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 480 institutions that hold shares in the stock, with a total of 74.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
183,717
shares
|
$8.8 Million
0.07% of portfolio
|
Q4 2025
Reduced 7.73%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
175,600
shares
|
$8.41 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%
|
|
|
E Cio, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
171,213
shares
|
$8.2 Million
3.07% of portfolio
|
Q3 2025
Added 25.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
165,680
shares
|
$7.94 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
159,450
shares
|
$7.64 Million
0.01% of portfolio
|
Q3 2025
Added 25.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
152,679
shares
|
$7.31 Million
0.0% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
152,657
shares
|
$7.31 Million
0.0% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
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
|
$6.66 Million
0.01% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
135,482
shares
|
$6.49 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
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
|
$6.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 58.33%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
127,787
shares
|
$6.12 Million
0.82% of portfolio
|
Q3 2025
Added 11.66%
|
|
|
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%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
125,412
shares
|
$6.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
121,561
shares
|
$5.82 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
121,387
shares
|
$5.81 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
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%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
116,612
shares
|
$5.59 Million
0.05% of portfolio
|
Q3 2025
Added 48.44%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
109,429
shares
|
$5.24 Million
0.19% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
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
|
$5.16 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|
|