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 69.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
22,740
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 25.41%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
22,703
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
22,526
shares
|
$1.06 Million
0.16% of portfolio
|
Q2 2023
Reduced 7.55%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
22,215
shares
|
$1.05 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
21,947
shares
|
$1.04 Million
0.1% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
21,614
shares
|
$1.02 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
21,608
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2022
Added 8.99%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
21,584
shares
|
$1.02 Million
0.06% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
21,543
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
21,526
shares
|
$1.02 Million
0.15% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
21,233
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Added 36.87%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
20,959
shares
|
$990,731
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
20,891
shares
|
$987,517
0.08% of portfolio
|
Q1 2025
Reduced 27.24%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
20,890
shares
|
$987,470
0.19% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
20,564
shares
|
$972,060
0.02% of portfolio
|
Q1 2025
Added 49.1%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
20,561
shares
|
$971,918
0.03% of portfolio
|
Q1 2025
Added 17.96%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
19,515
shares
|
$922,474
0.02% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
19,445
shares
|
$919,165
0.06% of portfolio
|
Q1 2025
Added 29.4%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
18,870
shares
|
$891,984
0.52% of portfolio
|
Q1 2025
Added 61.14%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
18,857
shares
|
$891,370
0.46% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
18,462
shares
|
$872,698
0.09% of portfolio
|
Q3 2022
Added 1.47%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
18,380
shares
|
$868,822
0.08% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
17,859
shares
|
$844,194
0.0% of portfolio
|
Q1 2025
Added 62.72%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
17,377
shares
|
$821,410
0.03% of portfolio
|
Q3 2023
Reduced 9.99%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
17,293
shares
|
$817,440
0.02% of portfolio
|
Q2 2025
Added 19.35%
|