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 461 institutions that hold shares in the stock, with a total of 71.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
23,936
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
23,864
shares
|
$1.13 Million
0.5% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
23,593
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
23,150
shares
|
$1.1 Million
0.09% of portfolio
|
Q2 2025
Added 25.95%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
23,091
shares
|
$1.09 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
22,564
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
22,526
shares
|
$1.07 Million
0.16% of portfolio
|
Q2 2023
Reduced 7.55%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
22,495
shares
|
$1.07 Million
0.59% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
22,444
shares
|
$1.06 Million
0.04% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
22,168
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
21,839
shares
|
$1.04 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
21,715
shares
|
$1.03 Million
0.56% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
21,614
shares
|
$1.02 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
21,608
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2022
Added 8.99%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
21,543
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
21,526
shares
|
$1.02 Million
0.15% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
21,016
shares
|
$996,368
0.0% of portfolio
|
Q2 2025
Added 67.99%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
20,891
shares
|
$990,442
0.08% of portfolio
|
Q1 2025
Reduced 27.24%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
20,890
shares
|
$990,394
0.19% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
20,564
shares
|
$974,939
0.01% of portfolio
|
Q1 2025
Added 49.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
20,273
shares
|
$961,142
0.05% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
20,253
shares
|
$960,194
0.48% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
20,213
shares
|
$958,298
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
20,098
shares
|
$952,846
0.39% of portfolio
|
Q2 2025
Added 21.63%
|
|
|
Sofi Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
19,676
shares
|
$932,839
0.07% of portfolio
|
Q2 2025
Added 68.21%
|