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 400 institutions that hold shares in the stock, with a total of 62.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
23,331
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
22,526
shares
|
$1.05 Million
0.16% of portfolio
|
Q2 2023
Reduced 7.55%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
21,975
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
21,911
shares
|
$1.02 Million
0.62% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
21,890
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
21,608
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2022
Added 8.99%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
21,381
shares
|
$994,644
0.13% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
20,890
shares
|
$971,802
0.19% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
20,547
shares
|
$955,846
0.05% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
19,463
shares
|
$905,418
0.62% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
19,252
shares
|
$895,603
0.03% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,945
shares
|
$881,321
0.02% of portfolio
|
Q3 2024
Reduced 45.05%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
18,937
shares
|
$880,949
0.01% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
18,935
shares
|
$880,856
0.02% of portfolio
|
Q3 2024
Reduced 52.48%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
18,748
shares
|
$872,156
0.21% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
18,485
shares
|
$859,922
0.01% of portfolio
|
Q2 2024
Added 1.94%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
18,462
shares
|
$858,852
0.09% of portfolio
|
Q3 2022
Added 1.47%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
18,228
shares
|
$847,966
0.2% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
18,000
shares
|
$837,360
0.36% of portfolio
|
Q2 2024
Added 68.49%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
17,957
shares
|
$835,359
0.2% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
17,377
shares
|
$808,378
0.03% of portfolio
|
Q3 2023
Reduced 9.99%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
17,363
shares
|
$807,726
0.08% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
17,117
shares
|
$796,282
0.04% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
17,104
shares
|
$795,678
0.05% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
17,062
shares
|
$793,724
0.1% of portfolio
|
Q2 2022
Added 5.96%
|