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 71.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
19,655
shares
|
$946,977
0.04% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
19,232
shares
|
$926,597
0.44% of portfolio
|
Q2 2025
Added 31.91%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
18,945
shares
|
$912,770
0.02% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
18,462
shares
|
$889,499
0.09% of portfolio
|
Q3 2022
Added 1.47%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
18,341
shares
|
$883,669
0.4% of portfolio
|
Q2 2025
Added 56.81%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
17,621
shares
|
$848,979
0.03% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
17,377
shares
|
$837,223
0.03% of portfolio
|
Q3 2023
Reduced 9.99%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
17,293
shares
|
$833,176
0.02% of portfolio
|
Q2 2025
Added 19.35%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
17,247
shares
|
$830,960
0.17% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
17,193
shares
|
$828,358
0.11% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
17,124
shares
|
$825,034
0.16% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
17,106
shares
|
$824,167
0.48% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
17,073
shares
|
$822,577
0.0% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
17,062
shares
|
$822,047
0.1% of portfolio
|
Q2 2022
Added 5.96%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
16,978
shares
|
$818,000
0.76% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
16,904
shares
|
$814,434
0.03% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
16,816
shares
|
$810,194
0.26% of portfolio
|
Q2 2025
Added 143.67%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
16,402
shares
|
$790,248
0.05% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
16,390
shares
|
$789,670
0.69% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
16,300
shares
|
$785,334
0.07% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
16,180
shares
|
$779,552
0.0% of portfolio
|
Q2 2025
Reduced 30.52%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
16,108
shares
|
$776,083
0.34% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
16,046
shares
|
$773,096
0.46% of portfolio
|
Q2 2025
Reduced 20.86%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
15,955
shares
|
$768,711
0.31% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
15,913
shares
|
$766,688
0.36% of portfolio
|
Q2 2025
Reduced 15.61%
|