EAGG Institutional Ownership
iShares ESG Aware U.S. Aggregate Bond ETF
1W: -0.6%
1M: -2.7%
3M: -4.5%
YTD: -5.1%
1Y: -5.0%
3Y: +9.3%
5Y: -6.8%
$45.12
-0.08 (-0.18%)
Weekly Expected Move ±0.6%
$45
$45
$45
$45
$46
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EAGG
513
Institutional Holders
+24 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
47
New Positions
302
Increased
106
Reduced
31
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (531 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 23,292,198 | 1.1B | +824,663 | +3.7% | 15Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 9,436,452 | 426M | +516,170 | +5.8% | 25Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 5,411,309 | 244M | +1,007,861 | +22.9% | 29Q | SEC ↗ |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | 4,247,541 | 192M | +419,514 | +11.0% | 24Q | SEC ↗ |
| 5 | LPL Financial LLC | 3,183,154 | 144M | +384,928 | +13.8% | 26Q | SEC ↗ |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 2,306,154 | 104M | +9,602 | +0.4% | 24Q | SEC ↗ |
| 7 | BlackRock, Inc. | 1,971,318 | 89M | +204,432 | +11.6% | 8Q | SEC ↗ |
| 8 | GOLDMAN SACHS GROUP INC | 1,950,256 | 88M | +77,908 | +4.2% | 15Q | SEC ↗ |
| 9 | NORTHERN TRUST CORP | 1,930,868 | 87M | +46,960 | +2.5% | 23Q | SEC ↗ |
| 10 | Betterment LLC | 1,812,365 | 82M | +152,379 | +9.2% | 23Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 1,577,910 | 71M | +93,241 | +6.3% | 7Q | SEC ↗ |
| 12 | Envestnet Portfolio Solutions, Inc. | 1,061,035 | 48M | +216,823 | +25.7% | 12Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 995,963 | 45M | +100,029 | +11.2% | 29Q | SEC ↗ |
| 14 | M&T Bank Corp | 922,559 | 42M | +20,049 | +2.2% | 20Q | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 878,393 | 40M | +54,987 | +6.7% | 14Q | SEC ↗ |
| 16 | AMERIPRISE FINANCIAL INC | 742,934 | 34M | +1,637 | +0.2% | 16Q | SEC ↗ |
| 17 | PNC Financial Services Group, Inc. | 737,050 | 33M | +36,921 | +5.3% | 15Q | SEC ↗ |
| 18 | SEI INVESTMENTS CO | 728,269 | 33M | +60,058 | +9.0% | 15Q | SEC ↗ |
| 19 | Wealthspire Advisors, LLC | 690,130 | 31M | +32,361 | +4.9% | 8Q | SEC ↗ |
| 20 | Alesco Advisors, LLC, An ESL Co | 672,538 | 30M | +21,120 | +3.2% | 27Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 624,666 | 28M | +98,041 | +18.6% | 21Q | SEC ↗ |
| 22 | WELLS FARGO & COMPANY/MN | 591,209 | 27M | +46,949 | +8.6% | 22Q | SEC ↗ |
| 23 | Composition Wealth, LLC | 544,699 | 25M | +42,518 | +8.5% | 5Q | SEC ↗ |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 544,648 | 25M | +46,875 | +9.4% | 17Q | SEC ↗ |
| 25 | CWM, LLC | 532,001 | 24M | +41,183 | +8.4% | 18Q | SEC ↗ |
| 26 | Allworth Financial LP | 495,365 | 22M | +14,581 | +3.0% | 20Q | SEC ↗ |
| 27 | Olde Wealth Management, LLC | 490,066 | 22M | +29,324 | +6.4% | 4Q | SEC ↗ |
| 28 | Destination Wealth Management | 482,719 | 22M | +27,705 | +6.1% | 17Q | SEC ↗ |
| 29 | KEYBANK NATIONAL ASSOCIATION/OH | 455,646 | 21M | +65,693 | +16.8% | 23Q | SEC ↗ |
| 30 | Savant Capital, LLC | 414,082 | 19M | +46,173 | +12.6% | 27Q | SEC ↗ |
