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 |
|---|---|---|---|---|---|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
4,718
shares
|
$227,313
0.08% of portfolio
|
Q2 2025
Reduced 25.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,705
shares
|
$226,686
0.01% of portfolio
|
Q3 2020
Reduced 31.67%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
4,699
shares
|
$226,397
0.03% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,673
shares
|
$225,145
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
4,656
shares
|
$224,326
0.05% of portfolio
|
Q2 2025
Reduced 47.25%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
4,598
shares
|
$221,531
0.03% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
4,519
shares
|
$217,725
0.12% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
4,476
shares
|
$215,653
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,413
shares
|
$212,618
0.01% of portfolio
|
Q2 2025
Reduced 19.07%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Jul 25, 2025 Q2 2025 |
4,370
shares
|
$210,546
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
4,300
shares
|
$207,174
0.01% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
4,247
shares
|
$204,620
0.03% of portfolio
|
Q1 2025
Reduced 44.99%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
4,238
shares
|
$204,186
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
3,920
shares
|
$188,865
0.01% of portfolio
|
Q2 2025
Reduced 14.69%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
3,484
shares
|
$167,859
0.06% of portfolio
|
Q2 2025
Added 15.33%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,401
shares
|
$163,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
3,226
shares
|
$155,428
0.0% of portfolio
|
Q2 2025
Reduced 22.8%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
2,944
shares
|
$141,841
0.1% of portfolio
|
Q2 2024
Reduced 30.27%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
2,898
shares
|
$139,625
0.04% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
2,742
shares
|
$132,109
0.03% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,733
shares
|
$131,675
0.01% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
2,614
shares
|
$125,942
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
2,196
shares
|
$105,803
0.0% of portfolio
|
Q3 2022
Reduced 49.93%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,143
shares
|
$103,249
0.0% of portfolio
|
Q2 2025
Added 346.46%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
1,885
shares
|
$90,819
0.01% of portfolio
|
Q2 2025
Added 43.13%
|