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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
385
shares
|
$18,241
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
330
shares
|
$15,635
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
306
shares
|
$14,498
0.01% of portfolio
|
Q1 2024
Added 10.87%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
261
shares
|
$12,366
0.0% of portfolio
|
Q3 2022
Reduced 40.41%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
215
shares
|
$10,186
0.0% of portfolio
|
Q1 2025
Added 21.47%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
200
shares
|
$9,476
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
189
shares
|
$8,954
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
184
shares
|
$8,717
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
176
shares
|
$8,338
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
169
shares
|
$8,007
0.0% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
159
shares
|
$7,533
0.0% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
148
shares
|
$7,012
0.0% of portfolio
|
Q1 2025
Reduced 62.15%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
144
shares
|
$6,822
0.0% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
140
shares
|
$6,633
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
125
shares
|
$5,922
0.0% of portfolio
|
Q3 2021
Reduced 21.88%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
113
shares
|
$5,353
0.0% of portfolio
|
Q4 2024
Reduced 95.92%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
98
shares
|
$4,643
0.0% of portfolio
|
Q4 2024
Reduced 86.16%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
67
shares
|
$3,174
0.0% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
46
shares
|
$2,179
0.0% of portfolio
|
Q3 2024
Reduced 64.89%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
44
shares
|
$2,084
0.0% of portfolio
|
Q4 2024
Added 37.5%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
41
shares
|
$1,942
0.0% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
23
shares
|
$1,089
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
17
shares
|
$805
0.0% of portfolio
|
Q1 2025
Reduced 82.29%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
17
shares
|
$805
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
17
shares
|
$805
0.0% of portfolio
|
Q1 2025
Added 6.25%
|