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Disclosery

EAGG ISHARES TR

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SHS (fund)

397 managers (402 13F filers) reported a position in EAGG shares at 2024-12-31, 64,930,796 shares in all. 31 filers opened a position and 32 filers sold out during the quarter.

Managers
397
13F filers
402
New
31
Added
200
Reduced
96
Sold out
32
Shares held by filers
64,930,796

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BLB&B Advisors, LLC13,855$643K0.03%-58913F-HRTimeline
Clearstead Advisors, LLC13,792$640K0.01%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC13,614$632K0.06%+1,18513F-HR/ATimeline
Oregon Pacific Wealth Management, LLC13,354$620K0.61%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,300$618K<0.01%+1,93013F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC12,905$599K0.01%+6,13213F-HRTimeline
Focus Financial Network, Inc.12,692$589K0.02%+4,89813F-HRTimeline
Veridan Wealth LLC12,643$589K0.28%13F-HRTimeline
Arlington Financial Advisors, LLC12,609$586K0.12%new13F-HRTimeline
MGO ONE SEVEN LLC12,584$584K0.02%+41013F-HRTimeline
THEORY FINANCIAL LLC12,502$581K0.24%new13F-HRTimeline
Falcon Wealth Planning12,442$578K0.06%+98613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…12,348$573K0.02%+43313F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding12,242$569K-26,353Timeline
COMMERCE BANKin group COMMERCE BANK12,090$561K<0.01%013F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO12,010$558K0.02%+30513F-HRTimeline
TRUEFG, LLC11,866$551K0.18%+53113F-HRTimeline
LifePlan Investment Advisors, Inc.11,710$544K0.34%+4,35413F-HRTimeline
Elios Financial Group Inc.11,698$543K0.26%+62813F-HRTimeline
RETIREMENT CAPITAL STRATEGIES11,690$543K0.21%-44,07413F-HRTimeline
Benchmark Wealth Management, LLC11,627$540K0.27%+44813F-HRTimeline
Smith & Howard Wealth Management, LLC11,580$538K0.15%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,463$532K0.02%-1,00213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,975$510K<0.01%new13F-HRTimelineGroup
Austin Private Wealth, LLC10,761$500K0.05%-13713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,461$486K<0.01%-1,02813F-HRTimeline
Venturi Wealth Management, LLC10,429$484K0.02%+89213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,344$481K0.02%+17713F-HRTimelineGroup
Farther Finance Advisors, LLC10,339$480K0.02%+30913F-HRTimeline
Savvy Advisors, Inc.10,300$478K0.06%+2,78713F-HRTimeline
Ameraudi Asset Management, Inc.10,053$467K0.26%013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,010$465K0.11%+70513F-HRTimeline
Rockbridge Investment Management, LCC9,954$462K0.06%013F-HRTimeline
Opulen Financial Group LLC9,747$453K0.41%13F-HRTimeline
CWC Advisors, LLC.9,695$450K0.45%+38713F-HRTimeline
MA Private Wealth9,593$445K0.08%013F-HRTimeline
Hilltop Partners LLC9,584$445K0.15%-31013F-HRTimeline
Sound View Wealth Advisors Group, LLC9,375$435K0.04%+97013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK9,352$434K0.01%+13013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC9,256$429K0.08%+3613F-HRTimeline
Bluespring Wealth Management, LLC9,231$429K0.04%-56513F-HRTimeline
North Berkeley Wealth Management, LLC9,204$427K0.43%13F-HRTimeline
SIGNATUREFD, LLC9,122$424K0.01%013F-HRTimeline
Blue Barn Wealth, LLC9,105$423K0.22%+28113F-HRTimeline
Diversified Portfolios, Inc.8,903$413K0.05%-3,42513F-HRTimeline
Sequoia Financial Advisors, LLC8,676$403K<0.01%-95513F-HR/ATimeline
COMERICA BANK8,638$401K<0.01%+4413F-HR/ATimeline
POTOMAC FUND MANAGEMENT INC /ADV8,579$398K0.02%13F-HR/ATimeline
DIVERSIFIED TRUST CO8,531$396K0.01%+10613F-HRTimeline
Sandbox Financial Partners, LLC8,512$395K0.13%+21013F-HRTimeline
Litman Gregory Wealth Management LLC8,443$392K0.03%-2,47613F-HRTimeline
Institute for Wealth Management, LLC.8,320$386K0.05%+10713F-HRTimeline
Buttonwood Financial Group, LLC8,292$386K0.21%+74813F-HRTimeline
Lifelong Wealth Advisors, Inc.8,041$373K0.17%13F-HRTimeline
Bangor Savings Bank7,843$364K0.03%+76613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,820$363K0.03%+1,08913F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC7,720$359K0.05%-87013F-HRTimeline
WEDBUSH SECURITIES INC7,631$354K0.01%-5,28013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC7,626$354K0.07%+13013F-HRTimeline
