Vault-13

ISHARES TR ESGD

ESG AW MSCI EAFE · ETP · CUSIP 46435G516

646 institutional holders +35 vs Q1 2025
85,905,73085.9m shares reported held*
$7.7bnreported value*
62 new 267 added 196 reduced 24 sold out net bought ≈ $13.8m (+155.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $89.21.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 500Q4 22: 550Q1 23: 549Q2 23: 566Q3 23: 559Q4 23: 583Q1 24: 578Q2 24: 586Q3 24: 591Q4 24: 613Q1 25: 611Q2 25: 646646Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022500
Q4 2022550
Q1 2023549
Q2 2023566
Q3 2023559
Q4 2023583
Q1 2024578
Q2 2024586
Q3 2024591
Q4 2024613
Q1 2025611
Q2 2025646

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 23: 249 bought or addedQ3 23: 224 cut or sold outQ4 23: 273 bought or addedQ4 23: 237 cut or sold outQ4 23Q1 24: 273 bought or addedQ1 24: 215 cut or sold outQ2 24: 278 bought or addedQ2 24: 222 cut or sold outQ2 24Q3 24: 253 bought or addedQ3 24: 216 cut or sold outQ4 24: 311 bought or addedQ4 24: 196 cut or sold outQ4 24Q1 25: 230 bought or addedQ1 25: 289 cut or sold outQ2 25: 329 bought or addedQ2 25: 220 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023249224
Q4 2023273237
Q1 2024273215
Q2 2024278222
Q3 2024253216
Q4 2024311196
Q1 2025230289
Q2 2025329220

Biggest buyers

Betterment LLC Added +560,676+560.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +496,786+496.8k
ROYAL BANK OF CANADA Added +489,078+489.1k
ENVESTNET ASSET MANAGEMENT INC Added +406,940+406.9k
FMR LLC Added +404,134+404.1k
JPMORGAN CHASE & CO Added +326,396+326.4k
CITIGROUP INC Added +289,435+289.4k
FLPUTNAM INVESTMENT MANAGEMENT CO Added +254,824+254.8k
Composition Wealth, LLC Added +248,702+248.7k
LFA - Lugano Financial Advisors SA New +229,552+229.6k

