Vault-13

ISHARES TR ESGD

ESG AW MSCI EAFE · ETP · CUSIP 46435G516

751 institutional holders +29 vs Q4 2025
86,529,54386.5m shares reported held*
$8.2bnreported value*
58 new 282 added 248 reduced 25 sold out net sold ≈ $667.4m (-7.0m 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 ($119.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $95.27.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

05001kQ3 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: 722Q1 26: 751751Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026751

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q4 25: 368 bought or addedQ4 25: 224 cut or sold outQ1 26: 340 bought or addedQ1 26: 273 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024278222
Q3 2024253216
Q4 2024311196
Q1 2025230289
Q2 2025329220
Q3 2025315213
Q4 2025368224
Q1 2026340273

Biggest buyers

FMR LLC Added +348,135+348.1k
GOLDMAN SACHS GROUP INC Added +344,382+344.4k
UBS Group AG Added +323,848+323.8k
Clearstead Advisors, LLC Added +260,663+260.7k
Beacon Pointe Advisors, LLC Added +153,891+153.9k
Bank of New York Mellon Corp Added +144,366+144.4k
PNC Financial Services Group, Inc. Added +121,406+121.4k
LPL Financial LLC Added +112,233+112.2k
US BANCORP \DE\ Added +94,959+95.0k
Ethic Inc. New +67,579+67.6k

