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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
97,502
shares
|
$4.67 Million
0.06% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
96,089
shares
|
$4.61 Million
1.46% of portfolio
|
Q3 2025
Added 22.12%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
84,851
shares
|
$4.07 Million
0.71% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
84,375
shares
|
$4.04 Million
0.15% of portfolio
|
Q2 2025
Added 12.63%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
82,473
shares
|
$3.95 Million
2.74% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
81,031
shares
|
$3.88 Million
0.03% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
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%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
78,995
shares
|
$3.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
78,558
shares
|
$3.77 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
77,690
shares
|
$3.72 Million
0.02% of portfolio
|
Q2 2025
Added 18.98%
|
|
|
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%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
76,110
shares
|
$3.65 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
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
|
$3.48 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%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
68,635
shares
|
$3.29 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
|
$3.27 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
66,544
shares
|
$3.19 Million
0.38% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
66,157
shares
|
$3.17 Million
1.35% of portfolio
|
Q3 2025
Reduced 22.78%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
64,959
shares
|
$3.11 Million
0.07% of portfolio
|
Q4 2023
Added 46.31%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
63,719
shares
|
$3.05 Million
0.14% of portfolio
|
Q3 2024
Added 36.62%
|