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 |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
22,526
shares
|
$1.07 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
|
$1.05 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
21,947
shares
|
$1.04 Million
0.1% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
21,746
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.75%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
21,617
shares
|
$1.02 Million
0.14% of portfolio
|
Q4 2024
Added 91.01%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
21,608
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2022
Added 8.99%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
21,584
shares
|
$1.02 Million
0.06% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
21,233
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Added 36.87%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
20,959
shares
|
$993,037
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
20,891
shares
|
$989,815
0.08% of portfolio
|
Q1 2025
Reduced 27.24%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
20,890
shares
|
$989,768
0.19% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
20,564
shares
|
$974,322
0.02% of portfolio
|
Q1 2025
Added 49.1%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
20,561
shares
|
$974,180
0.03% of portfolio
|
Q1 2025
Added 17.96%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
20,275
shares
|
$960,629
0.66% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
19,947
shares
|
$945,088
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
19,515
shares
|
$924,620
0.02% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
19,445
shares
|
$921,304
0.06% of portfolio
|
Q1 2025
Added 29.4%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
18,978
shares
|
$899,177
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
18,870
shares
|
$894,060
0.52% of portfolio
|
Q1 2025
Added 61.14%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
18,857
shares
|
$893,444
0.46% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
18,787
shares
|
$890,128
0.19% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
18,462
shares
|
$874,729
0.09% of portfolio
|
Q3 2022
Added 1.47%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
18,380
shares
|
$870,844
0.08% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
18,000
shares
|
$852,840
0.32% of portfolio
|
Q2 2024
Added 68.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
17,859
shares
|
$846,159
0.0% of portfolio
|
Q1 2025
Added 62.72%
|