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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,705
shares
|
$80,390
0.0% of portfolio
|
Q2 2025
Added 54.16%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,508
shares
|
$71,102
0.0% of portfolio
|
Q1 2025
Reduced 39.12%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
1,317
shares
|
$62,096
0.01% of portfolio
|
Q1 2025
Added 149.43%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,291
shares
|
$60,870
0.01% of portfolio
|
Q2 2025
Added 86.29%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,164
shares
|
$54,882
0.02% of portfolio
|
Q2 2025
Added 42.65%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,161
shares
|
$54,741
0.02% of portfolio
|
Q1 2025
Added 23.91%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,115
shares
|
$52,572
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,115
shares
|
$52,572
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,031
shares
|
$48,611
0.01% of portfolio
|
Q4 2022
Reduced 17.45%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
998
shares
|
$47,055
0.01% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
969
shares
|
$45,688
0.02% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
961
shares
|
$45,311
0.01% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
856
shares
|
$40,360
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
793
shares
|
$37,389
0.01% of portfolio
|
Q4 2024
Added 40.6%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
752
shares
|
$35,456
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
747
shares
|
$35,221
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
722
shares
|
$34,042
0.01% of portfolio
|
Q2 2025
Added 30.8%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
697
shares
|
$32,863
0.03% of portfolio
|
Q1 2025
Added 41.96%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
644
shares
|
$30,364
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
614
shares
|
$28,950
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
564
shares
|
$26,592
0.0% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
557
shares
|
$26,262
0.0% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
510
shares
|
$24,046
0.02% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
495
shares
|
$23,339
0.02% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
482
shares
|
$22,726
0.0% of portfolio
|
Q4 2024
Reduced 58.3%
|