Vault-13

ISHARES TR ESGD

ESG AW MSCI EAFE · ETP · CUSIP 46435G516

722 institutional holders +75 vs Q3 2025
90,987,89591.0m shares reported held*
$8.7bnreported value*
66 new 302 added 201 reduced 23 sold out net sold ≈ $270.8m (-2.8m 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 ($8.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $95.13.

Trends to Q4 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: 647Q4 25: 722722Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025722

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 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 25Q3 25: 315 bought or addedQ3 25: 213 cut or sold outQ4 25: 368 bought or addedQ4 25: 224 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024273215
Q2 2024278222
Q3 2024253216
Q4 2024311196
Q1 2025230289
Q2 2025329220
Q3 2025315213
Q4 2025368224

Biggest buyers

JANE STREET GROUP, LLC New +1,397,442+1.4m
Empower Advisory Group, LLC Added +947,532+947.5k
FLOW TRADERS U.S. LLC New +456,243+456.2k
FMR LLC Added +382,862+382.9k
CITADEL ADVISORS LLC Added +378,359+378.4k
Corient Private Wealth LP Added +299,537+299.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +249,842+249.8k
Global Retirement Partners, LLC Added +144,565+144.6k
MORGAN STANLEY Added +124,982+125.0k
PNC Financial Services Group, Inc. Added +83,983+84.0k

