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Get Institutions for : 
Ishares Esg Us Aggregate Bond Etf (EAGG)  
$46.24 0.08 (0.17%) as of 4:30 Wed 5/8


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 230 - 2023-12-31 16,405,841 $783,215,000 596,383
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 30 - 2023-12-31 9,495,417 $453,399,000 344,644
   J P MORGAN CHASE & CO 472 - 2023-12-31 5,970,919 $285,052,000 535,824
   AMERIPRISE FINANCIAL INC 508 - 2023-12-31 2,147,948 $103,269,000 59,619
   MERCER GLOBAL ADVISORS INC /ADV 91 - 2023-12-31 1,115,195 $53,239,000 192,178
   WELLS FARGO & CO/MN 697 - 2023-12-31 1,006,101 $48,031,000 120,254
   LPL FINANCIAL CORP 513 - 2023-12-31 998,070 $47,648,000 193,792
   RAYMOND JAMES & ASSOCIATES 528 - 2024-03-31 741,548 $34,897,000 72,536
   CWM LLC 138 - 2024-03-31 667,935 $31,433,000 112,115
   M&T BANK CORP 161 - 2023-12-31 602,509 $28,764,000 27,247
   KEYBANK NATIONAL ASSOCIATION/OH 149 - 2023-12-31 555,647 $26,527,000 46,961
   Private Ocean LLC 8 - 2024-03-31 549,315 $25,851,000 17,437
   MORNINGSTAR INVESTMENT SERVICES, INC. 115 - 2023-12-31 515,857 $24,673,000 247,523
   BANK OF NEW YORK MELLON CORP 1485 - 2024-03-31 497,885 $23,430,000 91,701
   Betterment LLC 56 - 2023-12-31 408,014 $19,479,000 12,701
   SigFig Wealth Management LLC 25 - 2023-12-31 392,689 $18,747,000 54,690
   COMMONWEALTH EQUITY SERVICES LLC. 519 - 2024-03-31 390,518 $18,378,000 9,807
   HANSON MCCLAIN, INC. 87 - 2024-03-31 342,352 $16,111,000 44,967
   THRIVENT FINANCIAL FOR LUTHERANS 475 - 2023-12-31 328,518 $15,684,000 16,423
   PFS INVESTMENTS INC. 105 - 2023-06-30 322,253 $15,201,000 12,926
   SEI INVESTMENTS CO 704 - 2023-12-31 314,798 $15,029,000 2,306
   BABSON CAPITAL MANAGEMENT LLC 27 - 2023-12-31 303,107 $14,470,000 27,030
   UBS Group AG 1305 - 2023-12-31 273,285 $13,047,000 107,996
   Financial Network Wealth Management LLC 3 - 2023-12-31 272,715 $13,019,000 28,293
   Baird Financial Group Inc. 420 - 2023-12-31 260,123 $12,418,000 40,783
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 476 - 2024-03-31 210,212 $9,893,000 25,212
   WESBANCO BANK INC 70 - 2024-03-31 202,028 $9,507,000 11,878
   SAVANT CAPITAL MANAGEMENT INC 125 - 2023-12-31 185,645 $8,863,000 2,497
   Apella Capital LLC 45 - 2024-03-31 189,781 $8,832,000 11,946
   Wealthfront Advisers LLC 161 - 2024-03-31 186,332 $8,769,000 43,054
   Facet Wealth Inc. 32 - 2023-12-31 180,342 $8,512,000 9,164
   Dynamic Advisors Solutions LLC 93 - 2024-03-31 165,303 $7,779,000 18,380
   ROYAL BANK OF CANADA 1619 - 2023-12-31 160,861 $7,679,000 51,389
   ACCREDITED INVESTORS INC. 33 - 2023-12-31 157,454 $7,517,000 20,482
   Affinity Capital Advisors LLC 14 - 2024-03-31 142,973 $6,728,000 13,378
   FINANCIAL NETWORK 477 - 2023-12-31 131,271 $6,267,000 1,445
   APCM Wealth Management for Individuals 23 - 2024-03-31 124,990 $5,882,000 12,787
   Mascoma Wealth Management LLC 13 - 2024-03-31 122,063 $5,744,000 14,586
   One Wealth Advisors LLC 28 - 2024-03-31 118,467 $5,575,000 605
   Robertson Stephens Wealth Management LLC 60 - 2023-12-31 95,627 $4,565,000 36,045
   EP WEALTH ADVISORS, INC. 170 - 2023-12-31 93,282 $4,453,000 72,780
   FMR LLC 1983 - 2023-12-31 89,564 $4,276,000 34,914
   US BANCORP 636 - 2023-12-31 77,323 $3,691,000 11,273
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - 2024-03-31 76,188 $3,585,000 901
   Stewardship Advisors LLC 23 - 2024-03-31 75,981 $3,576,000 1,035
   GRAND WEALTH MANAGEMENT LLC 13 - 2023-12-31 71,459 $3,411,000 19,918
   Horst & Graben Wealth Management LLC 28 - 2024-03-31 66,174 $3,114,000 7,030
   BARTLETT & CO. LLC 164 - 2023-12-31 62,108 $2,971,000 2,857
   BARTLETT & CO. WEALTH MANAGEMENT LLC 164 - 2023-12-31 62,108 $2,971,000 2,857