Biggest sellers

NORTHERN TRUST CORP Reduced -818,741-818.7k
MORGAN STANLEY Reduced -625,001-625.0k
Ellevest, Inc. Reduced -620,340-620.3k
FIFTH THIRD BANCORP Reduced -592,981-593.0k
JANE STREET GROUP, LLC Reduced -444,348-444.3k
BlackRock, Inc. Reduced -353,066-353.1k
TIAA TRUST, NATIONAL ASSOCIATION Reduced -314,623-314.6k
Thrivent Financial for Lutherans Reduced -308,451-308.5k
PARTNERS CAPITAL INVESTMENT GROUP, LLP Sold out -225,418-225.4k
Empower Advisory Group, LLC Reduced -209,162-209.2k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.08% of their portfolio CHARLOTTE, NC 10,659,56010.7m $951.0m $951.0m 0.08% Added +20.3k +20,309
2 JPMORGAN CHASE & CO 0.05% of their portfolio NEW YORK, NY 7,499,5937.5m $669.1m $669.1m 0.05% Added +326.4k +326,396
3 Empower Advisory Group, LLC 1.51% of their portfolio Greenwood Village, CO 5,649,0635.6m $504.0m $504.0m 1.51% Reduced -209.2k -209,162
4 NORTHERN TRUST CORP 0.06% of their portfolio CHICAGO, IL 4,837,2724.8m $431.6m $431.6m 0.06% Reduced -818.7k -818,741
5 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 4,229,3034.2m $377.3m $377.3m 0.02% Reduced -625.0k -625,001
6 TIAA TRUST, NATIONAL ASSOCIATION 0.92% of their portfolio CHARLOTTE, NC 3,964,1824.0m $353.2m $353.2m 0.92% Reduced -314.6k -314,623
7 Betterment LLC 0.73% of their portfolio NEW YORK, NY 3,856,1643.9m $344.0m $344.0m 0.73% Added +560.7k +560,676
8 FMR LLC 0.01% of their portfolio BOSTON, MA 2,953,5363.0m $263.5m $263.5m 0.01% Added +404.1k +404,134
9 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 2,191,8362.2m $195.5m $195.5m 0.06% Added +406.9k +406,940
10 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,687,5631.7m $150.6m $150.6m 0.03% Added +26.1k +26,053
11 Acorns Advisers, LLC 1.16% of their portfolio IRVINE, CA 1,516,1421.5m $135.3m $135.3m 1.16% Added +59.5k +59,480
12 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,496,2941.5m $133.5m $133.5m 0.02% Reduced -75.0k -74,959
13 MERCER GLOBAL ADVISORS INC /ADV 0.25% of their portfolio DENVER, CO 1,269,8731.3m $113.3m $113.3m 0.25% Added +40.6k +40,620
14 FLPUTNAM INVESTMENT MANAGEMENT CO 1.93% of their portfolio PORTLAND, ME 1,261,0241.3m $112.5m $112.5m 1.93% Added +254.8k +254,824
15 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,244,1001.2m $111.0m $111.0m 0.02% Reduced -64.4k -64,402
16 Wealthfront Advisers LLC 0.26% of their portfolio Palo Alto, CA 1,121,2831.1m $100.0m $100.0m 0.26% Reduced -61 -61
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.07% of their portfolio MILWAUKEE, WI 1,119,0741.1m $99.8m $99.8m 0.07% Added +35.5k +35,487
18 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,106,3341.1m $98.7m $98.7m 0.02% Reduced -184.5k -184,511
19 SPINNAKER TRUST 5.59% of their portfolio PORTLAND, ME 1,042,1171.0m $93.0m $93.0m 5.59% Reduced -12.9k -12,858
20 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 901,448901.4k $80.4m $80.4m 0.01% Added +489.1k +489,078
21 US BANCORP \DE\ 0.09% of their portfolio MINNEAPOLIS, MN 835,568835.6k $74.5m $74.5m 0.09% Added +10.4k +10,365
22 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 823,830823.8k $73.5m $73.5m 0.10% Reduced -192.4k -192,374
23 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 744,884744.9k $66.5m $66.5m 0.04% Added +123.3k +123,278
24 BlackRock, Inc. 0.00% of their portfolio New York, NY 733,187733.2k $65.4m $65.4m 0.00% Reduced -353.1k -353,066
25 FIFTH THIRD BANCORP 0.21% of their portfolio CINCINNATI, OH 695,850695.9k $62.1m $62.1m 0.21% Reduced -593.0k -592,981
26 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 654,212654.2k $58.4m $58.4m 0.02% Added +127.6k +127,554
27 EP Wealth Advisors, LLC 0.33% of their portfolio TORRANCE, CA 568,174568.2k $50.7m $50.7m 0.33% Added +16.7k +16,654
28 Fiduciary Trust Co 0.62% of their portfolio Boston, MA 564,886564.9k $50.4m $50.4m 0.62% Added +33.0k +32,970
29 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 549,546549.5k $49.0m $49.0m 0.04% Reduced -120 -120
30 M&T Bank Corp 0.16% of their portfolio BUFFALO, NY 530,265530.3k $47.3m $47.3m 0.16% Reduced -2.0k -2,012