Biggest sellers

JPMORGAN CHASE & CO Reduced -7,612,284-7.6m
Bank Julius Baer & Co. Ltd, Zurich Sold out -273,436-273.4k
Federation des caisses Desjardins du Quebec Reduced -205,111-205.1k
Bank of New York Mellon Corp Reduced -124,591-124.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -123,339-123.3k
TIAA TRUST, NATIONAL ASSOCIATION Reduced -87,744-87.7k
AMERIPRISE FINANCIAL INC Reduced -59,329-59.3k
FIFTH THIRD BANCORP Reduced -49,426-49.4k
US BANCORP \DE\ Reduced -41,345-41.3k
GOLDMAN SACHS GROUP INC Reduced -28,078-28.1k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 10,733,02910.7m $1.0bn $1.0bn 0.07% Added +29.1k +29,095
2 JPMORGAN CHASE & CO 0.05% of their portfolio NEW YORK, NY 8,086,9388.1m $769.0m $769.0m 0.05% Reduced -7.6m -7,612,284
3 Empower Advisory Group, LLC 1.69% of their portfolio Greenwood Village, CO 6,562,4426.6m $624.0m $624.0m 1.69% Added +947.5k +947,532
4 NORTHERN TRUST CORP 0.06% of their portfolio CHICAGO, IL 4,709,9314.7m $447.9m $447.9m 0.06% Added +22.6k +22,635
5 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 4,392,5414.4m $417.7m $417.7m 0.02% Added +125.0k +124,982
6 TIAA TRUST, NATIONAL ASSOCIATION 0.92% of their portfolio CHARLOTTE, NC 4,003,9114.0m $382.0m $382.0m 0.92% Reduced -87.7k -87,744
7 Betterment LLC 0.72% of their portfolio NEW YORK, NY 3,947,0053.9m $375.3m $375.3m 0.72% Added +58.3k +58,297
8 FMR LLC 0.02% of their portfolio BOSTON, MA 3,625,3293.6m $344.7m $344.7m 0.02% Added +382.9k +382,862
9 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,763,1871.8m $167.7m $167.7m 0.03% Added +78.7k +78,724
10 Acorns Advisers, LLC 1.14% of their portfolio IRVINE, CA 1,592,9591.6m $151.5m $151.5m 1.14% Added +39.6k +39,650
11 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,470,3151.5m $139.8m $139.8m 0.02% Reduced -28.1k -28,078
12 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 1,442,2691.4m $137.1m $137.1m 0.04% Reduced -123.3k -123,339
13 JANE STREET GROUP, LLC 0.16% of their portfolio NEW YORK, NY 1,397,4421.4m $132.9m $132.9m 0.16% New
14 MERCER GLOBAL ADVISORS INC /ADV 0.20% of their portfolio DENVER, CO 1,369,9801.4m $129.6m $129.6m 0.20% Added +32.0k +32,015
15 FLPUTNAM INVESTMENT MANAGEMENT CO 1.83% of their portfolio PORTLAND, ME 1,322,3521.3m $125.7m $125.7m 1.83% Reduced -8.9k -8,930
16 Wealthfront Advisers LLC 0.27% of their portfolio Palo Alto, CA 1,247,2881.2m $118.6m $118.6m 0.27% Added +78.2k +78,247
17 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,222,6181.2m $116.3m $116.3m 0.02% Added +16.0k +16,002
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.07% of their portfolio MILWAUKEE, WI 1,201,5831.2m $114.3m $114.3m 0.07% Added +41.0k +40,991
19 SPINNAKER TRUST 5.36% of their portfolio PORTLAND, ME 1,052,7781.1m $100.1m $100.1m 5.36% Added +3.3k +3,277
20 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 951,850951.9k $90.5m $90.5m 0.02% Reduced -59.3k -59,329
21 BlackRock, Inc. 0.00% of their portfolio New York, NY 851,714851.7k $81.0m $81.0m 0.00% Added +27.3k +27,349
22 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 825,971826.0k $78.5m $78.5m 0.04% Added +84.0k +83,983
23 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 808,836808.8k $76.9m $76.9m 0.10% Added +43.2k +43,178
24 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 795,195795.2k $75.6m $75.6m 0.02% Added +9.5k +9,474
25 US BANCORP \DE\ 0.08% of their portfolio MINNEAPOLIS, MN 738,824738.8k $70.3m $70.3m 0.08% Reduced -41.3k -41,345
26 EP Wealth Advisors, LLC 0.31% of their portfolio TORRANCE, CA 620,901620.9k $59.0m $59.0m 0.31% First filing
27 Fiduciary Trust Co 0.67% of their portfolio Boston, MA 616,854616.9k $58.7m $58.7m 0.67% Added +6.0k +5,990
28 FIFTH THIRD BANCORP 0.18% of their portfolio CINCINNATI, OH 610,365610.4k $58.0m $58.0m 0.18% Reduced -49.4k -49,426
29 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 608,952609.0k $57.9m $57.9m 0.04% Added +299.5k +299,537
30 M&T Bank Corp 0.17% of their portfolio BUFFALO, NY 566,945566.9k $53.9m $53.9m 0.17% Added +18.6k +18,626
31 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 559,928559.9k $53.2m $53.2m 0.04% Added +5.6k +5,631
