ISHARES ESG AWARE US AGGREGA (EAGG) Institutional Shareholders
ISHARES ESG AWARE US AGGREGA (EAGG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.44B in EAGG holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of EAGG tracked by InsiderSet, reporting ownership valued at approximately $1.07B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.05B, representing an estimated loss of -1.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed EAGG value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Envestnet Asset Management Inc, Mercer Global Advisors Inc, and several other long-term asset managers with concentrated positions in ISHARES ESG AWARE US AGGREGA (EAGG).
This page ranks the largest institutional EAGG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
466
Total Reported Value
$3.44B
Largest Holder
Bank Of America Corp
Largest Position
$1.07B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.08% | 22,467,535 | $1,068,331,284 | $1,048,110,508 | -$20,220,776 | -1.89% | |
| Envestnet Asset Management Inc | 0.06% | 5,411,309 | $256,550,142 | $252,437,565 | -$4,112,577 | -1.60% | |
| Mercer Global Advisors Inc | 0.27% | 3,828,027 | $182,022,663 | $178,577,460 | -$3,445,203 | -1.89% | |
| Lpl Financial Llc | 0.04% | 2,798,226 | $133,055,657 | $130,537,243 | -$2,518,414 | -1.89% | |
| Northwestern Mutual Wealth Management Co | 0.07% | 2,296,552 | $109,201,052 | $107,134,151 | -$2,066,901 | -1.89% | |
| Northern Trust Corp | 0.01% | 1,883,908 | $89,579,825 | $87,884,308 | -$1,695,517 | -1.89% | |
| Goldman Sachs Group Inc | 0.01% | 1,872,348 | $89,030,148 | $87,345,034 | -$1,685,114 | -1.89% | |
| Blackrock, Inc. | 0.00% | 1,766,886 | $84,015,429 | $82,425,232 | -$1,590,197 | -1.89% | |
| Raymond James Financial Inc | 0.02% | 1,484,669 | $70,596,009 | $69,259,809 | -$1,336,200 | -1.89% | |
| Envestnet Portfolio Solutions, Inc. | 0.24% | 1,061,035 | $50,303,676 | $49,497,283 | -$806,393 | -1.60% | |
| Commonwealth Equity Services, Llc | 0.06% | 995,963 | $47,218,601 | $46,461,674 | -$756,927 | -1.60% | |
| Bank Of New York Mellon Corp | 0.01% | 823,406 | $39,152,971 | $38,411,890 | -$741,081 | -1.89% | |
| Ameriprise Financial Inc | 0.01% | 741,297 | $35,252,783 | $34,581,505 | -$671,278 | -1.90% | |
| Sei Investments Co | 0.03% | 668,211 | $31,773,619 | $31,172,043 | -$601,576 | -1.89% | |
| Pnc Financial Services Group, Inc. | 0.02% | 666,997 | $31,715,730 | $31,115,410 | -$600,320 | -1.89% | |
| Wealthspire Advisors, Llc | 0.25% | 657,769 | $31,276,938 | $30,684,924 | -$592,014 | -1.89% | |
| Alesco Advisors, Llc, An Esl Co | 0.79% | 651,418 | $30,974,926 | $30,388,650 | -$586,276 | -1.89% | |
| Wells Fargo & Company/Mn | 0.01% | 544,260 | $25,879,558 | $25,389,729 | -$489,829 | -1.89% | |
| Composition Wealth, Llc | 0.30% | 544,699 | $25,824,189 | $25,410,208 | -$413,981 | -1.60% | |
| Cwm, Llc | 0.07% | 532,001 | $25,296,626 | $24,817,847 | -$478,779 | -1.89% | |
| Cetera Investment Advisers | 0.03% | 526,625 | $25,041,006 | $24,567,056 | -$473,950 | -1.89% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 544,648 | $24,937,413 | $25,407,829 | +$470,416 | +1.89% | |
