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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
6,445
shares
|
$302,206
0.01% of portfolio
|
Q4 2024
Added 33.58%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
6,432
shares
|
$301,596
0.02% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
6,359
shares
|
$298,173
0.04% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,356
shares
|
$298,032
0.0% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,351
shares
|
$297,798
0.0% of portfolio
|
Q3 2023
Reduced 55.83%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
6,326
shares
|
$296,626
0.01% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
6,325
shares
|
$296,579
0.08% of portfolio
|
Q2 2024
Added 6.3%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Feb 14, 2025 Q4 2024 |
6,292
shares
|
$295,031
0.03% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
6,198
shares
|
$290,624
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
6,154
shares
|
$288,561
0.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
6,151
shares
|
$288,420
0.02% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
6,118
shares
|
$286,873
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
6,050
shares
|
$283,684
0.02% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
5,935
shares
|
$278,292
0.05% of portfolio
|
Q4 2024
Added 15.42%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
5,837
shares
|
$273,696
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
5,794
shares
|
$271,680
0.14% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
5,781
shares
|
$271,071
0.03% of portfolio
|
Q4 2023
Reduced 19.43%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
5,685
shares
|
$266,569
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
5,647
shares
|
$264,787
0.13% of portfolio
|
Q4 2023
Reduced 35.61%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
5,621
shares
|
$263,568
0.03% of portfolio
|
Q3 2023
Added 9.83%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
5,538
shares
|
$259,676
0.0% of portfolio
|
Q4 2024
Reduced 19.61%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
5,501
shares
|
$257,941
0.23% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
5,495
shares
|
$257,660
0.1% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
5,494
shares
|
$257,613
0.0% of portfolio
|
Q4 2024
Added 18.48%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
5,444
shares
|
$255,269
0.0% of portfolio
|
Q4 2024
Reduced 18.06%
|