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 |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
997
shares
|
$47,756
0.01% of portfolio
|
Q3 2025
Added 13.17%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
880
shares
|
$42,152
0.04% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
870
shares
|
$41,673
0.01% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
747
shares
|
$35,781
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
737
shares
|
$35,302
0.01% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
730
shares
|
$34,967
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
655
shares
|
$31,374
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
614
shares
|
$29,410
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
614
shares
|
$29,410
0.0% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
563
shares
|
$26,967
0.0% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
510
shares
|
$24,429
0.01% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
491
shares
|
$23,518
0.01% of portfolio
|
Q3 2025
Reduced 10.89%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
482
shares
|
$23,087
0.0% of portfolio
|
Q4 2024
Reduced 58.3%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
456
shares
|
$21,842
0.01% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
444
shares
|
$21,267
0.0% of portfolio
|
Q3 2025
Reduced 88.67%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
413
shares
|
$19,782
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
388
shares
|
$18,585
0.01% of portfolio
|
Q3 2025
Reduced 36.39%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
378
shares
|
$18,106
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
330
shares
|
$15,807
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
307
shares
|
$14,705
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
306
shares
|
$14,657
0.01% of portfolio
|
Q1 2024
Added 10.87%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
261
shares
|
$12,501
0.0% of portfolio
|
Q3 2022
Reduced 40.41%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
247
shares
|
$11,831
0.0% of portfolio
|
Q3 2025
Added 30.69%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
246
shares
|
$11,783
0.0% of portfolio
|
Q3 2025
Reduced 66.21%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
216
shares
|
$10,346
0.0% of portfolio
|
Q3 2025
Added 390.91%
|
|