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 |
|---|---|---|---|---|---|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
6,140
shares
|
$290,913
0.11% of portfolio
|
Q1 2025
Reduced 16.64%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
5,985
shares
|
$283,569
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
5,949
shares
|
$281,863
0.0% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
5,865
shares
|
$277,883
0.04% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
5,842
shares
|
$276,793
0.16% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
5,837
shares
|
$276,557
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
5,781
shares
|
$273,903
0.03% of portfolio
|
Q4 2023
Reduced 19.43%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
5,777
shares
|
$273,714
0.0% of portfolio
|
Q1 2025
Added 30.44%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
5,744
shares
|
$272,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
5,678
shares
|
$269,023
0.08% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
5,647
shares
|
$267,554
0.13% of portfolio
|
Q4 2023
Reduced 35.61%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
5,621
shares
|
$266,322
0.03% of portfolio
|
Q3 2023
Added 9.83%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
5,545
shares
|
$262,722
0.02% of portfolio
|
Q1 2025
Added 22.33%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
5,515
shares
|
$261,300
0.1% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
5,453
shares
|
$258,363
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
5,436
shares
|
$257,557
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
5,360
shares
|
$253,956
0.02% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
5,354
shares
|
$253,672
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
5,274
shares
|
$249,882
0.0% of portfolio
|
Q1 2025
Reduced 17.02%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,267
shares
|
$249,550
0.02% of portfolio
|
Q1 2025
Added 28.78%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
5,267
shares
|
$249,550
0.07% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
5,261
shares
|
$249,266
0.04% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
5,259
shares
|
$249,171
0.05% of portfolio
|
Q2 2023
Reduced 0.49%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
5,157
shares
|
$244,338
0.12% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
5,151
shares
|
$244,054
0.0% of portfolio
|
Q1 2025
New holding
|