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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
$921M +$86.3M +1,814,298 +10%
JP Morgan Chase
2
JP Morgan Chase
New York
$385M +$15.8M +332,157 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$190M -$88.9M -1,869,866 -32%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$133M +$22.3M +468,567 +20%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$101M +$4.05M +85,090 +4%
LPL Financial
6
LPL Financial
California
$96.1M +$6.98M +146,842 +8%
Goldman Sachs
7
Goldman Sachs
New York
$78.9M +$1.66M +34,846 +2%
Northern Trust
8
Northern Trust
Illinois
$77.3M +$6.7M +140,834 +10%
Betterment LLC
9
Betterment LLC
New York
$73.2M +$4.51M +94,963 +7%
BlackRock
10
BlackRock
New York
$68.3M +$9.94M +209,116 +17%
Raymond James Financial
11
Raymond James Financial
Florida
$63.4M +$4.52M +95,018 +8%
KeyBank National Association
12
KeyBank National Association
Ohio
$43.3M +$4.28M +89,940 +11%
M&T Bank
13
M&T Bank
New York
$38.6M +$5.1M +107,264 +15%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$37.9M -$2.38M -50,161 -6%
Ameriprise
15
Ameriprise
Minnesota
$35.9M -$1.97M -41,344 -5%
SWM
16
SigFig Wealth Management
California
$35.6M +$3.23M +67,953 +10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$34M +$1.35M +28,452 +4%
AA
18
Alesco Advisors
New York
$31.8M -$489K -10,276 -2%
WANY
19
Wealthspire Advisors (New York)
New York
$30.7M +$989K +20,805 +3%
SEI Investments
20
SEI Investments
Pennsylvania
$28.5M +$3.13M +65,741 +12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$28.1M +$449K +9,435 +2%
Wells Fargo
22
Wells Fargo
California
$26.5M -$1.08M -22,740 -4%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$25.9M +$754K +15,849 +3%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$25.2M +$7.61M +160,116 +44%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$23.3M +$1.95M +41,106 +9%