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Disclosery

EAGG ISHARES TR

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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,151,331$814M0.07%-2,201,49113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,428,739$353M0.03%+382,28113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,618,768$314M+1,159,920Timeline
MERCER GLOBAL ADVISORS INC /ADV2,096,217$99.5M0.23%+168,67913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,926,630$91.5M0.07%+143,21813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,714,977$81.4M0.02%+87,24813F-HR/ATimelineGroup
LPL Financial LLC1,668,691$79.2M0.03%+93,69213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,538,816$73.1M<0.01%-120,49013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,387,975$65.9M0.01%-32,75613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,202,107$57.1M0.02%+80,00113F-HRTimelineGroup
Betterment LLC1,154,830$54.8M0.13%+256,71513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC808,483$38.4M0.01%-94,80113F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…764,550$36.3M0.15%+116,87113F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp720,353$34.2M0.12%+12,86313F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co671,542$31.9M1%-66013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp651,487$30.9M0.01%+90,03313F-HRTimelineGroup
SigFig Wealth Management, LLC650,263$30.8M1.11%+22,29313F-HRTimeline
Wealthspire Advisors, LLC617,527$29.3M0.18%+9,96513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN545,947$25.9M0.01%+30,92913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC540,482$25.7M0.04%+62,98713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…484,437$23M0.04%+176,61613F-HRTimeline
Cetera Investment Advisers426,651$20.3M0.04%+101,06013F-HRTimeline
Allworth Financial LP408,442$19.2M0.11%+21,64213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…406,269$19.2M0.04%-11,21213F-HR/ATimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO399,107$18.9M0.02%+56,68013F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC380,782$18.1M0.07%+42,38513F-HRTimelineGroup
Olde Wealth Management, LLC377,333$17.9M6.32%+7,42113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.314,862$14.9M0.03%-3,33013F-HRTimelineGroup
UBS Group AGin group UBS Group AG303,328$14.4M<0.01%+3,69713F-HRTimelineGroup
Destination Wealth Management280,437$13.3M0.42%+2,00613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC262,765$12.5M0.11%+14,57013F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC238,094$11.3M0.02%+22,90813F-HRTimelineGroup
FMR LLCin group FMR LLC220,253$10.5M<0.01%-4,07913F-HRTimelineGroup
Accredited Investors Inc.219,617$10.4M0.65%+33,68513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC217,622$10.3M0.13%+79,69513F-HRTimelineGroup
Financial Engines Advisors L.L.C.211,319$10M0.02%+9,67213F-HRTimeline
WESBANCO BANK INC207,883$9.87M0.34%-7,37913F-HRTimeline
Joel Adams & Associates, Inc.202,035$9.59M8.63%-1,43613F-HRTimeline
DOHJ, LLC201,507$9.57M2.19%-24,74513F-HRTimeline
Apella Capital, LLC192,080$9.03M0.31%-2,23113F-HRTimeline
Facet Wealth, Inc.192,401$9.02M0.23%-23,05513F-HRTimeline
MML INVESTORS SERVICES, LLC189,722$9.01M0.03%+49,14713F-HRTimeline
Cambridge Investment Research Advisors,…189,110$8.98M0.03%-14,30713F-HRTimeline
Garde Capital, Inc.188,262$8.94M0.51%new13F-HRTimeline
Affinity Capital Advisors, LLC188,687$8.78M1.74%+5,06313F-HRTimeline
MATHER GROUP, LLC.184,643$8.77M0.1%+1,26313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP173,467$8.24M0.01%+3,32913F-HRTimelineGroup
Westfuller Advisors, LLC172,551$8.19M5.47%+132,37813F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …169,079$8.03M1.04%-10,70013F-HRTimelineGroup
Balanced Rock Investment Advisors LLC168,426$8M6.37%+8,31013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC160,030$7.6M0.14%+91,42913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY151,822$7.21M<0.01%-88,93013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA144,563$6.86M<0.01%+12,77813F-HR/ATimelineGroup
Mascoma Wealth Management LLC143,121$6.8M1.69%-19,50113F-HRTimeline
HighTower Advisors, LLC141,785$6.73M0.01%-2,67613F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…126,914$6.03M0.94%-76413F-HRTimelineGroup
Robertson Stephens Wealth Management, L…125,788$5.97M0.22%+13,16813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\125,499$5.96M0.01%+23,57313F-HRTimelineGroup
NEPC LLC124,292$5.9M0.16%-26,75013F-HRTimeline
Wealthfront Advisers LLC122,535$5.82M0.02%-16,88313F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC122,160$5.8M2.71%+2,60913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC122,164$5.8M0.03%+117,70413F-HRTimelineGroup
One Wealth Advisors, LLC119,650$5.68M0.85%+13,02213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC119,157$5.66M0.01%new13F-HR/ATimelineGroup
World Investment Advisors113,928$5.41M0.14%-73,68613F-HRTimeline
Sand Hill Global Advisors, LLC109,703$5.21M0.21%+7,68413F-HRTimeline
Stewardship Advisors, LLC108,254$5.14M1.39%+73,99813F-HRTimeline
