Vault-13

ISHARES TR ESGD

ESG AW MSCI EAFE · ETP · CUSIP 46435G516

647 institutional holders +1 vs Q2 2025
92,869,81392.9m shares reported held*
$8.6bnreported value*
40 new 275 added 181 reduced 32 sold out net bought ≈ $690.8m (+7.4m 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 ($6.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $93.02.

Trends to Q3 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: 646Q3 25: 647647Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025647

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 23: 273 bought or addedQ4 23: 237 cut or sold outQ1 24: 273 bought or addedQ1 24: 215 cut or sold outQ1 24Q2 24: 278 bought or addedQ2 24: 222 cut or sold outQ3 24: 253 bought or addedQ3 24: 216 cut or sold outQ3 24Q4 24: 311 bought or addedQ4 24: 196 cut or sold outQ1 25: 230 bought or addedQ1 25: 289 cut or sold outQ1 25Q2 25: 329 bought or addedQ2 25: 220 cut or sold outQ3 25: 315 bought or addedQ3 25: 213 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023273237
Q1 2024273215
Q2 2024278222
Q3 2024253216
Q4 2024311196
Q1 2025230289
Q2 2025329220
Q3 2025315213

Biggest buyers

JPMORGAN CHASE & CO Added +8,199,629+8.2m
FMR LLC Added +288,931+288.9k
Bank Julius Baer & Co. Ltd, Zurich New +273,436+273.4k
Thrivent Financial for Lutherans Added +188,419+188.4k
Beacon Pointe Advisors, LLC Added +142,696+142.7k
LPL Financial LLC Added +131,509+131.5k
TIAA TRUST, NATIONAL ASSOCIATION Added +127,473+127.5k
Forefront Analytics, LLC Added +112,537+112.5k
PRINCIPAL FINANCIAL GROUP INC New +92,010+92.0k
BlackRock, Inc. Added +91,178+91.2k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -626,228-626.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -503,922-503.9k
ROYAL BANK OF CANADA Reduced -442,398-442.4k
CITIGROUP INC Reduced -299,368-299.4k
CITADEL ADVISORS LLC Reduced -186,527-186.5k
DOHJ, LLC Sold out -183,380-183.4k
NORTHERN TRUST CORP Reduced -149,976-150.0k
NATIXIS ADVISORS, LLC Reduced -113,588-113.6k
AMERIPRISE FINANCIAL INC Reduced -95,155-95.2k
Mirae Asset Global Investments Co., Ltd. Reduced -86,300-86.3k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.05% of their portfolio NEW YORK, NY 15,699,22215.7m $1.5bn $1.5bn 0.05% Added +8.2m +8,199,629
2 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 10,703,93410.7m $995.3m $995.3m 0.07% Added +44.4k +44,374
3 Empower Advisory Group, LLC 1.45% of their portfolio Greenwood Village, CO 5,614,9105.6m $522.1m $522.1m 1.45% Reduced -34.2k -34,153
4 NORTHERN TRUST CORP 0.06% of their portfolio CHICAGO, IL 4,687,2964.7m $435.8m $435.8m 0.06% Reduced -150.0k -149,976
5 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 4,267,5594.3m $396.8m $396.8m 0.02% Added +38.3k +38,256
6 TIAA TRUST, NATIONAL ASSOCIATION 0.92% of their portfolio CHARLOTTE, NC 4,091,6554.1m $379.4m $379.4m 0.92% Added +127.5k +127,473
7 Betterment LLC 0.71% of their portfolio NEW YORK, NY 3,888,7083.9m $361.6m $361.6m 0.71% Added +32.5k +32,544
8 FMR LLC 0.02% of their portfolio BOSTON, MA 3,242,4673.2m $301.5m $301.5m 0.02% Added +288.9k +288,931
9 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,684,4631.7m $156.6m $156.6m 0.03% Reduced -3.1k -3,100
10 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 1,565,6081.6m $145.6m $145.6m 0.04% Reduced -626.2k -626,228
11 Acorns Advisers, LLC 1.14% of their portfolio IRVINE, CA 1,553,3091.6m $144.4m $144.4m 1.14% Added +37.2k +37,167
12 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,498,3931.5m $139.3m $139.3m 0.02% Added +2.1k +2,099
