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 |
|---|---|---|---|---|---|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
26,531
shares
|
$1.27 Million
0.13% of portfolio
|
Q3 2025
Added 31.26%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
25,950
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2025
Added 31.89%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
25,609
shares
|
$1.23 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
25,114
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
24,910
shares
|
$1.19 Million
0.13% of portfolio
|
Q3 2025
Added 15.25%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
24,708
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
24,509
shares
|
$1.17 Million
0.49% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
24,416
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 51.49%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
24,301
shares
|
$1.16 Million
0.61% of portfolio
|
Q3 2025
Added 8.03%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
24,185
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
24,163
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
23,631
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
22,526
shares
|
$1.08 Million
0.16% of portfolio
|
Q2 2023
Reduced 7.55%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
22,354
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 48.41%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
22,211
shares
|
$1.06 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
22,015
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
21,861
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
21,765
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2025
Added 88.92%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
21,715
shares
|
$1.04 Million
0.56% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
21,608
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2022
Added 8.99%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
21,233
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
21,040
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
21,016
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 67.99%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
20,930
shares
|
$1 Million
0.04% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
20,890
shares
|
$1 Million
0.19% of portfolio
|
Q2 2024
Reduced -0.0%
|
|