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 |
|---|---|---|---|---|---|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
4,616
shares
|
$216,444
0.07% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
4,533
shares
|
$212,552
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
4,493
shares
|
$210,676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
4,491
shares
|
$210,582
0.04% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
4,485
shares
|
$210,301
0.06% of portfolio
|
Q1 2024
Reduced 3.84%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
4,460
shares
|
$209,129
0.0% of portfolio
|
Q2 2024
Reduced 21.85%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
4,429
shares
|
$207,675
0.0% of portfolio
|
Q4 2024
Reduced 38.99%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,346
shares
|
$203,783
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
4,179
shares
|
$195,953
0.0% of portfolio
|
Q4 2024
Added 62.17%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,090
shares
|
$191,780
0.01% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
3,989
shares
|
$187,044
0.0% of portfolio
|
Q4 2024
Reduced 52.27%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
3,922
shares
|
$183,902
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,532
shares
|
$165,615
0.0% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,401
shares
|
$159,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
3,278
shares
|
$153,705
0.0% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
3,021
shares
|
$141,654
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
2,944
shares
|
$138,044
0.1% of portfolio
|
Q2 2024
Reduced 30.27%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
2,742
shares
|
$128,572
0.03% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,647
shares
|
$124,117
0.01% of portfolio
|
Q4 2024
Reduced 25.71%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
2,403
shares
|
$112,676
0.01% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
2,196
shares
|
$102,970
0.0% of portfolio
|
Q3 2022
Reduced 49.93%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,854
shares
|
$86,934
0.0% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
1,839
shares
|
$86,230
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
1,724
shares
|
$80,838
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
1,717
shares
|
$80,510
0.06% of portfolio
|
Q2 2024
Added 3.87%
|