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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
44,581
shares
|
$2.14 Million
0.08% of portfolio
|
Q1 2024
Reduced 16.58%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,150
shares
|
$2.11 Million
0.14% of portfolio
|
Q4 2023
Reduced 18.47%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
44,005
shares
|
$2.11 Million
0.23% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
43,804
shares
|
$2.1 Million
1.12% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Brewster Financial Planning LLC
|
Oct 08, 2025 Q3 2025 |
43,448
shares
|
$2.08 Million
1.31% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
42,784
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
42,727
shares
|
$2.05 Million
0.08% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Oct 29, 2025 Q3 2025 |
42,633
shares
|
$2.04 Million
1.35% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
42,571
shares
|
$2.04 Million
0.07% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
42,470
shares
|
$2.03 Million
0.84% of portfolio
|
Q1 2023
Added 13.45%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
41,780
shares
|
$2 Million
0.09% of portfolio
|
Q3 2025
Added 99.99%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
41,665
shares
|
$2 Million
0.26% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
41,581
shares
|
$1.99 Million
0.25% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
41,438
shares
|
$1.98 Million
0.65% of portfolio
|
Q3 2025
Added 44.16%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
41,403
shares
|
$1.98 Million
0.08% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
40,695
shares
|
$1.95 Million
0.14% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
40,646
shares
|
$1.95 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
40,478
shares
|
$1.94 Million
0.06% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
39,948
shares
|
$1.91 Million
0.03% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
39,137
shares
|
$1.87 Million
0.49% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
38,150
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2025
Added 61.7%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
37,870
shares
|
$1.81 Million
1.26% of portfolio
|
Q3 2025
Added 13.59%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 20, 2025 Q3 2025 |
37,148
shares
|
$1.78 Million
1.31% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
37,146
shares
|
$1.78 Million
0.02% of portfolio
|
Q2 2025
Added 32.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,439
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|