Biggest sellers

TIAA TRUST, NATIONAL ASSOCIATION Reduced -3,989,966-4.0m
BANK OF AMERICA CORP /DE/ Reduced -1,311,209-1.3m
Empower Advisory Group, LLC Reduced -1,088,415-1.1m
JANE STREET GROUP, LLC Reduced -1,015,810-1.0m
FLOW TRADERS U.S. LLC Reduced -442,431-442.4k
CITADEL ADVISORS LLC Sold out -383,018-383.0k
JPMORGAN CHASE & CO Reduced -298,137-298.1k
Corient Private Wealth LP Reduced -290,098-290.1k
WELLS FARGO & COMPANY/MN Reduced -241,894-241.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -217,666-217.7k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 9,421,8209.4m $900.9m $900.9m 0.07% Reduced -1.3m -1,311,209
2 JPMORGAN CHASE & CO 0.05% of their portfolio NEW YORK, NY 7,788,8017.8m $721.0m $721.0m 0.05% Reduced -298.1k -298,137
3 Empower Advisory Group, LLC 1.36% of their portfolio Greenwood Village, CO 5,474,0275.5m $523.4m $523.4m 1.36% Reduced -1.1m -1,088,415
4 NORTHERN TRUST CORP 0.06% of their portfolio CHICAGO, IL 4,711,1004.7m $450.5m $450.5m 0.06% Added +1.2k +1,169
5 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 4,330,9484.3m $414.1m $414.1m 0.02% Reduced -61.6k -61,593
6 FMR LLC 0.02% of their portfolio BOSTON, MA 3,973,4644.0m $379.9m $379.9m 0.02% Added +348.1k +348,135
7 Betterment LLC 0.71% of their portfolio NEW YORK, NY 3,918,8913.9m $374.7m $374.7m 0.71% Reduced -28.1k -28,114
8 TIAA Wealth Investment Management LLC 2.03% of their portfolio New York, NY 2,874,5552.9m $266.1m $266.1m 2.03% First filing
9 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,814,6971.8m $173.5m $173.5m 0.02% Added +344.4k +344,382
10 Acorns Advisers, LLC 1.12% of their portfolio IRVINE, CA 1,578,3421.6m $150.9m $150.9m 1.12% Reduced -14.6k -14,617
11 UBS Group AG 0.03% of their portfolio ZURICH, V8 1,546,4661.5m $147.9m $147.9m 0.03% Added +323.8k +323,848
12 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,521,2931.5m $145.5m $145.5m 0.03% Reduced -241.9k -241,894
13 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 1,482,8091.5m $141.8m $141.8m 0.04% Added +40.5k +40,540
14 MERCER GLOBAL ADVISORS INC /ADV 0.20% of their portfolio DENVER, CO 1,432,9101.4m $137.0m $137.0m 0.20% Added +62.9k +62,930
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.07% of their portfolio MILWAUKEE, WI 1,234,6411.2m $118.1m $118.1m 0.07% Added +33.1k +33,058
16 Wealthfront Advisers LLC 0.25% of their portfolio Palo Alto, CA 1,208,5221.2m $115.6m $115.6m 0.25% Reduced -38.8k -38,766
17 FLPUTNAM INVESTMENT MANAGEMENT CO 1.58% of their portfolio PORTLAND, ME 1,111,0411.1m $106.2m $106.2m 1.58% Reduced -211.3k -211,311
18 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.39% of their portfolio CHARLOTTE, NC 1,059,5871.1m $101.3m $101.3m 0.39% First filing
19 SPINNAKER TRUST 5.55% of their portfolio PORTLAND, ME 1,047,9311.0m $100.2m $100.2m 5.55% Reduced -4.8k -4,847
20 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,003,4391.0m $95.9m $95.9m 0.02% Added +51.6k +51,589
21 PNC Financial Services Group, Inc. 0.05% of their portfolio Pittsburgh, PA 947,377947.4k $90.6m $90.6m 0.05% Added +121.4k +121,406
22 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 907,428907.4k $86.8m $86.8m 0.02% Added +112.2k +112,233
23 BlackRock, Inc. 0.00% of their portfolio New York, NY 853,371853.4k $81.6m $81.6m 0.00% Added +1.7k +1,657
24 US BANCORP \DE\ 0.10% of their portfolio MINNEAPOLIS, MN 833,783833.8k $79.5m $79.5m 0.10% Added +95.0k +94,959
25 COMMONWEALTH EQUITY SERVICES, LLC 0.11% of their portfolio WALTHAM, MA 819,887819.9k $78.4m $78.4m 0.11% Added +11.1k +11,051
26 Fiduciary Trust Co 0.73% of their portfolio Boston, MA 643,821643.8k $61.6m $61.6m 0.73% Added +27.0k +26,967
27 FIFTH THIRD BANCORP 0.11% of their portfolio CINCINNATI, OH 624,015624.0k $59.7m $59.7m 0.11% Added +13.7k +13,650
28 EP Wealth Advisors, LLC 0.29% of their portfolio TORRANCE, CA 619,047619.0k $59.2m $59.2m 0.29% Reduced -1.9k -1,854
29 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 595,730595.7k $57.0m $57.0m 0.04% Added +35.8k +35,802
30 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 522,218522.2k $49.9m $49.9m 0.05% Added +3.0k +2,992
