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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
28,099
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Added 28.16%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
26,744
shares
|
$1.28 Million
0.1% of portfolio
|
Q4 2023
Added 3.69%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
26,546
shares
|
$1.27 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
26,446
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2025
Added 3.27%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
25,950
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2025
Added 31.89%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
25,843
shares
|
$1.24 Million
0.67% of portfolio
|
Q4 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
25,114
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
24,910
shares
|
$1.19 Million
0.13% of portfolio
|
Q3 2025
Added 15.25%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
24,708
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
24,570
shares
|
$1.18 Million
0.12% of portfolio
|
Q4 2025
Reduced 7.39%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
24,509
shares
|
$1.17 Million
0.48% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 13, 2026 Q4 2025 |
24,416
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 51.49%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
24,301
shares
|
$1.16 Million
0.61% of portfolio
|
Q3 2025
Added 8.03%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
24,163
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
23,631
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
22,526
shares
|
$1.08 Million
0.16% of portfolio
|
Q2 2023
Reduced 7.55%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
22,354
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 48.41%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
22,211
shares
|
$1.06 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
22,015
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
21,861
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
21,799
shares
|
$1.04 Million
0.04% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
21,715
shares
|
$1.04 Million
0.56% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
21,608
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2022
Added 8.99%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
21,233
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
21,040
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2025
Added 3.78%
|
|