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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,129
shares
|
$243,012
0.01% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
5,097
shares
|
$241,495
0.05% of portfolio
|
Q1 2025
Added 13.49%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
5,092
shares
|
$241,258
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
5,087
shares
|
$241,022
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
5,077
shares
|
$240,548
0.0% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
5,008
shares
|
$237,279
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
4,985
shares
|
$236,189
0.01% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
4,983
shares
|
$236,094
0.11% of portfolio
|
Q1 2024
Added 2.89%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
4,966
shares
|
$235,289
0.04% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
4,962
shares
|
$235,099
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
4,946
shares
|
$234,341
0.03% of portfolio
|
Q1 2025
Reduced 40.55%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
4,946
shares
|
$234,341
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
4,854
shares
|
$229,982
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
4,826
shares
|
$228,655
0.09% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
4,812
shares
|
$227,992
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
4,802
shares
|
$227,518
0.13% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
4,800
shares
|
$227,424
0.0% of portfolio
|
Q1 2025
Reduced 25.52%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
4,790
shares
|
$226,950
0.01% of portfolio
|
Q4 2022
Added 4.36%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
4,783
shares
|
$226,618
0.01% of portfolio
|
Q1 2025
Added 45.91%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
4,770
shares
|
$226,002
0.02% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
4,711
shares
|
$223,207
0.15% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,705
shares
|
$222,922
0.01% of portfolio
|
Q3 2020
Reduced 31.67%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
4,694
shares
|
$222,401
0.03% of portfolio
|
Q1 2025
Reduced 10.35%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,673
shares
|
$221,406
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
4,616
shares
|
$218,706
0.07% of portfolio
|
Q1 2025
Reduced 3.41%
|