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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,352,822$899M0.08%+2,034,88413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,046,458$327M0.03%-176,16613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,458,848$254M+435,301Timeline
MERCER GLOBAL ADVISORS INC /ADV1,927,538$89.5M0.22%+189,54313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,783,412$82.8M0.07%+119,61613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,659,306$77.1M<0.01%-583,35113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,627,729$75.6M0.01%+248,84313F-HRTimelineGroup
LPL Financial LLC1,574,999$73.1M0.03%+268,38913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,420,731$66M0.01%+146,13413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,122,106$52.1M0.02%13F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC903,284$41.9M0.01%-52,78813F-HRTimelineGroup
Betterment LLC898,115$41.7M0.1%+3,25613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp707,490$32.9M0.11%+15,46713F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co672,202$31.2M0.98%+15,64613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…647,679$30.1M0.12%+9,17213F-HRTimelineGroup
SigFig Wealth Management, LLC627,970$29.2M1.06%+46,27813F-HRTimeline
Wealthspire Advisors, LLC607,562$28.2M0.28%-541,91513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp561,454$26.1M<0.01%+10,28613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN515,018$23.9M0.01%-11,35813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC477,495$22.2M0.03%+40,33513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…417,481$19.7M0.04%+2,24713F-HRTimelineGroup
Allworth Financial LP386,800$18M0.1%+13,39313F-HRTimeline
Olde Wealth Management, LLC369,912$17.2M6.14%+22,56013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO342,427$15.9M0.02%+43,93113F-HRTimelineGroup
CWM, LLCin group CWM, LLC338,397$15.7M0.07%-157,69313F-HRTimelineGroup
Cetera Investment Advisers325,591$15.1M0.03%+18,35213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.318,192$14.8M0.03%+1,82713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…307,821$14.3M0.03%+44,68213F-HR/ATimeline
UBS Group AGin group UBS Group AG299,631$13.9M<0.01%-9,73913F-HRTimelineGroup
Destination Wealth Management278,431$12.9M0.4%+9,15913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC248,195$11.5M0.09%+21,36513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY240,752$11.2M<0.01%+39013F-HR/ATimelineGroup
DOHJ, LLC226,252$10.5M2.43%+20,66613F-HRTimeline
FMR LLCin group FMR LLC224,332$10.4M<0.01%+56,64213F-HRTimelineGroup
Facet Wealth, Inc.215,456$10.1M0.27%+6,29713F-HRTimeline
WESBANCO BANK INC215,262$10M0.34%+7,13413F-HRTimeline
Mariner, LLCin group Mariner, LLC215,186$9.99M0.02%+30,66213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.204,101$9.48M0.02%-10,96613F-HR/ATimelineGroup
Joel Adams & Associates, Inc.203,471$9.45M8.58%13F-HRTimeline
Cambridge Investment Research Advisors,…203,417$9.45M0.03%+11,40413F-HRTimeline
Financial Engines Advisors L.L.C.201,647$9.36M0.02%+59,68213F-HRTimeline
Apella Capital, LLC194,311$9.02M0.35%+7,22013F-HRTimeline
World Investment Advisors187,614$8.71M0.24%-2,68213F-HRTimeline
Accredited Investors Inc.185,932$8.63M0.51%-2,98813F-HRTimeline
MATHER GROUP, LLC.183,380$8.52M0.11%+8,61813F-HRTimeline
Affinity Capital Advisors, LLC183,624$8.48M1.6%+6,73513F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …179,779$8.35M1.07%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP170,138$7.9M0.01%+4,12913F-HRTimelineGroup
