EAGG Institutional Ownership & Shareholders
ISHARES ESG AWARE US AGGREGA (EAGG) is currently held by 487 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.07B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of EAGG tracked by InsiderSet, reporting ownership valued at approximately $1.10B in its June 30, 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 $1.08B, representing an estimated loss of -2.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed EAGG value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Jpmorgan Chase & Co, Envestnet Asset Management 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
487
Total Reported Value
$4.07B
Largest Holder
Bank Of America Corp
Largest Position
$1.10B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
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 | 0.07% | 23,292,198 | $1,104,283,113 | $1,075,866,626 | -$28,416,487 | -2.57% | |
| Jpmorgan Chase & Co | 0.03% | 9,436,452 | $449,269,586 | $435,869,718 | -$13,399,868 | -2.98% | |
| Envestnet Asset Management Inc | 0.06% | 5,411,309 | $256,550,142 | $249,948,363 | -$6,601,779 | -2.57% | |
| Mercer Global Advisors Inc | 0.25% | 4,247,541 | $201,375,886 | $196,193,919 | -$5,181,967 | -2.57% | |
| Lpl Financial Llc | 0.03% | 3,183,154 | $150,913,323 | $147,029,883 | -$3,883,440 | -2.57% | |
| Blackrock, Inc. | 0.00% | 1,971,318 | $93,460,187 | $91,055,178 | -$2,405,009 | -2.57% | |
| Goldman Sachs Group Inc | 0.01% | 1,950,256 | $92,461,638 | $90,082,325 | -$2,379,313 | -2.57% | |
| Northern Trust Corp | 0.01% | 1,930,868 | $91,542,452 | $89,186,793 | -$2,355,659 | -2.57% | |
| Betterment Llc | 0.15% | 1,812,365 | $85,924,000 | $83,713,139 | -$2,210,861 | -2.57% | |
| Raymond James Financial Inc | 0.02% | 1,577,910 | $74,808,744 | $72,883,663 | -$1,925,081 | -2.57% | |
| Envestnet Portfolio Solutions, Inc. | 0.24% | 1,061,035 | $50,303,676 | $49,009,207 | -$1,294,469 | -2.57% | |
| Commonwealth Equity Services, Llc | 0.06% | 995,963 | $47,218,601 | $46,003,531 | -$1,215,070 | -2.57% | |
| M&T Bank Corp | 0.14% | 902,510 | $42,914,837 | $41,686,937 | -$1,227,900 | -2.86% | |
| Bank Of New York Mellon Corp | 0.01% | 878,393 | $41,644,646 | $40,572,973 | -$1,071,673 | -2.57% | |
| Ameriprise Financial Inc | 0.01% | 742,934 | $35,227,462 | $34,316,121 | -$911,341 | -2.59% | |
| Sei Investments Co | 0.03% | 728,269 | $34,527,106 | $33,638,745 | -$888,361 | -2.57% | |
| Pnc Financial Services Group, Inc. | 0.02% | 703,121 | $33,334,987 | $32,477,159 | -$857,828 | -2.57% | |
| Wealthspire Advisors, Llc | 0.18% | 690,130 | $32,719,052 | $31,877,105 | -$841,947 | -2.57% | |
| Alesco Advisors, Llc, An Esl Co | 0.73% | 672,538 | $31,885,027 | $31,064,530 | -$820,497 | -2.57% | |
| Cetera Investment Advisers | 0.03% | 624,666 | $29,615,440 | $28,853,323 | -$762,117 | -2.57% | |
| Wells Fargo & Company/Mn | 0.00% | 591,209 | $28,029,240 | $27,307,944 | -$721,296 | -2.57% | |
| Composition Wealth, Llc | 0.30% | 544,699 | $25,824,189 | $25,159,647 | -$664,542 | -2.57% | |
| Cwm, Llc | 0.07% | 532,001 | $25,296,626 | $24,573,126 | -$723,500 | -2.86% | |
| Allworth Financial Lp | 0.10% | 495,365 | $23,485,248 | $22,880,909 | -$604,339 | -2.57% | |
| Olde Wealth Management, Llc | 6.58% | 490,066 | $23,234,000 | $22,636,149 | -$597,851 | -2.57% | |
| Destination Wealth Management | 0.53% | 482,719 | $22,885,725 | $22,296,791 | -$588,934 | -2.57% | |
| Keybank National Association/Oh | 0.07% | 455,646 | $21,602,175 | $21,046,289 | -$555,886 | -2.57% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 478,785 | $21,248,841 | $22,115,079 | +$866,238 | +4.08% | |
