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 404 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 $2.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
8,443
shares
|
$392,852
0.03% of portfolio
|
Q4 2024
Reduced 22.68%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,405
shares
|
$391,084
0.03% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
8,320
shares
|
$387,129
0.05% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,956
shares
|
$370,192
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
7,843
shares
|
$364,934
0.03% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
7,794
shares
|
$362,654
0.02% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,606
shares
|
$353,907
0.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
7,544
shares
|
$351,022
0.22% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
7,513
shares
|
$349,579
0.07% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
7,496
shares
|
$348,788
0.09% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
7,491
shares
|
$348,556
0.0% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
7,400
shares
|
$344,322
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
7,361
shares
|
$342,507
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
7,356
shares
|
$342,274
0.23% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
7,281
shares
|
$338,784
0.02% of portfolio
|
Q4 2024
Added 39.22%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
7,260
shares
|
$337,807
0.0% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
7,250
shares
|
$337,342
0.1% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
7,090
shares
|
$329,897
0.05% of portfolio
|
Q4 2024
Reduced 17.68%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
7,035
shares
|
$327,338
0.05% of portfolio
|
Q3 2024
Added 32.39%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,921
shares
|
$322,034
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
6,889
shares
|
$320,545
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,881
shares
|
$320,172
0.0% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
6,868
shares
|
$319,568
0.02% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
6,797
shares
|
$316,264
0.06% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
6,773
shares
|
$315,147
0.0% of portfolio
|
Q3 2024
Reduced 1.81%
|