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 401 institutions that hold shares in the stock, with a total of 62.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
8,425
shares
|
$395,890
0.01% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,405
shares
|
$394,950
0.03% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
8,357
shares
|
$392,695
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
8,302
shares
|
$390,110
0.15% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
8,213
shares
|
$385,928
0.05% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,956
shares
|
$373,852
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
7,901
shares
|
$371,267
0.03% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
7,794
shares
|
$366,240
0.02% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
7,785
shares
|
$365,817
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,606
shares
|
$357,405
0.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
7,544
shares
|
$354,492
0.22% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
7,513
shares
|
$353,035
0.07% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
7,496
shares
|
$352,237
0.09% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
7,491
shares
|
$352,002
0.0% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
7,361
shares
|
$345,893
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
7,260
shares
|
$341,147
0.0% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
7,077
shares
|
$332,548
0.03% of portfolio
|
Q3 2024
Reduced 36.9%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
7,035
shares
|
$330,574
0.05% of portfolio
|
Q3 2024
Added 32.39%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,921
shares
|
$325,217
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
6,889
shares
|
$323,714
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,881
shares
|
$323,338
0.0% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
6,797
shares
|
$319,391
0.06% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
6,790
shares
|
$319,062
0.1% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
6,786
shares
|
$318,874
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
6,773
shares
|
$318,263
0.0% of portfolio
|
Q3 2024
Reduced 1.81%
|