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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
$899M +$96.1M +2,034,884 +12%
JP Morgan Chase
2
JP Morgan Chase
New York
$327M -$8.32M -176,166 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$213M +$19M +402,670 +10%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$89.5M +$8.95M +189,543 +11%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$82.8M +$5.65M +119,616 +7%
BlackRock
6
BlackRock
New York
$77.1M -$27.6M -583,351 -26%
Goldman Sachs
7
Goldman Sachs
New York
$75.6M +$11.8M +248,843 +18%
LPL Financial
8
LPL Financial
California
$73.1M +$12.7M +268,389 +21%
Northern Trust
9
Northern Trust
Illinois
$66M +$6.9M +146,134 +11%
Raymond James Financial
10
Raymond James Financial
Florida
$52.1M +$53M +1,122,106 New
Ameriprise
11
Ameriprise
Minnesota
$41.9M -$2.49M -52,788 -6%
Betterment LLC
12
Betterment LLC
New York
$41.7M +$154K +3,256 +0.4%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$40.2M +$1.54M +32,631 +4%
M&T Bank
14
M&T Bank
New York
$32.9M +$731K +15,467 +2%
AA
15
Alesco Advisors
New York
$31.2M +$739K +15,646 +2%
KeyBank National Association
16
KeyBank National Association
Ohio
$30.1M +$433K +9,172 +1%
SWM
17
SigFig Wealth Management
California
$29.2M +$2.19M +46,278 +8%
WANY
18
Wealthspire Advisors (New York)
New York
$28.2M -$25.6M -541,915 -47%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$26.1M +$486K +10,286 +2%
Wells Fargo
20
Wells Fargo
California
$23.9M -$537K -11,358 -2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$22.2M +$1.91M +40,335 +9%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$19.7M +$106K +2,247 +0.5%
AF
23
Allworth Financial
California
$18M +$633K +13,393 +4%
FNWM
24
Financial Network Wealth Management
Utah
$17.2M +$1.07M +22,560 +6%
SEI Investments
25
SEI Investments
Pennsylvania
$15.9M +$2.08M +43,931 +15%