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 481 institutions that hold shares in the stock, with a total of 74.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
66,544
shares
|
$3.19 Million
0.38% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
66,363
shares
|
$3.18 Million
1.26% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
66,157
shares
|
$3.17 Million
1.35% of portfolio
|
Q3 2025
Reduced 22.78%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
64,959
shares
|
$3.11 Million
0.07% of portfolio
|
Q4 2023
Added 46.31%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
63,719
shares
|
$3.05 Million
0.14% of portfolio
|
Q3 2024
Added 36.62%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
63,577
shares
|
$3.05 Million
0.03% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
62,108
shares
|
$2.97 Million
0.05% of portfolio
|
Q4 2023
Added 4.82%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
61,772
shares
|
$2.96 Million
0.22% of portfolio
|
Q4 2023
Added 109.59%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
59,904
shares
|
$2.87 Million
0.13% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
58,697
shares
|
$2.81 Million
0.94% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
56,386
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
56,097
shares
|
$2.69 Million
1.97% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
55,950
shares
|
$2.68 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
55,772
shares
|
$2.67 Million
0.15% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
55,578
shares
|
$2.66 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
55,450
shares
|
$2.66 Million
0.79% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
54,923
shares
|
$2.63 Million
0.02% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Oct 20, 2025 Q3 2025 |
54,293
shares
|
$2.6 Million
2.12% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
53,033
shares
|
$2.54 Million
0.92% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
52,355
shares
|
$2.51 Million
5.12% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
52,270
shares
|
$2.5 Million
0.97% of portfolio
|
Q3 2025
Added 33.05%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
51,922
shares
|
$2.49 Million
0.17% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
50,539
shares
|
$2.42 Million
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
47,994
shares
|
$2.3 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
44,950
shares
|
$2.15 Million
1.3% of portfolio
|
Q2 2025
Added 4.01%
|
|