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 430 institutions that hold shares in the stock, with a total of 66.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
342,427
shares
|
$16.1 Million
0.02% of portfolio
|
Q4 2024
Added 14.72%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
338,397
shares
|
$16 Million
0.07% of portfolio
|
Q4 2024
Reduced 31.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
325,591
shares
|
$15.4 Million
0.03% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
322,253
shares
|
$15.2 Million
0.25% of portfolio
|
Q2 2023
Added 4.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
318,192
shares
|
$15 Million
0.03% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
299,631
shares
|
$14.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
292,195
shares
|
$13.8 Million
0.03% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
278,431
shares
|
$13.1 Million
0.41% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
248,195
shares
|
$11.7 Million
0.09% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
240,752
shares
|
$11.4 Million
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
226,252
shares
|
$10.7 Million
2.44% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
215,456
shares
|
$10.2 Million
0.27% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
215,262
shares
|
$10.2 Million
0.35% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
215,186
shares
|
$10.1 Million
0.02% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
209,466
shares
|
$9.88 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
203,471
shares
|
$9.6 Million
8.58% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
203,417
shares
|
$9.59 Million
0.03% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
201,647
shares
|
$9.51 Million
0.02% of portfolio
|
Q4 2024
Added 42.04%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
194,311
shares
|
$9.16 Million
0.36% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
187,614
shares
|
$8.85 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
185,932
shares
|
$8.77 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
183,624
shares
|
$8.66 Million
1.61% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
183,380
shares
|
$8.65 Million
0.11% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
179,779
shares
|
$8.48 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
170,138
shares
|
$8.02 Million
0.01% of portfolio
|
Q4 2024
Added 2.49%
|