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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
7,592
shares
|
$359,708
0.0% of portfolio
|
Q1 2025
Added 68.97%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
7,442
shares
|
$352,601
0.0% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
7,433
shares
|
$352,175
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
7,400
shares
|
$350,612
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
7,382
shares
|
$349,759
0.07% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
7,242
shares
|
$343,125
0.05% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
7,140
shares
|
$338,293
0.03% of portfolio
|
Q1 2025
Reduced 15.43%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
7,119
shares
|
$337,298
0.31% of portfolio
|
Q1 2025
Reduced 26.96%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
7,027
shares
|
$332,939
0.0% of portfolio
|
Q1 2025
Reduced 97.89%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,921
shares
|
$327,916
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
6,914
shares
|
$327,585
0.24% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
6,901
shares
|
$326,969
0.12% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
6,775
shares
|
$320,999
0.02% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
6,729
shares
|
$318,820
0.1% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
6,644
shares
|
$314,792
0.22% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
6,643
shares
|
$314,745
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
6,563
shares
|
$310,954
0.02% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
May 15, 2025 Q1 2025 |
6,483
shares
|
$307,164
0.03% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
6,432
shares
|
$304,748
0.02% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,351
shares
|
$300,910
0.0% of portfolio
|
Q3 2023
Reduced 55.83%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
6,330
shares
|
$299,915
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
6,313
shares
|
$299,109
0.0% of portfolio
|
Q1 2025
Added 13.99%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
6,185
shares
|
$293,045
0.02% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
6,168
shares
|
$292,239
0.12% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
6,154
shares
|
$291,576
0.03% of portfolio
|
Q4 2024
Reduced 0.29%
|