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 |
|---|---|---|---|---|---|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
88,255
shares
|
$4.1 Million
0.8% of portfolio
|
Q1 2025
Added 38.74%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
87,741
shares
|
$4.07 Million
0.05% of portfolio
|
Q1 2025
Added 36.93%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
87,100
shares
|
$4.04 Million
0.01% of portfolio
|
Q1 2025
Added 30.35%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
86,346
shares
|
$4.01 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
84,231
shares
|
$3.91 Million
3.17% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
82,027
shares
|
$3.81 Million
0.0% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
79,678
shares
|
$3.7 Million
0.13% of portfolio
|
Q1 2025
Reduced 45.94%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
78,190
shares
|
$3.63 Million
0.89% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
76,359
shares
|
$3.54 Million
1.37% of portfolio
|
Q1 2025
Added 31.06%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
74,914
shares
|
$3.48 Million
0.15% of portfolio
|
Q1 2025
Added 229.76%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
74,194
shares
|
$3.44 Million
0.04% of portfolio
|
Q1 2025
Added 30.88%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
72,400
shares
|
$3.36 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
69,713
shares
|
$3.24 Million
0.76% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
67,234
shares
|
$3.12 Million
0.29% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
66,277
shares
|
$3.08 Million
0.03% of portfolio
|
Q1 2025
Added 36.66%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
65,834
shares
|
$3.06 Million
0.48% of portfolio
|
Q1 2025
Added 36.85%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
65,296
shares
|
$3.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 22.5%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
64,972
shares
|
$3.02 Million
1.18% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
64,959
shares
|
$3.01 Million
0.07% of portfolio
|
Q4 2023
Added 46.31%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
64,876
shares
|
$3.01 Million
0.32% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
63,719
shares
|
$2.96 Million
0.14% of portfolio
|
Q3 2024
Added 36.62%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
63,577
shares
|
$2.95 Million
0.03% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
62,667
shares
|
$2.91 Million
1.16% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
62,108
shares
|
$2.88 Million
0.05% of portfolio
|
Q4 2023
Added 4.82%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
61,772
shares
|
$2.87 Million
0.22% of portfolio
|
Q4 2023
Added 109.59%
|