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 480 institutions that hold shares in the stock, with a total of 74.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.58 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
|
$1.71 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%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
34,596
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2025
Added 13.36%
|
|
|
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
|
$1.62 Million
0.14% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
33,424
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Added 50.78%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
32,864
shares
|
$1.57 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%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
32,774
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
31,944
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2025
Added 18.15%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
31,923
shares
|
$1.53 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|
|
|
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%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
30,478
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 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
|
$1.43 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%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
29,021
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
28,099
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.52%
|
|
|
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 |
Nov 12, 2025 Q3 2025 |
26,546
shares
|
$1.27 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|