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 |
|---|---|---|---|---|---|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
4,198
shares
|
$201,084
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
4,171
shares
|
$199,790
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
3,853
shares
|
$184,558
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
3,733
shares
|
$178,810
0.01% of portfolio
|
Q3 2025
Added 42.81%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
3,484
shares
|
$166,883
0.16% of portfolio
|
Q2 2025
Added 15.33%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
3,226
shares
|
$154,525
0.0% of portfolio
|
Q2 2025
Reduced 22.8%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
2,944
shares
|
$141,017
0.09% of portfolio
|
Q2 2024
Reduced 30.27%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,906
shares
|
$139,197
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,733
shares
|
$130,910
0.01% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,301
shares
|
$110,217
0.01% of portfolio
|
Q3 2025
Added 51.18%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
2,196
shares
|
$105,188
0.0% of portfolio
|
Q3 2022
Reduced 49.93%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
2,124
shares
|
$101,739
0.01% of portfolio
|
Q3 2025
Added 12.68%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
2,058
shares
|
$98,578
0.01% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
2,000
shares
|
$95,800
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,989
shares
|
$95,273
0.0% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,975
shares
|
$94,602
0.0% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
1,862
shares
|
$89,189
0.06% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,847
shares
|
$88,471
0.02% of portfolio
|
Q3 2025
Reduced 36.27%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1,846
shares
|
$88,423
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,184
shares
|
$56,713
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
1,178
shares
|
$56,426
0.0% of portfolio
|
Q4 2025
Reduced 9.31%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,164
shares
|
$55,755
0.02% of portfolio
|
Q2 2025
Added 42.65%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,115
shares
|
$53,408
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,106
shares
|
$52,977
0.0% of portfolio
|
Q3 2025
Reduced 35.13%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,031
shares
|
$49,384
0.01% of portfolio
|
Q4 2022
Reduced 17.45%
|
|