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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
4,460
shares
|
$209,575
0.0% of portfolio
|
Q2 2024
Reduced 21.85%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
4,378
shares
|
$205,722
0.06% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
4,346
shares
|
$204,218
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,298
shares
|
$201,963
0.01% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
4,214
shares
|
$198,015
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,192
shares
|
$196,982
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
4,174
shares
|
$196,136
0.01% of portfolio
|
Q3 2024
Reduced 12.22%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3,658
shares
|
$171,889
0.01% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,563
shares
|
$167,425
0.02% of portfolio
|
Q1 2023
Added 15.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,334
shares
|
$156,664
0.0% of portfolio
|
Q2 2024
Added 8.11%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,250
shares
|
$152,717
0.01% of portfolio
|
Q3 2024
Added 20.82%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
3,021
shares
|
$141,956
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
3,021
shares
|
$141,956
0.0% of portfolio
|
Q3 2024
Added 55.32%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
2,944
shares
|
$138,338
0.11% of portfolio
|
Q2 2024
Reduced 30.27%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,771
shares
|
$130,209
0.03% of portfolio
|
Q3 2024
Reduced 8.25%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
2,763
shares
|
$129,833
0.03% of portfolio
|
Q2 2024
Reduced 10.64%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,577
shares
|
$121,093
0.0% of portfolio
|
Q1 2024
Added 13.88%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,380
shares
|
$111,836
0.01% of portfolio
|
Q3 2024
Reduced 24.4%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
2,196
shares
|
$103,190
0.0% of portfolio
|
Q3 2022
Reduced 49.93%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
1,786
shares
|
$83,924
0.01% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
1,717
shares
|
$80,681
0.06% of portfolio
|
Q2 2024
Added 3.87%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,665
shares
|
$78,238
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,533
shares
|
$72,035
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,218
shares
|
$57,233
0.01% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,156
shares
|
$54,320
0.0% of portfolio
|
Q3 2024
Reduced 3.51%
|