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 400 institutions that hold shares in the stock, with a total of 62.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
69,476
shares
|
$3.22 Million
0.8% of portfolio
|
Q3 2024
Added 74.81%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
67,940
shares
|
$3.15 Million
0.08% of portfolio
|
Q3 2024
Reduced 15.71%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
65,750
shares
|
$3.05 Million
0.04% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
64,959
shares
|
$3.01 Million
0.07% of portfolio
|
Q4 2023
Added 46.31%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
64,564
shares
|
$3 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
63,719
shares
|
$2.96 Million
0.15% of portfolio
|
Q3 2024
Added 36.62%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
63,517
shares
|
$2.95 Million
1.57% of portfolio
|
Q3 2024
Added 805.7%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
62,125
shares
|
$2.88 Million
0.48% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
62,108
shares
|
$2.88 Million
0.05% of portfolio
|
Q4 2023
Added 4.82%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
61,772
shares
|
$2.87 Million
0.22% of portfolio
|
Q4 2023
Added 109.59%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
60,599
shares
|
$2.81 Million
0.55% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
60,481
shares
|
$2.81 Million
0.03% of portfolio
|
Q3 2024
Added 138.25%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
60,229
shares
|
$2.79 Million
0.7% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
59,297
shares
|
$2.75 Million
1.09% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
58,438
shares
|
$2.71 Million
0.36% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
58,262
shares
|
$2.7 Million
1.23% of portfolio
|
Q3 2024
Added 13.19%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
57,964
shares
|
$2.69 Million
0.03% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
57,706
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2024
Added 14.33%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
56,912
shares
|
$2.64 Million
0.07% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
55,764
shares
|
$2.59 Million
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
55,573
shares
|
$2.58 Million
0.53% of portfolio
|
Q3 2024
Added 13.1%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
54,345
shares
|
$2.52 Million
0.03% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
53,671
shares
|
$2.49 Million
1.01% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
53,129
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
51,779
shares
|
$2.4 Million
0.24% of portfolio
|
Q3 2024
Added 30.17%
|