| Savant Capital, Llc | 0.06% | 414,082 | $19,631,317 | $19,126,448 | -$504,869 | -2.57% | |
| Ubs Group Ag | 0.00% | 404,781 | $19,190,667 | $18,696,834 | -$493,833 | -2.57% | |
| Rwa Wealth Partners, Llc | 0.18% | 399,763 | $18,952,790 | $18,465,053 | -$487,737 | -2.57% | |
| Baird Financial Group, Inc. | 0.03% | 396,216 | $18,784,601 | $18,301,217 | -$483,384 | -2.57% | |
| Thrivent Financial For Lutherans | 0.03% | 361,452 | $17,147,000 | $16,695,468 | -$451,532 | -2.63% | |
| Ferguson Wellman Capital Management, Inc | 0.20% | 368,424 | $16,671,186 | $17,017,505 | +$346,319 | +2.08% | |
| Truist Financial Corp | 0.02% | 365,022 | $16,517,246 | $16,860,366 | +$343,120 | +2.08% | |
| Mariner, Llc | 0.02% | 313,001 | $14,839,380 | $14,457,516 | -$381,864 | -2.57% | |
| Pathstone Holdings, Llc | 0.06% | 302,401 | $14,379,176 | $13,967,902 | -$411,274 | -2.86% | |
| Fmr Llc | 0.00% | 298,887 | $14,170,237 | $13,805,591 | -$364,646 | -2.57% | |
| Accredited Investors Inc. | 0.59% | 286,286 | $13,572,802 | $13,223,550 | -$349,252 | -2.57% | |
| Mml Investors Services, Llc | 0.03% | 267,862 | $12,699,360 | $12,372,546 | -$326,814 | -2.57% | |
| Zevin Asset Management Llc | 1.75% | 263,451 | $12,490,203 | $12,168,802 | -$321,401 | -2.57% | |
| Facet Wealth, Inc. | 0.18% | 258,165 | $12,239,626 | $11,924,641 | -$314,985 | -2.57% | |
| Mather Group, Llc. | 0.10% | 251,404 | $11,376,044 | $11,612,351 | +$236,307 | +2.08% | |
| Financial Engines Advisors L.L.C. | 0.02% | 239,778 | $11,367,879 | $11,075,346 | -$292,533 | -2.57% | |
| Apella Capital, Llc | 0.14% | 251,660 | $11,362,444 | $11,624,175 | +$261,731 | +2.30% | |
| Wesbanco Bank Inc | 0.27% | 232,750 | $11,034,677 | $10,750,723 | -$283,955 | -2.57% | |
| Beacon Pointe Advisors, Llc | 0.05% | 230,813 | $10,942,823 | $10,661,252 | -$281,571 | -2.57% | |
| Joel Adams & Associates, Inc. | 7.02% | 230,463 | $10,926,274 | $10,645,086 | -$281,188 | -2.57% | |
| Affinity Capital Advisors, Llc | 1.23% | 232,869 | $10,544,309 | $10,756,219 | +$211,910 | +2.01% | |
| Assetmark, Inc | 0.02% | 222,408 | $10,063,962 | $10,273,026 | +$209,064 | +2.08% |
Frequently asked questions about EAGG
Who are the largest institutional holders of EAGG?
The largest institutional holders of EAGG reported in the latest SEC Form 13F filings include Bank Of America Corp, Jpmorgan Chase & Co, Envestnet Asset Management Inc, Mercer Global Advisors Inc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported EAGG position.
What is EAGG institutional ownership?
This page tracks EAGG positions reported by institutional investment managers through SEC Form 13F. ISHARES ESG AWARE US AGGREGA (EAGG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EAGG?
InsiderSet currently tracks 487 institutional managers reporting EAGG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EAGG shareholders.
How much EAGG stock do institutions own?
Institutional investment managers disclosed approximately $4.07B in EAGG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EAGG institutional ownership last updated?
The latest EAGG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EAGG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EAGG position after the reporting date.
Are institutions buying or selling EAGG?
Institutional buying and selling can be analyzed by comparing EAGG positions across consecutive 13F reporting periods. InsiderSet's EAGG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EAGG ownership changes.
How has EAGG institutional ownership changed over time?
InsiderSet tracks EAGG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.