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 |
|---|---|---|---|---|---|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
17,062
shares
|
$801,743
0.1% of portfolio
|
Q2 2022
Added 5.96%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
17,052
shares
|
$801,273
0.52% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
16,961
shares
|
$796,997
0.06% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
16,910
shares
|
$794,600
0.0% of portfolio
|
Q3 2024
Added 12.53%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
16,568
shares
|
$778,530
0.01% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
16,479
shares
|
$774,348
0.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
16,390
shares
|
$770,166
0.77% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
16,285
shares
|
$765,232
0.13% of portfolio
|
Q3 2024
Added 19.44%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,703
shares
|
$737,883
0.06% of portfolio
|
Q3 2024
Added 36.82%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
15,288
shares
|
$718,383
0.01% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
15,161
shares
|
$712,415
0.05% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,095
shares
|
$709,314
0.22% of portfolio
|
Q1 2023
Reduced 9.66%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
14,527
shares
|
$682,623
0.06% of portfolio
|
Q3 2024
Added 10.12%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
14,444
shares
|
$678,723
0.04% of portfolio
|
Q3 2024
Added 21.7%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
14,441
shares
|
$678,582
0.0% of portfolio
|
Q3 2024
Added 26.18%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
14,284
shares
|
$671,205
0.37% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
14,277
shares
|
$670,876
0.01% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
14,263
shares
|
$670,218
0.05% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
14,163
shares
|
$665,519
0.0% of portfolio
|
Q3 2024
Reduced 13.26%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
14,009
shares
|
$658,282
0.0% of portfolio
|
Q3 2024
Added 41.46%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
13,883
shares
|
$652,362
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
13,792
shares
|
$648,086
0.02% of portfolio
|
Q1 2024
Added 8.25%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
13,792
shares
|
$648,086
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
13,779
shares
|
$647,475
0.08% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
13,432
shares
|
$631,169
0.13% of portfolio
|
Q3 2024
Added 2.45%
|