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 435 institutions that hold shares in the stock, with a total of 67.6 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 |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
10,300
shares
|
$482,967
0.06% of portfolio
|
Q4 2024
Added 37.1%
|
|
|
Ameraudi Asset Management, Inc.
|
Feb 12, 2025 Q4 2024 |
10,053
shares
|
$471,385
0.26% of portfolio
|
Q2 2023
Reduced 13.36%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
9,954
shares
|
$466,743
0.06% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
9,794
shares
|
$459,240
0.2% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
9,747
shares
|
$457,036
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Mar 18, 2025 Q4 2024 |
9,695
shares
|
$454,598
0.45% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
9,593
shares
|
$449,815
0.08% of portfolio
|
Q3 2024
Reduced 30.61%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
9,584
shares
|
$449,393
0.15% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
9,375
shares
|
$439,593
0.04% of portfolio
|
Q4 2024
Added 11.54%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
9,352
shares
|
$438,515
0.02% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
9,256
shares
|
$434,013
0.08% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,231
shares
|
$432,841
0.04% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
9,204
shares
|
$431,575
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
9,186
shares
|
$430,731
0.29% of portfolio
|
Q1 2023
Reduced 23.37%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
9,122
shares
|
$427,730
0.01% of portfolio
|
Q3 2024
Added 56.68%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
9,105
shares
|
$426,933
0.22% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
8,903
shares
|
$417,461
0.05% of portfolio
|
Q4 2024
Reduced 27.78%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,759
shares
|
$410,709
0.03% of portfolio
|
Q3 2023
Added 13.72%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
8,710
shares
|
$408,411
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
8,676
shares
|
$406,817
0.0% of portfolio
|
Q4 2024
Reduced 9.92%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
8,638
shares
|
$405,035
0.0% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
8,579
shares
|
$402,269
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
8,531
shares
|
$400,018
0.01% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
8,443
shares
|
$395,892
0.03% of portfolio
|
Q4 2024
Reduced 22.68%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
8,320
shares
|
$390,124
0.05% of portfolio
|
Q4 2024
Added 1.3%
|