| Allworth Financial Lp | 0.09% | 480,784 | $22,861,287 | $22,428,574 | -$432,713 | -1.89% | |
| M&T Bank Corp | 0.08% | 468,577 | $22,280,837 | $21,859,117 | -$421,720 | -1.89% | |
| Destination Wealth Management | 0.56% | 455,014 | $21,635,920 | $21,226,403 | -$409,517 | -1.89% | |
| Keybank National Association/Oh | 0.07% | 455,646 | $21,602,175 | $21,255,886 | -$346,289 | -1.60% | |
| Ubs Group Ag | 0.00% | 398,736 | $18,959,897 | $18,601,034 | -$358,863 | -1.89% | |
| Rwa Wealth Partners, Llc | 0.20% | 390,986 | $18,591,386 | $18,239,497 | -$351,889 | -1.89% | |
| Baird Financial Group, Inc. | 0.03% | 378,331 | $17,989,639 | $17,649,141 | -$340,498 | -1.89% | |
| Savant Capital, Llc | 0.08% | 367,909 | $17,494,056 | $17,162,955 | -$331,101 | -1.89% | |
| Ferguson Wellman Capital Management, Inc | 0.21% | 367,233 | $17,410,517 | $17,131,419 | -$279,098 | -1.60% | |
| Franklin Resources Inc | 0.00% | 360,124 | $17,123,897 | $16,799,785 | -$324,112 | -1.89% | |
| Truist Financial Corp | 0.02% | 354,979 | $16,829,554 | $16,559,770 | -$269,784 | -1.60% | |
| Mariner, Llc | 0.02% | 334,105 | $15,886,629 | $15,585,998 | -$300,631 | -1.89% | |
| Pathstone Holdings, Llc | 0.06% | 302,401 | $14,379,176 | $14,107,007 | -$272,169 | -1.89% | |
| Accredited Investors Inc. | 0.59% | 286,286 | $13,572,802 | $13,355,242 | -$217,560 | -1.60% | |
| Fmr Llc | 0.00% | 283,644 | $13,487,268 | $13,231,993 | -$255,275 | -1.89% | |
| Zevin Asset Management Llc | 1.83% | 278,642 | $13,249,422 | $12,998,649 | -$250,773 | -1.89% | |
| Facet Wealth, Inc. | 0.18% | 258,165 | $12,239,626 | $12,043,397 | -$196,229 | -1.60% | |
| Mather Group, Llc. | 0.10% | 240,524 | $11,403,256 | $11,220,445 | -$182,811 | -1.60% | |
| Apella Capital, Llc | 0.16% | 236,196 | $11,108,277 | $11,018,543 | -$89,734 | -0.81% | |
| Wesbanco Bank Inc | 0.27% | 232,750 | $11,034,677 | $10,857,788 | -$176,890 | -1.60% | |
| Financial Engines Advisors L.L.C. | 0.02% | 229,983 | $10,935,672 | $10,728,707 | -$206,965 | -1.89% | |
| Joel Adams & Associates, Inc. | 7.88% | 223,087 | $10,607,783 | $10,407,009 | -$200,774 | -1.89% | |
| Sand Hill Global Advisors, Llc | 0.33% | 209,264 | $9,950,503 | $9,762,166 | -$188,337 | -1.89% | |
| Garde Capital, Inc. | 0.45% | 209,602 | $9,937,231 | $9,777,933 | -$159,298 | -1.60% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.13% | 208,970 | $9,907,268 | $9,748,451 | -$158,818 | -1.60% | |
| Beacon Pointe Advisors, Llc | 0.05% | 201,623 | $9,587,160 | $9,405,713 | -$181,447 | -1.89% | |
| Assetmark, Inc | 0.02% | 200,319 | $9,497,124 | $9,344,881 | -$152,243 | -1.60% | |
| Affinity Capital Advisors, Llc | 1.16% | 199,212 | $9,408,799 | $9,293,240 | -$115,559 | -1.23% |
Frequently asked questions about EAGG
Who owns the most EAGG stock?
The largest holders of EAGG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES ESG AWARE US AGGREGA (EAGG).
Is EAGG widely held by superinvestors?
Many widely followed stocks like EAGG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EAGG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.