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Disclosery

EAGG ISHARES TR

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SHS (fund)

415 managers (419 13F filers) reported a position in EAGG shares at 2025-06-30, 68,998,405 shares in all. 31 filers opened a position and 31 filers sold out during the quarter.

Managers
415
13F filers
419
New
31
Added
200
Reduced
133
Sold out
31
Shares held by filers
68,998,405

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SPINNAKER TRUST16,402$780K0.05%+64413F-HRTimeline
New Covenant Trust Company, N.A.16,390$776K0.69%013F-HRTimeline
Austin Private Wealth, LLC16,300$775K0.06%+2,00813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,180$769K<0.01%-7,10713F-HR/ATimelineGroup
ANB BANK16,108$766K0.34%+12413F-HRTimeline
Friedenthal Financial16,046$763K0.42%-4,22913F-HRTimeline
Painted Porch Advisors LLC15,955$759K0.31%013F-HRTimeline
Ariadne Wealth Management, LP15,913$757K0.36%-2,94413F-HRTimeline
Ameraudi Asset Management, Inc.15,893$756K0.4%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC15,802$751K0.06%+1,85013F-HRTimeline
Aptus Capital Advisors, LLC15,649$744K0.01%+5413F-HRTimeline
D.A. DAVIDSON & CO.15,504$737K0.01%013F-HRTimeline
BLB&B Advisors, LLC15,123$719K0.03%+3113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK14,835$705K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.14,497$689K0.01%-313F-HR/ATimeline
Trust Co14,471$688K0.08%-7213F-HRTimeline
Falcon Wealth Planning14,438$686K0.07%+3,35213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC14,429$686K0.13%-2,63813F-HRTimeline
Tradition Wealth Management, LLC14,341$682K0.05%+18213F-HRTimeline
Wealthstream Advisors, Inc.13,886$660K0.11%-7413F-HRTimeline
STOCK YARDS BANK & TRUST CO13,835$658K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,772$654K0.02%+1,47213F-HRTimelineGroup
Venturi Wealth Management, LLC13,284$632K0.03%-29013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,268$631K<0.01%-1,04413F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding12,864$612K+54Timeline
Caliber Wealth Management, LLC / KS12,586$598K0.06%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …12,535$595K0.02%-13,12513F-HRTimelineGroup
Onyx Bridge Wealth Group LLC12,058$573K0.08%+15613F-HRTimeline
TRUEFG, LLC11,720$557K0.17%-11113F-HRTimeline
Ackerman Capital Advisors, LLC11,698$556K0.13%new13F-HRTimeline
Benchmark Wealth Management, LLC11,684$555K0.25%013F-HRTimeline
Lifelong Wealth Advisors, Inc.11,644$554K0.18%+5913F-HRTimeline
Wealth Advisory Team LLC11,584$551K0.52%13F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC11,555$549K0.11%+51113F-HRTimeline
Focus Financial Network, Inc.11,521$548K0.02%-7,17613F-HRTimeline
Hilltop Partners LLC11,512$547K0.17%-54813F-HRTimeline
Buttonwood Financial Group, LLC11,614$546K0.28%+16213F-HRTimeline
COMERICA BANK11,462$545K<0.01%+1,67613F-HRTimeline
Private Advisor Group, LLC11,380$541K<0.01%+1,09313F-HRTimeline
Rockbridge Investment Management, LCC11,168$531K0.06%+1,14113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,929$520K0.01%-1,08213F-HRTimelineGroup
SIGNATUREFD, LLC10,869$517K0.01%+40213F-HRTimeline
First Horizon Advisors, Inc.10,858$516K0.01%+6,07513F-HRTimeline
NorthCrest Asset Manangement, LLC10,883$514K0.01%+19113F-HRTimeline
NorthCoast Asset Management LLC10,593$504K<0.01%+3,00113F-HRTimeline
Hoxton Planning & Management, LLC10,551$502K0.17%-88413F-HRTimeline
Sound View Wealth Advisors Group, LLC10,412$495K0.04%+65113F-HRTimeline
Sequoia Financial Advisors, LLC10,202$485K<0.01%-53213F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC10,110$481K0.23%+35713F-HRTimeline
JB Capital LLC10,070$479K0.02%+90113F-HRTimeline
Global View Capital Management LLC10,016$476K0.15%+4,03113F-HRTimeline
Ameliora Wealth Management Ltd.10,000$475K0.17%-8,00013F-HRTimeline
MBE Wealth Management, LLC9,917$471K0.2%+59713F-HRTimeline
Estate Counselors, LLC9,825$467K0.05%013F-HRTimeline
Orin Green Financial, LLC9,794$466K0.2%013F-HRTimeline
CWC Advisors, LLC.9,715$462K0.24%-513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,692$461K0.01%+1,56613F-HRTimeline
MA Private Wealth9,593$456K0.08%013F-HRTimeline
WEDBUSH SECURITIES INC9,424$448K0.02%-4213F-HRTimeline
DIVERSIFIED TRUST CO9,376$446K0.01%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK9,352$445K0.06%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC9,163$435K0.07%-5413F-HRTimeline
