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 |
|---|---|---|---|---|---|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
11,684
shares
|
$553,587
0.27% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
11,644
shares
|
$551,692
0.18% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
11,580
shares
|
$548,660
0.15% of portfolio
|
Q4 2023
Added 64.56%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
11,521
shares
|
$545,864
0.02% of portfolio
|
Q2 2025
Reduced 38.38%
|
|
|
Buttonwood Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
11,452
shares
|
$542,595
0.32% of portfolio
|
Q1 2025
Added 38.11%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
11,435
shares
|
$541,790
0.21% of portfolio
|
Q1 2025
Added 111.64%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
11,398
shares
|
$540,037
0.01% of portfolio
|
Q4 2022
Reduced 2.58%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
11,377
shares
|
$539,042
0.06% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
11,086
shares
|
$525,254
0.07% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
11,044
shares
|
$523,264
0.12% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
10,922
shares
|
$517,484
0.01% of portfolio
|
Q1 2024
Reduced 17.5%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
10,883
shares
|
$515,636
0.01% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
10,821
shares
|
$512,698
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
10,734
shares
|
$508,576
0.0% of portfolio
|
Q1 2025
Added 23.72%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
10,467
shares
|
$495,926
0.01% of portfolio
|
Q1 2025
Added 14.74%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
10,453
shares
|
$495,263
0.06% of portfolio
|
Q1 2025
Added 64.38%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
10,287
shares
|
$487,398
0.0% of portfolio
|
Q1 2025
Added 88.96%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
10,264
shares
|
$486,308
0.07% of portfolio
|
Q1 2025
Added 39.38%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
10,027
shares
|
$475,079
0.06% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
9,965
shares
|
$472,141
0.01% of portfolio
|
Q1 2025
Reduced 34.58%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
9,825
shares
|
$465,508
0.13% of portfolio
|
Q1 2025
Added 55.34%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
9,794
shares
|
$464,039
0.21% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
9,786
shares
|
$463,660
0.0% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
9,766
shares
|
$462,713
0.04% of portfolio
|
Q1 2025
Reduced 28.27%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
9,761
shares
|
$462,476
0.04% of portfolio
|
Q1 2025
Added 4.12%
|