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 |
|---|---|---|---|---|---|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
4,903
shares
|
$234,853
0.13% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
4,902
shares
|
$234,805
0.04% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
4,885
shares
|
$233,991
0.01% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
4,826
shares
|
$231,165
0.09% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
4,812
shares
|
$230,494
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
4,810
shares
|
$230,399
0.08% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
4,792
shares
|
$229,536
0.05% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
4,770
shares
|
$228,483
0.02% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,705
shares
|
$225,369
0.01% of portfolio
|
Q3 2020
Reduced 31.67%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
4,705
shares
|
$225,369
0.03% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
4,704
shares
|
$225,321
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,686
shares
|
$224,459
0.01% of portfolio
|
Q3 2025
Reduced 12.07%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,673
shares
|
$223,836
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
4,627
shares
|
$221,633
0.02% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
4,627
shares
|
$221,633
0.01% of portfolio
|
Q4 2025
Reduced 6.94%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
4,619
shares
|
$221,250
0.03% of portfolio
|
Q3 2025
Reduced 15.15%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
4,618
shares
|
$221,202
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
4,555
shares
|
$218,184
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
4,469
shares
|
$214,065
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
4,431
shares
|
$212,244
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 16, 2026 Q4 2025 |
4,429
shares
|
$212,149
0.11% of portfolio
|
Q4 2025
Added 1.98%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 31, 2025 Q3 2025 |
4,413
shares
|
$211,382
0.14% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
4,247
shares
|
$203,431
0.03% of portfolio
|
Q1 2025
Reduced 44.99%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
4,231
shares
|
$202,664
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Buttonwood Financial Group, LLC
|
Jan 13, 2026 Q4 2025 |
4,217
shares
|
$201,994
0.16% of portfolio
|
Q4 2025
Reduced 63.48%
|
|