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 62.8 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 |
|---|---|---|---|---|---|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
4,779
shares
|
$223,322
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,770
shares
|
$222,902
0.02% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,705
shares
|
$219,864
0.01% of portfolio
|
Q3 2020
Reduced 31.67%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,703
shares
|
$219,771
0.02% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
4,678
shares
|
$218,602
0.07% of portfolio
|
Q3 2024
Reduced 20.79%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,673
shares
|
$218,369
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
4,533
shares
|
$211,827
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
4,491
shares
|
$209,864
0.04% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
4,485
shares
|
$209,584
0.06% of portfolio
|
Q1 2024
Reduced 3.84%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
4,460
shares
|
$208,415
0.0% of portfolio
|
Q2 2024
Reduced 21.85%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
4,378
shares
|
$204,583
0.06% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,346
shares
|
$203,088
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
4,214
shares
|
$196,920
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,090
shares
|
$191,125
0.01% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
3,989
shares
|
$186,405
0.0% of portfolio
|
Q4 2024
Reduced 52.27%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,563
shares
|
$166,498
0.02% of portfolio
|
Q1 2023
Added 15.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,532
shares
|
$165,050
0.0% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
3,278
shares
|
$153,180
0.0% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
3,021
shares
|
$141,171
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
2,944
shares
|
$137,573
0.1% of portfolio
|
Q2 2024
Reduced 30.27%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
2,742
shares
|
$128,133
0.03% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,577
shares
|
$120,423
0.0% of portfolio
|
Q1 2024
Added 13.88%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,380
shares
|
$111,217
0.01% of portfolio
|
Q3 2024
Reduced 24.4%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
2,196
shares
|
$102,619
0.0% of portfolio
|
Q3 2022
Reduced 49.93%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
1,839
shares
|
$85,936
0.02% of portfolio
|
Q4 2024
New holding
|