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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
33,462
shares
|
$1.61 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
33,340
shares
|
$1.61 Million
1.41% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
33,323
shares
|
$1.61 Million
0.17% of portfolio
|
Q2 2025
Added 20.73%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
33,281
shares
|
$1.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
33,251
shares
|
$1.6 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
31,477
shares
|
$1.52 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%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
31,060
shares
|
$1.5 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
30,946
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2025
Added 36.09%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
30,518
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
30,506
shares
|
$1.47 Million
0.31% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
30,300
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 58.15%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
30,288
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
29,217
shares
|
$1.41 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%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
27,699
shares
|
$1.33 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
27,334
shares
|
$1.32 Million
0.09% of portfolio
|
Q2 2025
Added 140.26%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
27,036
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Added 42.46%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
26,744
shares
|
$1.29 Million
0.1% of portfolio
|
Q4 2023
Added 3.69%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
26,546
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
24,679
shares
|
$1.19 Million
0.07% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
24,416
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 51.49%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
24,185
shares
|
$1.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
23,998
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.41%
|