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 400 institutions that hold shares in the stock, with a total of 62.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
10,821
shares
|
$503,392
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,621
shares
|
$494,088
0.0% of portfolio
|
Q3 2024
Reduced 96.84%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
10,167
shares
|
$472,968
0.02% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
10,053
shares
|
$467,665
0.22% of portfolio
|
Q2 2023
Reduced 13.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
10,030
shares
|
$466,595
0.02% of portfolio
|
Q3 2024
Added 19.82%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
9,954
shares
|
$463,060
0.06% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
9,894
shares
|
$460,268
0.16% of portfolio
|
Q3 2024
Added 31.87%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
9,796
shares
|
$455,709
0.05% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
9,794
shares
|
$455,616
0.21% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,631
shares
|
$448,034
0.01% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
9,593
shares
|
$446,266
0.09% of portfolio
|
Q3 2024
Reduced 30.61%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
9,537
shares
|
$443,661
0.03% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
9,308
shares
|
$433,008
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
9,305
shares
|
$432,868
0.1% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
9,222
shares
|
$429,007
0.01% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
9,220
shares
|
$428,914
0.08% of portfolio
|
Q3 2024
Reduced 36.76%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
9,186
shares
|
$427,332
0.29% of portfolio
|
Q1 2023
Reduced 23.37%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
9,122
shares
|
$424,355
0.01% of portfolio
|
Q3 2024
Added 56.68%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
8,824
shares
|
$410,492
0.23% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,759
shares
|
$407,468
0.03% of portfolio
|
Q3 2023
Added 13.72%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
8,619
shares
|
$400,955
0.01% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
8,613
shares
|
$400,676
0.06% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
8,594
shares
|
$399,792
0.0% of portfolio
|
Q3 2024
Added 111.1%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,590
shares
|
$399,606
0.07% of portfolio
|
Q1 2024
Added 36.13%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
8,425
shares
|
$391,931
0.01% of portfolio
|
Q3 2024
Reduced 2.32%
|