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 462 institutions that hold shares in the stock, with a total of 71.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2025 Q2 2025 |
15,893
shares
|
$765,724
0.4% of portfolio
|
Q1 2025
Added 58.09%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
15,802
shares
|
$761,340
0.06% of portfolio
|
Q2 2025
Added 13.26%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
15,649
shares
|
$753,968
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
15,504
shares
|
$746,982
0.01% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
15,123
shares
|
$728,626
0.03% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,095
shares
|
$727,277
0.22% of portfolio
|
Q1 2023
Reduced 9.66%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
15,062
shares
|
$725,687
0.0% of portfolio
|
Q2 2025
Added 14.11%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
14,835
shares
|
$714,750
0.0% of portfolio
|
Q1 2025
Added 22.7%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
14,497
shares
|
$698,465
0.01% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
14,471
shares
|
$697,212
0.08% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
14,438
shares
|
$695,622
0.08% of portfolio
|
Q2 2025
Added 30.24%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
14,429
shares
|
$695,189
0.13% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
14,341
shares
|
$690,949
0.06% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
13,886
shares
|
$669,027
0.11% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
13,835
shares
|
$666,570
0.02% of portfolio
|
Q1 2025
Added 15.2%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
13,792
shares
|
$664,498
0.02% of portfolio
|
Q1 2024
Added 8.25%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
13,772
shares
|
$663,534
0.02% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
13,284
shares
|
$640,023
0.03% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
13,268
shares
|
$639,252
0.0% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
13,130
shares
|
$632,603
0.02% of portfolio
|
Q4 2023
Added 20.38%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
12,827
shares
|
$618,004
0.01% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
12,805
shares
|
$616,944
0.02% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
12,586
shares
|
$606,393
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
12,535
shares
|
$603,936
0.02% of portfolio
|
Q2 2025
Reduced 51.15%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
12,524
shares
|
$603,406
0.07% of portfolio
|
Q3 2024
Reduced 13.31%
|