Mascoma Wealth Management LLC162,622$7.55M1.9%-1,76313F-HRTimeline
Balanced Rock Investment Advisors LLC160,116$7.44M5.88%+16,29513F-HRTimeline
NEPC LLC151,042$7.01M0.19%-31,82713F-HRTimeline
Dynamic Advisor Solutions LLC147,394$6.84M0.3%-8,47813F-HRTimeline
HighTower Advisors, LLC144,461$6.71M0.01%+19,23413F-HRTimeline
MML INVESTORS SERVICES, LLC140,575$6.53M0.02%-2,52913F-HRTimeline
Wealthfront Advisers LLC139,418$6.47M0.02%-87,79013F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC137,927$6.41M0.07%+5,14913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA131,785$6.12M<0.01%+4,02313F-HRTimelineGroup
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…127,678$5.93M0.92%+2,85713F-HRTimelineGroup
BLUESTEM FINANCIAL ADVISORS, LLC119,551$5.55M2.61%+14,43613F-HRTimeline
Robertson Stephens Wealth Management, L…112,620$5.23M0.19%+15,44013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC111,453$5.18M<0.01%new13F-HRTimelineGroup
One Wealth Advisors, LLC106,628$4.95M0.73%-4,64113F-HRTimeline
Shira Ridge Wealth Management102,095$4.74M2.32%+38,57813F-HRTimeline
Sand Hill Global Advisors, LLC102,019$4.74M0.2%+3,91213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\101,926$4.73M0.01%+17,24413F-HRTimelineGroup
LongView Asset Management LLC94,487$4.39M3.82%13F-HRTimeline
Beacon Pointe Advisors, LLC90,284$4.19M0.05%+16,88413F-HRTimeline
NewEdge Advisors, LLC84,252$3.91M0.02%+51,43413F-HRTimeline
Atlantic Private Wealth, LLC84,220$3.91M2.95%-5,55913F-HRTimeline
Long Run Wealth Advisors, LLC78,292$3.64M0.87%+8,81613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP77,716$3.61M<0.01%+2,65313F-HRTimelineGroup
Steward Partners Investment Advisory, L…77,251$3.59M0.03%-6,18713F-HRTimeline
Creative Planningin group Creative Planning76,965$3.57M<0.01%-2113F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…76,124$3.54M0.02%-8,62613F-HRTimeline
Atria Wealth Solutions, Inc.76,031$3.53M0.04%-2,98113F-HRTimeline
Parkside Advisors LLC73,928$3.43M0.81%+13,69913F-HRTimeline
Brio Consultants, LLC72,127$3.35M0.52%+10,00213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC68,601$3.19M0.06%+66113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC66,819$3.1M0.01%+9,11313F-HRTimelineGroup
Charter Oak Capital Management, LLC65,739$3.05M0.28%+13,96013F-HRTimeline
Bear Mountain Capital, Inc.64,134$2.98M1.16%+10,46313F-HRTimeline
OneDigital Investment Advisors LLC64,077$2.98M0.03%-1,67313F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC63,719$2.96M0.14%013F-HRTimeline
Horst & Graben Wealth Management LLC63,612$2.95M0.53%+3,01313F-HRTimeline
Omega Financial Group, LLC62,416$2.9M1.1%+3,11913F-HRTimeline
RTD Financial Advisors, Inc.62,309$2.89M0.37%+3,87113F-HRTimeline
OLD MISSION CAPITAL LLC62,192$2.89M0.07%new13F-HRTimeline
Orion Porfolio Solutions, LLC61,897$2.87M0.03%+1,41613F-HRTimeline
Orion Portfolio Solutions, LLC61,897$2.87M0.03%+1,41613F-HRTimeline
Trilogy Capital Inc.61,816$2.87M0.15%-2,74813F-HRTimeline
Bond & Devick Financial Network, Inc.58,262$2.83M1.21%013F-HRTimeline
BARINGS LLCin group BARINGS LLC60,909$2.83M0.07%-27,99513F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.59,554$2.77M0.19%-1,21413F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC59,263$2.75M0.06%+2,35113F-HRTimelineGroup
