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 |
|---|---|---|---|---|---|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,115
shares
|
$52,828
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,115
shares
|
$52,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,106
shares
|
$52,402
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,031
shares
|
$48,848
0.01% of portfolio
|
Q4 2022
Reduced 17.45%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
998
shares
|
$47,285
0.01% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
969
shares
|
$45,911
0.02% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
961
shares
|
$45,532
0.01% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
793
shares
|
$37,572
0.01% of portfolio
|
Q4 2024
Added 40.6%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
752
shares
|
$35,629
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
747
shares
|
$35,392
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
697
shares
|
$33,023
0.03% of portfolio
|
Q1 2025
Added 41.96%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
693
shares
|
$32,834
0.0% of portfolio
|
Q4 2024
Reduced 61.2%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
644
shares
|
$30,512
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
614
shares
|
$29,091
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
596
shares
|
$28,238
0.0% of portfolio
|
Q1 2025
Reduced 16.17%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
552
shares
|
$26,153
0.0% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
552
shares
|
$26,153
0.0% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
510
shares
|
$24,163
0.02% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
495
shares
|
$23,453
0.02% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
482
shares
|
$22,837
0.0% of portfolio
|
Q4 2024
Reduced 58.3%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
480
shares
|
$22,742
0.0% of portfolio
|
Q1 2025
Added 72.04%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
451
shares
|
$21,368
0.01% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
447
shares
|
$21,178
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
443
shares
|
$20,989
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
425
shares
|
$20,136
0.0% of portfolio
|
Q1 2025
New holding
|