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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
63,577
shares
|
$3.06 Million
0.03% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
63,331
shares
|
$3.05 Million
1.28% of portfolio
|
Q2 2025
Added 126.41%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
62,948
shares
|
$3.03 Million
0.03% of portfolio
|
Q2 2025
Added 46.24%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
62,600
shares
|
$3.02 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
62,354
shares
|
$3 Million
0.01% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
62,108
shares
|
$2.99 Million
0.05% of portfolio
|
Q4 2023
Added 4.82%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
61,772
shares
|
$2.98 Million
0.22% of portfolio
|
Q4 2023
Added 109.59%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
61,412
shares
|
$2.96 Million
0.32% of portfolio
|
Q2 2025
Added 21.22%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
60,909
shares
|
$2.93 Million
0.07% of portfolio
|
Q4 2024
Reduced 31.49%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
60,510
shares
|
$2.92 Million
1.03% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
58,638
shares
|
$2.83 Million
0.14% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
58,569
shares
|
$2.82 Million
0.5% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
57,872
shares
|
$2.79 Million
0.02% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
56,276
shares
|
$2.71 Million
1.16% of portfolio
|
Q2 2025
Added 23.88%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
54,923
shares
|
$2.65 Million
0.02% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
54,922
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
54,669
shares
|
$2.63 Million
3.28% of portfolio
|
Q2 2025
Added 30.02%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
54,237
shares
|
$2.61 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
52,725
shares
|
$2.54 Million
0.79% of portfolio
|
Q2 2025
Added 80.29%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
52,437
shares
|
$2.53 Million
1.96% of portfolio
|
Q2 2025
Reduced 68.87%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
51,208
shares
|
$2.47 Million
0.93% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
50,539
shares
|
$2.43 Million
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
49,278
shares
|
$2.37 Million
4.8% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
48,098
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
48,024
shares
|
$2.31 Million
0.17% of portfolio
|
Q2 2025
Added 60.42%
|