31 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 521,531521.5k $46.5m $46.5m 0.06% Reduced -27.3k -27,288
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.07% of their portfolio BALA CYNWYD, PA 503,922503.9k $45.0m $45.0m 0.07% Added +496.8k +496,786
33 MISSION WEALTH MANAGEMENT, LP 0.81% of their portfolio Santa Barbara, CA 415,759415.8k $37.1m $37.1m 0.81% Reduced -11.2k -11,181
34 IMPACTfolio, LLC 16.51% of their portfolio DENVER, CO 390,322390.3k $34.8m $34.8m 16.51% Added +15.9k +15,948
35 D.A. DAVIDSON & CO. 0.24% of their portfolio GREAT FALLS, MT 379,018379.0k $33.8m $33.8m 0.24% Reduced -17.5k -17,488
36 SEI INVESTMENTS CO 0.04% of their portfolio OAKS, PA 376,390376.4k $33.6m $33.6m 0.04% Reduced -25.0k -24,998
37 CITIGROUP INC 0.02% of their portfolio NEW YORK, NY 349,222349.2k $31.2m $31.2m 0.02% Added +289.4k +289,435
38 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 325,501325.5k $29.0m $29.0m 0.04% Added +938 +938
39 High Note Wealth, LLC 6.54% of their portfolio DEEPHAVEN, MN 320,164320.2k $28.6m $28.6m 6.54% Added +11.8k +11,750
40 Bond & Devick Financial Network, Inc. 9.04% of their portfolio ST. LOUIS PARK, MN 304,592304.6k $27.2m $27.2m 9.04% Added +6.7k +6,743
41 EASTERN BANK 0.52% of their portfolio BOSTON, MA 303,872303.9k $27.1m $27.1m 0.52% Added +58.6k +58,588
42 Federation des caisses Desjardins du Quebec 0.11% of their portfolio LEVIS, A8 285,740285.7k $25.5m $25.5m 0.11% Added +7.3k +7,288
43 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.57% of their portfolio Seattle, WA 282,864282.9k $25.2m $25.2m 0.57% Reduced -8.1k -8,084
44 Mariner, LLC 0.03% of their portfolio Overland Park, KS 271,695271.7k $24.2m $24.2m 0.03% Added +10.6k +10,612
45 Ally Invest Advisors Inc. 1.87% of their portfolio CHARLOTTE, NC 269,107269.1k $24.0m $24.0m 1.87% Reduced -5.1k -5,054
46 Composition Wealth, LLC 0.40% of their portfolio LOS ANGELES, CA 267,994268.0k $23.9m $23.9m 0.40% Added +248.7k +248,702
47 KEYBANK NATIONAL ASSOCIATION/OH 0.09% of their portfolio BROOKLYN, OH 265,077265.1k $23.7m $23.7m 0.09% Added +17.3k +17,278
48 AlTi Global, Inc. 0.57% of their portfolio NEW YORK, NY 256,534256.5k $22.9m $22.9m 0.57% Added +100.9k +100,881
49 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 251,548251.5k $22.4m $22.4m 0.06% Added +19.4k +19,391
50 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 245,390245.4k $21.9m $21.9m 0.04% Added +9.3k +9,343
51 LFA - Lugano Financial Advisors SA 12.14% of their portfolio LUGANO, V8 229,552229.6k $20.5m $20.5m 12.14% New
52 Money Design Co.,Ltd. 0.92% of their portfolio TOKYO, M0 220,715220.7k $19.7m $19.7m 0.92% Reduced -17.7k -17,669
53 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 218,022218.0k $19.5m $19.5m 0.00% Added +59.7k +59,736
54 HOWLAND CAPITAL MANAGEMENT LLC 0.79% of their portfolio BOSTON, MA 217,800217.8k $19.4m $19.4m 0.79% Reduced -2.4k -2,350
55 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 210,077210.1k $18.7m $18.7m 0.01% Added +51.9k +51,938
56 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 197,306197.3k $17.6m $17.6m 0.05% Reduced -11.9k -11,909
57 MATHER GROUP, LLC. 0.19% of their portfolio CHICAGO, IL 197,096197.1k $17.6m $17.6m 0.19% Added +2.5k +2,482
58 Mirae Asset Global Investments Co., Ltd. 0.06% of their portfolio SEOUL, M5 195,400195.4k $17.4m $17.4m 0.06% Reduced -100.4k -100,400
59 Stanich Group LLC 15.20% of their portfolio MONTAUK, NY 191,740191.7k $17.0m $17.0m 15.20% Added +52.1k +52,113
60 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 191,186191.2k $17.1m $17.1m 0.01% Added +177.3k +177,318
61 BLAIR WILLIAM & CO/IL 0.05% of their portfolio CHICAGO, IL 188,998189.0k $16.9m $16.9m 0.05% Added +1.3k +1,286
62 Ellevest, Inc. 2.63% of their portfolio NEW YORK, NY 184,913184.9k $16.5m $16.5m 2.63% Reduced -620.3k -620,340
63 DOHJ, LLC 4.41% of their portfolio SEATTLE, WA 183,380183.4k $15.2m $15.2m 4.41% Added +8.2k +8,192
64 Windsor Capital Management, LLC 4.58% of their portfolio Phoenix, AZ 176,072176.1k $15.7m $15.7m 4.58% Added +3.9k +3,919
65 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 175,774175.8k $15.7m $15.7m 0.03% Reduced -32.8k -32,797
