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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
12,535
shares
|
$601,930
0.02% of portfolio
|
Q2 2025
Reduced 51.15%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
12,524
shares
|
$601,402
0.07% of portfolio
|
Q3 2024
Reduced 13.31%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
12,496
shares
|
$600,057
0.17% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 21, 2025 Q3 2025 |
12,189
shares
|
$585,315
0.11% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
11,914
shares
|
$572,110
0.07% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
11,858
shares
|
$569,421
0.17% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
11,698
shares
|
$561,737
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
11,684
shares
|
$561,065
0.25% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
11,584
shares
|
$556,263
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Buttonwood Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
11,547
shares
|
$554,486
0.35% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
11,512
shares
|
$552,806
0.17% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
11,462
shares
|
$550,405
0.0% of portfolio
|
Q2 2025
Added 17.13%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
11,380
shares
|
$546,467
0.0% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
11,293
shares
|
$542,289
0.01% of portfolio
|
Q3 2025
Added 59.8%
|
|
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
Nov 06, 2025 Q3 2025 |
11,268
shares
|
$541,089
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
11,210
shares
|
$538,304
0.18% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
11,168
shares
|
$536,287
0.06% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
11,070
shares
|
$531,581
0.01% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
10,929
shares
|
$524,810
0.02% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
10,922
shares
|
$524,474
0.01% of portfolio
|
Q1 2024
Reduced 17.5%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
10,869
shares
|
$521,929
0.01% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
10,858
shares
|
$521,401
0.01% of portfolio
|
Q2 2025
Added 127.01%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
10,593
shares
|
$508,675
0.0% of portfolio
|
Q4 2024
Reduced 57.59%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
10,536
shares
|
$505,938
0.02% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
10,412
shares
|
$499,984
0.04% of portfolio
|
Q2 2025
Added 6.67%
|