Finley Financial, LLC7,400$343K0.18%13F-HRTimeline
Canopy Partners, LLC7,366$342K0.13%+513F-HRTimeline
BlueStem Wealth Partners, LLC7,364$342K0.04%13F-HRTimeline
JB Capital LLC7,281$338K0.02%+2,05113F-HRTimeline
NorthCrest Asset Manangement, LLC7,256$337K0.01%new13F-HR/ATimeline
ETF Portfolio Partners, Inc.7,250$337K0.1%+46013F-HRTimeline
Opes Wealth Management LLC7,157$332K0.07%+36013F-HRTimeline
Patriot Financial Group Insurance Agenc…7,090$329K0.04%-1,52313F-HRTimeline
Onyx Bridge Wealth Group LLC6,992$325K0.05%-4313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,973$324K<0.01%-51813F-HRTimelineGroup
Strategic Blueprint, LLC6,868$319K0.02%+8213F-HRTimeline
Financial Advocates Investment Manageme…6,866$319K0.02%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…6,725$312K0.02%+52513F-HRTimeline
JSF Financial, LLC6,580$306K0.08%+26413F-HRTimeline
AdvisorNet Financial, Inc6,547$304K0.03%-1,35413F-HRTimeline
BIRCHBROOK, INC.6,476$301K0.17%-25413F-HRTimeline
Highland Financial Advisors, LLC6,389$297K0.1%+7813F-HRTimeline
WEALTH ALLIANCE, LLC6,359$295K0.04%+73513F-HRTimeline
Cresset Asset Management, LLC6,356$295K<0.01%-52513F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,326$294K0.01%+28113F-HRTimeline
Estate Counselors, LLC6,325$294K0.03%013F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…6,292$292K0.03%+27013F-HRTimelineGroup
Financial Alternatives, Inc6,198$288K0.2%new13F-HRTimeline
Cable Hill Partners, LLC6,154$286K0.03%-1813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co6,151$286K0.02%+13813F-HRTimelineGroup
ALTFEST L J & CO INC6,118$284K0.04%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…6,050$281K0.02%+42213F-HRTimeline
Braun-Bostich & Associates Inc.6,044$281K0.2%-42013F-HRTimeline
OBSIDIAN CIO, LLC5,935$276K0.05%+79313F-HRTimeline
Montis Financial, LLC5,837$271K0.08%new13F-HRTimeline
Silver Oak Advisory Group, Inc.5,794$269K0.14%+7413F-HRTimeline
Hoxton Planning & Management, LLC5,564$258K0.1%+16113F-HRTimeline
AE Wealth Management LLC5,538$257K<0.01%-1,35113F-HRTimeline
Spectrum Planning & Advisory Services I…5,501$255K0.22%+49313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC5,495$255K0.1%+4013F-HRTimeline
Private Advisor Group, LLC5,444$253K<0.01%-1,20013F-HRTimeline
Farmers National Bank5,396$251K0.07%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5,360$249K0.11%+23813F-HRTimeline
ABLE Financial Group, LLC5,270$245K0.07%-35313F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC5,236$243K0.02%-16813F-HRTimeline
KEYVANTAGE WEALTH, LLC5,223$243K0.17%13F-HRTimeline
MANNING & NAPIER ADVISORS LLC5,196$241K<0.01%-64413F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC5,180$241K0.12%13F-HRTimeline
Global Retirement Partners, LLC5,129$238K0.01%+3613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT5,092$236K0.02%013F-HRTimeline
Curtis Advisory Group, LLC5,087$236K0.06%new13F-HRTimeline
Graypoint LLC5,086$236K0.01%new13F-HRTimeline
Blue Trust, Inc.5,077$236K<0.01%013F-HR/ATimeline
IMS Capital Management4,983$231K0.11%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC4,958$230K0.14%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,912$228K0.01%new13F-HRTimeline
Acropolis Investment Management, LLC4,905$228K0.01%+1,65513F-HRTimeline
Emergent Wealth Advisors, LLC4,884$227K0.16%-3313F-HRTimeline
Financial Insights, Inc.4,826$224K0.08%013F-HRTimeline
4Thought Financial Group Inc.4,817$224K0.14%+25513F-HRTimeline
Kades & Cheifetz LLC4,812$223K0.11%new13F-HRTimeline
One Capital Management, LLC4,790$222K0.01%013F-HRTimeline
FC Advisory LLC4,779$222K0.07%new13F-HRTimeline
Bristlecone Advisors, LLC4,770$222K0.02%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,756$221K0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,673$217K0.02%-3013F-HRTimeline
SAGE FINANCIAL GROUP INC4,533$211K0.02%013F-HRTimeline
NorthCoast Asset Management LLC4,493$209K<0.01%new13F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,491$209K0.04%-8613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,460$207K<0.01%013F-HRTimelineGroup
Atria Investments, Inc4,429$206K<0.01%-2,83113F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC4,346$202K0.09%013F-HRTimeline
