Who Owns ISHARES ESG USD CORPORATE BOND ETF (BGRN)? -- Institutional Holders (2026-06-30)

144 institutions reported holding $398.3M of ISHARES ESG USD CORPORATE BOND ETF (BGRN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Betterment LLC ($71.7M), MERCER GLOBAL ADVISORS INC /ADV ($61.1M), Empower Advisory Group, LLC ($55.0M), SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co ($43.5M), BANK OF AMERICA CORP /DE/ ($22.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Betterment LLC	$71.7M	1.5M	Added
2	MERCER GLOBAL ADVISORS INC /ADV	$61.1M	1.3M	Added
3	Empower Advisory Group, LLC	$55.0M	1.2M	Added
4	SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co	$43.5M	531,914	New
5	BANK OF AMERICA CORP /DE/	$22.6M	476,001	Added
6	Royal Bank of Canada	$12.2M	256,931	Added
7	Francis Financial, Inc.	$12.1M	254,794	Added
8	LPL Financial LLC	$10.5M	221,988	Added
9	Impact Investors, Inc	$9.6M	201,844	Added
10	Creative Planning	$9.5M	201,096	Added
11	SEEDS INVESTOR LLC	$6.7M	140,678	Added
12	ENVESTNET ASSET MANAGEMENT INC	$5.7M	119,432	Added
13	ASSETMARK, INC	$4.8M	100,388	Added
14	Bank of New York Mellon Corp	$4.8M	100,324	Added
15	RAYMOND JAMES FINANCIAL INC	$4.0M	83,785	Added
16	Laurel Wealth Planning LLC	$3.4M	72,378	Added
17	UBS Group AG	$3.4M	71,769	Added
18	Cetera Investment Advisers	$3.1M	64,685	Added
19	JANE STREET GROUP, LLC	$2.5M	52,006	Added
20	Gateway Wealth Partners, LLC	$2.5M	51,724	New
21	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	$2.3M	48,578	Added
22	Plum Street Advisors, LLC	$2.3M	47,429	Added
23	COMMONWEALTH EQUITY SERVICES, LLC	$1.9M	39,504	Added
24	Pathstone Holdings, LLC	$1.7M	36,187	Hold
25	Johnson Financial Group, LLC	$1.6M	32,935	Added

Source: SEC Form 13F filings · as of 2026-06-30