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 |
|---|---|---|---|---|---|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
20,253
shares
|
$970,928
0.48% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
20,029
shares
|
$960,190
0.1% of portfolio
|
Q3 2025
Added 38.72%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
19,993
shares
|
$958,464
0.38% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
19,213
shares
|
$921,071
0.42% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
18,945
shares
|
$908,223
0.02% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
18,462
shares
|
$885,068
0.09% of portfolio
|
Q3 2022
Added 1.47%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
18,341
shares
|
$879,267
0.4% of portfolio
|
Q2 2025
Added 56.81%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
17,659
shares
|
$846,572
0.16% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 07, 2025 Q3 2025 |
17,616
shares
|
$844,511
0.79% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
17,500
shares
|
$838,950
0.05% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
17,392
shares
|
$833,772
0.03% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
17,377
shares
|
$833,053
0.03% of portfolio
|
Q3 2023
Reduced 9.99%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
17,293
shares
|
$829,026
0.02% of portfolio
|
Q2 2025
Added 19.35%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
17,193
shares
|
$824,232
0.11% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
17,106
shares
|
$820,061
0.48% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
17,073
shares
|
$818,479
0.0% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
17,062
shares
|
$817,952
0.1% of portfolio
|
Q2 2022
Added 5.96%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
16,779
shares
|
$804,385
0.15% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
16,631
shares
|
$797,290
0.69% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
16,180
shares
|
$775,669
0.0% of portfolio
|
Q2 2025
Reduced 30.52%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
16,139
shares
|
$773,703
0.08% of portfolio
|
Q3 2025
Added 11.53%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
16,106
shares
|
$772,121
0.31% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
16,047
shares
|
$769,293
0.45% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
15,955
shares
|
$764,882
0.31% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
15,947
shares
|
$764,499
0.03% of portfolio
|
Q3 2025
Added 5.45%
|