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 463 institutions that hold shares in the stock, with a total of 69.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
7,920
shares
|
$373,428
0.03% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
7,771
shares
|
$366,402
0.12% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
7,736
shares
|
$364,752
0.03% of portfolio
|
Q2 2025
Added 8.35%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
7,681
shares
|
$362,159
0.02% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
7,643
shares
|
$360,367
0.08% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
7,592
shares
|
$357,962
0.0% of portfolio
|
Q1 2025
Added 68.97%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
7,442
shares
|
$350,890
0.0% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
7,433
shares
|
$350,465
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
7,400
shares
|
$348,910
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
7,385
shares
|
$348,202
0.29% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
7,382
shares
|
$348,061
0.07% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,921
shares
|
$326,325
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
6,914
shares
|
$325,995
0.24% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
6,775
shares
|
$319,441
0.02% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
6,769
shares
|
$319,158
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
ETF Portfolio Partners, Inc.
|
Jul 23, 2025 Q2 2025 |
6,730
shares
|
$317,319
0.09% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
6,644
shares
|
$313,264
0.22% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
6,643
shares
|
$313,217
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
6,563
shares
|
$309,445
0.02% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
6,543
shares
|
$308,502
0.02% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
May 15, 2025 Q1 2025 |
6,483
shares
|
$305,673
0.03% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,351
shares
|
$299,449
0.0% of portfolio
|
Q3 2023
Reduced 55.83%
|