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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
   Asset Dedication LLC 993 *Closed 2024-03-31 0 $0 -289
   PITTENGER & ANDERSON INC *Closed 2024-03-31 0 $0 -54
   Glassman Wealth Services 476 *Closed 2024-03-31 0 $0 -8
   Coppell Advisory Solutions Corp. 534 *Closed 2023-03-31 0 $0 -749
   BerganKDV Wealth Management LLC 845 *Closed 2023-06-30 0 $0 -54
   ARBOR TRUST WEALTH ADVISORS LLC 99 *Closed 2024-03-31 0 $0 -4,346
   BOURGEON CAPITAL MANAGEMENT LLC 181 *Closed 2024-03-31 0 $0 -260
   VERITABLE LP 218 *Closed 2023-09-30 0 $0 -4,673
   Rede Wealth LLC *Closed 2024-03-31 0 $0 -5,976
   Miracle Mile Advisors LLC 511 *Closed 2024-03-31 0 $0 -4,896
   IFP Advisors Inc 3152 *Closed 2023-12-31 0 $0 -914
   CITADEL ADVISORS LLC 6020 *Closed 2023-12-31 0 $0 -98,730
   ST GERMAIN D J CO INC 801 *Closed 2024-03-31 0 $0 -2,996
   Level Financial Advisors Inc. 140 *Closed 2024-03-31 0 $0 -32
   IAG Wealth Partners LLC 468 *Closed 2024-03-31 0 $0 0
   Bristlecone Advisors LLC 282 *Closed 2024-03-31 0 $0 -4,613
   Global Wealth Strategies & Associates 383 *Closed 2024-03-31 0 $0 0
   Apollon Wealth Management LLC *Closed 2024-03-31 0 $0 -4,254
   Archetype Wealth Partners LLC 113 *Closed 2023-12-31 0 $0 -7,926
   CANTOR FITZGERALD L. P. 583 *Closed 2023-12-31 0 $0 -57,820
   SageView Advisory Group LLC 687 *Closed 2023-12-31 0 $0 -15,751
   Raleigh Capital Management Inc. 1053 *Closed 2023-12-31 0 $0 -44
   Moss Adams Wealth Advisors LLC 180 *Closed 2023-12-31 0 $0 -846
   Vista Private Wealth Partners. LLC 94 *Closed 2023-12-31 0 $0 -5,958
   Goodwin Investment Advisory 81 *Closed 2023-12-31 0 $0 -3,076
   CFS Investment Advisory Services LLC 172 *Closed 2023-12-31 0 $0 -4,592
  26 Records found
  1    
  Page 1 of 1
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