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 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
188,268
shares
|
$9.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
188,092
shares
|
$9.02 Million
1.42% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
181,833
shares
|
$8.72 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
175,600
shares
|
$8.42 Million
0.01% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
173,219
shares
|
$8.3 Million
0.13% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
149,938
shares
|
$7.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
149,015
shares
|
$7.14 Million
0.0% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Oct 07, 2025 Q3 2025 |
140,031
shares
|
$6.71 Million
2.63% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
139,113
shares
|
$6.67 Million
0.01% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
E Cio, Inc.
Madison, WI |
Aug 07, 2025 Q2 2025 |
136,232
shares
|
$6.53 Million
2.73% of portfolio
|
Q2 2025
Added 44.71%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
135,482
shares
|
$6.5 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
134,354
shares
|
$6.44 Million
0.01% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
130,823
shares
|
$6.27 Million
1.44% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
130,308
shares
|
$6.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 58.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
128,535
shares
|
$6.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
127,787
shares
|
$6.13 Million
0.82% of portfolio
|
Q3 2025
Added 11.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
126,858
shares
|
$6.08 Million
0.01% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
125,820
shares
|
$6.03 Million
0.83% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
125,686
shares
|
$6.03 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
117,874
shares
|
$5.65 Million
0.0% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
117,702
shares
|
$5.64 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
108,267
shares
|
$5.19 Million
1.32% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
107,748
shares
|
$5.17 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
106,909
shares
|
$5.13 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
106,413
shares
|
$5.1 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.84%
|