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 |
|---|---|---|---|---|---|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
5,230
shares
|
$245,757
0.01% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
5,142
shares
|
$241,622
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
5,122
shares
|
$240,682
0.11% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,093
shares
|
$239,320
0.01% of portfolio
|
Q3 2024
Added 228.58%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
5,092
shares
|
$239,273
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
5,077
shares
|
$238,568
0.0% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 08, 2024 Q3 2024 |
5,008
shares
|
$235,325
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Ims Capital Management
|
Aug 21, 2024 Q2 2024 |
4,983
shares
|
$234,151
0.11% of portfolio
|
Q1 2024
Added 2.89%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
4,855
shares
|
$228,136
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
4,826
shares
|
$226,773
0.08% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,825
shares
|
$226,726
0.0% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,804
shares
|
$225,739
0.02% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
4,798
shares
|
$225,458
0.01% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
4,790
shares
|
$225,082
0.01% of portfolio
|
Q4 2022
Added 4.36%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,770
shares
|
$224,142
0.02% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,705
shares
|
$221,087
0.01% of portfolio
|
Q3 2020
Reduced 31.67%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,703
shares
|
$220,993
0.02% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
4,678
shares
|
$219,819
0.07% of portfolio
|
Q3 2024
Reduced 20.79%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,673
shares
|
$219,584
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
4,637
shares
|
$217,892
0.0% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
4,577
shares
|
$215,073
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
4,562
shares
|
$214,368
0.14% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,544
shares
|
$213,522
0.09% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
4,533
shares
|
$213,005
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
4,485
shares
|
$210,750
0.06% of portfolio
|
Q1 2024
Reduced 3.84%
|