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 426 institutions that hold shares in the stock, with a total of 64.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
19,352,822
shares
|
$903 Million
0.08% of portfolio
|
Q4 2024
Added 11.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
7,046,458
shares
|
$329 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
4,592,603
shares
|
$214 Million
0.07% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,280,912
shares
|
$106 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,783,412
shares
|
$83.2 Million
0.07% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,737,995
shares
|
$81.1 Million
0.19% of portfolio
|
Q3 2024
Added 16.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
1,627,729
shares
|
$76 Million
0.01% of portfolio
|
Q4 2024
Added 18.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,574,999
shares
|
$73.5 Million
0.03% of portfolio
|
Q4 2024
Added 20.54%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,420,731
shares
|
$66.3 Million
0.01% of portfolio
|
Q4 2024
Added 11.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,122,106
shares
|
$52.4 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
903,284
shares
|
$42.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
898,115
shares
|
$41.9 Million
0.1% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
866,245
shares
|
$40.4 Million
0.14% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
859,427
shares
|
$40.1 Million
0.03% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
707,490
shares
|
$33 Million
0.01% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
672,202
shares
|
$31.4 Million
0.98% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
647,679
shares
|
$30.2 Million
0.12% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
627,970
shares
|
$29.3 Million
1.05% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
607,562
shares
|
$28.4 Million
0.28% of portfolio
|
Q4 2024
Reduced 47.14%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
561,002
shares
|
$26.2 Million
2.43% of portfolio
|
Q2 2024
Added 2.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
515,018
shares
|
$24 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
477,495
shares
|
$22.3 Million
0.03% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
417,481
shares
|
$19.5 Million
0.04% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
386,800
shares
|
$18.1 Million
0.1% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
369,912
shares
|
$17.3 Million
6.14% of portfolio
|
Q4 2024
Added 6.49%
|