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 |
|---|---|---|---|---|---|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
35,788
shares
|
$1.72 Million
0.17% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
35,680
shares
|
$1.71 Million
0.03% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
34,729
shares
|
$1.66 Million
0.57% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
34,313
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
33,913
shares
|
$1.63 Million
0.14% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
32,864
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
32,851
shares
|
$1.57 Million
0.32% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
31,944
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2025
Added 18.15%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
31,477
shares
|
$1.51 Million
0.71% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
31,209
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
30,946
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2025
Added 36.09%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
30,659
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2025
Added 10.69%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
30,646
shares
|
$1.47 Million
0.21% of portfolio
|
Q3 2025
Added 42.37%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
30,518
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
30,300
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 58.15%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
30,288
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
30,073
shares
|
$1.44 Million
0.36% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
29,954
shares
|
$1.44 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
29,217
shares
|
$1.4 Million
0.35% of portfolio
|
Q2 2024
Added 1.64%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
28,745
shares
|
$1.38 Million
0.5% of portfolio
|
Q2 2025
Added 111.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
28,092
shares
|
$1.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
26,744
shares
|
$1.28 Million
0.1% of portfolio
|
Q4 2023
Added 3.69%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
26,546
shares
|
$1.27 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
26,531
shares
|
$1.27 Million
0.13% of portfolio
|
Q3 2025
Added 31.26%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
25,950
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2025
Added 31.89%
|