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 431 institutions that hold shares in the stock, with a total of 67.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
18,277
shares
|
$865,598
0.39% of portfolio
|
Q4 2024
Added 27.95%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
18,132
shares
|
$858,731
0.01% of portfolio
|
Q4 2024
Reduced 36.09%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
18,078
shares
|
$856,174
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
18,065
shares
|
$855,558
0.13% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
18,031
shares
|
$853,948
0.03% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Kilter Howling LLC
Boulder, CO |
Feb 13, 2025 Q4 2024 |
18,017
shares
|
$853,285
0.48% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
18,000
shares
|
$852,480
0.31% of portfolio
|
Q2 2024
Added 68.49%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
17,941
shares
|
$849,685
0.02% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
17,448
shares
|
$826,337
0.13% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
17,435
shares
|
$825,721
0.0% of portfolio
|
Q4 2024
Added 20.73%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
17,431
shares
|
$825,532
0.02% of portfolio
|
Q4 2024
Reduced 31.76%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
17,377
shares
|
$822,974
0.03% of portfolio
|
Q3 2023
Reduced 9.99%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
17,374
shares
|
$822,832
0.08% of portfolio
|
Q4 2024
Added 38.73%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
17,062
shares
|
$808,056
0.1% of portfolio
|
Q2 2022
Added 5.96%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
17,049
shares
|
$807,440
0.06% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
16,453
shares
|
$779,214
0.0% of portfolio
|
Q4 2024
Added 16.17%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
16,390
shares
|
$776,230
0.76% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
16,360
shares
|
$774,809
0.16% of portfolio
|
Q4 2024
Reduced 8.89%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
16,193
shares
|
$766,900
0.04% of portfolio
|
Q4 2024
Reduced 39.52%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
15,848
shares
|
$750,561
0.03% of portfolio
|
Q4 2024
Added 108.36%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
15,821
shares
|
$749,282
0.07% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
15,513
shares
|
$734,695
0.01% of portfolio
|
Q4 2024
Added 94.98%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
15,463
shares
|
$732,327
0.01% of portfolio
|
Q4 2024
Reduced 16.35%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
15,273
shares
|
$723,329
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
15,237
shares
|
$721,624
0.15% of portfolio
|
Q4 2024
Added 26.27%
|