Vault-13

ISHARES TR ESGD

ESG AW MSCI EAFE · ETP · CUSIP 46435G516

757 institutional holders +6 vs Q1 2026
89,253,89589.3m shares reported held*
$9.1bnreported value*
43 new 328 added 241 reduced 37 sold out net bought ≈ $137.6m (+1.6m 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 ($132.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $102.42.

Trends to Q2 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: 751Q2 26: 757757Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026757

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q1 26: 340 bought or addedQ1 26: 273 cut or sold outQ2 26: 371 bought or addedQ2 26: 278 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024253216
Q4 2024311196
Q1 2025230289
Q2 2025329220
Q3 2025315213
Q4 2025368224
Q1 2026340273
Q2 2026371278

Biggest buyers

FMR LLC Added +607,885+607.9k
MORGAN STANLEY Added +542,296+542.3k
US BANCORP \DE\ Added +453,659+453.7k
NORTHERN TRUST CORP Added +352,970+353.0k
ALLIANCEBERNSTEIN L.P. Added +345,655+345.7k
Ellevest, Inc. Added +304,079+304.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +140,551+140.6k
CITADEL ADVISORS LLC New +126,104+126.1k
Cambridge Investment Research Advisors, Inc. Added +124,352+124.4k
M&T Bank Corp Added +108,402+108.4k

