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 431 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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,439
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
36,299
shares
|
$1.72 Million
1.82% of portfolio
|
Q4 2024
Added 16.56%
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
34,383
shares
|
$1.63 Million
0.25% of portfolio
|
Q4 2024
Added 18.09%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
34,381
shares
|
$1.63 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.1%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
34,256
shares
|
$1.62 Million
0.47% of portfolio
|
Q4 2024
Reduced 68.8%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
32,980
shares
|
$1.56 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
32,143
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
31,965
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 89.03%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
31,873
shares
|
$1.51 Million
0.16% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
31,680
shares
|
$1.5 Million
1.23% of portfolio
|
Q4 2024
Added 14.31%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
31,477
shares
|
$1.49 Million
0.71% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
30,795
shares
|
$1.46 Million
0.41% of portfolio
|
Q4 2024
Reduced 40.5%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
30,055
shares
|
$1.42 Million
0.47% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
29,850
shares
|
$1.41 Million
0.32% of portfolio
|
Q4 2024
Added 17.05%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
29,697
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
29,217
shares
|
$1.38 Million
0.35% of portfolio
|
Q2 2024
Added 1.64%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
29,005
shares
|
$1.37 Million
0.45% of portfolio
|
Q4 2024
Added 14.31%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
28,934
shares
|
$1.37 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
28,712
shares
|
$1.36 Million
0.11% of portfolio
|
Q4 2024
Added 37.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
28,422
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
27,792
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
26,744
shares
|
$1.27 Million
0.1% of portfolio
|
Q4 2023
Added 3.69%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
26,339
shares
|
$1.25 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
25,470
shares
|
$1.21 Million
0.14% of portfolio
|
Q4 2024
Added 19.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
25,370
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2024
Added 3.14%
|