13 MERCER GLOBAL ADVISORS INC /ADV 0.21% of their portfolio DENVER, CO 1,337,9651.3m $124.4m $124.4m 0.21% Added +68.1k +68,092
14 FLPUTNAM INVESTMENT MANAGEMENT CO 1.85% of their portfolio PORTLAND, ME 1,331,2821.3m $123.8m $123.8m 1.85% Added +70.3k +70,258
15 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,206,6161.2m $112.2m $112.2m 0.02% Reduced -37.5k -37,484
16 Wealthfront Advisers LLC 0.26% of their portfolio Palo Alto, CA 1,169,0411.2m $108.7m $108.7m 0.26% Added +47.8k +47,758
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.07% of their portfolio MILWAUKEE, WI 1,160,5921.2m $107.9m $107.9m 0.07% Added +41.5k +41,518
18 SPINNAKER TRUST 5.41% of their portfolio PORTLAND, ME 1,049,5011.0m $97.6m $97.6m 5.41% Added +7.4k +7,384
19 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,011,1791.0m $94.0m $94.0m 0.02% Reduced -95.2k -95,155
20 BlackRock, Inc. 0.00% of their portfolio New York, NY 824,365824.4k $76.6m $76.6m 0.00% Added +91.2k +91,178
21 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 785,721785.7k $73.1m $73.1m 0.02% Added +131.5k +131,509
22 US BANCORP \DE\ 0.09% of their portfolio MINNEAPOLIS, MN 780,169780.2k $72.5m $72.5m 0.09% Reduced -55.4k -55,399
23 COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio WALTHAM, MA 765,658765.7k $71.2m $71.2m 0.09% Reduced -58.2k -58,172
24 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 741,988742.0k $69.0m $69.0m 0.04% Reduced -2.9k -2,896
25 FIFTH THIRD BANCORP 0.20% of their portfolio CINCINNATI, OH 659,791659.8k $61.3m $61.3m 0.20% Reduced -36.1k -36,059
26 Fiduciary Trust Co 0.64% of their portfolio Boston, MA 610,864610.9k $56.8m $56.8m 0.64% Added +46.0k +45,978
27 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 554,297554.3k $51.5m $51.5m 0.04% Added +4.8k +4,751
28 M&T Bank Corp 0.17% of their portfolio BUFFALO, NY 548,319548.3k $51.0m $51.0m 0.17% Added +18.1k +18,054
29 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 519,980520.0k $48.3m $48.3m 0.05% Reduced -1.6k -1,551
30 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 459,050459.1k $42.7m $42.7m 0.01% Reduced -442.4k -442,398
31 MISSION WEALTH MANAGEMENT, LP 0.80% of their portfolio Santa Barbara, CA 421,528421.5k $39.2m $39.2m 0.80% Added +5.8k +5,769
32 Olde Wealth Management, LLC 11.75% of their portfolio SAMMAMISH, WA 401,264401.3k $38.1m $38.1m 11.75% First filing
33 IMPACTfolio, LLC 15.41% of their portfolio DENVER, CO 384,182384.2k $35.7m $35.7m 15.41% Reduced -6.1k -6,140
34 SEI INVESTMENTS CO 0.04% of their portfolio OAKS, PA 378,896378.9k $35.2m $35.2m 0.04% Added +2.5k +2,506
35 D.A. DAVIDSON & CO. 0.22% of their portfolio GREAT FALLS, MT 374,627374.6k $34.8m $34.8m 0.22% Reduced -4.4k -4,391
36 Bond & Devick Financial Network, Inc. 9.16% of their portfolio ST. LOUIS PARK, MN 327,627327.6k $30.5m $30.5m 9.16% Added +23.0k +23,035
37 High Note Wealth, LLC 5.93% of their portfolio DEEPHAVEN, MN 317,498317.5k $29.5m $29.5m 5.93% Reduced -2.7k -2,666
38 Corient Private Wealth LP 0.05% of their portfolio MIAMI, FL 309,415309.4k $28.8m $28.8m 0.05% Reduced -16.1k -16,086
39 Mariner, LLC 0.03% of their portfolio Overland Park, KS 285,422285.4k $26.5m $26.5m 0.03% Added +13.7k +13,727
40 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.53% of their portfolio Seattle, WA 283,859283.9k $26.4m $26.4m 0.53% Added +995 +995
41 Composition Wealth, LLC 0.39% of their portfolio LOS ANGELES, CA 283,115283.1k $26.3m $26.3m 0.39% Added +15.1k +15,121
