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 69.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,150
shares
|
$2.08 Million
0.14% of portfolio
|
Q4 2023
Reduced 18.47%
|
|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
43,300
shares
|
$2.04 Million
1.39% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
43,252
shares
|
$2.04 Million
0.32% of portfolio
|
Q1 2025
Added 25.79%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
43,217
shares
|
$2.04 Million
1.37% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
42,470
shares
|
$2 Million
0.84% of portfolio
|
Q1 2023
Added 13.45%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
41,990
shares
|
$1.98 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
41,551
shares
|
$1.96 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
40,878
shares
|
$1.93 Million
0.23% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
40,652
shares
|
$1.92 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
39,424
shares
|
$1.86 Million
0.07% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
39,071
shares
|
$1.84 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
38,995
shares
|
$1.84 Million
2.3% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
38,648
shares
|
$1.82 Million
1.47% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
38,280
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Added 132.66%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
38,278
shares
|
$1.8 Million
0.51% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
37,906
shares
|
$1.79 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
37,325
shares
|
$1.76 Million
2.04% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
36,612
shares
|
$1.73 Million
0.04% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,439
shares
|
$1.72 Million
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
35,984
shares
|
$1.7 Million
0.05% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
35,581
shares
|
$1.68 Million
0.81% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
33,293
shares
|
$1.57 Million
0.16% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
33,281
shares
|
$1.57 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
32,088
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2025
Added 30.19%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
31,517
shares
|
$1.49 Million
0.44% of portfolio
|
Q1 2025
Added 2.34%
|