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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
8,289
shares
|
$398,037
0.0% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Aug 14, 2025 Q2 2025 |
8,205
shares
|
$394,004
0.29% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
8,041
shares
|
$386,128
0.12% of portfolio
|
Q2 2025
Reduced 30.56%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
7,920
shares
|
$380,318
0.03% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
7,876
shares
|
$378,205
0.03% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
7,801
shares
|
$374,604
0.04% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
7,776
shares
|
$373,403
0.23% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
7,722
shares
|
$370,810
0.14% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
7,492
shares
|
$359,765
0.06% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 17, 2025 Q3 2025 |
7,452
shares
|
$357,845
0.11% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
7,400
shares
|
$355,348
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
7,385
shares
|
$354,627
0.29% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
7,283
shares
|
$349,729
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
7,269
shares
|
$349,057
0.01% of portfolio
|
Q2 2025
Added 551.93%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
7,153
shares
|
$343,487
0.09% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
7,110
shares
|
$341,422
0.01% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Aug 14, 2025 Q2 2025 |
7,096
shares
|
$340,749
0.03% of portfolio
|
Q2 2025
Added 9.46%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
7,092
shares
|
$340,557
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
7,082
shares
|
$340,077
0.23% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
7,019
shares
|
$337,052
0.02% of portfolio
|
Q2 2025
Added 13.48%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
6,999
shares
|
$336,091
0.02% of portfolio
|
Q3 2025
Added 15.61%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,921
shares
|
$332,346
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
6,835
shares
|
$328,216
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
6,775
shares
|
$325,335
0.02% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
6,635
shares
|
$318,612
0.0% of portfolio
|
Q2 2025
New holding
|