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 |
|---|---|---|---|---|---|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
322,253
shares
|
$15 Million
0.25% of portfolio
|
Q2 2023
Added 4.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
316,365
shares
|
$14.7 Million
0.03% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
309,370
shares
|
$14.4 Million
0.0% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
307,239
shares
|
$14.3 Million
0.03% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
298,496
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
292,195
shares
|
$13.6 Million
0.03% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
269,272
shares
|
$12.5 Million
0.41% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
249,950
shares
|
$11.6 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
240,362
shares
|
$11.2 Million
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
227,208
shares
|
$10.6 Million
0.03% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
226,830
shares
|
$10.6 Million
0.09% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
226,252
shares
|
$10.5 Million
2.44% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
215,262
shares
|
$10 Million
0.35% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
215,067
shares
|
$10 Million
0.02% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
209,159
shares
|
$9.73 Million
0.28% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
194,311
shares
|
$9.04 Million
0.36% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
192,013
shares
|
$8.93 Million
0.03% of portfolio
|
Q3 2024
Added 11.23%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
190,296
shares
|
$8.85 Million
0.3% of portfolio
|
Q3 2024
Added 1101.06%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
188,920
shares
|
$8.79 Million
0.55% of portfolio
|
Q3 2024
Added 2376.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
184,524
shares
|
$8.59 Million
0.02% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
183,624
shares
|
$8.54 Million
1.61% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
182,869
shares
|
$8.51 Million
0.27% of portfolio
|
Q2 2024
Reduced 10.5%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
174,762
shares
|
$8.13 Million
0.11% of portfolio
|
Q3 2024
Added 229850.0%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
166,009
shares
|
$7.72 Million
0.01% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
164,385
shares
|
$7.65 Million
2.0% of portfolio
|
Q3 2024
Added 15.09%
|