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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
15,207
shares
|
$719,899
0.01% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,095
shares
|
$714,597
0.22% of portfolio
|
Q1 2023
Reduced 9.66%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
15,027
shares
|
$711,378
0.04% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
15,013
shares
|
$710,715
0.0% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
15,013
shares
|
$710,715
0.08% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
14,527
shares
|
$687,708
0.04% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
14,527
shares
|
$687,708
0.06% of portfolio
|
Q3 2024
Added 10.12%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
14,500
shares
|
$686,430
0.01% of portfolio
|
Q4 2024
Reduced 58.99%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
14,068
shares
|
$665,979
0.13% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
13,855
shares
|
$655,895
0.03% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
13,792
shares
|
$652,913
0.02% of portfolio
|
Q1 2024
Added 8.25%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
13,792
shares
|
$652,913
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
13,614
shares
|
$644,486
0.06% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
13,439
shares
|
$636,202
0.03% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
13,354
shares
|
$632,178
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
13,300
shares
|
$629,622
0.0% of portfolio
|
Q4 2024
Added 16.97%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
13,130
shares
|
$621,574
0.02% of portfolio
|
Q4 2023
Added 20.38%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
12,905
shares
|
$610,922
0.01% of portfolio
|
Q4 2024
Added 90.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
12,692
shares
|
$600,839
0.02% of portfolio
|
Q4 2024
Added 62.84%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
12,643
shares
|
$598,519
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
12,609
shares
|
$596,910
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
12,584
shares
|
$595,726
0.02% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
12,524
shares
|
$592,886
0.07% of portfolio
|
Q3 2024
Reduced 13.31%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
12,502
shares
|
$591,844
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
12,442
shares
|
$589,004
0.07% of portfolio
|
Q4 2024
Added 8.61%
|