Biggest sellers

GOLDMAN SACHS GROUP INC Reduced -598,127-598.1k
JANE STREET GROUP, LLC Sold out -381,632-381.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -261,304-261.3k
Corient Private Wealth LP Reduced -252,250-252.2k
LFA - Lugano Financial Advisors SA Sold out -229,552-229.6k
Clearstead Advisors, LLC Reduced -155,695-155.7k
Forefront Analytics, LLC Reduced -150,180-150.2k
SPINNAKER TRUST Reduced -140,555-140.6k
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Sold out -63,109-63.1k
Ethic Inc. Reduced -61,147-61.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 9,455,9309.5m $972.2m $972.2m 0.06% Added +34.1k +34,110
2 JPMORGAN CHASE & CO 0.05% of their portfolio NEW YORK, NY 7,773,6167.8m $796.6m $796.6m 0.05% Reduced -15.2k -15,185
3 Empower Advisory Group, LLC 1.33% of their portfolio Greenwood Village, CO 5,431,6505.4m $558.4m $558.4m 1.33% Reduced -42.4k -42,377
4 NORTHERN TRUST CORP 0.06% of their portfolio CHICAGO, IL 5,064,0705.1m $520.6m $520.6m 0.06% Added +353.0k +352,970
5 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 4,873,2444.9m $501.0m $501.0m 0.03% Added +542.3k +542,296
6 FMR LLC 0.02% of their portfolio BOSTON, MA 4,581,3494.6m $471.0m $471.0m 0.02% Added +607.9k +607,885
7 Betterment LLC 0.69% of their portfolio NEW YORK, NY 3,972,6394.0m $408.4m $408.4m 0.69% Added +53.7k +53,748
8 TIAA Wealth Investment Management LLC 2.02% of their portfolio New York, NY 2,950,5893.0m $302.4m $302.4m 2.02% Added +76.0k +76,034
9 Acorns Advisers, LLC 1.10% of their portfolio IRVINE, CA 1,642,1931.6m $168.8m $168.8m 1.10% Added +63.9k +63,851
10 UBS Group AG 0.03% of their portfolio ZURICH, V8 1,563,7891.6m $160.8m $160.8m 0.03% Added +17.3k +17,323
11 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,533,3711.5m $157.6m $157.6m 0.03% Added +12.1k +12,078
12 MERCER GLOBAL ADVISORS INC /ADV 0.19% of their portfolio DENVER, CO 1,484,1821.5m $152.6m $152.6m 0.19% Added +51.3k +51,272
13 US BANCORP \DE\ 0.14% of their portfolio MINNEAPOLIS, MN 1,287,4421.3m $132.4m $132.4m 0.14% Added +453.7k +453,659
14 Wealthfront Advisers LLC 0.25% of their portfolio Palo Alto, CA 1,283,8551.3m $132.0m $132.0m 0.25% Added +75.3k +75,333
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.07% of their portfolio MILWAUKEE, WI 1,274,3921.3m $131.0m $131.0m 0.07% Added +39.8k +39,751
16 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,221,5051.2m $125.6m $125.6m 0.03% Reduced -261.3k -261,304
17 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,216,5701.2m $125.1m $125.1m 0.01% Reduced -598.1k -598,127
18 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.39% of their portfolio CHARLOTTE, NC 1,115,5471.1m $114.7m $114.7m 0.39% Added +56.0k +55,960
19 FLPUTNAM INVESTMENT MANAGEMENT CO 1.30% of their portfolio PORTLAND, ME 1,058,6141.1m $108.8m $108.8m 1.30% Reduced -52.4k -52,427
20 PNC Financial Services Group, Inc. 0.05% of their portfolio Pittsburgh, PA 975,966976.0k $100.3m $100.3m 0.05% Added +28.6k +28,589
21 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 973,616973.6k $100.1m $100.1m 0.02% Reduced -29.8k -29,823
22 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 945,480945.5k $97.2m $97.2m 0.02% Added +38.1k +38,052
23 SPINNAKER TRUST 4.53% of their portfolio PORTLAND, ME 907,376907.4k $93.3m $93.3m 4.53% Reduced -140.6k -140,555
24 BlackRock, Inc. 0.00% of their portfolio New York, NY 870,465870.5k $89.5m $89.5m 0.00% Added +17.1k +17,094
25 COMMONWEALTH EQUITY SERVICES, LLC 0.11% of their portfolio WALTHAM, MA 846,705846.7k $87.0m $87.0m 0.11% Added +26.8k +26,818
26 KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 15.40% of their portfolio SKOPJE, 1U 775,300775.3k $79.7m $79.7m 15.40% First filing
27 EP Wealth Advisors, LLC 0.26% of their portfolio TORRANCE, CA 656,526656.5k $67.5m $67.5m 0.26% Added +37.5k +37,479
28 Fiduciary Trust Co 0.71% of their portfolio Boston, MA 632,314632.3k $65.0m $65.0m 0.71% Reduced -11.5k -11,507
29 FIFTH THIRD BANCORP 0.10% of their portfolio CINCINNATI, OH 615,682615.7k $63.3m $63.3m 0.10% Reduced -8.3k -8,333
30 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 597,951598.0k $61.5m $61.5m 0.04% Added +2.2k +2,221
