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 |
|---|---|---|---|---|---|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
5,806
shares
|
$278,107
0.14% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
5,781
shares
|
$276,909
0.03% of portfolio
|
Q4 2023
Reduced 19.43%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5,689
shares
|
$272,503
0.0% of portfolio
|
Q3 2025
Added 67.27%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
5,680
shares
|
$272,072
0.0% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
5,647
shares
|
$270,491
0.13% of portfolio
|
Q4 2023
Reduced 35.61%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
5,641
shares
|
$270,203
0.05% of portfolio
|
Q4 2025
Reduced 2.4%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
5,621
shares
|
$269,245
0.03% of portfolio
|
Q3 2023
Added 9.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
5,612
shares
|
$268,814
0.0% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
5,595
shares
|
$268,000
0.08% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
5,576
shares
|
$267,090
0.19% of portfolio
|
Q3 2025
Added 11.34%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
5,478
shares
|
$262,396
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
5,471
shares
|
$262,060
0.04% of portfolio
|
Q4 2025
Added 15.98%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
5,449
shares
|
$261,007
0.02% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Fc Advisory LLC
|
Jan 13, 2026 Q4 2025 |
5,403
shares
|
$258,803
0.08% of portfolio
|
Q4 2025
Added 4.47%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
5,333
shares
|
$255,450
0.12% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
5,329
shares
|
$255,259
0.14% of portfolio
|
Q4 2025
Reduced 0.21%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
5,259
shares
|
$251,906
0.05% of portfolio
|
Q2 2023
Reduced 0.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
5,134
shares
|
$245,918
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
5,099
shares
|
$244,242
0.03% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
5,092
shares
|
$243,906
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
5,087
shares
|
$243,667
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
5,051
shares
|
$241,942
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
5,026
shares
|
$240,745
0.01% of portfolio
|
Q3 2025
Added 16.88%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
4,996
shares
|
$239,308
0.1% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
4,937
shares
|
$236,482
0.05% of portfolio
|
Q3 2025
Added 6.04%
|
|