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 435 institutions that hold shares in the stock, with a total of 67.6 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 |
|---|---|---|---|---|---|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
25,470
shares
|
$1.19 Million
0.14% of portfolio
|
Q4 2024
Added 19.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
25,370
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
25,276
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Added 31.29%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
24,647
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Added 30.15%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
24,015
shares
|
$1.13 Million
0.18% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
23,912
shares
|
$1.12 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
23,844
shares
|
$1.12 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
23,754
shares
|
$1.11 Million
0.47% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
23,513
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
23,183
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
22,718
shares
|
$1.07 Million
0.05% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
22,526
shares
|
$1.06 Million
0.16% of portfolio
|
Q2 2023
Reduced 7.55%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
22,339
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 34.83%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
22,318
shares
|
$1.05 Million
0.6% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
21,986
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Added 112.65%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
21,975
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
21,959
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
21,933
shares
|
$1.03 Million
0.08% of portfolio
|
Q4 2024
Added 39.67%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
21,867
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 74.17%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
21,617
shares
|
$1.01 Million
0.14% of portfolio
|
Q4 2024
Added 91.01%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
21,608
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2022
Added 8.99%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
21,548
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2024
Added 25.98%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
20,890
shares
|
$979,532
0.19% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
20,561
shares
|
$964,105
0.03% of portfolio
|
Q1 2025
Added 17.96%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
19,758
shares
|
$926,452
0.6% of portfolio
|
Q4 2024
Added 1.52%
|