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 |
|---|---|---|---|---|---|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
32,823
shares
|
$1.54 Million
0.19% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
32,818
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.41%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
31,177
shares
|
$1.47 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
31,141
shares
|
$1.46 Million
1.58% of portfolio
|
Q3 2024
Added 16.56%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
30,700
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2024
Reduced 15.65%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
29,616
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
29,287
shares
|
$1.38 Million
0.67% of portfolio
|
Q3 2024
Reduced 52.48%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
29,217
shares
|
$1.37 Million
0.35% of portfolio
|
Q2 2024
Added 1.64%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
29,116
shares
|
$1.37 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
28,369
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
28,267
shares
|
$1.33 Million
0.54% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
27,715
shares
|
$1.3 Million
1.1% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
26,776
shares
|
$1.26 Million
0.07% of portfolio
|
Q3 2024
Added 25.73%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
26,744
shares
|
$1.26 Million
0.1% of portfolio
|
Q4 2023
Added 3.69%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
26,669
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
26,339
shares
|
$1.24 Million
0.05% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
25,542
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
25,501
shares
|
$1.2 Million
0.28% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
25,375
shares
|
$1.19 Million
0.41% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
24,598
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Brewster Financial Planning LLC
|
Oct 10, 2024 Q3 2024 |
24,417
shares
|
$1.15 Million
0.92% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
24,302
shares
|
$1.14 Million
0.09% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
24,236
shares
|
$1.14 Million
0.47% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
24,224
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
23,724
shares
|
$1.11 Million
0.2% of portfolio
|
Q3 2024
Added 0.22%
|