00% | Add +1.8% | 58 | $5K |
| Evermay Wealth Management LLC | 0.00% | No change | 55 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 52 | $5K |
| Lodestone Wealth Management LLC | 0.00% | New | 40 | $4K |
| SBI Securities Co., Ltd. | 0.00% | No change | 40 | $4K |
| International Assets Investment Management, LLC | 0.00% | New | 34 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 27 | $3K |
| Sunbelt Securities, Inc. | 0.00% | Add +58.8% | 27 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 21 | $2K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 11 | $1K |
| Creative Financial Designs Inc. | 0.00% | No change | 10 | $951 |
| Davis Capital Management | 0.00% | New | 9 | $856 |
| Maseco LLP | 0.00% | No change | 8 | $761 |
| Measured Wealth Private Client Group, LLC | 0.00% | Add +200.0% | 3 | $267 |
| Glassman Wealth Services | 0.00% | No change | 2 | $190 |
"% 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.