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 71.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
103,570
shares
|
$4.99 Million
1.32% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
97,502
shares
|
$4.7 Million
0.06% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
87,005
shares
|
$4.19 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
85,668
shares
|
$4.13 Million
1.86% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
84,375
shares
|
$4.07 Million
0.15% of portfolio
|
Q2 2025
Added 12.63%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
84,249
shares
|
$4.06 Million
2.86% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
81,031
shares
|
$3.9 Million
0.03% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
78,995
shares
|
$3.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
78,682
shares
|
$3.79 Million
1.3% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
78,558
shares
|
$3.78 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Nepc LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
78,457
shares
|
$3.78 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
77,690
shares
|
$3.74 Million
0.02% of portfolio
|
Q2 2025
Added 18.98%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
76,859
shares
|
$3.7 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
76,110
shares
|
$3.67 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
73,151
shares
|
$3.52 Million
0.51% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
72,485
shares
|
$3.49 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
70,592
shares
|
$3.4 Million
0.78% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
68,635
shares
|
$3.31 Million
0.03% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
68,224
shares
|
$3.29 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
67,617
shares
|
$3.26 Million
0.27% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
66,229
shares
|
$3.19 Million
0.31% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
65,913
shares
|
$3.18 Million
0.4% of portfolio
|
Q2 2025
Reduced 26.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
64,959
shares
|
$3.13 Million
0.07% of portfolio
|
Q4 2023
Added 46.31%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
63,893
shares
|
$3.08 Million
0.01% of portfolio
|
Q2 2025
Added 64.27%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
63,719
shares
|
$3.07 Million
0.14% of portfolio
|
Q3 2024
Added 36.62%
|