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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
10,406
shares
|
$499,696
0.08% of portfolio
|
Q3 2025
Added 13.57%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
10,120
shares
|
$485,962
0.02% of portfolio
|
Q3 2025
Added 89.87%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
10,110
shares
|
$485,482
0.23% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
10,000
shares
|
$480,200
0.17% of portfolio
|
Q2 2025
Reduced 44.44%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
9,993
shares
|
$479,863
0.08% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
9,825
shares
|
$471,796
0.11% of portfolio
|
Q1 2025
Added 55.34%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
9,794
shares
|
$470,307
0.19% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
9,681
shares
|
$464,881
0.23% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
9,435
shares
|
$453,068
0.01% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
9,310
shares
|
$447,066
0.01% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
9,284
shares
|
$445,817
0.2% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
9,186
shares
|
$441,111
0.29% of portfolio
|
Q1 2023
Reduced 23.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
9,084
shares
|
$436,213
0.01% of portfolio
|
Q2 2025
Reduced 91.32%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
9,001
shares
|
$432,228
0.01% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
8,979
shares
|
$431,171
0.06% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
8,955
shares
|
$430,019
0.32% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
8,906
shares
|
$427,666
0.01% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
8,772
shares
|
$421,231
0.2% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,759
shares
|
$420,607
0.03% of portfolio
|
Q3 2023
Added 13.72%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
8,506
shares
|
$408,458
0.04% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
8,434
shares
|
$405,000
0.19% of portfolio
|
Q3 2025
Reduced 14.95%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
8,386
shares
|
$402,695
0.01% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
8,363
shares
|
$401,591
0.0% of portfolio
|
Q2 2025
Added 12.38%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
8,295
shares
|
$398,325
0.31% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
8,292
shares
|
$398,181
0.06% of portfolio
|
Q3 2025
Reduced 0.04%
|