42 EASTERN BANK 0.47% of their portfolio BOSTON, MA 282,738282.7k $26.3m $26.3m 0.47% Reduced -21.1k -21,134
43 Ally Invest Advisors Inc. 1.84% of their portfolio CHARLOTTE, NC 275,866275.9k $25.6m $25.6m 1.84% Added +6.8k +6,759
44 KEYBANK NATIONAL ASSOCIATION/OH 0.09% of their portfolio BROOKLYN, OH 274,324274.3k $25.5m $25.5m 0.09% Added +9.2k +9,247
45 Bank Julius Baer & Co. Ltd, Zurich 0.07% of their portfolio ZURICH, V8 273,436273.4k $25.4m $25.4m 0.07% New
46 AlTi Global, Inc. 0.59% of their portfolio NEW YORK, NY 269,271269.3k $25.0m $25.0m 0.59% Added +12.7k +12,737
47 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 265,050265.1k $24.6m $24.6m 0.07% Added +13.5k +13,502
48 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 250,843250.8k $23.6m $23.6m 0.04% Added +5.5k +5,453
49 Federation des caisses Desjardins du Quebec 0.09% of their portfolio LEVIS, A8 246,594246.6k $22.9m $22.9m 0.09% Reduced -39.1k -39,146
50 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 230,046230.0k $21.4m $21.4m 0.00% Added +12.0k +12,024
51 LFA - Lugano Financial Advisors SA 11.25% of their portfolio LUGANO, V8 229,552229.6k $21.3m $21.3m 11.25% Unchanged
52 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 228,199228.2k $21.2m $21.2m 0.01% Added +18.1k +18,122
53 BLAIR WILLIAM & CO/IL 0.05% of their portfolio CHICAGO, IL 211,068211.1k $19.6m $19.6m 0.05% Added +22.1k +22,070
54 Thrivent Financial for Lutherans 0.04% of their portfolio Minneapolis, MN 208,414208.4k $19.4m $19.4m 0.04% Added +188.4k +188,419
55 Beacon Pointe Advisors, LLC 0.16% of their portfolio NEWPORT BEACH, CA 206,765206.8k $19.2m $19.2m 0.16% Added +142.7k +142,696
56 HOWLAND CAPITAL MANAGEMENT LLC 0.72% of their portfolio BOSTON, MA 203,944203.9k $19.0m $19.0m 0.72% Reduced -13.9k -13,856
57 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 203,209203.2k $18.9m $18.9m 0.05% Added +5.9k +5,903
58 Ellevest, Inc. 2.69% of their portfolio NEW YORK, NY 202,420202.4k $18.8m $18.8m 2.69% Added +17.5k +17,507
59 MATHER GROUP, LLC. 0.19% of their portfolio CHICAGO, IL 201,813201.8k $18.8m $18.8m 0.19% Added +4.7k +4,717
60 Stanich Group LLC 11.43% of their portfolio MONTAUK, NY 200,733200.7k $18.7m $18.7m 11.43% Added +9.0k +8,993
61 Steward Partners Investment Advisory, LLC 0.10% of their portfolio STAMFORD, CT 186,534186.5k $17.3m $17.3m 0.10% Added +14.4k +14,368
62 Forefront Analytics, LLC 16.59% of their portfolio WEST CONSHOHOCKEN, PA 185,230185.2k $17.2m $17.2m 16.59% Added +112.5k +112,537
63 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 182,435182.4k $16.8m $16.8m 0.01% Added +17.1k +17,147
64 Windsor Capital Management, LLC 4.67% of their portfolio Phoenix, AZ 181,937181.9k $16.9m $16.9m 4.67% Added +5.9k +5,865
65 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 179,634179.6k $16.7m $16.7m 0.03% Added +3.9k +3,860
66 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 161,359161.4k $15.0m $15.0m 0.07% Added +3.0k +3,046
67 Modera Wealth Management, LLC 0.16% of their portfolio WESTWOOD, NJ 152,346152.3k $14.2m $14.2m 0.16% Reduced -2.9k -2,905
68 Envestnet Portfolio Solutions, Inc. 0.05% of their portfolio BERWYN, PA 151,670151.7k $14.1m $14.1m 0.05% Added +53.8k +53,763
69 Financial Engines Advisors L.L.C. 0.03% of their portfolio SANTA CLARA, CA 148,531148.5k $13.8m $13.8m 0.03% Added +7.3k +7,293
70 Clarius Group, LLC 0.78% of their portfolio SEATTLE, WA 141,681141.7k $13.2m $13.2m 0.78% Added +133 +133
