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 462 institutions that hold shares in the stock, with a total of 71.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
9,917
shares
|
$477,801
0.23% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
9,825
shares
|
$473,368
0.12% of portfolio
|
Q1 2025
Added 55.34%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
9,794
shares
|
$471,874
0.2% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
9,715
shares
|
$468,068
0.24% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
9,692
shares
|
$466,960
0.01% of portfolio
|
Q2 2025
Added 19.27%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
9,593
shares
|
$462,190
0.08% of portfolio
|
Q3 2024
Reduced 30.61%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
9,424
shares
|
$454,048
0.02% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
9,376
shares
|
$451,735
0.01% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
9,352
shares
|
$450,579
0.06% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
9,284
shares
|
$447,303
0.2% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
9,186
shares
|
$442,581
0.29% of portfolio
|
Q1 2023
Reduced 23.37%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
9,163
shares
|
$441,473
0.07% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
9,084
shares
|
$437,667
0.01% of portfolio
|
Q2 2025
Reduced 91.32%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
8,955
shares
|
$431,451
0.32% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
8,772
shares
|
$422,634
0.2% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,759
shares
|
$422,008
0.03% of portfolio
|
Q3 2023
Added 13.72%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
8,582
shares
|
$413,480
0.01% of portfolio
|
Q2 2025
Added 94.43%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
8,506
shares
|
$409,819
0.04% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
8,498
shares
|
$409,433
0.01% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
8,388
shares
|
$404,133
0.01% of portfolio
|
Q2 2025
Added 41.0%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
8,363
shares
|
$402,929
0.0% of portfolio
|
Q2 2025
Added 12.38%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
8,295
shares
|
$399,653
0.05% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Aug 13, 2025 Q2 2025 |
8,295
shares
|
$399,653
0.36% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Aug 14, 2025 Q2 2025 |
8,205
shares
|
$395,316
0.29% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
8,041
shares
|
$387,415
0.12% of portfolio
|
Q2 2025
Reduced 30.56%
|