31 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 488,801488.8k $46.7m $46.7m 0.01% Reduced -37.1k -37,099
32 M&T Bank Corp 0.15% of their portfolio BUFFALO, NY 449,387449.4k $43.0m $43.0m 0.15% Reduced -117.6k -117,558
33 MISSION WEALTH MANAGEMENT, LP 0.88% of their portfolio Santa Barbara, CA 439,002439.0k $42.0m $42.0m 0.88% Added +7.2k +7,220
34 Olde Wealth Management, LLC 12.81% of their portfolio SAMMAMISH, WA 423,213423.2k $40.5m $40.5m 12.81% Added +13.6k +13,562
35 IMPACTfolio, LLC 17.07% of their portfolio DENVER, CO 420,121420.1k $40.2m $40.2m 17.07% Added +20.7k +20,743
36 JANE STREET GROUP, LLC 0.04% of their portfolio NEW YORK, NY 381,632381.6k $36.5m $36.5m 0.04% Reduced -1.0m -1,015,810
37 SEI INVESTMENTS CO 0.03% of their portfolio OAKS, PA 369,066369.1k $35.3m $35.3m 0.03% Reduced -11.2k -11,189
38 Beacon Pointe Advisors, LLC 0.19% of their portfolio NEWPORT BEACH, CA 368,679368.7k $35.3m $35.3m 0.19% Added +153.9k +153,891
39 D.A. DAVIDSON & CO. 0.20% of their portfolio GREAT FALLS, MT 353,077353.1k $33.8m $33.8m 0.20% Reduced -10.9k -10,946
40 Bond & Devick Financial Network, Inc. 8.96% of their portfolio ST. LOUIS PARK, MN 335,830335.8k $32.1m $32.1m 8.96% Reduced -4.6k -4,589
41 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 318,854318.9k $30.5m $30.5m 0.04% Reduced -290.1k -290,098
42 Mariner, LLC 0.04% of their portfolio Overland Park, KS 318,634318.6k $30.5m $30.5m 0.04% Added +15.8k +15,793
43 High Note Wealth, LLC 5.91% of their portfolio DEEPHAVEN, MN 314,519314.5k $30.1m $30.1m 5.91% Reduced -1.6k -1,635
44 Composition Wealth, LLC 0.40% of their portfolio LOS ANGELES, CA 303,573303.6k $29.0m $29.0m 0.40% Added +7.4k +7,390
45 EASTERN BANK 0.49% of their portfolio BOSTON, MA 298,727298.7k $28.6m $28.6m 0.49% Added +16.6k +16,643
46 Ally Invest Advisors Inc. 1.87% of their portfolio CHARLOTTE, NC 290,163290.2k $27.7m $27.7m 1.87% Added +7.2k +7,185
47 AlTi Global, Inc. 0.59% of their portfolio NEW YORK, NY 285,644285.6k $27.3m $27.3m 0.59% Added +5.5k +5,464
48 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.47% of their portfolio Seattle, WA 281,817281.8k $26.9m $26.9m 0.47% Reduced -261 -261
49 Clearstead Advisors, LLC 0.23% of their portfolio CLEVELAND, OH 262,174262.2k $25.1m $25.1m 0.23% Added +260.7k +260,663
50 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 259,032259.0k $24.8m $24.8m 0.01% Reduced -5.8k -5,805
51 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 255,607255.6k $24.4m $24.4m 0.07% Reduced -12.2k -12,224
52 Forefront Analytics, LLC 22.13% of their portfolio WEST CONSHOHOCKEN, PA 254,427254.4k $24.3m $24.3m 22.13% Added +43.2k +43,237
53 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 249,821249.8k $23.9m $23.9m 0.00% Added +144.4k +144,366
54 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 244,683244.7k $23.4m $23.4m 0.05% Reduced -7.4k -7,366
55 KEYBANK NATIONAL ASSOCIATION/OH 0.08% of their portfolio BROOKLYN, OH 243,261243.3k $23.3m $23.3m 0.08% Reduced -30.2k -30,220
56 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 238,877238.9k $22.0m $22.0m 0.01% Added +36.0k +35,954
57 BLAIR WILLIAM & CO/IL 0.06% of their portfolio CHICAGO, IL 231,547231.5k $22.1m $22.1m 0.06% Added +18.1k +18,135
58 LFA - Lugano Financial Advisors SA 11.16% of their portfolio LUGANO, V8 229,552229.6k $21.9m $21.9m 11.16% Unchanged
59 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 219,808219.8k $21.0m $21.0m 0.05% Reduced -11.6k -11,625
60 Stanich Group LLC 15.96% of their portfolio MONTAUK, NY 219,010219.0k $20.9m $20.9m 15.96% Added +7.4k +7,419
61 MATHER GROUP, LLC. 0.21% of their portfolio CHICAGO, IL 216,863216.9k $20.7m $20.7m 0.21% Added +3.1k +3,084
62 Ellevest, Inc. 2.87% of their portfolio NEW YORK, NY 215,582215.6k $20.6m $20.6m 2.87% Added +9.0k +9,049
63 Thrivent Financial for Lutherans 0.04% of their portfolio Minneapolis, MN 214,200214.2k $20.4m $20.4m 0.04% Reduced -9.1k -9,062
64 Steward Partners Investment Advisory, LLC 0.10% of their portfolio STAMFORD, CT 204,003204.0k $19.5m $19.5m 0.10% Added +10.7k +10,723
65 HOWLAND CAPITAL MANAGEMENT LLC 0.77% of their portfolio BOSTON, MA 203,846203.8k $19.5m $19.5m 0.77% Added +400 +400
