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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
162,622
shares
|
$7.7 Million
1.9% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
160,116
shares
|
$7.58 Million
5.88% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Nepc LLC
Boston, MA |
Feb 18, 2025 Q4 2024 |
151,042
shares
|
$7.15 Million
0.19% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
147,394
shares
|
$6.98 Million
0.3% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
144,461
shares
|
$6.84 Million
0.01% of portfolio
|
Q4 2024
Added 15.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
140,575
shares
|
$6.66 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
137,927
shares
|
$6.53 Million
0.07% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
135,482
shares
|
$6.42 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
131,785
shares
|
$6.24 Million
0.0% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
130,308
shares
|
$6.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 58.33%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
127,678
shares
|
$6.05 Million
0.92% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jan 30, 2025 Q4 2024 |
119,551
shares
|
$5.66 Million
2.61% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
112,620
shares
|
$5.33 Million
0.19% of portfolio
|
Q4 2024
Added 15.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
111,453
shares
|
$5.28 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
106,628
shares
|
$5.05 Million
0.75% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
102,095
shares
|
$4.84 Million
2.32% of portfolio
|
Q4 2024
Added 60.74%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
102,019
shares
|
$4.83 Million
0.2% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
101,926
shares
|
$4.83 Million
0.01% of portfolio
|
Q4 2024
Added 20.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
90,284
shares
|
$4.28 Million
0.05% of portfolio
|
Q4 2024
Added 23.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
84,252
shares
|
$3.99 Million
0.02% of portfolio
|
Q4 2024
Added 156.72%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
84,220
shares
|
$3.99 Million
2.99% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
78,292
shares
|
$3.71 Million
0.89% of portfolio
|
Q4 2024
Added 12.69%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
77,716
shares
|
$3.68 Million
0.0% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
77,251
shares
|
$3.66 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
76,965
shares
|
$3.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|