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 430 institutions that hold shares in the stock, with a total of 67.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
56,598
shares
|
$2.68 Million
0.5% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
56,525
shares
|
$2.68 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
54,877
shares
|
$2.6 Million
2.42% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
53,574
shares
|
$2.54 Million
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
50,842
shares
|
$2.41 Million
0.92% of portfolio
|
Q4 2024
Added 13.26%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
50,054
shares
|
$2.37 Million
0.03% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
49,927
shares
|
$2.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
48,499
shares
|
$2.3 Million
0.02% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
48,484
shares
|
$2.3 Million
5.71% of portfolio
|
Q4 2024
New holding
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
48,108
shares
|
$2.28 Million
0.33% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
44,581
shares
|
$2.11 Million
0.08% of portfolio
|
Q1 2024
Reduced 16.58%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
44,428
shares
|
$2.1 Million
0.28% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,150
shares
|
$2.09 Million
0.14% of portfolio
|
Q4 2023
Reduced 18.47%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
43,705
shares
|
$2.07 Million
0.08% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
42,981
shares
|
$2.04 Million
0.17% of portfolio
|
Q4 2024
Added 17.46%
|
|
|
Brewster Financial Planning LLC
|
Jan 23, 2025 Q4 2024 |
42,935
shares
|
$2.03 Million
1.51% of portfolio
|
Q4 2024
Added 75.84%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
42,470
shares
|
$2.01 Million
0.84% of portfolio
|
Q1 2023
Added 13.45%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
40,695
shares
|
$1.93 Million
0.22% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
40,673
shares
|
$1.93 Million
0.09% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
40,272
shares
|
$1.91 Million
0.23% of portfolio
|
Q4 2024
Added 22.69%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Feb 20, 2025 Q4 2024 |
40,173
shares
|
$1.9 Million
1.19% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
39,708
shares
|
$1.88 Million
1.28% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
39,091
shares
|
$1.85 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
38,998
shares
|
$1.85 Million
0.03% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
38,051
shares
|
$1.8 Million
1.74% of portfolio
|
Q4 2024
New holding
|