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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
155,872
shares
|
$7.32 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
143,821
shares
|
$6.76 Million
5.48% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
143,104
shares
|
$6.72 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
141,965
shares
|
$6.67 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
135,482
shares
|
$6.37 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
132,778
shares
|
$6.24 Million
0.07% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
130,308
shares
|
$6.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 58.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
127,762
shares
|
$6 Million
0.0% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
125,227
shares
|
$5.88 Million
0.01% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
124,821
shares
|
$5.87 Million
0.91% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
111,269
shares
|
$5.23 Million
0.85% of portfolio
|
Q3 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
109,801
shares
|
$5.16 Million
1.58% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Nov 14, 2024 Q3 2024 |
105,115
shares
|
$4.94 Million
2.38% of portfolio
|
Q3 2024
Added 65.9%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
98,107
shares
|
$4.61 Million
0.2% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
97,180
shares
|
$4.57 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
89,779
shares
|
$4.22 Million
3.33% of portfolio
|
Q3 2024
Added 13.81%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
88,904
shares
|
$4.18 Million
0.11% of portfolio
|
Q3 2024
Reduced 58.92%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
84,750
shares
|
$3.98 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
84,682
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2024
Added 53.23%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
84,660
shares
|
$3.98 Million
0.0% of portfolio
|
Q3 2024
Reduced 36.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
83,438
shares
|
$3.92 Million
0.04% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
79,012
shares
|
$3.71 Million
0.04% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
76,986
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
75,063
shares
|
$3.53 Million
0.0% of portfolio
|
Q3 2024
Added 29.31%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
73,400
shares
|
$3.45 Million
0.04% of portfolio
|
Q3 2024
Added 0.94%
|