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 |
|---|---|---|---|---|---|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
76,124
shares
|
$3.61 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
76,031
shares
|
$3.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
73,928
shares
|
$3.5 Million
0.81% of portfolio
|
Q4 2024
Added 22.74%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
72,127
shares
|
$3.42 Million
0.53% of portfolio
|
Q4 2024
Added 16.1%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
68,601
shares
|
$3.25 Million
0.06% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
66,819
shares
|
$3.16 Million
0.01% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
65,739
shares
|
$3.11 Million
0.28% of portfolio
|
Q4 2024
Added 26.96%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
64,959
shares
|
$3.08 Million
0.07% of portfolio
|
Q4 2023
Added 46.31%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
64,134
shares
|
$3.04 Million
1.16% of portfolio
|
Q4 2024
Added 19.49%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
64,077
shares
|
$3.03 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
63,719
shares
|
$3.02 Million
0.14% of portfolio
|
Q3 2024
Added 36.62%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
63,612
shares
|
$3.01 Million
0.54% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
62,416
shares
|
$2.96 Million
1.1% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
62,309
shares
|
$2.95 Million
0.37% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
62,192
shares
|
$2.95 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
62,108
shares
|
$2.94 Million
0.05% of portfolio
|
Q4 2023
Added 4.82%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
61,897
shares
|
$2.93 Million
0.03% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
61,816
shares
|
$2.93 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
61,772
shares
|
$2.93 Million
0.22% of portfolio
|
Q4 2023
Added 109.59%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
60,909
shares
|
$2.88 Million
0.07% of portfolio
|
Q4 2024
Reduced 31.49%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
59,263
shares
|
$2.81 Million
0.07% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
58,262
shares
|
$2.76 Million
1.34% of portfolio
|
Q3 2024
Added 13.19%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
58,249
shares
|
$2.76 Million
0.28% of portfolio
|
Q4 2024
Added 50.98%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
56,688
shares
|
$2.68 Million
0.03% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
56,598
shares
|
$2.68 Million
0.5% of portfolio
|
Q4 2024
Added 1.84%
|