31 M&T Bank Corp 0.17% of their portfolio BUFFALO, NY 557,789557.8k $57.3m $57.3m 0.17% Added +108.4k +108,402
32 ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio NASHVILLE, TN 523,178523.2k $50.0m $50.0m 0.02% Added +345.7k +345,655
33 Ellevest, Inc. 2.86% of their portfolio NEW YORK, NY 519,661519.7k $24.3m $24.3m 2.86% Added +304.1k +304,079
34 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 514,835514.8k $52.9m $52.9m 0.05% Reduced -7.4k -7,383
35 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 509,934509.9k $52.4m $52.4m 0.01% Added +21.1k +21,133
36 MISSION WEALTH MANAGEMENT, LP 0.63% of their portfolio Santa Barbara, CA 492,111492.1k $50.6m $50.6m 0.63% Added +53.1k +53,109
37 Olde Wealth Management, LLC 12.65% of their portfolio SAMMAMISH, WA 434,001434.0k $44.6m $44.6m 12.65% Added +10.8k +10,788
38 IMPACTfolio, LLC 16.66% of their portfolio DENVER, CO 430,343430.3k $44.2m $44.2m 16.66% Added +10.2k +10,222
39 SEI INVESTMENTS CO 0.03% of their portfolio OAKS, PA 375,979376.0k $38.7m $38.7m 0.03% Added +6.9k +6,913
40 Beacon Pointe Advisors, LLC 0.18% of their portfolio NEWPORT BEACH, CA 375,356375.4k $38.6m $38.6m 0.18% Added +6.7k +6,677
41 D.A. DAVIDSON & CO. 0.20% of their portfolio GREAT FALLS, MT 356,409356.4k $36.6m $36.6m 0.20% Added +3.3k +3,332
42 Bond & Devick Financial Network, Inc. 8.78% of their portfolio ST. LOUIS PARK, MN 346,929346.9k $35.7m $35.7m 8.78% Added +11.1k +11,099
43 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 344,160344.2k $35.4m $35.4m 0.04% Added +124.4k +124,352
44 Mariner, LLC 0.03% of their portfolio Overland Park, KS 314,863314.9k $32.4m $32.4m 0.03% Reduced -3.8k -3,771
45 High Note Wealth, LLC 5.49% of their portfolio DEEPHAVEN, MN 313,173313.2k $32.2m $32.2m 5.49% Reduced -1.3k -1,346
46 Composition Wealth, LLC 0.37% of their portfolio LOS ANGELES, CA 310,104310.1k $31.9m $31.9m 0.37% Added +6.5k +6,531
47 Thrivent Financial for Lutherans 0.05% of their portfolio Minneapolis, MN 304,935304.9k $31.3m $31.3m 0.05% Added +90.7k +90,735
48 Ally Invest Advisors Inc. 1.85% of their portfolio CHARLOTTE, NC 297,816297.8k $30.6m $30.6m 1.85% Added +7.7k +7,653
49 AlTi Global, Inc. 0.61% of their portfolio NEW YORK, NY 289,260289.3k $29.7m $29.7m 0.61% Added +3.6k +3,616
50 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.43% of their portfolio Seattle, WA 282,212282.2k $29.0m $29.0m 0.43% Added +395 +395
51 EASTERN BANK 0.44% of their portfolio BOSTON, MA 280,489280.5k $28.8m $28.8m 0.44% Reduced -18.2k -18,238
52 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 269,484269.5k $27.4m $27.4m 0.01% Added +30.6k +30,607
53 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 261,607261.6k $26.7m $26.7m 0.04% Added +16.9k +16,924
54 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 257,039257.0k $26.4m $26.4m 0.01% Reduced -2.0k -1,993
55 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 251,429251.4k $25.8m $25.8m 0.05% Reduced -4.2k -4,178
56 KEYBANK NATIONAL ASSOCIATION/OH 0.08% of their portfolio BROOKLYN, OH 249,137249.1k $25.6m $25.6m 0.08% Added +5.9k +5,876
57 MATHER GROUP, LLC. 0.22% of their portfolio CHICAGO, IL 241,378241.4k $24.8m $24.8m 0.22% Added +24.5k +24,515
58 Stanich Group LLC 15.08% of their portfolio MONTAUK, NY 232,994233.0k $24.0m $24.0m 15.08% Added +14.0k +13,984
59 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 226,326226.3k $23.3m $23.3m 0.00% Reduced -23.5k -23,495
60 BLAIR WILLIAM & CO/IL 0.06% of their portfolio CHICAGO, IL 225,764225.8k $23.2m $23.2m 0.06% Reduced -5.8k -5,783
61 Odyssey Group, LLC 6.13% of their portfolio LANCASTER, PA 220,180220.2k $22.6m $22.6m 6.13% First filing
62 HOWLAND CAPITAL MANAGEMENT LLC 0.76% of their portfolio BOSTON, MA 203,791203.8k $21.0m $21.0m 0.76% Reduced -55 -55
63 Steward Partners Investment Advisory, LLC 0.10% of their portfolio STAMFORD, CT 195,241195.2k $20.1m $20.1m 0.10% Reduced -8.8k -8,762
64 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 191,817191.8k $19.7m $19.7m 0.03% Added +6.2k +6,236
65 FinArc Investments, Inc. 17.35% of their portfolio NORWOOD, MA 186,142186.1k $19.1m $19.1m 17.35% Reduced -2.4k -2,382
