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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
13,312
shares
|
$625,530
0.03% of portfolio
|
Q3 2024
Reduced 26.2%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
13,130
shares
|
$616,978
0.02% of portfolio
|
Q4 2023
Added 20.38%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
12,911
shares
|
$606,687
0.02% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
12,524
shares
|
$588,502
0.07% of portfolio
|
Q3 2024
Reduced 13.31%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
12,524
shares
|
$588,502
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
12,465
shares
|
$585,730
0.02% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
12,429
shares
|
$584,038
0.06% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
12,328
shares
|
$579,292
0.07% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
12,200
shares
|
$573,278
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
12,174
shares
|
$572,056
0.03% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
12,090
shares
|
$568,109
0.0% of portfolio
|
Q2 2024
Added 9.26%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
12,067
shares
|
$567,028
0.13% of portfolio
|
Q3 2024
Added 14.25%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
11,915
shares
|
$559,885
0.02% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
11,705
shares
|
$550,017
0.02% of portfolio
|
Q4 2023
Added 84.24%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
11,580
shares
|
$544,144
0.16% of portfolio
|
Q4 2023
Added 64.56%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
11,489
shares
|
$539,868
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
11,456
shares
|
$538,317
0.07% of portfolio
|
Q3 2024
Added 41.05%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
11,398
shares
|
$535,592
0.01% of portfolio
|
Q4 2022
Reduced 2.58%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
11,370
shares
|
$534,276
0.0% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
11,335
shares
|
$532,631
0.18% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
11,317
shares
|
$531,785
0.13% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Benchmark Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
11,179
shares
|
$525,301
0.27% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
11,070
shares
|
$520,179
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
10,922
shares
|
$513,224
0.01% of portfolio
|
Q1 2024
Reduced 17.5%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
10,919
shares
|
$513,083
0.04% of portfolio
|
Q3 2024
Added 10.9%
|