Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Ishares Esg Us Aggregate Bond Etf (EAGG)  
$46.24 0.08 (0.17%) as of 4:30 Wed 5/8


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 346    17
Total shares held : 
64,786,168  
% of shares held : 
28.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  77  
Amount of shares held : 
2,410,833  
% of shares held change : 
  1.05%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$44.84  
Last Quarter's Ending Price : 
$47.74  
Last Quarter's Average Price
$45.79  
Change from last quarter's     
avg. price to the last closing  : 
0.45 (0.98%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
32
 553,699
 0.85%
 
Increased Positions :
162
 3,916,596
 6.05%
 
Unchanged Positions :
50
 738,676
 1.14%
 
Decreased Positions :
102
-1,831,739
-2.83%
 
Closed Positions :
15
-227,723
-0.35%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   PICTET ASSET MANAGEMENT SA 726 *New 2023-06-30 135,482 $6,391,000 135,482
   RETIREMENT CAPITAL STRATEGIES 22 *New 2023-12-31 49,165 $2,347,000 49,165
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 405 *New 2023-12-31 45,653 $2,179,000 45,653
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 521 *New 2023-12-31 44,979 $2,147,000 44,979
   COLONY GROUP, LLC 354 *New 2023-12-31 41,936 $2,002,000 41,936
   Blueprint Investment Partners LLC 51 *New 2023-12-31 19,991 $954,000 19,991
   PFG Investments LLC 340 *New 2024-03-31 20,261 $953,000 20,261
   Goss Wealth Management LLC 1061 *New 2023-12-31 16,084 $758,000 16,084
   We Are One Seven LLC 420 *New 2023-12-31 14,434 $689,000 14,434
   Wealth Architects LLC 95 *New 2023-12-31 14,059 $671,000 14,059
   Curtis Advisory Group LLC *New 2024-03-31 8,672 $408,000 8,672
   Spartan Planning & Wealth Management 34 *New 2023-12-31 7,785 $372,000 7,785
   GYL Financial Synergies LLC 285 *New 2023-12-31 6,347 $303,000 6,347
   MISSION WEALTH MANAGEMENT LLC *New 2024-03-31 6,391 $301,000 6,391
   Shira Ridge Wealth Management 64 *New 2024-03-31 5,804 $273,000 5,804
   COLTON GROOME FINANCIAL ADVISORS LLC 110 *New 2024-03-31 4,860 $229,000 4,860
   Lane & Associates LLC 107 *New 2024-03-31 4,750 $224,000 4,750
   Sigma Planning Corp *New 2024-03-31 4,736 $223,000 4,736
   XML Financial LLC 311 *New 2023-12-31 4,502 $215,000 4,502
   PATHSTONE FAMILY OFFICE, LLC 1480 *New 2023-09-30 4,673 $212,000 4,673
   NATIONAL BANK OF CANADA /FI/ 1277 *New 2023-12-31 4,380 $208,000 4,380
   JSF Financial LLC 104 *New 2023-12-31 4,245 $203,000 4,245
   Scarborough Advisors LLC 117 *New 2023-12-31 2,036 $97,000 2,036
   SHEETS SMITH & ASSOCIATES INC 350 *New 2023-09-30 2,000 $91,000 2,000
   EverSource Wealth Advisors LLC 1213 *New 2023-12-31 435 $21,000 435
   Coastal Investment Advisors Inc. 682 *New 2024-03-31 246 $12,000 246
   DUNCKER STREETT & CO INC 408 *New 2024-03-31 220 $10,000 220
   MATHER GROUP, INC. 1384 *New 2024-03-31 84 $4,000 84
   FIFTH THIRD BANCORP 2166 *New 2024-03-31 57 $3,000 57
   Burleson & Company LLC 357 *New 2022-12-31 23 $1,000 23

  30 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results