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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
$1.07B +$132M +2,746,085 +14%
JP Morgan Chase
2
JP Morgan Chase
New York
$423M +$36.6M +763,671 +9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$209M +$37.4M +780,647 +22%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$182M +$41.4M +864,651 +29%
LPL Financial
5
LPL Financial
California
$133M +$33M +688,351 +33%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$109M +$3.67M +76,680 +3%
Northern Trust
7
Northern Trust
Illinois
$89.6M +$8.24M +172,025 +10%
Goldman Sachs
8
Goldman Sachs
New York
$89M -$4.99M -104,022 -5%
BlackRock
9
BlackRock
New York
$84M +$11.5M +240,246 +16%
Betterment LLC
10
Betterment LLC
New York
$78.9M +$559K +11,665 +0.7%
Raymond James Financial
11
Raymond James Financial
Florida
$70.6M -$651K -13,584 -0.9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$42.6M +$6.48M +135,168 +18%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$40.1M +$5.15M +107,495 +15%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$39.2M +$9.94M +207,351 +34%
Ameriprise
15
Ameriprise
Minnesota
$35.3M +$1.3M +27,073 +4%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$33.3M +$5.28M +110,242 +19%
SEI Investments
17
SEI Investments
Pennsylvania
$31.8M +$1.41M +29,429 +5%
WANY
18
Wealthspire Advisors (New York)
New York
$31.3M -$524K -10,933 -2%
AA
19
Alesco Advisors
New York
$31M +$243K +5,075 +0.8%
Wells Fargo
20
Wells Fargo
California
$25.9M -$70.9K -1,479 -0.3%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$25.3M +$1.97M +41,183 +8%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$25M +$2.3M +48,017 +10%
MMA
23
Miracle Mile Advisors
California
$23.9M +$1.29M +26,938 +6%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$23M -$3.51M -73,231 -13%
AF
25
Allworth Financial
California
$22.9M +$1.59M +33,167 +7%