71 Fund Evaluation Group, LLC 0.44% of their portfolio CINCINNATI, OH 131,229131.2k $12.2m $12.2m 0.44% Reduced -468 -468
72 Shira Ridge Wealth Management 5.14% of their portfolio LARKSPUR, CA 130,330130.3k $12.1m $12.1m 5.14% Added +1.8k +1,816
73 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 129,314129.3k $12.0m $12.0m 0.00% Added +1.5k +1,510
74 Litman Gregory Wealth Management LLC 0.89% of their portfolio LARKSPUR, CA 128,698128.7k $12.0m $12.0m 0.89% Added +34.1k +34,139
75 Alesco Advisors, LLC, An ESL Co 0.32% of their portfolio Pittsford, NY 127,936127.9k $11.9m $11.9m 0.32% Reduced -7.7k -7,701
76 Sand Hill Global Advisors, LLC 0.41% of their portfolio Palo Alto, CA 126,031126.0k $11.7m $11.7m 0.41% Added +3.7k +3,689
77 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 124,669124.7k $11.6m $11.6m 0.01% Added +6.3k +6,296
78 Wealth Architects, LLC 1.03% of their portfolio MOUNTAIN VIEW, CA 117,454117.5k $10.9m $10.9m 1.03% Added +540 +540
79 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 116,774116.8k $10.9m $10.9m 0.01% Added +30.0k +30,005
80 Roof Eidam Maycock Peralta, LLC 2.62% of their portfolio San Francisco, CA 116,050116.0k $10.8m $10.8m 2.62% Reduced -406 -406
81 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 115,383115.4k $10.7m $10.7m 0.00% Reduced -1.0k -1,026
82 Wealthspire Advisors, LLC 0.06% of their portfolio NEW YORK, NY 113,250113.2k $10.5m $10.5m 0.06% Reduced -4.1k -4,064
83 Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio SEOUL, M5 109,100109.1k $10.1m $10.1m 0.03% Reduced -86.3k -86,300
84 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 106,677106.7k $9.9m $9.9m 0.01% Added +5.6k +5,566
85 PARK AVENUE SECURITIES LLC 0.08% of their portfolio NEW YORK, NY 103,544103.5k $9.6m $9.6m 0.08% Added +30.1k +30,146
86 Impact Investors, Inc 6.09% of their portfolio SAN FRANCISCO, CA 99,43899.4k $9.2m $9.2m 6.09% Added +14.6k +14,599
87 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 92,01092.0k $8.6m $8.6m 0.00% New
88 Laurel Wealth Planning LLC 4.52% of their portfolio EDINA, MN 91,99092.0k $8.6m $8.6m 4.52% Added +291 +291
89 CITIZENS FINANCIAL GROUP INC/RI 0.12% of their portfolio PROVIDENCE, RI 90,52990.5k $8.4m $8.4m 0.12% Reduced -17.5k -17,537
90 HB Wealth Management, LLC 0.06% of their portfolio Atlanta, GA 90,13590.1k $8.4m $8.4m 0.06% Added +3.2k +3,200
91 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 84,80484.8k $7.9m $7.9m 0.04% Added +4.5k +4,535
92 Advisory Services Network, LLC 0.12% of their portfolio ATLANTA, GA 84,48984.5k $7.9m $7.9m 0.12% Added +4.1k +4,111
93 Apella Capital, LLC 0.17% of their portfolio WEST HARTFORD, CT 79,12979.1k $7.4m $7.4m 0.17% Reduced -4.7k -4,684
94 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 78,35378.4k $7.3m $7.3m 0.01% Reduced -453 -453
95 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 78,35278.4k $7.3m $7.3m 0.01% Reduced -75.9k -75,930
96 Facet Wealth, Inc. 0.15% of their portfolio WEST PALM BEACH, FL 77,39577.4k $7.2m $7.2m 0.15% Reduced -538 -538
97 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 72,69372.7k $6.7m $6.7m 0.01% Added +17.8k +17,800
98 Robertson Stephens Wealth Management, LLC 0.20% of their portfolio San Francisco, CA 71,03971.0k $6.6m $6.6m 0.20% Added +9.9k +9,922
99 WRAPMANAGER INC 1.96% of their portfolio MILL VALLEY, CA 68,61068.6k $6.4m $6.4m 1.96% Reduced -28.3k -28,349
100 Mascoma Wealth Management LLC 1.37% of their portfolio HANOVER, NH 66,76466.8k $6.2m $6.2m 1.37% Added +1.7k +1,697