32 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 525,900525.9k $50.0m $50.0m 0.01% Added +66.8k +66,850
33 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 519,226519.2k $49.4m $49.4m 0.05% Reduced -754 -754
34 FLOW TRADERS U.S. LLC 1.42% of their portfolio NEW YORK, NY 456,243456.2k $43.4m $43.4m 1.42% New
35 MISSION WEALTH MANAGEMENT, LP 0.84% of their portfolio Santa Barbara, CA 431,782431.8k $41.1m $41.1m 0.84% Added +10.3k +10,254
36 Olde Wealth Management, LLC 11.98% of their portfolio SAMMAMISH, WA 409,651409.7k $39.0m $39.0m 11.98% Added +8.4k +8,387
37 IMPACTfolio, LLC 15.95% of their portfolio DENVER, CO 399,378399.4k $38.0m $38.0m 15.95% Added +15.2k +15,196
38 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 383,018383.0k $36.4m $36.4m 0.02% Added +378.4k +378,359
39 SEI INVESTMENTS CO 0.04% of their portfolio OAKS, PA 380,255380.3k $36.2m $36.2m 0.04% Added +1.4k +1,359
40 D.A. DAVIDSON & CO. 0.21% of their portfolio GREAT FALLS, MT 364,023364.0k $34.6m $34.6m 0.21% Reduced -10.6k -10,604
41 Bond & Devick Financial Network, Inc. 9.12% of their portfolio ST. LOUIS PARK, MN 340,419340.4k $32.4m $32.4m 9.12% Added +12.8k +12,792
42 High Note Wealth, LLC 5.89% of their portfolio DEEPHAVEN, MN 316,154316.2k $30.1m $30.1m 5.89% Reduced -1.3k -1,344
43 Mariner, LLC 0.03% of their portfolio Overland Park, KS 302,841302.8k $28.8m $28.8m 0.03% Added +17.4k +17,419
44 Composition Wealth, LLC 0.40% of their portfolio LOS ANGELES, CA 296,183296.2k $28.2m $28.2m 0.40% Added +13.1k +13,068
45 Ally Invest Advisors Inc. 1.86% of their portfolio CHARLOTTE, NC 282,978283.0k $26.9m $26.9m 1.86% Added +7.1k +7,112
46 EASTERN BANK 0.46% of their portfolio BOSTON, MA 282,084282.1k $26.8m $26.8m 0.46% Reduced -654 -654
47 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.48% of their portfolio Seattle, WA 282,078282.1k $26.8m $26.8m 0.48% Reduced -1.8k -1,781
48 AlTi Global, Inc. 0.57% of their portfolio NEW YORK, NY 280,180280.2k $26.6m $26.6m 0.57% Added +10.9k +10,909
49 KEYBANK NATIONAL ASSOCIATION/OH 0.09% of their portfolio BROOKLYN, OH 273,481273.5k $26.0m $26.0m 0.09% Reduced -843 -843
50 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 267,831267.8k $25.5m $25.5m 0.06% Added +2.8k +2,781
51 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 264,837264.8k $25.2m $25.2m 0.01% Added +36.6k +36,638
52 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 252,049252.0k $24.6m $24.6m 0.03% Added +1.2k +1,206
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio BALA CYNWYD, PA 249,842249.8k $23.8m $23.8m 0.03% New
54 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 231,433231.4k $22.0m $22.0m 0.06% Added +28.2k +28,224
55 LFA - Lugano Financial Advisors SA 11.27% of their portfolio LUGANO, V8 229,552229.6k $21.8m $21.8m 11.27% Unchanged
56 Thrivent Financial for Lutherans 0.04% of their portfolio Minneapolis, MN 223,262223.3k $21.3m $21.3m 0.04% Added +14.8k +14,848
57 Beacon Pointe Advisors, LLC 0.14% of their portfolio NEWPORT BEACH, CA 214,788214.8k $20.4m $20.4m 0.14% Added +8.0k +8,023
58 MATHER GROUP, LLC. 0.21% of their portfolio CHICAGO, IL 213,779213.8k $20.3m $20.3m 0.21% Added +12.0k +11,966
59 BLAIR WILLIAM & CO/IL 0.05% of their portfolio CHICAGO, IL 213,412213.4k $20.3m $20.3m 0.05% Added +2.3k +2,344
60 Stanich Group LLC 15.17% of their portfolio MONTAUK, NY 211,591211.6k $20.1m $20.1m 15.17% Added +10.9k +10,858
61 Forefront Analytics, LLC 17.73% of their portfolio WEST CONSHOHOCKEN, PA 211,190211.2k $20.1m $20.1m 17.73% Added +26.0k +25,960
62 Ellevest, Inc. 2.72% of their portfolio NEW YORK, NY 206,533206.5k $19.6m $19.6m 2.72% Added +4.1k +4,113
63 HOWLAND CAPITAL MANAGEMENT LLC 0.74% of their portfolio BOSTON, MA 203,446203.4k $19.3m $19.3m 0.74% Reduced -498 -498
64 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 202,923202.9k $19.3m $19.3m 0.01% Added +20.5k +20,488
65 Steward Partners Investment Advisory, LLC 0.10% of their portfolio STAMFORD, CT 193,280193.3k $18.4m $18.4m 0.10% Added +6.7k +6,746
