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 461 institutions that hold shares in the stock, with a total of 69.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
4,656
shares
|
$219,530
0.05% of portfolio
|
Q2 2025
Reduced 47.25%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
4,616
shares
|
$217,644
0.07% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
4,595
shares
|
$216,654
0.02% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
4,519
shares
|
$213,070
0.12% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,487
shares
|
$211,562
0.01% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,483
shares
|
$211,373
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
4,414
shares
|
$208,120
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
4,397
shares
|
$207,318
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
4,346
shares
|
$204,913
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
4,247
shares
|
$200,246
0.03% of portfolio
|
Q1 2025
Reduced 44.99%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
4,179
shares
|
$197,039
0.0% of portfolio
|
Q4 2024
Added 62.17%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
3,942
shares
|
$185,865
0.06% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,532
shares
|
$166,533
0.0% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,401
shares
|
$160,357
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,080
shares
|
$145,222
0.02% of portfolio
|
Q1 2025
Added 28.17%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
3,021
shares
|
$142,440
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
2,944
shares
|
$138,809
0.1% of portfolio
|
Q2 2024
Reduced 30.27%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
2,876
shares
|
$135,603
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
2,742
shares
|
$129,285
0.03% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,647
shares
|
$124,806
0.01% of portfolio
|
Q4 2024
Reduced 25.71%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
2,614
shares
|
$123,250
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
2,196
shares
|
$103,541
0.0% of portfolio
|
Q3 2022
Reduced 49.93%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,143
shares
|
$101,042
0.0% of portfolio
|
Q2 2025
Added 346.46%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,871
shares
|
$88,217
0.0% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
1,862
shares
|
$87,793
0.06% of portfolio
|
Q1 2025
Added 8.44%
|