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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
63,577
shares
|
$3.05 Million
0.03% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
63,331
shares
|
$3.04 Million
1.28% of portfolio
|
Q2 2025
Added 126.41%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
62,948
shares
|
$3.02 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 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
62,354
shares
|
$2.99 Million
0.01% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
62,108
shares
|
$2.98 Million
0.05% of portfolio
|
Q4 2023
Added 4.82%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
61,772
shares
|
$2.96 Million
0.22% of portfolio
|
Q4 2023
Added 109.59%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
61,412
shares
|
$2.94 Million
0.32% of portfolio
|
Q2 2025
Added 21.22%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
60,909
shares
|
$2.92 Million
0.07% of portfolio
|
Q4 2024
Reduced 31.49%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
60,510
shares
|
$2.9 Million
1.03% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
59,904
shares
|
$2.87 Million
0.13% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
57,872
shares
|
$2.77 Million
0.02% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
56,276
shares
|
$2.7 Million
1.16% of portfolio
|
Q2 2025
Added 23.88%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
55,772
shares
|
$2.67 Million
0.15% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
55,450
shares
|
$2.66 Million
0.79% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
54,923
shares
|
$2.63 Million
0.02% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
54,922
shares
|
$2.63 Million
0.0% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Oct 20, 2025 Q3 2025 |
54,293
shares
|
$2.6 Million
2.12% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
52,437
shares
|
$2.51 Million
1.96% of portfolio
|
Q2 2025
Reduced 68.87%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
51,922
shares
|
$2.49 Million
0.17% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
51,208
shares
|
$2.45 Million
0.93% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
50,539
shares
|
$2.42 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
|
$2.36 Million
4.8% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
44,950
shares
|
$2.15 Million
1.3% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
44,721
shares
|
$2.14 Million
1.15% of portfolio
|
Q2 2025
New holding
|