Skip to content

EAGG ISHARES TR

Follow

SHS (fund)

413 managers (417 13F filers) reported a position in EAGG shares at 2025-03-31, 66,785,389 shares in all. 41 filers opened a position and 21 filers sold out during the quarter.

Managers
413
13F filers
417
New
41
Added
221
Reduced
109
Sold out
21
Shares held by filers
66,785,389

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ANB BANK15,984$759K0.34%+92613F-HRTimeline
Painted Porch Advisors LLC15,955$758K0.32%+1,01213F-HRTimeline
Ameraudi Asset Management, Inc.15,893$755K0.43%+5,84013F-HRTimeline
SPINNAKER TRUST15,758$748K0.05%+1,23113F-HRTimeline
Aptus Capital Advisors, LLC15,595$740K0.01%+38813F-HRTimeline
D.A. DAVIDSON & CO.15,504$736K0.01%+4113F-HRTimeline
BLB&B Advisors, LLC15,092$717K0.04%+1,23713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK14,835$704K<0.01%+2,74513F-HRTimelineGroup
Silver Oak Advisory Group, Inc.14,580$692K0.37%+8,78613F-HRTimeline
Trust Co14,543$691K0.08%-47013F-HRTimeline
UMB Bank, n.a.14,500$688K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parallel Advisors, LLC14,489$688K0.02%-3,45213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,312$680K<0.01%+1,01213F-HRTimelineGroup
Austin Private Wealth, LLC14,292$679K0.06%+3,53113F-HRTimeline
Tradition Wealth Management, LLC14,159$672K0.06%-1,66213F-HRTimeline
Wealthstream Advisors, Inc.13,960$663K0.12%-10813F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC13,952$662K0.06%-57513F-HRTimeline
STOCK YARDS BANK & TRUST CO13,835$657K0.02%+1,82513F-HRTimeline
Arlington Financial Advisors, LLC13,591$645K0.11%+98213F-HRTimeline
Venturi Wealth Management, LLC13,574$644K0.03%+3,14513F-HRTimeline
Rossby Financial, LCC13,589$642K0.28%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC13,238$629K0.01%+33313F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…12,810$608K0.02%+46213F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…12,510$594K<0.01%-9,35713F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC12,300$584K0.02%+1,95613F-HRTimelineGroup
Hilltop Partners LLC12,060$573K0.19%+2,47613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,011$570K0.02%+54813F-HRTimelineGroup
Onyx Bridge Wealth Group LLC11,902$565K0.08%+4,91013F-HRTimeline
HRT FINANCIAL LP11,908$565K<0.01%new13F-HRTimeline
TRUEFG, LLC11,831$562K0.18%-3513F-HRTimeline
SOFI WEALTH, LLC11,697$555K0.04%+10,29713F-HRTimeline
Elios Financial Group Inc.11,696$555K0.27%-213F-HRTimeline
Benchmark Wealth Management, LLC11,684$555K0.27%+5713F-HRTimeline
Lifelong Wealth Advisors, Inc.11,585$550K0.26%+3,54413F-HRTimeline
Smith & Howard Wealth Management, LLC11,580$550K0.15%013F-HRTimeline
Hoxton Planning & Management, LLC11,435$543K0.21%+5,87113F-HRTimeline
Savvy Advisors, Inc.11,377$540K0.05%+1,07713F-HRTimeline
Buttonwood Financial Group, LLC11,452$534K0.31%+3,16013F-HRTimeline
Falcon Wealth Planning11,086$526K0.06%-1,35613F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC11,044$524K0.12%+1,03413F-HRTimeline
Sequoia Financial Advisors, LLC10,734$510K<0.01%+2,05813F-HRTimeline
NorthCrest Asset Manangement, LLC10,692$508K0.02%+3,43613F-HRTimeline
SIGNATUREFD, LLC10,467$497K0.01%+1,34513F-HRTimeline
WEALTH ALLIANCE, LLC10,453$496K0.06%+4,09413F-HRTimeline
