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 |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
564
shares
|
$27,173
0.0% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
557
shares
|
$26,836
0.0% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
551
shares
|
$26,547
0.02% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
510
shares
|
$24,571
0.01% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
482
shares
|
$23,222
0.0% of portfolio
|
Q4 2024
Reduced 58.3%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
451
shares
|
$21,729
0.01% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
447
shares
|
$21,536
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
330
shares
|
$15,899
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
307
shares
|
$14,791
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
306
shares
|
$14,743
0.01% of portfolio
|
Q1 2024
Added 10.87%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
261
shares
|
$12,574
0.0% of portfolio
|
Q3 2022
Reduced 40.41%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
200
shares
|
$9,636
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
189
shares
|
$9,106
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
184
shares
|
$8,865
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
180
shares
|
$8,672
0.0% of portfolio
|
Q2 2025
Reduced 16.28%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
171
shares
|
$8,238
0.0% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
159
shares
|
$7,660
0.0% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
145
shares
|
$6,986
0.0% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
140
shares
|
$6,745
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
125
shares
|
$6,022
0.0% of portfolio
|
Q3 2021
Reduced 21.88%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
113
shares
|
$5,444
0.0% of portfolio
|
Q4 2024
Reduced 95.92%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
98
shares
|
$4,721
0.0% of portfolio
|
Q4 2024
Reduced 86.16%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
67
shares
|
$3,228
0.0% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
66
shares
|
$3,179
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
63
shares
|
$3,035
0.0% of portfolio
|
Q2 2025
Reduced 57.43%
|