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 69.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
169,079
shares
|
$7.99 Million
1.13% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
168,426
shares
|
$7.96 Million
6.37% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
160,581
shares
|
$7.59 Million
4.35% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
158,301
shares
|
$7.48 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
151,822
shares
|
$7.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 36.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
144,563
shares
|
$6.83 Million
0.0% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
141,785
shares
|
$6.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
140,808
shares
|
$6.66 Million
1.61% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jul 23, 2025 Q2 2025 |
138,303
shares
|
$6.54 Million
2.82% of portfolio
|
Q2 2025
Added 13.21%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
135,482
shares
|
$6.4 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
130,308
shares
|
$6.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 58.33%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
126,914
shares
|
$6 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
125,788
shares
|
$5.95 Million
0.21% of portfolio
|
Q1 2025
Added 11.69%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
125,499
shares
|
$5.93 Million
0.01% of portfolio
|
Q1 2025
Added 23.13%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
122,535
shares
|
$5.79 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
122,164
shares
|
$5.77 Million
0.03% of portfolio
|
Q1 2025
Added 2639.1%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
121,764
shares
|
$5.76 Million
0.86% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
119,157
shares
|
$5.63 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
113,928
shares
|
$5.39 Million
0.15% of portfolio
|
Q1 2025
Reduced 39.28%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
109,703
shares
|
$5.19 Million
0.22% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
104,663
shares
|
$4.95 Million
0.06% of portfolio
|
Q1 2025
Added 37.66%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
103,570
shares
|
$4.9 Million
1.32% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
96,926
shares
|
$4.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
96,067
shares
|
$4.54 Million
0.01% of portfolio
|
Q4 2024
Added 112.46%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
94,142
shares
|
$4.45 Million
1.5% of portfolio
|
Q1 2025
New holding
|