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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,057
shares
|
$50,038
0.01% of portfolio
|
Q4 2024
Added 27.81%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
1,044
shares
|
$49,422
0.01% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,031
shares
|
$48,807
0.01% of portfolio
|
Q4 2022
Reduced 17.45%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
997
shares
|
$47,197
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
969
shares
|
$45,872
0.01% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
937
shares
|
$44,357
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
793
shares
|
$37,540
0.01% of portfolio
|
Q4 2024
Added 40.6%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
711
shares
|
$33,658
0.0% of portfolio
|
Q1 2024
Added 137.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
693
shares
|
$32,806
0.0% of portfolio
|
Q4 2024
Reduced 61.2%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
644
shares
|
$30,486
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
614
shares
|
$29,066
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
610
shares
|
$28,877
0.0% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
549
shares
|
$25,989
0.0% of portfolio
|
Q4 2024
Added 88.01%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
548
shares
|
$25,942
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
543
shares
|
$25,705
0.0% of portfolio
|
Q4 2024
Added 34.74%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
528
shares
|
$24,995
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
510
shares
|
$24,143
0.01% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
491
shares
|
$23,243
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
482
shares
|
$22,817
0.0% of portfolio
|
Q4 2024
Reduced 58.3%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
463
shares
|
$21,918
0.01% of portfolio
|
Q4 2024
Reduced 35.34%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
444
shares
|
$21,018
0.01% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
443
shares
|
$20,971
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
417
shares
|
$19,740
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
391
shares
|
$18,509
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
330
shares
|
$15,622
0.0% of portfolio
|
Q4 2022
New holding
|