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 |
|---|---|---|---|---|---|
|
Cantor Fitzgerald, L. P.
New York, NY |
May 15, 2025 Q1 2025 |
30,000
shares
|
$1.39 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
29,937
shares
|
$1.39 Million
0.12% of portfolio
|
Q1 2025
Added 72.31%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
29,245
shares
|
$1.36 Million
0.48% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
29,217
shares
|
$1.36 Million
0.35% of portfolio
|
Q2 2024
Added 1.64%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
28,178
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Added 26.14%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
28,114
shares
|
$1.3 Million
0.02% of portfolio
|
Q1 2025
Added 19.57%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
28,044
shares
|
$1.3 Million
0.06% of portfolio
|
Q1 2025
Added 27.71%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
27,972
shares
|
$1.3 Million
0.69% of portfolio
|
Q1 2025
Added 17.31%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
27,601
shares
|
$1.28 Million
0.15% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
26,744
shares
|
$1.24 Million
0.1% of portfolio
|
Q4 2023
Added 3.69%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
25,660
shares
|
$1.19 Million
0.08% of portfolio
|
Q1 2025
Added 58.46%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
25,119
shares
|
$1.17 Million
0.03% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
24,938
shares
|
$1.16 Million
0.16% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
24,340
shares
|
$1.13 Million
0.03% of portfolio
|
Q1 2025
Reduced 24.28%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
24,185
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
23,800
shares
|
$1.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
23,754
shares
|
$1.1 Million
0.47% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
23,287
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
22,981
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Added 23.73%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
22,740
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Added 25.41%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
22,703
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
22,526
shares
|
$1.05 Million
0.16% of portfolio
|
Q2 2023
Reduced 7.55%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
22,215
shares
|
$1.03 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
21,986
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 112.65%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
21,947
shares
|
$1.02 Million
0.1% of portfolio
|
Q1 2025
Added 0.06%
|