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 |
|---|---|---|---|---|---|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
43,252
shares
|
$2.05 Million
0.32% of portfolio
|
Q1 2025
Added 25.79%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
43,217
shares
|
$2.05 Million
1.37% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
42,470
shares
|
$2.01 Million
0.84% of portfolio
|
Q1 2023
Added 13.45%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
41,551
shares
|
$1.97 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
40,878
shares
|
$1.94 Million
0.23% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
40,652
shares
|
$1.93 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
39,424
shares
|
$1.87 Million
0.07% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
39,071
shares
|
$1.85 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
38,995
shares
|
$1.85 Million
2.3% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
38,895
shares
|
$1.84 Million
0.01% of portfolio
|
Q1 2025
Added 30.97%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
38,280
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Added 132.66%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
37,906
shares
|
$1.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
37,325
shares
|
$1.77 Million
2.04% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
36,489
shares
|
$1.73 Million
0.05% of portfolio
|
Q1 2025
Added 44.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,439
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
35,984
shares
|
$1.7 Million
0.05% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
35,581
shares
|
$1.69 Million
0.81% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
34,963
shares
|
$1.66 Million
1.41% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
33,825
shares
|
$1.6 Million
0.53% of portfolio
|
Q1 2025
Added 12.54%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
33,293
shares
|
$1.58 Million
0.16% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
33,281
shares
|
$1.58 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
32,088
shares
|
$1.52 Million
0.02% of portfolio
|
Q1 2025
Added 30.19%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
31,517
shares
|
$1.49 Million
0.44% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
31,477
shares
|
$1.49 Million
0.71% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
30,832
shares
|
$1.46 Million
0.06% of portfolio
|
Q1 2025
Added 94.55%
|