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 454 institutions that hold shares in the stock, with a total of 68.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
4,414
shares
|
$204,853
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
4,397
shares
|
$204,064
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
4,346
shares
|
$201,697
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
4,247
shares
|
$197,103
0.03% of portfolio
|
Q1 2025
Reduced 44.99%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
4,179
shares
|
$193,947
0.0% of portfolio
|
Q4 2024
Added 62.17%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
3,942
shares
|
$182,948
0.06% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,532
shares
|
$163,920
0.0% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,401
shares
|
$157,840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,080
shares
|
$142,942
0.02% of portfolio
|
Q1 2025
Added 28.17%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
3,021
shares
|
$140,204
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
2,944
shares
|
$136,631
0.1% of portfolio
|
Q2 2024
Reduced 30.27%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
2,876
shares
|
$133,475
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
2,742
shares
|
$127,256
0.03% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,647
shares
|
$122,847
0.01% of portfolio
|
Q4 2024
Reduced 25.71%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
2,196
shares
|
$101,916
0.0% of portfolio
|
Q3 2022
Reduced 49.93%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
1,862
shares
|
$86,415
0.06% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,860
shares
|
$86,322
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,508
shares
|
$69,986
0.0% of portfolio
|
Q1 2025
Reduced 39.12%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
1,317
shares
|
$61,121
0.01% of portfolio
|
Q1 2025
Added 149.43%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,161
shares
|
$53,882
0.02% of portfolio
|
Q1 2025
Added 23.91%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,115
shares
|
$51,747
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,115
shares
|
$51,747
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,106
shares
|
$51,329
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,031
shares
|
$47,848
0.01% of portfolio
|
Q4 2022
Reduced 17.45%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
998
shares
|
$46,317
0.01% of portfolio
|
Q1 2025
Reduced 4.41%
|