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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
$814M -$103M -2,201,491 -11%
JP Morgan Chase
2
JP Morgan Chase
New York
$353M +$17.9M +382,281 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$271M +$51.8M +1,106,173 +24%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$99.5M +$7.91M +168,679 +9%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$91.5M +$6.71M +143,218 +8%
Goldman Sachs
6
Goldman Sachs
New York
$81.4M +$4.09M +87,248 +5%
LPL Financial
7
LPL Financial
California
$79.2M +$4.39M +93,692 +6%
BlackRock
8
BlackRock
New York
$73.1M -$5.65M -120,490 -7%
Northern Trust
9
Northern Trust
Illinois
$65.9M -$1.54M -32,756 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$57.1M +$3.75M +80,001 +7%
Betterment LLC
11
Betterment LLC
New York
$54.8M +$12M +256,715 +29%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$43.7M +$2.52M +53,747 +6%
Ameriprise
13
Ameriprise
Minnesota
$38.4M -$4.44M -94,801 -10%
KeyBank National Association
14
KeyBank National Association
Ohio
$36.3M +$5.48M +116,871 +18%
M&T Bank
15
M&T Bank
New York
$34.2M +$603K +12,863 +2%
AA
16
Alesco Advisors
New York
$31.9M -$30.9K -660 -0.1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$30.9M +$4.22M +90,033 +16%
SWM
18
SigFig Wealth Management
California
$30.8M +$1.04M +22,293 +4%
WANY
19
Wealthspire Advisors (New York)
New York
$29.3M +$467K +9,965 +2%
Wells Fargo
20
Wells Fargo
California
$25.9M +$1.45M +30,929 +6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$25.7M +$2.95M +62,987 +13%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$23M +$8.28M +176,616 +57%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$20.3M +$4.74M +101,060 +31%
AF
24
Allworth Financial
California
$19.2M +$1.01M +21,642 +6%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$19.2M -$526K -11,212 -3%