TD Waterhouse Canada Inc.4,179$194K<0.01%+1,60213F-HRTimeline
JFS WEALTH ADVISORS, LLC4,090$190K0.01%+43213F-HRTimeline
EASTERN BANK3,989$185K<0.01%-4,36813F-HRTimeline
BALLAST ADVISORS LLC3,922$182K0.06%new13F-HRTimeline
MAI Capital Management3,401$158K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.3,278$152K<0.01%+25713F-HRTimeline
Cape Investment Advisory, Inc.3,021$140K0.05%013F-HRTimeline
Horizons Wealth Management2,944$137K0.11%013F-HRTimeline
Stephens Consulting, LLC2,742$127K0.03%-2113F-HRTimeline
PRIVATE TRUST CO NA2,647$123K0.01%-91613F-HRTimeline
NorthRock Partners, LLC2,477$115K<0.01%-3,09413F-HR/ATimeline
Continuum Advisory, LLC2,403$112K0.01%+2313F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…2,196$102K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,854$86.1K<0.01%+18913F-HRTimeline
Human Investing LLC1,839$85.4K0.02%new13F-HRTimeline
Avalon Trust Co1,724$80.1K0.01%new13F-HRTimeline
Gould Capital, LLC1,717$79.7K0.06%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.1,526$70.9K0.07%13F-HRTimeline
SOFI WEALTH, LLC1,400$65K<0.01%new13F-HRTimeline
Bullock Wealth Management Group1,147$53.3K0.03%+1513F-HRTimeline
Sound Income Strategies, LLC1,106$51.4K<0.01%013F-HRTimeline
HBC Financial Services, PLLC1,115$51K0.03%013F-HRTimeline
ORG Partners LLC1,090$50.6K0.01%+6013F-HRTimeline
GPS Wealth Strategies Group, LLC1,057$49.1K0.01%+23013F-HRTimeline
McIlrath & Eck, LLC1,044$48.5K0.01%-17413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…969$45K0.01%-6413F-HRTimeline
Transce3nd, LLC937$43.5K0.01%13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP816$37.9K0.01%-18113F-HRTimeline
Crewe Advisors LLC793$36.8K0.01%+22913F-HRTimeline
DT Investment Partners, LLC711$33K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC693$32.2K<0.01%-1,09313F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.644$29.9K0.02%13F-HRTimeline
Geneos Wealth Management Inc.610$28.3K<0.01%+2013F-HRTimeline
Coppell Advisory Solutions LLC549$25.5K<0.01%+25713F-HRTimeline
Physician Wealth Advisors, Inc.548$25.5K<0.01%new13F-HRTimeline
PROFFITT & GOODSON INC543$25.2K<0.01%+14013F-HRTimeline
MOTCO528$24.5K<0.01%new13F-HRTimeline
Keener Financial Planning LLC510$23K0.01%-4013F-HRTimeline
WealthTrak Capital Management LLC491$22.8K0.02%13F-HRTimeline
CoreCap Advisors, LLC482$22.4K<0.01%-67413F-HRTimeline
Covestor Ltd463$22K0.01%-25313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC443$21K<0.01%new13F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC448$20.8K<0.01%+2913F-HRTimeline
Rise Advisors, LLC444$20.6K0.01%-3613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC417$19.4K<0.01%013F-HRTimeline
Mattson Financial Services, LLC391$19K0.01%013F-HRTimeline
Your Advocates Ltd., LLP306$14.2K0.01%013F-HRTimeline
IFP Advisors, Inc279$13K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC200$9.29K<0.01%013F-HRTimelineGroup
Atlatl Advisers LLC185$8.59K0.01%13F-HRTimeline
Noble Wealth Management PBC184$8.54K0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.177$8.29K<0.01%13F-HRTimeline
North Star Investment Management Corp.168$7.81K<0.01%+213F-HRTimeline
Larson Financial Group LLC159$7.38K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.143$6.63K<0.01%-6013F-HRTimeline
Sugarloaf Wealth Management, LLC113$5.25K<0.01%-2,65813F-HRTimeline
WealthShield Partners, LLC98$4.55K<0.01%-61013F-HRTimeline
Millstone Evans Group, LLC96$4.46K<0.01%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS93$4.32K<0.01%-1,61613F-HRTimelineGroup
VSM Wealth Advisory, LLC66$3.08K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC52$2.42K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.46$2.14K<0.01%013F-HRTimelineGroup
Winthrop Capital Management, LLC44$2K<0.01%+1213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC41$1.9K<0.01%-213F-HRTimeline
Global Financial Private Client, LLC28$1.3K<0.01%+113F-HRTimeline
Denver PWM, LLC22$1K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC17$790<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.16$763<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB4$186<0.01%new13F-HRTimeline
Addison Advisors LLC2$93<0.01%013F-HRTimeline
Financial Life Planners1$47<0.01%13F-HRTimeline