JNBA Financial Advisors58,249$2.71M0.28%+19,66913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.56,688$2.63M0.03%+2,34313F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC56,598$2.63M0.49%+1,02513F-HRTimeline
EP Wealth Advisors, LLC56,525$2.63M0.02%-1,43913F-HRTimeline
Mallini Complete Financial Planning LLC54,877$2.55M2.42%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP53,574$2.49M<0.01%+44513F-HRTimelineGroup
Eley Financial Management, Inc50,842$2.36M0.92%+5,95413F-HRTimeline
Modera Wealth Management, LLC50,054$2.32M0.03%+16713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,927$2.32M<0.01%-84713F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…48,499$2.25M0.02%+3,76913F-HRTimelineGroup
INVESTMENT COUNSEL CO OF NEVADA48,484$2.25M5.71%13F-HRTimeline
Sharkey, Howes & Javer48,108$2.23M0.31%+4,00413F-HRTimeline
Center for Financial Planning, Inc.44,428$2.06M0.28%+1,89013F-HRTimeline
Foster Group, Inc.43,705$2.03M0.08%+2,12313F-HRTimeline
Ally Invest Advisors Inc.42,981$2M0.17%+6,38913F-HRTimeline
Brewster Financial Planning LLC42,935$1.99M1.51%+18,51813F-HRTimeline
Fort Point Capital Partners LLC40,695$1.89M0.21%+52113F-HRTimeline
Bogart Wealth, LLC40,673$1.89M0.09%+1,57513F-HRTimeline
Wealth Architects, LLC40,272$1.87M0.21%+7,44913F-HRTimeline
Westfuller Advisors, LLC40,173$1.87M1.19%+50513F-HRTimeline
Better Money Decisions, LLC39,708$1.84M1.28%+41313F-HRTimeline
Investor's Fiduciary Advisor Network, L…39,091$1.81M0.69%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management38,998$1.81M0.03%+2,09813F-HRTimelineGroup
Wingate Wealth Advisors, Inc.38,051$1.77M1.74%13F-HRTimeline
Sanctuary Advisors, LLC36,439$1.7M0.01%+16313F-HRTimeline
Invera Wealth Advisors, LLC36,299$1.69M1.67%+5,15813F-HRTimeline
Plum Street Advisors, LLC34,851$1.62M0.8%+16,31413F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV34,383$1.6M0.25%+5,26713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC34,381$1.6M0.02%-6,11613F-HRTimeline
Stewardship Advisors, LLC34,256$1.59M0.44%-75,54513F-HRTimeline
Baker Avenue Asset Management, LP32,980$1.53M0.05%-13813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth32,827$1.52M<0.01%+24,66013F-HR/ATimelineGroup
Mutual Advisors, LLC32,143$1.49M0.04%-1,48413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…31,965$1.48M<0.01%+15,05513F-HRTimelineGroup
One Day In July LLC31,873$1.48M0.16%+69613F-HRTimeline
Pine Haven Investment Counsel, Inc31,680$1.47M1.21%+3,96513F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC31,477$1.46M0.71%+2,19013F-HRTimeline
Summit Wealth Group, LLC30,795$1.43M0.41%-20,96013F-HRTimeline
Tempus Wealth Planning, LLC30,055$1.4M0.43%+1,78813F-HRTimeline
Cranbrook Wealth Management, LLC29,850$1.39M0.32%+4,34913F-HRTimeline
Janney Montgomery Scott LLC29,697$1.38M<0.01%+8113F-HRTimeline
Neumann Capital Management, LLC29,005$1.35M0.45%+3,63013F-HRTimeline
Advisory Services Network, LLC28,934$1.34M0.03%-1,76613F-HRTimeline
Wealthspire Retirement, LLC28,712$1.33M0.11%+7,82213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,422$1.32M<0.01%new13F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC27,792$1.29M0.04%+1,12313F-HRTimeline
ASPIRIANT, LLC26,339$1.22M0.04%013F-HRTimeline
Wescott Financial Advisory Group, LLC25,470$1.18M0.12%+4,08913F-HRTimeline
HARBOUR INVESTMENTS, INC.25,370$1.18M0.03%+77213F-HRTimeline
Perigon Wealth Management, LLC25,276$1.17M0.03%+6,02413F-HRTimeline
Stonehearth Capital Management, LLC25,017$1.16M0.47%+78113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC24,647$1.14M0.02%+5,71013F-HRTimeline
