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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
406,269
shares
|
$19.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
399,107
shares
|
$18.9 Million
0.03% of portfolio
|
Q1 2025
Added 16.55%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
380,782
shares
|
$18 Million
0.07% of portfolio
|
Q1 2025
Added 12.53%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
377,333
shares
|
$17.9 Million
6.32% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
322,253
shares
|
$15.3 Million
0.25% of portfolio
|
Q2 2023
Added 4.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
314,862
shares
|
$14.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
303,328
shares
|
$14.4 Million
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
280,437
shares
|
$13.3 Million
0.42% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
262,765
shares
|
$12.4 Million
0.09% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
238,094
shares
|
$11.3 Million
0.02% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
219,617
shares
|
$10.4 Million
0.65% of portfolio
|
Q1 2025
Added 18.12%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
217,622
shares
|
$10.3 Million
0.13% of portfolio
|
Q1 2025
Added 57.78%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
215,374
shares
|
$10.2 Million
0.31% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
211,319
shares
|
$10 Million
0.02% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
202,035
shares
|
$9.57 Million
8.63% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
201,507
shares
|
$9.55 Million
2.2% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
195,734
shares
|
$9.27 Million
0.27% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
193,823
shares
|
$9.18 Million
0.49% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
192,527
shares
|
$9.12 Million
1.59% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
192,401
shares
|
$9.12 Million
0.24% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
189,722
shares
|
$8.99 Million
0.03% of portfolio
|
Q1 2025
Added 34.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
189,110
shares
|
$8.96 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
184,643
shares
|
$8.75 Million
0.1% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
173,467
shares
|
$8.22 Million
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
169,079
shares
|
$8.01 Million
1.13% of portfolio
|
Q1 2025
Reduced 5.95%
|