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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
5,329
shares
|
$256,751
0.01% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,316
shares
|
$256,124
0.02% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
5,259
shares
|
$253,378
0.05% of portfolio
|
Q2 2023
Reduced 0.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,212
shares
|
$251,114
0.0% of portfolio
|
Q2 2025
Added 47.57%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,134
shares
|
$247,356
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
5,098
shares
|
$245,621
0.08% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
5,092
shares
|
$245,332
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
5,087
shares
|
$245,091
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
5,083
shares
|
$244,898
0.12% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
5,077
shares
|
$244,609
0.0% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
5,060
shares
|
$243,790
0.11% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
5,050
shares
|
$243,309
0.01% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
5,044
shares
|
$243,019
0.04% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
5,008
shares
|
$241,285
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
4,962
shares
|
$239,069
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
4,858
shares
|
$234,058
0.04% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
4,829
shares
|
$232,661
0.03% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
4,826
shares
|
$232,516
0.09% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
4,812
shares
|
$231,842
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
4,804
shares
|
$231,456
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
4,804
shares
|
$231,456
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
4,793
shares
|
$230,926
0.0% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
4,773
shares
|
$229,963
0.13% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,770
shares
|
$229,818
0.02% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
4,720
shares
|
$227,409
0.01% of portfolio
|
Q2 2025
Reduced 1.46%
|