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 477 institutions that hold shares in the stock, with a total of 71.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
15,913
shares
|
$764,142
0.36% of portfolio
|
Q2 2025
Reduced 15.61%
|
|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2025 Q2 2025 |
15,893
shares
|
$763,181
0.4% of portfolio
|
Q1 2025
Added 58.09%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
15,847
shares
|
$760,972
0.06% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
15,660
shares
|
$751,993
0.0% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
15,649
shares
|
$751,464
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,095
shares
|
$724,861
0.22% of portfolio
|
Q1 2023
Reduced 9.66%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
15,062
shares
|
$723,277
0.0% of portfolio
|
Q2 2025
Added 14.11%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
14,835
shares
|
$712,376
0.0% of portfolio
|
Q1 2025
Added 22.7%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
14,814
shares
|
$711,368
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
14,776
shares
|
$709,543
0.02% of portfolio
|
Q3 2025
Reduced 16.15%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
14,497
shares
|
$696,145
0.01% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
14,341
shares
|
$688,654
0.06% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
14,087
shares
|
$676,457
0.11% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
13,835
shares
|
$664,356
0.02% of portfolio
|
Q1 2025
Added 15.2%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
13,792
shares
|
$662,291
0.02% of portfolio
|
Q1 2024
Added 8.25%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
13,772
shares
|
$661,331
0.02% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
13,635
shares
|
$654,752
0.11% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
13,537
shares
|
$650,046
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
13,268
shares
|
$637,129
0.0% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
13,217
shares
|
$634,680
0.03% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
13,130
shares
|
$630,502
0.02% of portfolio
|
Q4 2023
Added 20.38%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
12,827
shares
|
$615,952
0.01% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
12,805
shares
|
$614,896
0.02% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
12,750
shares
|
$612,255
0.07% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
12,676
shares
|
$608,701
0.05% of portfolio
|
Q3 2025
Reduced 22.23%
|