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 458 institutions that hold shares in the stock, with a total of 69.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
14,312
shares
|
$678,102
0.0% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
14,292
shares
|
$677,154
0.06% of portfolio
|
Q1 2025
Added 32.81%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
14,159
shares
|
$670,853
0.06% of portfolio
|
Q1 2025
Reduced 10.51%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
13,960
shares
|
$661,424
0.13% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
13,952
shares
|
$661,045
0.06% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
13,835
shares
|
$655,502
0.02% of portfolio
|
Q1 2025
Added 15.2%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
13,792
shares
|
$653,464
0.02% of portfolio
|
Q1 2024
Added 8.25%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
13,591
shares
|
$643,941
0.14% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
13,589
shares
|
$643,846
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
13,574
shares
|
$643,136
0.04% of portfolio
|
Q1 2025
Added 30.16%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
13,238
shares
|
$627,216
0.01% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
13,200
shares
|
$625,416
0.0% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
13,130
shares
|
$622,099
0.02% of portfolio
|
Q4 2023
Added 20.38%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
12,810
shares
|
$606,937
0.02% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
12,714
shares
|
$602,389
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
12,524
shares
|
$593,387
0.07% of portfolio
|
Q3 2024
Reduced 13.31%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
12,510
shares
|
$592,723
0.0% of portfolio
|
Q1 2025
Reduced 42.79%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
12,300
shares
|
$582,774
0.02% of portfolio
|
Q1 2025
Added 18.91%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
12,060
shares
|
$571,402
0.19% of portfolio
|
Q1 2025
Added 25.83%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
12,011
shares
|
$569,081
0.02% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
11,908
shares
|
$564,201
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
11,902
shares
|
$563,916
0.09% of portfolio
|
Q1 2025
Added 70.22%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
11,831
shares
|
$560,552
0.19% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
11,697
shares
|
$554,203
0.05% of portfolio
|
Q1 2025
Added 735.5%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
11,696
shares
|
$554,156
0.27% of portfolio
|
Q1 2025
Reduced 0.02%
|