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 482 institutions that hold shares in the stock, with a total of 75.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
8,692
shares
|
$416,346
0.0% of portfolio
|
Q4 2025
Added 71.2%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
8,548
shares
|
$409,449
0.02% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Mbe Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
8,500
shares
|
$407,150
0.19% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
8,488
shares
|
$406,575
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
8,436
shares
|
$404,084
0.04% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
8,416
shares
|
$403,126
0.01% of portfolio
|
Q4 2025
Reduced 6.5%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
8,413
shares
|
$402,982
0.01% of portfolio
|
Q4 2025
Reduced 5.54%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
8,386
shares
|
$401,689
0.01% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
8,295
shares
|
$397,330
0.31% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
8,292
shares
|
$397,186
0.06% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
8,288
shares
|
$396,995
0.0% of portfolio
|
Q4 2025
Reduced 0.01%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
8,211
shares
|
$393,306
0.03% of portfolio
|
Q4 2025
Added 3.67%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Jan 22, 2026 Q4 2025 |
8,095
shares
|
$387,750
0.09% of portfolio
|
Q4 2025
Added 59.13%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
8,083
shares
|
$387,175
0.02% of portfolio
|
Q3 2025
Added 15.16%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
8,041
shares
|
$385,163
0.11% of portfolio
|
Q2 2025
Reduced 30.56%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
7,962
shares
|
$381,379
0.29% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
7,958
shares
|
$381,188
0.17% of portfolio
|
Q3 2025
Reduced 21.29%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
7,876
shares
|
$377,260
0.03% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Nov 14, 2025 Q3 2025 |
7,871
shares
|
$377,020
0.03% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
7,776
shares
|
$372,470
0.23% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
7,722
shares
|
$369,883
0.14% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
7,664
shares
|
$367,105
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
7,590
shares
|
$363,561
0.25% of portfolio
|
Q4 2025
Added 7.17%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
7,547
shares
|
$361,501
0.06% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
7,518
shares
|
$360,112
0.04% of portfolio
|
Q3 2025
Reduced 3.63%
|
|