Atria Wealth Solutions, Inc.9,084$432K0.01%-95,57913F-HRTimeline
Spectrum Planning & Advisory Services I…8,955$426K0.28%+1,01313F-HRTimeline
Blue Barn Wealth, LLC8,772$417K0.2%-19713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,582$408K0.01%+4,16813F-HRTimelineGroup
Bluespring Wealth Management, LLC8,506$404K0.04%+28213F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,498$404K0.01%+21313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,388$399K0.01%+2,43913F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP8,363$398K<0.01%+92113F-HRTimelineGroup
North Berkeley Wealth Management, LLC8,295$394K0.36%-23613F-HRTimeline
Patriot Financial Group Insurance Agenc…8,295$394K0.05%+1,05313F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV8,205$385K0.02%-19813F-HR/ATimeline
Smith & Howard Wealth Management, LLC8,041$382K0.1%-3,53913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,952$378K<0.01%-398,31713F-HR/ATimelineGroup
Bangor Savings Bank7,920$377K0.03%-16013F-HRTimeline
Diversified Portfolios, Inc.7,801$371K0.04%-38213F-HRTimeline
Sandbox Financial Partners, LLC7,771$369K0.12%-8413F-HRTimeline
Litman Gregory Wealth Management LLC7,736$368K0.03%+59613F-HRTimeline
Financial Alternatives, Inc7,715$367K0.24%+1,07113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC7,643$361K0.06%+3413F-HRTimeline
Opes Wealth Management LLC7,492$356K0.06%+11013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.7,489$356K0.14%+1,32113F-HRTimeline
Finley Financial, LLC7,400$352K0.18%013F-HRTimeline
Opulen Financial Group LLC7,385$351K0.29%+26613F-HRTimeline
OLD MISSION CAPITAL LLC7,283$346K0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,269$346K0.01%+6,15413F-HRTimeline
Compound Planning, Inc.7,110$338K0.01%+46713F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…7,096$337K0.03%+61313F-HRTimelineGroup
Atria Investments, Inc7,067$336K<0.01%+1,29013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co7,019$334K0.02%+83413F-HRTimelineGroup
Braun-Bostich & Associates Inc.6,914$329K0.22%-21813F-HRTimeline
WEALTH ALLIANCE, LLC6,840$325K0.04%-3,61313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…6,775$322K0.02%013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC6,769$322K0.26%new13F-HRTimeline
ETF Portfolio Partners, Inc.6,730$320K0.09%+113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,635$315K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc6,543$311K0.02%+11113F-HRTimeline
HRT FINANCIAL LP6,555$311K<0.01%-5,35313F-HRTimeline
BlueStem Wealth Partners, LLC6,411$305K0.04%-3,85313F-HRTimeline
CHOREO, LLC6,362$302K<0.01%-3,60313F-HRTimeline
WEALTHGARDEN F.S. LLC6,373$301K0.25%-1,06013F-HRTimeline
AE Wealth Management LLC6,133$292K<0.01%-18013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,054$288K0.01%+1,56713F-HRTimeline
Strategic Blueprint, LLC5,870$279K0.01%-1,81113F-HRTimeline
BIRCHBROOK, INC.5,806$276K0.15%-3613F-HRTimeline
Ashton Thomas Private Wealth, LLC5,747$273K0.01%new13F-HRTimeline
Maia Wealth LLC5,747$273K0.05%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC5,690$271K0.09%+17513F-HRTimeline
J.W. COLE ADVISORS, INC.5,674$270K0.01%+1,19113F-HRTimeline
SAGE FINANCIAL GROUP INC5,610$267K0.02%+6513F-HRTimeline
Farmers National Bank5,564$265K0.07%-11413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,562$264K<0.01%-18213F-HRTimelineGroup
Regal Investment Advisors LLC5,519$262K0.02%+16513F-HRTimeline
Graypoint LLC5,449$259K0.01%+8913F-HRTimeline
ALTFEST L J & CO INC5,444$259K0.03%-42113F-HRTimeline
Centurion Wealth Management LLC5,436$258K0.07%new13F-HRTimeline
Acropolis Investment Management, LLC5,330$253K0.01%+34513F-HRTimeline
Global Retirement Partners, LLC5,329$253K0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC5,316$253K0.02%+4913F-HRTimeline
Emergent Wealth Advisors, LLC5,213$248K0.16%+29813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,212$248K<0.01%+1,68013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,134$244K0.01%new13F-HRTimelineGroup
FC Advisory LLC5,098$242K0.07%+48213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT5,092$242K0.02%013F-HRTimeline
Curtis Advisory Group, LLC5,087$242K0.06%013F-HRTimeline
IMS Capital Management5,083$242K0.11%013F-HRTimeline
Blue Trust, Inc.5,077$241K<0.01%013F-HRTimeline
