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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
20,564
shares
|
$985,015
0.01% of portfolio
|
Q1 2025
Added 49.1%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
20,122
shares
|
$963,843
0.41% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
20,029
shares
|
$959,389
0.1% of portfolio
|
Q3 2025
Added 38.72%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
19,993
shares
|
$957,664
0.38% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
19,213
shares
|
$920,302
0.42% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
18,945
shares
|
$907,465
0.02% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
18,462
shares
|
$884,329
0.09% of portfolio
|
Q3 2022
Added 1.47%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
18,341
shares
|
$878,533
0.4% of portfolio
|
Q2 2025
Added 56.81%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
17,659
shares
|
$845,866
0.16% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 07, 2025 Q3 2025 |
17,616
shares
|
$843,806
0.79% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
17,530
shares
|
$839,687
0.47% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
17,506
shares
|
$838,537
0.03% of portfolio
|
Q3 2025
Added 146.22%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
17,500
shares
|
$838,250
0.05% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
17,392
shares
|
$833,076
0.03% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
17,377
shares
|
$832,358
0.03% of portfolio
|
Q3 2023
Reduced 9.99%
|
|
|
Barings LLC
|
Nov 10, 2025 Q3 2025 |
17,310
shares
|
$829,149
0.02% of portfolio
|
Q3 2025
Reduced 71.58%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
17,162
shares
|
$822,059
0.1% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
17,073
shares
|
$817,796
0.0% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
17,066
shares
|
$817,461
0.0% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
17,062
shares
|
$817,269
0.1% of portfolio
|
Q2 2022
Added 5.96%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
16,779
shares
|
$803,714
0.15% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
16,631
shares
|
$796,624
0.69% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
16,139
shares
|
$773,058
0.08% of portfolio
|
Q3 2025
Added 11.53%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
16,106
shares
|
$771,477
0.31% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
16,047
shares
|
$768,651
0.45% of portfolio
|
Q3 2025
Added 0.01%
|
|