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 |
|---|---|---|---|---|---|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
10,922
shares
|
$523,163
0.01% of portfolio
|
Q1 2024
Reduced 17.5%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
10,869
shares
|
$520,625
0.01% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
10,858
shares
|
$520,098
0.01% of portfolio
|
Q2 2025
Added 127.01%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
10,618
shares
|
$508,602
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
10,536
shares
|
$504,674
0.02% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
10,491
shares
|
$502,518
0.01% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
10,406
shares
|
$498,447
0.08% of portfolio
|
Q3 2025
Added 13.57%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
10,034
shares
|
$480,628
0.03% of portfolio
|
Q4 2025
Reduced 0.48%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$479,000
0.16% of portfolio
|
Q2 2025
Reduced 44.44%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
9,996
shares
|
$478,808
0.0% of portfolio
|
Q3 2025
Added 37.25%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
9,993
shares
|
$478,664
0.08% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
9,825
shares
|
$470,617
0.11% of portfolio
|
Q1 2025
Added 55.34%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
9,794
shares
|
$469,132
0.19% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
9,681
shares
|
$463,719
0.23% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
9,531
shares
|
$456,534
0.01% of portfolio
|
Q4 2025
Added 1.02%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jan 13, 2026 Q4 2025 |
9,530
shares
|
$456,487
0.41% of portfolio
|
Q4 2025
Reduced 45.9%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
9,310
shares
|
$445,949
0.01% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
9,186
shares
|
$440,009
0.29% of portfolio
|
Q1 2023
Reduced 23.37%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
9,123
shares
|
$436,991
0.15% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
9,084
shares
|
$435,123
0.01% of portfolio
|
Q2 2025
Reduced 91.32%
|
|
|
First Hawaiian Bank
|
Jan 05, 2026 Q4 2025 |
8,979
shares
|
$430,094
0.06% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
8,937
shares
|
$428,082
0.29% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
8,906
shares
|
$426,597
0.01% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,759
shares
|
$419,556
0.03% of portfolio
|
Q3 2023
Added 13.72%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
8,692
shares
|
$416,346
0.0% of portfolio
|
Q4 2025
Added 71.2%
|
|