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 |
|---|---|---|---|---|---|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
9,753
shares
|
$462,097
0.25% of portfolio
|
Q1 2025
Added 88.28%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
9,715
shares
|
$460,296
0.24% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
9,593
shares
|
$454,516
0.09% of portfolio
|
Q3 2024
Reduced 30.61%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
9,466
shares
|
$448,499
0.02% of portfolio
|
Q1 2025
Added 24.05%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
9,376
shares
|
$444,234
0.01% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
9,352
shares
|
$443,097
0.06% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
9,320
shares
|
$441,581
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
9,284
shares
|
$439,875
0.2% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
9,217
shares
|
$436,701
0.08% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
9,204
shares
|
$436,085
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
9,186
shares
|
$435,232
0.29% of portfolio
|
Q1 2023
Reduced 23.37%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
9,169
shares
|
$434,427
0.02% of portfolio
|
Q1 2025
Added 25.93%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
8,969
shares
|
$424,951
0.22% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
8,827
shares
|
$418,223
0.11% of portfolio
|
Q1 2025
Added 34.15%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,759
shares
|
$415,001
0.03% of portfolio
|
Q3 2023
Added 13.72%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
8,403
shares
|
$398,134
0.4% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
8,285
shares
|
$392,543
0.01% of portfolio
|
Q1 2025
Added 30.97%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
8,224
shares
|
$389,653
0.04% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
8,183
shares
|
$387,710
0.05% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
8,126
shares
|
$385,009
0.01% of portfolio
|
Q1 2025
Added 70.86%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
7,942
shares
|
$376,291
0.36% of portfolio
|
Q1 2025
Added 44.37%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
7,920
shares
|
$375,249
0.03% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
7,771
shares
|
$368,189
0.12% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
7,681
shares
|
$363,925
0.02% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
7,643
shares
|
$362,125
0.08% of portfolio
|
Q2 2025
Added 0.45%
|