Institutional Ownership Ishares Esg Aware U.S. Aggrega (EAGG)
This table provides information about the institutional ownership of Ishares Esg Aware U.S. Aggrega (EAGG). We have compiled data on the 475 institutions that hold shares in the stock, with a total of 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
17,358,981
shares
|
$832 Million
0.06% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
7,428,739
shares
|
$356 Million
0.03% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,949,293
shares
|
$189 Million
0.06% of portfolio
|
Q3 2025
Reduced 32.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,297,262
shares
|
$110 Million
0.23% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,280,912
shares
|
$109 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,026,164
shares
|
$97.1 Million
0.07% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,853,302
shares
|
$88.8 Million
0.03% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,608,708
shares
|
$77.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,467,786
shares
|
$70.4 Million
0.01% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,428,397
shares
|
$68.5 Million
0.14% of portfolio
|
Q2 2025
Added 23.69%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,224,077
shares
|
$58.7 Million
0.02% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
900,798
shares
|
$43.2 Million
0.15% of portfolio
|
Q3 2025
Added 11.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
859,427
shares
|
$41.2 Million
0.03% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
789,400
shares
|
$37.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
788,982
shares
|
$37.8 Million
0.16% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
740,766
shares
|
$35.5 Million
1.13% of portfolio
|
Q3 2025
Added 10.1%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
696,903
shares
|
$33.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
661,612
shares
|
$31.7 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
618,907
shares
|
$29.7 Million
0.17% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
585,563
shares
|
$28.1 Million
0.04% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
574,190
shares
|
$27.5 Million
0.01% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
561,002
shares
|
$26.9 Million
2.43% of portfolio
|
Q2 2024
Added 2.13%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
540,210
shares
|
$25.9 Million
0.04% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
528,033
shares
|
$25.3 Million
0.03% of portfolio
|
Q2 2025
Added 32.3%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
470,078
shares
|
$22.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.61%
|