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 461 institutions that hold shares in the stock, with a total of 69.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
11,908
shares
|
$561,462
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
11,902
shares
|
$561,179
0.09% of portfolio
|
Q1 2025
Added 70.22%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
11,831
shares
|
$557,831
0.19% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
11,697
shares
|
$551,513
0.05% of portfolio
|
Q1 2025
Added 735.5%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
11,696
shares
|
$551,466
0.27% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
11,684
shares
|
$550,900
0.25% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
11,644
shares
|
$549,014
0.18% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
11,614
shares
|
$547,600
0.31% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
11,521
shares
|
$543,215
0.02% of portfolio
|
Q2 2025
Reduced 38.38%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
11,435
shares
|
$539,160
0.21% of portfolio
|
Q1 2025
Added 111.64%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
11,398
shares
|
$537,415
0.01% of portfolio
|
Q4 2022
Reduced 2.58%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
11,377
shares
|
$536,425
0.06% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
11,044
shares
|
$520,724
0.12% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
10,922
shares
|
$514,972
0.01% of portfolio
|
Q1 2024
Reduced 17.5%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
10,883
shares
|
$513,133
0.01% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
10,869
shares
|
$512,473
0.01% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
10,734
shares
|
$506,108
0.0% of portfolio
|
Q1 2025
Added 23.72%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
10,453
shares
|
$492,858
0.06% of portfolio
|
Q1 2025
Added 64.38%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
10,287
shares
|
$485,032
0.0% of portfolio
|
Q1 2025
Added 88.96%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
10,264
shares
|
$483,947
0.07% of portfolio
|
Q1 2025
Added 39.38%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
10,070
shares
|
$474,800
0.02% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
10,027
shares
|
$472,773
0.06% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
10,000
shares
|
$471,500
0.17% of portfolio
|
Q2 2025
Reduced 44.44%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
9,965
shares
|
$469,849
0.01% of portfolio
|
Q1 2025
Reduced 34.58%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
9,917
shares
|
$467,586
0.23% of portfolio
|
Q2 2025
Added 6.41%
|