66 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 182,697182.7k $17.4m $17.4m 0.03% Added +3.1k +3,063
67 Windsor Capital Management, LLC 4.75% of their portfolio Phoenix, AZ 180,988181.0k $17.2m $17.2m 4.75% Reduced -949 -949
68 Financial Engines Advisors L.L.C. 0.03% of their portfolio SANTA CLARA, CA 159,690159.7k $15.2m $15.2m 0.03% Added +11.2k +11,159
69 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 157,255157.3k $15.0m $15.0m 0.07% Reduced -4.1k -4,104
70 Modera Wealth Management, LLC 0.16% of their portfolio WESTWOOD, NJ 149,544149.5k $14.2m $14.2m 0.16% Reduced -2.8k -2,802
71 Global Retirement Partners, LLC 0.25% of their portfolio San Rafael, CA 147,726147.7k $14.0m $14.0m 0.25% Added +144.6k +144,565
72 Clarius Group, LLC 0.76% of their portfolio SEATTLE, WA 140,693140.7k $13.4m $13.4m 0.76% Reduced -988 -988
73 Shira Ridge Wealth Management 5.22% of their portfolio LARKSPUR, CA 136,577136.6k $13.0m $13.0m 5.22% Added +6.2k +6,247
74 Alesco Advisors, LLC, An ESL Co 0.33% of their portfolio Pittsford, NY 132,544132.5k $12.6m $12.6m 0.33% Added +4.6k +4,608
75 Envestnet Portfolio Solutions, Inc. 0.04% of their portfolio BERWYN, PA 131,301131.3k $12.5m $12.5m 0.04% Reduced -20.4k -20,369
76 Fund Evaluation Group, LLC 0.41% of their portfolio CINCINNATI, OH 131,274131.3k $12.5m $12.5m 0.41% Added +45 +45
77 Sand Hill Global Advisors, LLC 0.43% of their portfolio Palo Alto, CA 129,403129.4k $12.3m $12.3m 0.43% Added +3.4k +3,372
78 Wealth Architects, LLC 1.11% of their portfolio MOUNTAIN VIEW, CA 129,286129.3k $12.3m $12.3m 1.11% Added +11.8k +11,832
79 Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio SEOUL, M5 128,700128.7k $12.2m $12.2m 0.03% Added +19.6k +19,600
80 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 126,772126.8k $12.1m $12.1m 0.00% Reduced -2.5k -2,542
81 Litman Gregory Wealth Management LLC 0.88% of their portfolio LARKSPUR, CA 126,386126.4k $12.0m $12.0m 0.88% Reduced -2.3k -2,312
82 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 126,277126.3k $12.0m $12.0m 0.01% Added +1.6k +1,608
83 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 125,295125.3k $11.9m $11.9m 0.01% Added +8.5k +8,521
84 Impact Investors, Inc 7.93% of their portfolio SAN FRANCISCO, CA 120,306120.3k $11.4m $11.4m 7.93% Added +20.9k +20,868
85 Wealthspire Advisors, LLC 0.09% of their portfolio NEW YORK, NY 118,638118.6k $11.3m $11.3m 0.09% Added +5.4k +5,388
86 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 116,772116.8k $11.1m $11.1m 0.00% Added +1.4k +1,389
87 Roof Eidam Maycock Peralta, LLC 2.45% of their portfolio San Francisco, CA 113,635113.6k $10.8m $10.8m 2.45% Reduced -2.4k -2,415
88 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 105,455105.5k $10.0m $10.0m 0.00% Reduced -124.6k -124,591
89 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 101,934101.9k $9.7m $9.7m 0.01% Reduced -4.7k -4,743
90 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 97,64497.6k $9.3m $9.3m 0.02% Added +19.3k +19,292
91 Advisory Services Network, LLC 0.13% of their portfolio ATLANTA, GA 93,85393.9k $8.9m $8.9m 0.13% Added +9.4k +9,364
92 PARK AVENUE SECURITIES LLC 0.07% of their portfolio NEW YORK, NY 92,68592.7k $8.8m $8.8m 0.07% Reduced -10.9k -10,859
93 Robertson Stephens Wealth Management, LLC 0.25% of their portfolio San Francisco, CA 92,27692.3k $8.8m $8.8m 0.25% Added +21.2k +21,237
94 Laurel Wealth Planning LLC 4.83% of their portfolio EDINA, MN 91,70691.7k $8.7m $8.7m 4.83% Reduced -284 -284
95 HB Wealth Management, LLC 0.06% of their portfolio Atlanta, GA 89,86489.9k $8.5m $8.5m 0.06% Reduced -271 -271
96 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 88,18688.2k $8.4m $8.4m 0.03% Added +3.4k +3,382
97 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 82,65982.7k $7.9m $7.9m 0.01% Added +4.3k +4,306
98 Apella Capital, LLC 0.15% of their portfolio WEST HARTFORD, CT 79,48079.5k $7.6m $7.6m 0.15% Added +351 +351
99 Facet Wealth, Inc. 0.14% of their portfolio WEST PALM BEACH, FL 78,03378.0k $7.8m $7.8m 0.14% Added +638 +638
100 JNBA Financial Advisors 0.58% of their portfolio BLOOMINGTON, MN 70,30270.3k $6.7m $6.7m 0.58% Added +4.3k +4,296