Private Advisor Group, LLC10,287$488K<0.01%+4,84313F-HRTimeline
BlueStem Wealth Partners, LLC10,264$487K0.07%+2,90013F-HRTimeline
Rockbridge Investment Management, LCC10,027$476K0.06%+7313F-HRTimeline
CHOREO, LLC9,965$473K0.01%-5,26813F-HRTimeline
Sovran Advisors, LLC9,981$468K0.06%new13F-HRTimeline
Estate Counselors, LLC9,825$466K0.05%+3,50013F-HRTimeline
COMERICA BANK9,786$465K<0.01%+1,14813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC9,766$464K0.05%-3,84813F-HR/ATimeline
Sound View Wealth Advisors Group, LLC9,761$463K0.04%+38613F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC9,753$463K0.25%+4,57313F-HRTimeline
CWC Advisors, LLC.9,720$462K0.26%+2513F-HRTimeline
Orin Green Financial, LLC9,794$457K0.22%new13F-HRTimeline
MA Private Wealth9,593$455K0.09%013F-HRTimeline
WEDBUSH SECURITIES INC9,466$449K0.02%+1,83513F-HRTimeline
DIVERSIFIED TRUST CO9,376$445K0.01%+84513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK9,352$444K0.06%013F-HR/ATimelineGroup
MBE Wealth Management, LLC9,320$443K0.21%new13F-HRTimeline
Veridan Wealth LLC9,284$441K0.2%-3,35913F-HRTimeline
VALLEY NATIONAL ADVISERS INC9,217$437K0.08%-3913F-HRTimeline
JB Capital LLC9,169$435K0.02%+1,88813F-HRTimeline
Blue Barn Wealth, LLC8,969$426K0.22%-13613F-HRTimeline
JSF Financial, LLC8,827$419K0.11%+2,24713F-HRTimeline
North Berkeley Wealth Management, LLC8,531$405K0.42%-67313F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,285$393K0.01%+1,95913F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV8,403$392K0.17%-17613F-HR/ATimeline
Bluespring Wealth Management, LLC8,224$390K0.04%-1,00713F-HRTimeline
Diversified Portfolios, Inc.8,183$389K0.04%-72013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC8,126$386K0.01%+3,37013F-HRTimeline
Bangor Savings Bank8,080$384K0.04%+23713F-HRTimeline
Spectrum Planning & Advisory Services I…7,942$377K0.31%+2,44113F-HRTimeline
Sandbox Financial Partners, LLC7,855$373K0.13%-65713F-HRTimeline
Strategic Blueprint, LLC7,681$365K0.02%+81313F-HRTimeline
NorthCoast Asset Management LLC7,592$360K<0.01%+3,09913F-HR/ATimeline
FINANCIAL MANAGEMENT NETWORK INC7,609$358K0.08%-1713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP7,442$353K<0.01%+46913F-HRTimelineGroup
WEALTHGARDEN F.S. LLC7,433$353K0.34%new13F-HRTimeline
Finley Financial, LLC7,400$351K0.2%013F-HRTimeline
Opes Wealth Management LLC7,382$350K0.07%+22513F-HRTimeline
Patriot Financial Group Insurance Agenc…7,242$344K0.05%+15213F-HRTimeline
Litman Gregory Wealth Management LLC7,140$339K0.03%-1,30313F-HRTimeline
Braun-Bostich & Associates Inc.7,132$339K0.25%+1,08813F-HRTimeline
Opulen Financial Group LLC7,119$338K0.31%-2,62813F-HRTimeline
Highland Financial Advisors, LLC6,901$328K0.12%+51213F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…6,775$322K0.02%+5013F-HRTimeline
ETF Portfolio Partners, Inc.6,729$319K0.1%-52113F-HRTimeline
Financial Alternatives, Inc6,644$315K0.22%+44613F-HRTimeline
Compound Planning, Inc.6,643$315K0.01%new13F-HRTimeline
Financial Advocates Investment Manageme…6,563$312K0.02%-30313F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…6,483$308K0.03%+19113F-HRTimelineGroup
AdvisorNet Financial, Inc6,432$305K0.02%-11513F-HRTimeline
Keystone Financial Services6,330$301K0.11%new13F-HRTimeline
