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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$720M +$10.3M +215,468 +1%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$294M +$8.24M +173,024 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$215M +$9.19M +192,845 +4%
JP Morgan Chase
4
JP Morgan Chase
New York
$194M +$77.1M +1,617,705 +65%
BlackRock
5
BlackRock
New York
$133M +$10.4M +217,868 +8%
Ameriprise
6
Ameriprise
Minnesota
$86.4M +$5.2M +109,059 +6%
Goldman Sachs
7
Goldman Sachs
New York
$58M +$778K +16,339 +1%
Northern Trust
8
Northern Trust
Illinois
$42.4M -$557K -11,697 -1%
Wells Fargo
9
Wells Fargo
California
$36.1M +$1.48M +31,112 +4%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$35.3M +$4.42M +92,694 +14%
AA
11
Alesco Advisors
New York
$27.9M +$1.45M +30,332 +5%
PO
12
Private Ocean
California
$27.6M -$191 -4 -0%
LPL Financial
13
LPL Financial
California
$27.2M -$1.18M -24,770 -4%
M&T Bank
14
M&T Bank
New York
$26.8M +$376K +7,882 +1%
RJA
15
Raymond James & Associates
Florida
$24.9M +$6.51M +136,572 +35%
KeyBank National Association
16
KeyBank National Association
Ohio
$23.6M -$226K -4,744 -0.9%
Jane Street
17
Jane Street
New York
$20.9M -$15.4M -322,292 -42%
Betterment LLC
18
Betterment LLC
New York
$17.8M +$3.67M +77,012 +26%
PI
19
PFS Investments
Georgia
$15.2M +$616K +12,926 +4%
SEI Investments
20
SEI Investments
Pennsylvania
$14.5M -$7.04M -147,678 -32%
Osaic Holdings
21
Osaic Holdings
Arizona
$14.3M -$764K -16,038 -5%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$13.7M +$1.77M +37,123 +15%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$13.2M +$1.5M +31,421 +13%
B
24
Barings
North Carolina
$13M +$523K +10,970 +4%
SWM
25
SigFig Wealth Management
California
$12.9M +$2.47M +51,942 +23%