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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
100,354
shares
|
$4.81 Million
0.11% of portfolio
|
Q3 2025
Added 138.9%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
96,089
shares
|
$4.6 Million
1.46% of portfolio
|
Q3 2025
Added 22.12%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
90,353
shares
|
$4.33 Million
0.15% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
86,317
shares
|
$4.13 Million
0.05% of portfolio
|
Q3 2025
Reduced 11.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
85,631
shares
|
$4.1 Million
0.02% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
85,462
shares
|
$4.09 Million
0.03% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
84,851
shares
|
$4.06 Million
0.71% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
82,687
shares
|
$3.96 Million
0.56% of portfolio
|
Q3 2025
Added 8.64%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
82,473
shares
|
$3.95 Million
2.74% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
80,349
shares
|
$3.85 Million
1.75% of portfolio
|
Q3 2025
Reduced 49.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
79,925
shares
|
$3.83 Million
0.01% of portfolio
|
Q3 2025
Added 28.18%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
78,981
shares
|
$3.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Nepc LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
78,457
shares
|
$3.76 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
77,654
shares
|
$3.72 Million
0.64% of portfolio
|
Q3 2025
Added 32.59%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
76,859
shares
|
$3.68 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
75,372
shares
|
$3.61 Million
0.38% of portfolio
|
Q3 2025
Added 22.73%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
75,337
shares
|
$3.61 Million
0.79% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
72,513
shares
|
$3.47 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
71,932
shares
|
$3.45 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
71,376
shares
|
$3.42 Million
0.27% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
68,754
shares
|
$3.29 Million
0.03% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
67,824
shares
|
$3.25 Million
0.01% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
67,556
shares
|
$3.24 Million
0.3% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
67,355
shares
|
$3.23 Million
1.09% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
66,635
shares
|
$3.19 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.91%
|
|