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 |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
47,399
shares
|
$2.28 Million
0.26% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
45,577
shares
|
$2.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.23%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
44,950
shares
|
$2.17 Million
1.3% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
44,721
shares
|
$2.15 Million
1.15% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
44,581
shares
|
$2.15 Million
0.08% of portfolio
|
Q1 2024
Reduced 16.58%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,150
shares
|
$2.13 Million
0.14% of portfolio
|
Q4 2023
Reduced 18.47%
|
|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
43,300
shares
|
$2.09 Million
1.39% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
42,470
shares
|
$2.05 Million
0.84% of portfolio
|
Q1 2023
Added 13.45%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
42,007
shares
|
$2.02 Million
0.05% of portfolio
|
Q2 2025
Added 85.03%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
41,990
shares
|
$2.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
41,243
shares
|
$1.99 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
|
$1.98 Million
0.17% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
39,504
shares
|
$1.9 Million
0.26% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
39,424
shares
|
$1.9 Million
0.07% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
39,285
shares
|
$1.89 Million
0.82% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
39,062
shares
|
$1.88 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
38,995
shares
|
$1.88 Million
2.3% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
38,978
shares
|
$1.88 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
38,648
shares
|
$1.86 Million
1.47% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
38,278
shares
|
$1.84 Million
0.51% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
37,713
shares
|
$1.82 Million
0.67% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
37,146
shares
|
$1.79 Million
0.02% of portfolio
|
Q2 2025
Added 32.13%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
36,612
shares
|
$1.76 Million
0.04% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,439
shares
|
$1.76 Million
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
36,411
shares
|
$1.75 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.94%
|