Aprio Wealth Management, LLC24,015$1.12M0.16%+29113F-HRTimeline
Cornerstone Wealth Management, LLC23,912$1.11M0.07%-39013F-HRTimeline
CRUX WEALTH ADVISORS23,844$1.11M0.62%13F-HRTimeline
CW Advisors, LLC23,513$1.09M0.02%-71113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC23,183$1.08M0.03%-14813F-HRTimeline
SageView Advisory Group, LLC22,718$1.06M0.05%+2,17113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.22,339$1.04M0.01%+5,77113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC22,318$1.04M0.58%+40713F-HRTimeline
Valeo Financial Advisors, LLC21,975$1.02M0.03%013F-HRTimeline
GenTrust, LLC21,959$1.02M0.04%+6913F-HRTimeline
Van Hulzen Asset Management, LLC21,933$1.02M0.07%+6,23013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…21,867$1.02M<0.01%-62,79313F-HRTimelineGroup
Davis Wealth Advisors, LLC21,812$1.01M1.11%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding21,670$1.01M+2,836Timeline
Symmetry Partners, LLC21,617$1M0.14%+10,30013F-HRTimeline
PFG Advisors21,548$1M0.06%+4,44413F-HRTimeline
Friedenthal Financial19,758$918K0.54%+29513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.19,515$906K0.02%+57013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding18,933$879K+984Timeline
Leonard Rickey Investment Advisors P.L.…18,869$876K0.2%+12113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…18,574$863K0.02%+4,29713F-HRTimelineGroup
Ariadne Wealth Management, LP18,277$854K0.39%+3,99313F-HRTimeline
Integrated Wealth Concepts LLC18,132$842K0.01%-10,23713F-HRTimeline
Independent Advisor Alliance18,078$840K0.01%new13F-HRTimeline
Cardinal Point Capital Management ULC18,065$839K0.13%+1,78013F-HRTimeline
CX Institutional18,031$837K0.03%+91413F-HRTimeline
Ameliora Wealth Management Ltd.18,000$836K0.31%013F-HRTimeline
KilterHowling LLC18,017$835K0.48%+96513F-HRTimeline
Parallel Advisors, LLC17,941$833K0.02%-99413F-HRTimeline
Consolidated Portfolio Review Corp17,448$810K0.13%-78013F-HRTimeline
DAVENPORT & Co LLC17,435$810K<0.01%+2,99413F-HRTimeline
RFG Advisory, LLC17,431$810K0.02%-8,11113F-HRTimeline
Diversified Enterprises, LLC17,374$807K0.08%+4,85013F-HRTimeline
WCG Wealth Advisors LLC17,049$792K0.05%+8813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources16,453$764K<0.01%+2,29013F-HRTimelineGroup
New Covenant Trust Company, N.A.16,390$762K0.76%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC16,360$760K0.15%-1,59713F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …16,193$745K0.04%-10,58313F-HRTimelineGroup
GeoWealth Management, LLC15,848$736K0.02%+8,24213F-HRTimeline
Tradition Wealth Management, LLC15,821$735K0.06%-1,54213F-HRTimeline
&PARTNERS15,513$719K0.01%+7,55713F-HRTimeline
D.A. DAVIDSON & CO.15,463$718K0.01%-3,02213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,273$710K0.06%new13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/15,237$708K0.15%+3,17013F-HRTimeline
CHOREO, LLC15,233$707K0.01%-1,24613F-HRTimeline
Aptus Capital Advisors, LLC15,207$706K0.01%-8113F-HRTimeline
ANB BANK15,058$699K0.31%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…15,027$698K0.04%+76413F-HRTimelineGroup
Trust Co15,013$697K0.08%+1,23413F-HRTimeline
Painted Porch Advisors LLC14,943$694K0.34%+5613F-HRTimeline
SPINNAKER TRUST14,527$675K0.04%-63413F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC14,527$675K0.06%013F-HRTimeline
UMB Bank, n.a.14,500$673K0.01%-20,85913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wealthstream Advisors, Inc.14,068$653K0.12%+63613F-HRTimeline