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 |
|---|---|---|---|---|---|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
4,804
shares
|
$230,688
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
4,793
shares
|
$230,159
0.0% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
4,770
shares
|
$229,055
0.02% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
4,720
shares
|
$226,654
0.01% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
4,718
shares
|
$226,558
0.08% of portfolio
|
Q2 2025
Reduced 25.47%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
4,717
shares
|
$226,510
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
4,705
shares
|
$225,934
0.03% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,705
shares
|
$225,934
0.01% of portfolio
|
Q3 2020
Reduced 31.67%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,686
shares
|
$225,021
0.01% of portfolio
|
Q3 2025
Reduced 12.07%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,673
shares
|
$224,397
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
4,627
shares
|
$222,188
0.02% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
4,619
shares
|
$221,804
0.03% of portfolio
|
Q3 2025
Reduced 15.15%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
4,618
shares
|
$221,756
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
4,431
shares
|
$212,776
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 31, 2025 Q3 2025 |
4,413
shares
|
$211,912
0.14% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,413
shares
|
$211,912
0.01% of portfolio
|
Q2 2025
Reduced 19.07%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,370
shares
|
$209,847
0.13% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
4,356
shares
|
$209,175
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
4,343
shares
|
$208,550
0.11% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
4,300
shares
|
$206,486
0.01% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
4,247
shares
|
$203,940
0.03% of portfolio
|
Q1 2025
Reduced 44.99%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
4,198
shares
|
$201,587
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
3,920
shares
|
$188,238
0.01% of portfolio
|
Q2 2025
Reduced 14.69%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
3,853
shares
|
$185,021
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
3,733
shares
|
$179,258
0.01% of portfolio
|
Q3 2025
Added 42.81%
|