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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
$786M +$13.6M +288,021 +2%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$449M +$2.27M +48,185 +0.5%
JP Morgan Chase
3
JP Morgan Chase
New York
$299M +$17.6M +374,611 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$183M -$5.85M -124,364 -3%
BlackRock
5
BlackRock
New York
$125M +$8.53M +181,304 +7%
Northern Trust
6
Northern Trust
Illinois
$62.3M +$2.14M +45,377 +4%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$62.1M +$9.67M +205,445 +18%
Goldman Sachs
8
Goldman Sachs
New York
$61.4M +$2.94M +62,583 +5%
LPL Financial
9
LPL Financial
California
$52.3M +$5.31M +112,951 +11%
Wells Fargo
10
Wells Fargo
California
$51.4M +$4.05M +86,162 +9%
Ameriprise
11
Ameriprise
Minnesota
$44.8M -$56.5M -1,200,948 -56%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$41.8M -$7.83M -166,425 -16%
RJA
13
Raymond James & Associates
Florida
$34.9M +$3.41M +72,536 +11%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$31.4M +$5.28M +112,115 +20%
M&T Bank
15
M&T Bank
New York
$30.5M +$2.14M +45,456 +8%
AA
16
Alesco Advisors
New York
$29.5M +$637K +13,540 +2%
KeyBank National Association
17
KeyBank National Association
Ohio
$27.6M +$1.41M +29,991 +5%
PO
18
Private Ocean
California
$25.9M +$820K +17,437 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$23.4M +$4.31M +91,701 +23%
SWM
20
SigFig Wealth Management
California
$21.4M +$2.96M +62,942 +16%
Betterment LLC
21
Betterment LLC
New York
$20.6M +$1.41M +29,889 +7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$18.4M +$461K +9,807 +3%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$16.3M +$843K +17,906 +5%
AF
24
Allworth Financial
California
$16.1M +$2.12M +44,967 +15%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$15.9M -$2.01M -42,729 -11%