66 Steward Partners Investment Advisory, LLC 0.12% of their portfolio STAMFORD, CT 172,166172.2k $15.4m $15.4m 0.12% Added +40.1k +40,060
67 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 165,288165.3k $14.7m $14.7m 0.01% Added +16.1k +16,069
68 Private Advisor Group, LLC 0.08% of their portfolio MORRISTOWN, NJ 158,313158.3k $14.1m $14.1m 0.08% Added +12.9k +12,874
69 Modera Wealth Management, LLC 0.17% of their portfolio WESTWOOD, NJ 155,251155.3k $13.9m $13.9m 0.17% Reduced -1.1k -1,106
70 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 154,282154.3k $13.8m $13.8m 0.02% Added +80.4k +80,374
71 Clarius Group, LLC 0.74% of their portfolio SEATTLE, WA 141,548141.5k $12.6m $12.6m 0.74% Reduced -1.7k -1,667
72 Financial Engines Advisors L.L.C. 0.03% of their portfolio SANTA CLARA, CA 141,238141.2k $12.6m $12.6m 0.03% Reduced -21.7k -21,749
73 Alesco Advisors, LLC, An ESL Co 0.35% of their portfolio Pittsford, NY 135,637135.6k $12.1m $12.1m 0.35% Reduced -7.1k -7,138
74 Fund Evaluation Group, LLC 0.45% of their portfolio CINCINNATI, OH 131,697131.7k $11.7m $11.7m 0.45% Reduced -11.7k -11,652
75 Shira Ridge Wealth Management 5.24% of their portfolio LARKSPUR, CA 128,514128.5k $11.5m $11.5m 5.24% Added +645 +645
76 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 127,804127.8k $11.4m $11.4m 0.00% Reduced -3.3k -3,256
77 NATIXIS ADVISORS, LLC 0.02% of their portfolio Boston, MA 123,599123.6k $11.0m $11.0m 0.02% Reduced -42.7k -42,712
78 Sand Hill Global Advisors, LLC 0.41% of their portfolio Palo Alto, CA 122,342122.3k $10.9m $10.9m 0.41% Added +2.0k +1,954
79 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 118,373118.4k $10.6m $10.6m 0.01% Reduced -83 -83
80 Wealthspire Advisors, LLC 0.06% of their portfolio NEW YORK, NY 117,314117.3k $10.5m $10.5m 0.06% Reduced -1.3k -1,311
81 Wealth Architects, LLC 1.06% of their portfolio MOUNTAIN VIEW, CA 116,914116.9k $10.4m $10.4m 1.06% Added +10.7k +10,689
82 Roof Eidam Maycock Peralta, LLC 2.56% of their portfolio San Francisco, CA 116,456116.5k $10.4m $10.4m 2.56% Reduced -2.2k -2,183
83 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 116,409116.4k $10.4m $10.4m 0.00% Reduced -3.8k -3,756
84 CITIZENS FINANCIAL GROUP INC/RI 0.15% of their portfolio PROVIDENCE, RI 108,066108.1k $9.6m $9.6m 0.15% Reduced -7.1k -7,100
85 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 101,111101.1k $9.0m $9.0m 0.01% Added +35.3k +35,335
86 Envestnet Portfolio Solutions, Inc. 0.03% of their portfolio BERWYN, PA 97,90797.9k $8.7m $8.7m 0.03% New
87 ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio Boston, MA 97,00497.0k $8.7m $8.7m 0.02% Added +80.5k +80,527
88 WRAPMANAGER INC 2.11% of their portfolio MILL VALLEY, CA 96,95997.0k $8.7m $8.7m 2.11% Reduced -928 -928
89 Litman Gregory Wealth Management LLC 0.66% of their portfolio LARKSPUR, CA 94,55994.6k $8.4m $8.4m 0.66% Reduced -2.8k -2,781
90 Laurel Wealth Planning LLC 4.65% of their portfolio EDINA, MN 91,69991.7k $8.2m $8.2m 4.65% Reduced -3.9k -3,883
91 HB Wealth Management, LLC 0.06% of their portfolio Atlanta, GA 86,93586.9k $7.8m $7.8m 0.06% Added +63.9k +63,869
92 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 86,76986.8k $7.7m $7.7m 0.01% Added +25.7k +25,712
93 Impact Investors, Inc 5.35% of their portfolio SAN FRANCISCO, CA 84,83984.8k $7.6m $7.6m 5.35% Added +1.5k +1,453
94 Apella Capital, LLC 0.20% of their portfolio WEST HARTFORD, CT 83,81383.8k $7.4m $7.4m 0.20% Reduced -83 -83
95 Advisory Services Network, LLC 0.11% of their portfolio ATLANTA, GA 80,37880.4k $7.0m $7.0m 0.11% Added +21.4k +21,387
96 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 80,26980.3k $7.2m $7.2m 0.04% Added +13.1k +13,136
97 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 78,80678.8k $7.0m $7.0m 0.01% Added +125 +125
98 Facet Wealth, Inc. 0.15% of their portfolio WEST PALM BEACH, FL 77,93377.9k $6.8m $6.8m 0.15% Reduced -1.3k -1,257
99 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 75,42375.4k $6.7m $6.7m 0.01% Reduced -444.3k -444,348
100 PARK AVENUE SECURITIES LLC 0.06% of their portfolio NEW YORK, NY 73,39873.4k $6.5m $6.5m 0.06% Added +38.6k +38,647