| 31 | UBS Group AG | 404,781 | 18M | +6,045 | +1.5% | 27Q | SEC ↗ |
| 32 | RWA WEALTH PARTNERS, LLC | 399,763 | 18M | +8,777 | +2.2% | 5Q | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 396,216 | 18M | +17,885 | +4.7% | 27Q | SEC ↗ |
| 34 | FRANKLIN RESOURCES INC | 370,309 | 17M | +10,185 | +2.8% | 15Q | SEC ↗ |
| 35 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 367,233 | 17M | +7,050 | +2.0% | 2Q | SEC ↗ |
| 36 | Thrivent Financial for Lutherans | 361,452 | 16M | +25,093 | +7.5% | 25Q | SEC ↗ |
| 37 | TRUIST FINANCIAL CORP | 354,979 | 16M | +8,630 | +2.5% | 25Q | SEC ↗ |
| 38 | Pathstone Holdings, LLC | 331,668 | 15M | +29,267 | +9.7% | 11Q | SEC ↗ |
| 39 | Mariner, LLC | 313,001 | 14M | -21,104 | -6.3% | 17Q | SEC ↗ |
| 40 | PARK AVENUE SECURITIES LLC | 309,924 | 14M | +70,097 | +29.2% | 20Q | SEC ↗ |
| 41 | FMR LLC | 298,887 | 13M | +15,243 | +5.4% | 17Q | SEC ↗ |
| 42 | Accredited Investors Inc. | 286,286 | 13M | -1,220 | -0.4% | 24Q | SEC ↗ |
| 43 | MML INVESTORS SERVICES, LLC | 267,862 | 12M | +75,644 | +39.4% | 29Q | SEC ↗ |
| 44 | ZEVIN ASSET MANAGEMENT LLC | 263,451 | 12M | -15,191 | -5.5% | 3Q | SEC ↗ |
| 45 | Cambridge Investment Research Advisors | 258,330 | 12M | +34,802 | +15.6% | 28Q | SEC ↗ |
| 46 | Facet Wealth, Inc. | 258,165 | 12M | +25,156 | +10.8% | 13Q | SEC ↗ |
| 47 | MATHER GROUP, LLC. | 240,524 | 11M | +8,638 | +3.7% | 10Q | SEC ↗ |
| 48 | Financial Engines Advisors L.L.C. | 239,778 | 11M | +9,795 | +4.3% | 8Q | SEC ↗ |
| 49 | Apella Capital, LLC | 236,196 | 11M | +10,275 | +4.5% | 13Q | SEC ↗ |
| 50 | WESBANCO BANK INC | 232,750 | 11M | +4,958 | +2.2% | 22Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Garde Capital, Inc. | 209,602 | 9M |
| Wealth Advisory Team LLC | 21,841 | 985K |
| ZENITH SOLUTIONS, INC. | 21,629 | 976K |
| Diversify Advisory Services, LLC | 20,959 | 946K |
| Contango Wealth Management LLC | 18,545 | 837K |
| NWAM LLC | 16,173 | 730K |
| SAX WEALTH ADVISORS, LLC | 14,076 | 635K |
| Arax Advisory Partners | 13,359 | 603K |
| Keystone Financial Services | 9,547 | 431K |
| Global Retirement Partners, LLC | 8,872 | 400K |
| Pacific Excel Wealth Advisors, Inc. | 7,978 | 360K |
| Heritage Family Offices, LLP | 7,978 | 360K |
| Two West Capital Advisors LLC | 7,798 | 352K |
| Legacy Financial Group LLC | 7,457 | 336K |
| Vestmark Advisory Solutions, Inc. | 7,307 | 330K |
| Focus Partners Advisor Solutions, L | 7,208 | 325K |
| Williams Financial, LLC | 6,791 | 306K |
| Sovereign Financial Group, Inc. | 6,429 | 290K |
| DWM Financial Group, Inc. | 5,484 | 247K |
| Perennial Investment Advisors, LLC | 5,122 | 231K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Shira Ridge Wealth Management | 116,463 | 5M |
| JANE STREET GROUP, LLC | 72,109 | 3M |
| Neumann Capital Management, LLC | 66,870 | 3M |
| Investor's Fiduciary Advisor Networ | 35,905 | 2M |
| Independent Advisor Alliance | 28,643 | 1M |
| Valeo Financial Advisors, LLC | 24,727 | 1M |
| Sonoma Allocations LLC | 18,963 | 856K |
