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 480 institutions that hold shares in the stock, with a total of 74.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
13,552
shares
|
$649,140
0.19% of portfolio
|
Q3 2025
Added 17.72%
|
|
|
Xena Financial Planning, LLC
Portland, OR |
Jan 15, 2026 Q4 2025 |
13,549
shares
|
$648,997
0.76% of portfolio
|
Q4 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
13,423
shares
|
$642,961
0.01% of portfolio
|
Q3 2025
Added 84.66%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
13,268
shares
|
$635,537
0.0% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
13,217
shares
|
$633,094
0.03% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
13,130
shares
|
$628,927
0.02% of portfolio
|
Q4 2023
Added 20.38%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
13,057
shares
|
$625,430
0.02% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
12,750
shares
|
$610,725
0.07% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
12,682
shares
|
$607,467
0.01% of portfolio
|
Q4 2025
Added 14.56%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
12,676
shares
|
$607,180
0.05% of portfolio
|
Q3 2025
Reduced 22.23%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
12,524
shares
|
$599,899
0.07% of portfolio
|
Q3 2024
Reduced 13.31%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
12,496
shares
|
$598,558
0.17% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 13, 2026 Q4 2025 |
12,249
shares
|
$586,727
0.11% of portfolio
|
Q4 2025
Added 0.49%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
12,076
shares
|
$578,440
0.06% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
12,034
shares
|
$576,428
0.01% of portfolio
|
Q3 2025
Added 151.07%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
11,962
shares
|
$572,979
0.23% of portfolio
|
Q4 2025
Added 174.61%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
11,914
shares
|
$570,680
0.07% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
11,757
shares
|
$563,160
0.25% of portfolio
|
Q3 2025
Added 34.03%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
11,698
shares
|
$560,334
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
11,684
shares
|
$559,663
0.25% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
11,584
shares
|
$554,873
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
11,293
shares
|
$540,934
0.01% of portfolio
|
Q3 2025
Added 59.8%
|
|
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
Nov 06, 2025 Q3 2025 |
11,268
shares
|
$539,737
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
11,210
shares
|
$536,959
0.18% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
11,192
shares
|
$536,096
0.0% of portfolio
|
Q3 2025
Added 5.65%
|
|