ISHARES ESG AWARE US AGGREGA EAGG
$47.20
+0.0% 52w: $45.19 – $47.93
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data45.1946.5647.93
Jun 20, 2025 Jul 2, 2026
Institutional holders
470
+21 QoQ
13F value
$3.93B
+6.8% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
puts only
— calls / $235K puts
Institutional value by quarter
Number of holders
Who owns EAGG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 22.5M | $1.07B | 0.1% | +13.9% |
| JPMORGAN CHASE & CO | Bank broker | 8.9M | $423.2M | 0.0% | +9.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.4M | $209.4M | 0.1% | +21.5% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 3.8M | $182.0M | 0.3% | +29.2% |
| LPL Financial LLC | Bank broker | 2.8M | $133.1M | 0.0% | +32.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 2.3M | $109.2M | 0.1% | +3.5% |
| NORTHERN TRUST CORP | Index provider | 1.9M | $89.6M | 0.0% | +10.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.9M | $89.0M | 0.0% | -5.3% |
| BlackRock, Inc. | Index provider | 1.8M | $84.0M | 0.0% | +15.7% |
| Betterment LLC | Wealth advisor | 1.7M | $78.9M | 0.1% | +0.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.5M | $70.6M | 0.0% | -0.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 895.9K | $42.6M | 0.1% | +17.8% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 844.2K | $40.1M | 0.2% | +14.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 823.4K | $39.2M | 0.0% | +33.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 741.3K | $35.3M | 0.0% | +3.8% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 700.1K | $33.3M | 0.0% | +18.7% |
| SEI INVESTMENTS CO | Diversified mechanical | 668.2K | $31.8M | 0.0% | +4.6% |
| Wealthspire Advisors, LLC | Wealth advisor | 657.8K | $31.3M | 0.2% | -1.6% |
| Alesco Advisors, LLC, An ESL Co | Wealth advisor | 651.4K | $31.0M | 0.8% | +0.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 544.3K | $25.9M | 0.0% | -0.3% |
| CWM, LLC | Wealth advisor | 532.0K | $25.3M | 0.1% | +8.4% |
| Cetera Investment Advisers | Wealth advisor | 526.6K | $25.0M | 0.0% | +10.0% |
| Composition Wealth, LLC | Wealth advisor | 502.2K | $23.9M | 0.3% | +5.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 497.8K | $23.0M | 0.1% | -12.8% |
| Allworth Financial LP | Wealth advisor | 480.8K | $22.9M | 0.1% | +7.4% |
| M&T Bank Corp | Diversified mechanical | 468.6K | $22.3M | 0.1% | -43.5% |
| Olde Wealth Management, LLC | Wealth advisor | 460.7K | $21.9M | 6.9% | +5.0% |
| Destination Wealth Management | Wealth advisor | 455.0K | $21.6M | 0.6% | +4.7% |
| UBS Group AG | Bank broker | 398.7K | $19.0M | 0.0% | +20.7% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 391.0K | $18.6M | 0.2% | +4.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 390.0K | $18.5M | 0.1% | -49.8% |
| Baird Financial Group, Inc. | Diversified mechanical | 378.3K | $18.0M | 0.0% | +8.2% |
| Savant Capital, LLC | Wealth advisor | 367.9K | $17.5M | 0.1% | +11.8% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Other | 360.2K | $17.1M | 0.2% | New |
| FRANKLIN RESOURCES INC | Long only active | 360.1K | $17.1M | 0.0% | +2.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 346.3K | $16.5M | 0.0% | +1.3% |
| Thrivent Financial for Lutherans | Diversified mechanical | 336.4K | $16.0M | 0.0% | +3.8% |
| Mariner, LLC | Diversified mechanical | 334.1K | $15.9M | 0.0% | +19.7% |
| Pathstone Holdings, LLC | Diversified mechanical | 302.4K | $14.4M | 0.1% | +6.6% |
| Accredited Investors Inc. | Wealth advisor | 287.5K | $13.7M | 0.7% | +15.1% |
| FMR LLC | Long only active | 283.6K | $13.5M | 0.0% | +6.8% |
| ZEVIN ASSET MANAGEMENT LLC ★2 | Fundamental diversified | 278.6K | $13.2M | 1.8% | +3.5% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 239.8K | $11.4M | 0.1% | +30.5% |
| Facet Wealth, Inc. | Wealth advisor | 233.0K | $11.1M | 0.2% | +4.3% |
| MATHER GROUP, LLC. | Wealth advisor | 231.9K | $11.0M | 0.1% | +3.4% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 230.0K | $10.9M | 0.0% | +2.2% |
| WESBANCO BANK INC | Other | 227.8K | $10.8M | 0.3% | +0.3% |
| Apella Capital, LLC | Wealth advisor | 225.9K | $10.8M | 0.2% | +4.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 223.5K | $10.6M | 0.0% | +9.2% |
| Joel Adams & Associates, Inc. | Wealth advisor | 223.1K | $10.6M | 7.9% | +1.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.