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 431 institutions that hold shares in the stock, with a total of 66.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
12,348
shares
|
$584,554
0.02% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
12,090
shares
|
$572,340
0.0% of portfolio
|
Q2 2024
Added 9.26%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
12,010
shares
|
$568,553
0.02% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
11,866
shares
|
$561,736
0.18% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
11,710
shares
|
$554,351
0.34% of portfolio
|
Q4 2024
Added 59.19%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
11,698
shares
|
$553,783
0.26% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
11,690
shares
|
$553,404
0.21% of portfolio
|
Q4 2024
Reduced 79.04%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
11,627
shares
|
$550,422
0.27% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
11,580
shares
|
$548,197
0.15% of portfolio
|
Q4 2023
Added 64.56%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,463
shares
|
$542,658
0.02% of portfolio
|
Q4 2024
Reduced 8.04%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
11,398
shares
|
$539,581
0.01% of portfolio
|
Q4 2022
Reduced 2.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
10,975
shares
|
$519,556
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
10,922
shares
|
$517,047
0.01% of portfolio
|
Q1 2024
Reduced 17.5%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
10,821
shares
|
$512,266
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
10,761
shares
|
$509,425
0.05% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
10,461
shares
|
$495,223
0.0% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
10,429
shares
|
$493,708
0.03% of portfolio
|
Q4 2024
Added 9.35%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
10,344
shares
|
$489,684
0.02% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
10,339
shares
|
$489,448
0.02% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
10,300
shares
|
$487,602
0.06% of portfolio
|
Q4 2024
Added 37.1%
|
|
|
Ameraudi Asset Management, Inc.
|
Feb 12, 2025 Q4 2024 |
10,053
shares
|
$475,909
0.26% of portfolio
|
Q2 2023
Reduced 13.36%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
10,010
shares
|
$473,873
0.11% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
9,954
shares
|
$471,222
0.06% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
9,794
shares
|
$463,647
0.2% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
9,747
shares
|
$461,422
0.41% of portfolio
|
Q4 2024
New holding
|