KEYVANTAGE WEALTH, LLC5,060$241K0.11%-9713F-HRTimeline
Bragg Financial Advisors, Inc5,050$240K0.01%+10413F-HRTimeline
OBSIDIAN CIO, LLC5,044$240K0.03%-21713F-HRTimeline
Copperleaf Capital, LLC5,008$238K0.12%013F-HRTimeline
Capital Asset Advisory Services LLC4,962$235K0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,858$231K0.04%-23913F-HRTimelineGroup
Institute for Wealth Management, LLC.4,829$230K0.03%-11713F-HRTimeline
Financial Insights, Inc.4,826$229K0.08%013F-HRTimeline
KICKSTAND VENTURES, LLC.4,804$228K0.05%new13F-HRTimeline
4Thought Financial Group Inc.4,773$227K0.12%+6213F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.4,772$227K0.13%13F-HRTimeline
Bristlecone Advisors, LLC4,770$227K0.02%013F-HRTimeline
One Capital Management, LLC4,720$224K0.01%-7013F-HRTimeline
Keystone Financial Services4,718$224K0.08%-1,61213F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,699$223K0.02%+513F-HRTimeline
JSF Financial, LLC4,656$221K0.05%-4,17113F-HRTimeline
Golden State Wealth Management, LLC4,598$219K0.03%-36813F-HRTimeline
SWP FINANCIAL LLC4,519$215K0.12%-8513F-HRTimeline
Two West Capital Advisors LLC4,476$211K0.14%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,413$210K0.01%-1,04013F-HRTimelineGroup
Gordian Advisors LLC4,370$208K0.15%new13F-HRTimeline
Sigma Planning Corp4,300$204K0.01%-9713F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,247$202K0.03%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,238$201K0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV3,920$186K0.01%-67513F-HRTimeline
Cape Investment Advisory, Inc.3,484$166K0.06%+46313F-HRTimeline
MAI Capital Management3,401$162K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.3,226$153K<0.01%-95313F-HRTimeline
Horizons Wealth Management2,944$140K0.1%013F-HRTimeline
Dunhill Financial, LLC2,898$138K0.04%+2213F-HRTimeline
Stephens Consulting, LLC2,742$130K0.03%013F-HRTimeline
PRIVATE TRUST CO NA2,733$130K0.01%+8613F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…2,196$104K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc2,143$102K<0.01%+1,66313F-HRTimeline
MOTCO1,885$89.1K0.01%+56813F-HRTimeline
BLAIR WILLIAM & CO/IL1,871$88.9K<0.01%+1113F-HRTimeline
Gould Capital, LLC1,862$88.5K0.06%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,861$88.3K0.03%new13F-HRTimeline
Scarborough Advisors, LLC1,846$87.8K0.02%new13F-HRTimeline
Sound Income Strategies, LLC1,705$81.1K<0.01%+59913F-HRTimeline
Crewe Advisors LLC1,614$76.7K0.01%+82113F-HRTimeline
GPS Wealth Strategies Group, LLC1,522$72.4K0.01%+56113F-HRTimeline
RMG Wealth Management LLC2,614$65.6K0.01%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,291$61.4K<0.01%+59813F-HRTimeline
Transce3nd, LLC1,192$56.7K0.02%+3113F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,164$55.3K0.02%13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,161$55.2K<0.01%new13F-HR/ATimeline
Annis Gardner Whiting Capital Advisors,…881$41.9K0.01%-8813F-HRTimeline
First Pacific Financial856$40.7K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.828$39.4K0.05%13F-HRTimeline
Gen-Wealth Partners Inc747$35.5K0.01%013F-HRTimeline
WealthTrak Capital Management LLC738$35.1K0.03%+4113F-HRTimeline
McIlrath & Eck, LLC729$34.7K<0.01%-26913F-HRTimeline
Geneos Wealth Management Inc.728$34.6K<0.01%+34313F-HRTimeline
PROFFITT & GOODSON INC722$34.3K0.01%+17013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC709$33.7K0.03%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.610$29K0.01%-14213F-HRTimeline
DT Investment Partners, LLC564$26.8K<0.01%-3213F-HRTimeline
Physician Wealth Advisors, Inc.557$26.5K<0.01%+513F-HRTimeline
Covestor Ltd551$26K0.02%+5613F-HRTimeline
Keener Financial Planning LLC510$24K0.01%013F-HRTimeline
CoreCap Advisors, LLC482$22.9K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC455$21.6K<0.01%+513F-HRTimeline
Rise Advisors, LLC451$21.4K0.01%+413F-HRTimeline
Wilmington Savings Fund Society, FSB447$21.2K<0.01%013F-HRTimeline
Kilter Group LLC307$14.6K0.01%new13F-HRTimeline
Your Advocates Ltd., LLP306$14.5K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC200$9.51K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS194$9.22K<0.01%-13313F-HRTimelineGroup
AMERIFLEX GROUP, INC.180$8.56K<0.01%-3513F-HRTimeline
North Star Investment Management Corp.171$8.13K<0.01%+213F-HRTimeline
LANARK FINANCIAL, INC.189$8K<0.01%new13F-HRTimeline