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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
292
shares
|
$13,721
0.0% of portfolio
|
Q2 2024
Reduced 6.71%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
279
shares
|
$13,110
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
261
shares
|
$12,264
0.0% of portfolio
|
Q3 2022
Reduced 40.41%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
203
shares
|
$9,538
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$9,398
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
166
shares
|
$7,800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
159
shares
|
$7,471
0.0% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
125
shares
|
$5,873
0.0% of portfolio
|
Q3 2021
Reduced 21.88%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
124
shares
|
$5,826
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
114
shares
|
$5,356
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
103
shares
|
$4,839
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
83
shares
|
$3,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
77
shares
|
$3,618
0.0% of portfolio
|
Q3 2024
Reduced 71.38%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
69
shares
|
$3,242
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
64
shares
|
$3,007
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
52
shares
|
$2,443
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
46
shares
|
$2,161
0.0% of portfolio
|
Q3 2024
Reduced 64.89%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
41
shares
|
$1,926
0.0% of portfolio
|
Q2 2024
Added 173.33%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
32
shares
|
$1,503
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
27
shares
|
$1,268
0.0% of portfolio
|
Q2 2024
Reduced 46.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
23
shares
|
$1,080
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
17
shares
|
$798
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
16
shares
|
$751
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2
shares
|
$93
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|