   BAYSTATE WEALTH MANAGEMENT LLC 45 - 2023-12-31 61,772 $2,949,000 32,299
   CI Private Wealth LLC 852 - 2023-12-31 61,383 $2,930,000 14,079
   Omega Financial Group LLC 28 - 2024-03-31 61,121 $2,876,000 114
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 90 - 2024-03-31 58,440 $2,750,000 1,289
   OLD MISSION CAPITAL LLC 210 - 2023-12-31 56,504 $2,698,000 56,504
   Grubman Wealth Management 24 - 2024-03-31 57,039 $2,684,000 3,404
   Summit Wealth Group LLC 11 - 2024-03-31 56,577 $2,663,000 457
   Sharkey Howes & Javer 42 - 2024-03-31 56,444 $2,656,000 2,402
   FRANKLIN RESOURCES INC 1255 - 2023-12-31 54,119 $2,584,000 43,764
   Bond & Devick Financial Network Inc. 15 - 2024-03-31 50,973 $2,399,000 1,750
   Equitable Holdings Inc. 365 - 2023-12-31 49,951 $2,385,000 3,559
   BLUESTEM FINANCIAL ADVISORS LLC 16 - 2024-03-31 49,253 $2,318,000 10,521
   SAND HILL ADVISORS INC/CA 87 - 2023-12-31 47,557 $2,270,000 39,497
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 517 - 2023-12-31 46,434 $2,217,000 4,581
   LAKE STREET ADVISORS GROUP LLC 69 - 2023-12-31 46,349 $2,213,000 561
   Baldrige Asset Management LLC 33 - 2023-03-31 42,470 $2,041,000 5,036
   MODERA WEALTH MANAGEMENT, LLC 221 - 2023-12-31 42,338 $2,021,000 42,338
   Eley Financial Management Inc 33 - 2023-12-31 41,426 $1,978,000 36,433
   JONES FINANCIAL COMPANIES LLLP 171 - 2023-12-31 40,832 $1,949,000 2,503
   Center for Financial Planning Inc. 34 - 2024-03-31 40,192 $1,891,000 14,191
   Fort Point Capital Partners LLC 61 - 2023-12-31 38,884 $1,856,000 30,574
   UMB BANK N A/MO 264 - 2024-03-31 35,359 $1,664,000 3
   Better Money Decisions LLC 16 - 2024-03-31 34,194 $1,609,000 934
   JANNEY MONTGOMERY SCOTT LLC 1271 - 2024-03-31 32,724 $1,540,000 2,145
   BAKER AVENUE ASSET MANAGEMENT, LP 186 - 2023-12-31 28,726 $1,371,000 327
   Ally Invest Advisors Inc. 25 - 2023-12-31 27,522 $1,314,000 2,821
   CITIZENS FINANCIAL GROUP INC/RI 198 - 2023-12-31 26,906 $1,285,000 559
   DFPG INVESTMENTS INC. 192 - 2023-12-31 26,744 $1,271,000 951
   RFG Advisory Group LLC 320 - 2024-03-31 24,986 $1,176,000 352
   Pine Haven Investment Counsel Inc 27 - 2024-03-31 24,196 $1,139,000 1,185
   Cornerstone Wealth Management LLC 185 - 2024-03-31 24,013 $1,130,000 811
   Cranbrook Wealth Management LLC 47 - 2024-03-31 23,494 $1,106,000 14,020
   AXXCESS WEALTH MANAGEMENT LLC 333 - 2023-12-31 23,122 $1,104,000 10,003
   Steward Partners Investment Advisory LLC 695 - 2023-12-31 22,381 $1,068,000 4,949
   Parallel Advisors LLC 315 - 2023-12-31 22,177 $1,059,000 8,629
   Stonehearth Capital Management LLC 28 - 2024-03-31 22,241 $1,047,000 1,393
   Charter Oak Capital Management LLC 69 - 2024-03-31 22,015 $1,036,000 10,055
   Invera Wealth Advisors LLC 38 - 2024-03-31 22,150 $1,014,000 6,118
   STIFEL FINANCIAL CORP 2145 - 2023-12-31 20,722 $989,000 3,204
   GenTrust LLC 82 - 2024-03-31 20,976 $987,000 32
   Valeo Financial Advisors LLC 244 - 2024-03-31 21,298 $976,000 740
   Consolidated Portfolio Review Corp 103 - 2024-03-31 20,261 $953,000 545
   One Day In July LLC 64 - 2024-03-31 19,820 $933,000 1,389
   WCG Wealth Advisors LLC 209 - 2023-12-31 19,294 $921,000 1,192
   HARBOUR INVESTMENTS INC. 384 - 2023-12-31 19,220 $918,000 1,246
   CX Institutional 295 - 2024-03-31 18,884 $887,000 18,884
   Friedenthal Financial 38 - 2024-03-31 18,396 $866,000 479
   Pensionmark Financial Group LLC 158 - 2023-12-31 18,118 $865,000 362
   Bogart Wealth LLC 123 - 2024-03-31 18,364 $864,000 461
   DAVIDSON D A & CO 758 - 2023-12-31 17,914 $855,000 1,671
   Neumann Capital Management LLC 59 - 2023-12-31 17,875 $853,000 1,400
  100 Records found
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