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 |
|---|---|---|---|---|---|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
9,825
shares
|
$463,248
0.13% of portfolio
|
Q1 2025
Added 55.34%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
9,794
shares
|
$461,787
0.21% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
9,786
shares
|
$461,409
0.0% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
9,766
shares
|
$460,466
0.04% of portfolio
|
Q1 2025
Reduced 28.27%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
9,761
shares
|
$460,231
0.04% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
9,753
shares
|
$459,853
0.25% of portfolio
|
Q1 2025
Added 88.28%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
9,715
shares
|
$458,062
0.24% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
9,593
shares
|
$452,309
0.08% of portfolio
|
Q3 2024
Reduced 30.61%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
9,466
shares
|
$446,321
0.02% of portfolio
|
Q1 2025
Added 24.05%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
9,376
shares
|
$442,078
0.01% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
9,352
shares
|
$440,946
0.06% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
9,284
shares
|
$437,740
0.2% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
9,204
shares
|
$433,968
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
9,186
shares
|
$433,119
0.29% of portfolio
|
Q1 2023
Reduced 23.37%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
9,163
shares
|
$432,035
0.07% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
8,969
shares
|
$422,888
0.22% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
8,955
shares
|
$422,228
0.32% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,759
shares
|
$412,986
0.03% of portfolio
|
Q3 2023
Added 13.72%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
8,498
shares
|
$400,680
0.01% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
8,403
shares
|
$396,201
0.4% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
8,295
shares
|
$391,109
0.05% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
8,224
shares
|
$387,761
0.04% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
8,183
shares
|
$385,828
0.05% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
8,126
shares
|
$383,140
0.01% of portfolio
|
Q1 2025
Added 70.86%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
8,041
shares
|
$379,133
0.12% of portfolio
|
Q2 2025
Reduced 30.56%
|