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 |
|---|---|---|---|---|---|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
5,403
shares
|
$253,346
0.1% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
5,360
shares
|
$251,330
0.11% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
5,270
shares
|
$247,110
0.07% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
5,259
shares
|
$246,594
0.05% of portfolio
|
Q2 2023
Reduced 0.49%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
5,223
shares
|
$244,906
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
5,196
shares
|
$243,640
0.0% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
5,180
shares
|
$242,890
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,129
shares
|
$240,498
0.01% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
5,092
shares
|
$238,763
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
5,087
shares
|
$238,529
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
5,086
shares
|
$238,482
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
5,077
shares
|
$238,060
0.0% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
4,985
shares
|
$233,746
0.01% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
4,983
shares
|
$233,652
0.11% of portfolio
|
Q1 2024
Added 2.89%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
4,958
shares
|
$232,480
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,912
shares
|
$230,323
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
4,826
shares
|
$226,291
0.09% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
4,817
shares
|
$225,869
0.15% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
4,812
shares
|
$225,634
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
4,790
shares
|
$224,603
0.01% of portfolio
|
Q4 2022
Added 4.36%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,770
shares
|
$223,665
0.02% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,705
shares
|
$220,617
0.01% of portfolio
|
Q3 2020
Reduced 31.67%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
4,694
shares
|
$220,101
0.03% of portfolio
|
Q1 2025
Reduced 10.35%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
4,673
shares
|
$219,116
0.02% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,673
shares
|
$219,116
0.0% of portfolio
|
Q3 2023
New holding
|