66 Windsor Capital Management, LLC 4.75% of their portfolio Phoenix, AZ 177,687177.7k $18.3m $18.3m 4.75% Added +1.9k +1,948
67 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio BALA CYNWYD, PA 172,727172.7k $17.8m $17.8m 0.02% Added +140.6k +140,551
68 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 171,088171.1k $17.6m $17.6m 0.01% Added +33.6k +33,584
69 Financial Engines Advisors L.L.C. 0.03% of their portfolio SANTA CLARA, CA 163,989164.0k $16.9m $16.9m 0.03% Reduced -115 -115
70 Global Retirement Partners, LLC 0.25% of their portfolio San Rafael, CA 156,526156.5k $16.1m $16.1m 0.25% First filing
71 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 153,209153.2k $15.8m $15.8m 0.07% Reduced -28.7k -28,719
72 Modera Wealth Management, LLC 0.16% of their portfolio WESTWOOD, NJ 146,928146.9k $15.1m $15.1m 0.16% Reduced -1.3k -1,315
73 Shira Ridge Wealth Management 4.85% of their portfolio LARKSPUR, CA 135,088135.1k $13.9m $13.9m 4.85% Reduced -1.2k -1,242
74 Sand Hill Global Advisors, LLC 0.41% of their portfolio Palo Alto, CA 132,543132.5k $13.6m $13.6m 0.41% Added +951 +951
75 Wealth Architects, LLC 1.07% of their portfolio MOUNTAIN VIEW, CA 132,123132.1k $13.6m $13.6m 1.07% Added +1.1k +1,065
76 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 126,104126.1k $13.0m $13.0m 0.01% New
77 Alesco Advisors, LLC, An ESL Co 0.29% of their portfolio Pittsford, NY 123,195123.2k $12.7m $12.7m 0.29% Reduced -261 -261
78 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 118,838118.8k $12.2m $12.2m 0.00% Added +652 +652
79 Fund Evaluation Group, LLC 0.32% of their portfolio CINCINNATI, OH 116,875116.9k $12.0m $12.0m 0.32% Added +3.5k +3,450
80 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 115,954116.0k $11.9m $11.9m 0.01% Reduced -13.2k -13,201
81 Roof Eidam Maycock Peralta, LLC 2.29% of their portfolio San Francisco, CA 113,018113.0k $11.6m $11.6m 2.29% Reduced -317 -317
82 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 111,208111.2k $11.4m $11.4m 0.01% Reduced -1.0k -1,008
83 Impact Investors, Inc 8.31% of their portfolio SAN FRANCISCO, CA 110,574110.6k $11.4m $11.4m 8.31% Reduced -7.5k -7,536
84 Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio SEOUL, M5 109,170109.2k $11.2m $11.2m 0.02% Reduced -6.4k -6,430
85 Clearstead Advisors, LLC 0.10% of their portfolio CLEVELAND, OH 106,479106.5k $10.9m $10.9m 0.10% Reduced -155.7k -155,695
86 Wealthspire Advisors, LLC 0.06% of their portfolio NEW YORK, NY 105,989106.0k $10.9m $10.9m 0.06% Added +4.5k +4,526
87 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 104,788104.8k $10.8m $10.8m 0.01% Added +9.9k +9,893
88 Forefront Analytics, LLC 11.65% of their portfolio WEST CONSHOHOCKEN, PA 104,247104.2k $10.7m $10.7m 11.65% Reduced -150.2k -150,180
89 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 104,183104.2k $10.7m $10.7m 0.02% Added +1.0k +1,001
90 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 102,299102.3k $10.5m $10.5m 0.03% Added +17.3k +17,348
91 Advisory Services Network, LLC 0.12% of their portfolio ATLANTA, GA 99,05499.1k $10.2m $10.2m 0.12% Added +258 +258
92 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 98,14098.1k $10.1m $10.1m 0.01% Added +11.7k +11,732
93 HB Wealth Management, LLC 0.06% of their portfolio Atlanta, GA 96,75796.8k $9.9m $9.9m 0.06% Added +3.8k +3,826
94 Robertson Stephens Wealth Management, LLC 0.24% of their portfolio San Francisco, CA 95,96996.0k $9.9m $9.9m 0.24% Added +6.1k +6,051
95 Orgel Wealth Management, LLC 0.18% of their portfolio ALTOONA, WI 90,56690.6k $9.3m $9.3m 0.18% Reduced -119 -119
96 Laurel Wealth Planning LLC 4.06% of their portfolio EDINA, MN 89,19989.2k $9.2m $9.2m 4.06% Reduced -3.4k -3,396
97 RAFFA WEALTH MANAGEMENT, LLC 1.09% of their portfolio WASHINGTON, DC 84,06484.1k $8.6m $8.6m 1.09% Added +5.2k +5,177
98 Farther Finance Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 79,58079.6k $8.2m $8.2m 0.06% Added +19.9k +19,889
99 Apella Capital, LLC 0.11% of their portfolio WEST HARTFORD, CT 78,96279.0k $8.1m $8.1m 0.11% Added +1.1k +1,052
100 Mascoma Wealth Management LLC 1.50% of their portfolio HANOVER, NH 78,69778.7k $8.1m $8.1m 1.50% Added +5.5k +5,548