AE Wealth Management LLC6,313$300K<0.01%+77513F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co6,185$294K0.02%+3413F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.6,168$293K0.12%+80813F-HRTimeline
Cable Hill Partners, LLC6,154$292K0.03%013F-HRTimeline
Canopy Partners, LLC6,140$292K0.11%-1,22613F-HRTimeline
Global View Capital Management LLC5,985$284K0.1%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding5,949$282K-12,984Timeline
ALTFEST L J & CO INC5,865$278K0.03%-25313F-HRTimeline
BIRCHBROOK, INC.5,842$277K0.16%-63413F-HRTimeline
Montis Financial, LLC5,837$277K0.08%013F-HRTimeline
Atria Investments, Inc5,777$274K<0.01%+1,34813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,744$273K<0.01%new13F-HRTimelineGroup
My Legacy Advisors, LLC5,685$270K0.1%new13F-HRTimeline
Farmers National Bank5,678$270K0.08%+28213F-HRTimeline
SAGE FINANCIAL GROUP INC5,545$263K0.02%+1,01213F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC5,515$262K0.1%+2013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,453$259K0.02%new13F-HRTimelineGroup
Graypoint LLC5,360$254K0.02%+27413F-HRTimeline
Regal Investment Advisors LLC5,354$254K0.02%new13F-HRTimeline
Cresset Asset Management, LLC5,274$250K<0.01%-1,08213F-HRTimeline
JFS WEALTH ADVISORS, LLC5,267$250K0.02%+1,17713F-HRTimeline
ABLE Financial Group, LLC5,267$250K0.07%-313F-HRTimeline
OBSIDIAN CIO, LLC5,261$250K0.04%-67413F-HRTimeline
KEYVANTAGE WEALTH, LLC5,157$245K0.12%-6613F-HRTimeline
Prime Capital Investment Advisors, LLC5,151$245K<0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,097$242K0.05%+60613F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT5,092$242K0.02%013F-HRTimeline
Curtis Advisory Group, LLC5,087$242K0.07%013F-HRTimeline
IMS Capital Management5,083$241K0.12%+10013F-HRTimeline
Blue Trust, Inc.5,077$241K<0.01%013F-HRTimeline
Copperleaf Capital, LLC5,008$238K0.14%new13F-HRTimeline
Acropolis Investment Management, LLC4,985$237K0.01%+8013F-HRTimeline
Golden State Wealth Management, LLC4,966$236K0.04%new13F-HR/ATimeline
Bragg Financial Advisors, Inc4,946$235K0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.4,946$235K0.03%-3,37413F-HRTimeline
Emergent Wealth Advisors, LLC4,915$233K0.17%+3113F-HRTimeline
Claro Advisors Inc.4,854$230K0.03%new13F-HRTimeline
Financial Insights, Inc.4,826$229K0.09%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC4,802$228K0.13%-15613F-HRTimeline
One Capital Management, LLC4,790$227K0.01%013F-HRTimeline
First Horizon Advisors, Inc.4,783$227K0.01%+1,50513F-HRTimeline
Bristlecone Advisors, LLC4,770$226K0.02%013F-HRTimeline
4Thought Financial Group Inc.4,711$224K0.14%-10613F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,694$223K0.02%-54213F-HRTimeline
FC Advisory LLC4,616$219K0.07%-16313F-HRTimeline
SWP FINANCIAL LLC4,604$219K0.13%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,595$218K0.02%-7813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,487$213K0.01%-42513F-HRTimeline
J.W. COLE ADVISORS, INC.4,483$213K0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,414$210K0.01%new13F-HRTimelineGroup
Sigma Planning Corp4,397$209K0.01%new13F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC4,346$206K0.1%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,247$202K0.03%-3,47313F-HRTimeline