| BARINGS LLC | 17,310 | 781K |
| Estate Counselors, LLC | 9,825 | 443K |
| New Covenant Trust Company, N.A. | 9,530 | 430K |
| Stratos Wealth Partners, LTD. | 8,504 | 384K |
| Sandbox Financial Partners, LLC | 6,884 | 311K |
| Global View Capital Management LLC | 6,883 | 311K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 5,483 | 247K |
| Asempa Wealth Advisors | 5,211 | 235K |
| Lido Advisors, LLC | 5,176 | 234K |
| Ascentis Independent Advisors | 4,776 | 215K |
| ALTFEST L J & CO INC | 4,531 | 204K |
| Arkadios Wealth Advisors | 4,327 | 195K |
| LVW Advisors, LLC | 4,207 | 190K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +1,007,861 | +22.9% | 5,411,309 |
| BANK OF AMERICA CORP /DE | +824,663 | +3.7% | 23,292,198 |
| JPMORGAN CHASE & CO | +516,170 | +5.8% | 9,436,452 |
| MERCER GLOBAL ADVISORS INC /ADV | +419,514 | +11.0% | 4,247,541 |
| LPL Financial LLC | +384,928 | +13.8% | 3,183,154 |
| Envestnet Portfolio Solutions, Inc. | +216,823 | +25.7% | 1,061,035 |
| BlackRock, Inc. | +204,432 | +11.6% | 1,971,318 |
| Atomic Invest LLC | +188,020 | +3124.8% | 194,037 |
| Betterment LLC | +152,379 | +9.2% | 1,812,365 |
| COMMONWEALTH EQUITY SERVICES, LLC | +100,029 | +11.2% | 995,963 |
| Cetera Investment Advisers | +98,041 | +18.6% | 624,666 |
| Vise Technologies, Inc. | +93,517 | +403.2% | 116,709 |
| RAYMOND JAMES FINANCIAL INC | +93,241 | +6.3% | 1,577,910 |
| GOLDMAN SACHS GROUP INC | +77,908 | +4.2% | 1,950,256 |
| MML INVESTORS SERVICES, LLC | +75,644 | +39.4% | 267,862 |
| PARK AVENUE SECURITIES LLC | +70,097 | +29.2% | 309,924 |
| KEYBANK NATIONAL ASSOCIATION/OH | +65,693 | +16.8% | 455,646 |
| SEI INVESTMENTS CO | +60,058 | +9.0% | 728,269 |
| BANK OF MONTREAL /CAN | +57,839 | +361.8% | 73,824 |
| Bank of New York Mellon Corp | +54,987 | +6.7% | 878,393 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Archer Investment Management, LLC | -88,208 | -64.6% | 48,269 |
| Mariner, LLC | -21,104 | -6.3% | 313,001 |
| ZEVIN ASSET MANAGEMENT LLC | -15,191 | -5.5% | 263,451 |
| Gateway Wealth Partners, LLC | -13,529 | -39.6% | 20,642 |
| Sand Hill Global Advisors, LLC | -11,406 | -5.5% | 197,858 |
| Wealth Architects, LLC | -10,572 | -9.1% | 105,802 |
| Corient Private Wealth LP | -8,914 | -16.6% | 44,860 |
| Sequoia Financial Advisors, LLC | -6,613 | -22.1% | 23,314 |
| Advisory Services Network, LLC | -6,551 | -52.2% | 5,992 |
| HighTower Advisors, LLC | -6,060 | -4.3% | 134,712 |
| Ameliora Wealth Management Ltd. | -5,750 | -57.5% | 4,250 |
| Charter Oak Capital Management, LLC | -4,745 | -6.4% | 69,821 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -4,087 | -4.9% | 78,512 |
| Mason & Associates Inc | -3,963 | -24.0% | 12,536 |
| Atria Investments, Inc | -3,857 | -30.2% | 8,911 |
| Falcon Wealth Planning | -3,824 | -17.5% | 18,072 |
| IFP Advisors, Inc | -3,071 | -80.1% | 761 |
| BlueStem Wealth Partners, LLC | -2,915 | -21.0% | 10,940 |
| MISSION WEALTH MANAGEMENT, LP | -2,901 | -9.6% | 27,470 |
| Aprio Wealth Management, LLC | -2,548 | -14.7% | 14,842 |