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 431 institutions that hold shares in the stock, with a total of 66.9 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 |
|---|---|---|---|---|---|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
311
shares
|
$14,722
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
306
shares
|
$14,486
0.01% of portfolio
|
Q1 2024
Added 10.87%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
279
shares
|
$13,207
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
261
shares
|
$12,355
0.0% of portfolio
|
Q3 2022
Reduced 40.41%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
212
shares
|
$10,036
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
200
shares
|
$9,468
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
185
shares
|
$8,757
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
184
shares
|
$8,710
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
177
shares
|
$8,379
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
168
shares
|
$7,953
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
159
shares
|
$7,527
0.0% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
143
shares
|
$6,769
0.0% of portfolio
|
Q4 2024
Reduced 29.56%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
125
shares
|
$5,917
0.0% of portfolio
|
Q3 2021
Reduced 21.88%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
113
shares
|
$5,349
0.0% of portfolio
|
Q4 2024
Reduced 95.92%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
98
shares
|
$4,639
0.0% of portfolio
|
Q4 2024
Reduced 86.16%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
96
shares
|
$4,544
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
66
shares
|
$3,124
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
52
shares
|
$2,461
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
46
shares
|
$2,177
0.0% of portfolio
|
Q3 2024
Reduced 64.89%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
44
shares
|
$2,082
0.0% of portfolio
|
Q4 2024
Added 37.5%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
41
shares
|
$1,940
0.0% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
28
shares
|
$1,325
0.0% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
23
shares
|
$1,088
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
22
shares
|
$1,041
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
17
shares
|
$804
0.0% of portfolio
|
Q2 2023
New holding
|