66 FinArc Investments, Inc. 17.35% of their portfolio NORWOOD, MA 188,524188.5k $18.0m $18.0m 17.35% First filing
67 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 185,581185.6k $17.7m $17.7m 0.03% Added +2.9k +2,884
68 Private Advisor Group, LLC 0.08% of their portfolio MORRISTOWN, NJ 181,928181.9k $17.4m $17.4m 0.08% Added +24.7k +24,673
69 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 177,523177.5k $16.9m $16.9m 0.01% Added +50.8k +50,751
70 Windsor Capital Management, LLC 4.74% of their portfolio Phoenix, AZ 175,739175.7k $16.8m $16.8m 4.74% Reduced -5.2k -5,249
71 Financial Engines Advisors L.L.C. 0.03% of their portfolio SANTA CLARA, CA 164,104164.1k $15.7m $15.7m 0.03% Added +4.4k +4,414
72 Modera Wealth Management, LLC 0.17% of their portfolio WESTWOOD, NJ 148,243148.2k $14.2m $14.2m 0.17% Reduced -1.3k -1,301
73 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 137,504137.5k $13.1m $13.1m 0.01% Added +11.2k +11,227
74 Shira Ridge Wealth Management 5.16% of their portfolio LARKSPUR, CA 136,330136.3k $13.0m $13.0m 5.16% Reduced -247 -247
75 Sand Hill Global Advisors, LLC 0.42% of their portfolio Palo Alto, CA 131,592131.6k $12.6m $12.6m 0.42% Added +2.2k +2,189
76 Wealth Architects, LLC 1.12% of their portfolio MOUNTAIN VIEW, CA 131,058131.1k $12.5m $12.5m 1.12% Added +1.8k +1,772
77 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 129,155129.2k $12.3m $12.3m 0.01% Added +3.9k +3,860
78 Envestnet Portfolio Solutions, Inc. 0.07% of their portfolio BERWYN, PA 127,007127.0k $12.1m $12.1m 0.07% Reduced -4.3k -4,294
79 Alesco Advisors, LLC, An ESL Co 0.30% of their portfolio Pittsford, NY 123,456123.5k $11.8m $11.8m 0.30% Reduced -9.1k -9,088
80 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 118,186118.2k $11.3m $11.3m 0.00% Added +1.4k +1,414
81 Impact Investors, Inc 7.84% of their portfolio SAN FRANCISCO, CA 118,110118.1k $11.3m $11.3m 7.84% Reduced -2.2k -2,196
82 Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio SEOUL, M5 115,600115.6k $11.1m $11.1m 0.03% Reduced -13.1k -13,100
83 Fund Evaluation Group, LLC 0.33% of their portfolio CINCINNATI, OH 113,425113.4k $10.8m $10.8m 0.33% Reduced -17.8k -17,849
84 Roof Eidam Maycock Peralta, LLC 2.49% of their portfolio San Francisco, CA 113,335113.3k $10.8m $10.8m 2.49% Reduced -300 -300
85 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 112,216112.2k $10.7m $10.7m 0.01% Added +10.3k +10,282
86 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 103,182103.2k $9.9m $9.9m 0.02% Added +5.5k +5,538
87 Wealthspire Advisors, LLC 0.08% of their portfolio NEW YORK, NY 101,463101.5k $9.7m $9.7m 0.08% Reduced -17.2k -17,175
88 Advisory Services Network, LLC 0.13% of their portfolio ATLANTA, GA 98,79698.8k $9.4m $9.4m 0.13% Added +4.9k +4,943
89 PARK AVENUE SECURITIES LLC 0.07% of their portfolio NEW YORK, NY 98,46798.5k $9.4m $9.4m 0.07% Added +5.8k +5,782
90 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 94,89594.9k $9.1m $9.1m 0.00% Added +30.6k +30,607
91 HB Wealth Management, LLC 0.06% of their portfolio Atlanta, GA 92,93192.9k $8.9m $8.9m 0.06% Added +3.1k +3,067
92 Laurel Wealth Planning LLC 4.67% of their portfolio EDINA, MN 92,59592.6k $8.9m $8.9m 4.67% Added +889 +889
93 Orgel Wealth Management, LLC 0.19% of their portfolio ALTOONA, WI 90,68590.7k $8.7m $8.7m 0.19% Added +32.8k +32,767
94 Robertson Stephens Wealth Management, LLC 0.24% of their portfolio San Francisco, CA 89,91889.9k $8.6m $8.6m 0.24% Reduced -2.4k -2,358
95 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 86,40886.4k $8.3m $8.3m 0.01% Added +3.7k +3,749
96 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 84,95185.0k $8.1m $8.1m 0.03% Reduced -3.2k -3,235
97 Facet Wealth, Inc. 0.14% of their portfolio WEST PALM BEACH, FL 81,69181.7k $7.8m $7.8m 0.14% Added +3.7k +3,658
98 RAFFA WEALTH MANAGEMENT, LLC 1.18% of their portfolio WASHINGTON, DC 78,88778.9k $7.5m $7.5m 1.18% Added +9.7k +9,706
99 Apella Capital, LLC 0.12% of their portfolio WEST HARTFORD, CT 77,91077.9k $8.0m $8.0m 0.12% Reduced -1.6k -1,570
100 One Capital Management, LLC 0.20% of their portfolio WESTLAKE VILLAGE, CA 77,72177.7k $7.4m $7.4m 0.20% Added +14.8k +14,840