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 477 institutions that hold shares in the stock, with a total of 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
25,609
shares
|
$1.23 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
25,114
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
24,910
shares
|
$1.19 Million
0.13% of portfolio
|
Q3 2025
Added 15.25%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
24,708
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
24,509
shares
|
$1.17 Million
0.49% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
24,416
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 51.49%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
24,301
shares
|
$1.16 Million
0.61% of portfolio
|
Q3 2025
Added 8.03%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
24,185
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
24,163
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
23,631
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
23,091
shares
|
$1.11 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
22,526
shares
|
$1.08 Million
0.16% of portfolio
|
Q2 2023
Reduced 7.55%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
22,444
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
22,168
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
21,839
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
21,765
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2025
Added 88.92%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
21,715
shares
|
$1.04 Million
0.56% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
21,608
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2022
Added 8.99%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
21,233
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
21,016
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 67.99%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
20,930
shares
|
$1 Million
0.04% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
20,891
shares
|
$1 Million
0.08% of portfolio
|
Q1 2025
Reduced 27.24%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
20,890
shares
|
$1 Million
0.19% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
20,564
shares
|
$985,838
0.01% of portfolio
|
Q1 2025
Added 49.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
20,273
shares
|
$971,887
0.05% of portfolio
|
Q2 2025
Added 4.26%
|