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 |
|---|---|---|---|---|---|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
1,115
shares
|
$52,393
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,106
shares
|
$51,970
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
1,033
shares
|
$48,540
0.01% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,031
shares
|
$48,446
0.01% of portfolio
|
Q4 2022
Reduced 17.45%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
1,030
shares
|
$48,399
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
997
shares
|
$46,849
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
844
shares
|
$39,659
0.1% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
827
shares
|
$38,860
0.01% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
777
shares
|
$36,511
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
722
shares
|
$33,926
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
716
shares
|
$33,644
0.02% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
711
shares
|
$33,409
0.0% of portfolio
|
Q1 2024
Added 137.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
708
shares
|
$33,268
0.0% of portfolio
|
Q2 2024
Reduced 8.41%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
614
shares
|
$28,851
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
590
shares
|
$27,724
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
564
shares
|
$26,502
0.0% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
550
shares
|
$25,844
0.02% of portfolio
|
Q3 2024
Added 733.33%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
545
shares
|
$25,609
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
480
shares
|
$22,555
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
417
shares
|
$19,594
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
403
shares
|
$18,936
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
391
shares
|
$18,373
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
330
shares
|
$15,506
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
311
shares
|
$14,613
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
306
shares
|
$14,378
0.01% of portfolio
|
Q1 2024
Added 10.87%
|