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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
44,581
shares
|
$2.14 Million
0.08% of portfolio
|
Q1 2024
Reduced 16.58%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,150
shares
|
$2.12 Million
0.14% of portfolio
|
Q4 2023
Reduced 18.47%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
44,005
shares
|
$2.11 Million
0.23% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Brewster Financial Planning LLC
|
Oct 08, 2025 Q3 2025 |
43,448
shares
|
$2.08 Million
1.31% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Oct 29, 2025 Q3 2025 |
42,633
shares
|
$2.04 Million
1.35% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
42,571
shares
|
$2.04 Million
0.07% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
42,470
shares
|
$2.04 Million
0.84% of portfolio
|
Q1 2023
Added 13.45%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
42,269
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
42,007
shares
|
$2.01 Million
0.05% of portfolio
|
Q2 2025
Added 85.03%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
41,403
shares
|
$1.98 Million
0.08% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
41,243
shares
|
$1.98 Million
0.08% of portfolio
|
Q2 2025
Added 33.77%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
41,171
shares
|
$1.97 Million
0.17% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
40,646
shares
|
$1.95 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
40,478
shares
|
$1.94 Million
0.06% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
39,948
shares
|
$1.92 Million
0.03% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
39,504
shares
|
$1.89 Million
0.26% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
39,285
shares
|
$1.88 Million
0.82% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
39,137
shares
|
$1.88 Million
0.49% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
38,978
shares
|
$1.87 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
38,150
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2025
Added 61.7%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
37,870
shares
|
$1.82 Million
1.26% of portfolio
|
Q3 2025
Added 13.59%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 20, 2025 Q3 2025 |
37,148
shares
|
$1.78 Million
1.31% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
37,146
shares
|
$1.78 Million
0.02% of portfolio
|
Q2 2025
Added 32.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,439
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
36,422
shares
|
$1.75 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.52%
|