TD Waterhouse Canada Inc.4,179$198K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC3,942$187K0.06%+2013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding3,532$164K-8,710Timeline
MAI Capital Management3,401$161K<0.01%013F-HRTimeline
Continuum Advisory, LLC3,080$146K0.02%+67713F-HRTimeline
Cape Investment Advisory, Inc.3,021$143K0.06%013F-HRTimeline
Horizons Wealth Management2,944$140K0.11%013F-HRTimeline
Dunhill Financial, LLC2,876$137K0.06%new13F-HRTimeline
Stephens Consulting, LLC2,742$130K0.03%013F-HRTimeline
PRIVATE TRUST CO NA2,647$126K0.01%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…2,196$104K<0.01%013F-HRTimelineGroup
Gould Capital, LLC1,862$88.4K0.06%+14513F-HRTimeline
BLAIR WILLIAM & CO/IL1,860$88.3K<0.01%+613F-HRTimeline
NorthRock Partners, LLC1,508$71.6K<0.01%-96913F-HRTimeline
MOTCO1,317$62.5K0.01%+78913F-HRTimeline
Transce3nd, LLC1,161$55.1K0.02%+22413F-HRTimeline
Geneos Wealth Management Inc.385$54.8K<0.01%-22513F-HRTimelineAmount filed as zero, left out of ratios.
Bullock Wealth Management Group1,154$54.7K0.03%+713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,115$52.9K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC1,106$52.5K<0.01%013F-HRTimeline
McIlrath & Eck, LLC998$47.4K0.01%-4613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…969$46K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC961$45.6K0.01%-9613F-HRTimeline
Crewe Advisors LLC793$37.7K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.752$35.7K0.02%new13F-HRTimeline
Gen-Wealth Partners Inc747$35.5K0.01%new13F-HRTimeline
WealthTrak Capital Management LLC697$33.1K0.03%+20613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC693$32.2K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.644$30.6K0.02%013F-HRTimeline
DT Investment Partners, LLC596$28.3K<0.01%-11513F-HRTimeline
PROFFITT & GOODSON INC552$26.2K<0.01%+913F-HRTimeline
Physician Wealth Advisors, Inc.552$26.2K<0.01%+413F-HRTimeline
Keener Financial Planning LLC510$24K0.02%013F-HRTimeline
Covestor Ltd495$24K0.02%+3213F-HRTimeline
CoreCap Advisors, LLC482$22.9K<0.01%013F-HRTimeline
IFP Advisors, Inc480$22.8K<0.01%+20113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC450$21.4K<0.01%+213F-HRTimeline
Wilmington Savings Fund Society, FSB447$21.2K<0.01%new13F-HRTimeline
Rise Advisors, LLC447$21.2K0.01%+313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC443$21K<0.01%013F-HRTimelineGroup
MCF Advisors LLC425$20.2K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS327$15.5K<0.01%+23413F-HRTimelineGroup
Your Advocates Ltd., LLP306$14.5K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.215$10.2K<0.01%+3813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC200$9.5K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC184$8.74K0.01%013F-HRTimeline
Cornerstone Planning Group LLC176$8.24K<0.01%new13F-HRTimeline
North Star Investment Management Corp.169$8.04K<0.01%+113F-HRTimeline
Larson Financial Group LLC159$7.55K<0.01%013F-HRTimeline
GAMMA Investing LLC148$7.03K<0.01%new13F-HR/ATimeline
Mattson Financial Services, LLC148$7.03K<0.01%-24313F-HRTimeline
Clarity Asset Management, Inc.144$6.83K<0.01%+113F-HRTimeline