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 |
|---|---|---|---|---|---|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
17,247
shares
|
$815,265
0.17% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
17,193
shares
|
$812,713
0.11% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
17,181
shares
|
$812,145
0.03% of portfolio
|
Q1 2025
Added 36.53%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
17,104
shares
|
$808,506
0.17% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
17,073
shares
|
$807,040
0.0% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
17,062
shares
|
$806,520
0.1% of portfolio
|
Q2 2022
Added 5.96%
|
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
17,049
shares
|
$805,906
0.52% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
16,978
shares
|
$802,550
0.76% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
16,904
shares
|
$799,052
0.03% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
16,816
shares
|
$794,892
0.26% of portfolio
|
Q2 2025
Added 143.67%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
16,524
shares
|
$781,089
0.34% of portfolio
|
Q1 2025
Added 32.17%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
16,390
shares
|
$774,755
0.69% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
16,341
shares
|
$772,439
0.06% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
16,046
shares
|
$758,494
0.46% of portfolio
|
Q2 2025
Reduced 20.86%
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
15,984
shares
|
$755,563
0.34% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
15,955
shares
|
$754,192
0.31% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
15,893
shares
|
$751,262
0.43% of portfolio
|
Q1 2025
Added 58.09%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
15,758
shares
|
$744,880
0.05% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
15,595
shares
|
$737,175
0.01% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
15,504
shares
|
$732,874
0.01% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,095
shares
|
$713,540
0.22% of portfolio
|
Q1 2023
Reduced 9.66%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
15,092
shares
|
$713,398
0.04% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
14,835
shares
|
$701,250
0.0% of portfolio
|
Q1 2025
Added 22.7%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
14,580
shares
|
$689,196
0.37% of portfolio
|
Q1 2025
Added 151.64%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
14,497
shares
|
$685,273
0.01% of portfolio
|
Q2 2025
Reduced 0.02%
|