Atria Wealth Solutions, Inc.104,663$4.97M0.06%+28,63213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP96,926$4.59M<0.01%+19,21013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.96,067$4.56M0.01%-108,03413F-HRTimelineGroup
eCIO, Inc.94,142$4.47M1.5%13F-HRTimeline
Shira Ridge Wealth Management91,798$4.36M2.17%-10,29713F-HRTimeline
RTD Financial Advisors, Inc.89,066$4.23M0.57%+26,75713F-HRTimeline
Horst & Graben Wealth Management LLC88,255$4.19M0.75%+24,64313F-HRTimeline
OneDigital Investment Advisors LLC87,741$4.17M0.05%+23,66413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC87,100$4.14M0.01%+20,28113F-HRTimelineGroup
Beacon Pointe Advisors, LLC86,346$4.1M0.05%-3,93813F-HRTimeline
Atlantic Private Wealth, LLC84,231$4M2.96%+1113F-HRTimeline
Creative Planningin group Creative Planning82,027$3.89M<0.01%+5,06213F-HRTimelineGroup
CANTOR FITZGERALD, L. P.group of 2 filers holding80,669$3.83M+21,115Timeline
Dynamic Advisor Solutions LLC79,678$3.78M0.12%-67,71613F-HRTimeline
Parkside Advisors LLC78,190$3.71M0.89%+4,26213F-HRTimeline
Brio Consultants, LLC76,640$3.64M0.57%+4,51313F-HR/ATimeline
Bond & Devick Financial Network, Inc.76,359$3.63M1.31%+18,09713F-HRTimeline
SageView Advisory Group, LLC74,914$3.56M0.15%+52,19613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.74,194$3.52M0.03%+17,50613F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC72,400$3.44M<0.01%new13F-HRTimelineGroup
Long Run Wealth Advisors, LLC69,713$3.31M0.75%-8,57913F-HRTimeline
Charter Oak Capital Management, LLC67,234$3.19M0.29%+1,49513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…66,277$3.15M0.03%+17,77813F-HRTimelineGroup
Sharkey, Howes & Javer65,834$3.13M0.45%+17,72613F-HRTimeline
NewEdge Advisors, LLC65,296$3.1M0.02%-18,95613F-HRTimeline
Omega Financial Group, LLC64,972$3.08M1.18%+2,55613F-HRTimeline
JNBA Financial Advisors64,876$3.08M0.32%+6,62713F-HRTimeline
LongView Asset Management LLC64,302$3.05M2.62%-30,18513F-HRTimeline
Orion Porfolio Solutions, LLC63,577$3.02M0.03%+1,68013F-HRTimeline
Orion Portfolio Solutions, LLC63,577$3.02M0.03%+1,68013F-HR/ATimeline
Bear Mountain Capital, Inc.62,667$2.98M1.15%-1,46713F-HRTimeline
BARINGS LLCin group BARINGS LLC60,909$2.89M0.07%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS59,695$2.83M0.01%+49,23413F-HRTimeline
SENTINEL PENSION ADVISORS, LLC57,964$2.75M0.51%+1,36613F-HRTimeline
Trilogy Capital Inc.57,791$2.74M0.14%-4,02513F-HRTimeline
Steward Partners Investment Advisory, L…56,419$2.68M0.02%-20,83213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC55,064$2.61M0.05%-4,19913F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.54,884$2.61M0.16%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP53,670$2.55M<0.01%+3,74313F-HRTimelineGroup
EP Wealth Advisors, LLC53,350$2.53M0.02%-3,17513F-HRTimeline
Eley Financial Management, Inc53,379$2.53M1.01%+2,53713F-HRTimeline
Wealth Architects, LLC50,662$2.41M0.27%+10,39013F-HR/ATimeline
Modera Wealth Management, LLC50,524$2.4M0.03%+47013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…50,334$2.39M0.01%-25,79013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA48,793$2.32M5.27%+30913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP47,290$2.25M<0.01%-6,28413F-HRTimelineGroup
Center for Financial Planning, Inc.46,578$2.21M0.28%+2,15013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES45,427$2.16M0.84%+33,73713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…44,570$2.12M<0.01%+12,60513F-HRTimelineGroup
Foster Group, Inc.44,126$2.1M0.08%+42113F-HRTimeline
Brewster Financial Planning LLC43,475$2.06M1.53%+54013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV43,252$2.05M0.31%+8,86913F-HRTimeline
Better Money Decisions, LLC43,217$2.05M1.37%+3,50913F-HRTimeline
Mallini Complete Financial Planning LLC42,045$2M1.91%-12,83213F-HRTimeline
Ally Invest Advisors Inc.41,551$1.97M0.17%-1,43013F-HRTimeline
Fort Point Capital Partners LLC40,878$1.94M0.22%+18313F-HRTimeline
Bogart Wealth, LLC40,652$1.93M0.09%-2113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding40,208$1.91M+7,381Timeline
CX Institutional39,287$1.86M0.07%+21,25613F-HRTimeline
Investor's Fiduciary Advisor Network, L…39,071$1.85M0.87%-2013F-HRTimeline
Invera Wealth Advisors, LLC38,995$1.85M1.2%+2,69613F-HR/ATimeline
Janney Montgomery Scott LLC38,895$1.85M0.01%+9,19813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources38,280$1.82M<0.01%+21,82713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management37,906$1.8M0.03%-1,09213F-HRTimelineGroup
Wingate Wealth Advisors, Inc.37,325$1.77M2.04%-72613F-HRTimeline
Perigon Wealth Management, LLC36,489$1.73M0.04%+11,21313F-HRTimeline
Baker Avenue Asset Management, LP35,984$1.71M0.05%+3,00413F-HRTimeline
Plum Street Advisors, LLC35,581$1.69M0.81%+73013F-HRTimeline
Pine Haven Investment Counsel, Inc34,963$1.66M1.39%+3,28313F-HRTimeline
Tempus Wealth Planning, LLC33,825$1.61M0.48%+3,77013F-HRTimeline
One Day In July LLC33,293$1.58M0.16%+1,42013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC33,281$1.58M0.02%-1,10013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC32,088$1.52M0.02%+7,44113F-HRTimeline
Summit Wealth Group, LLC31,517$1.5M0.44%+72213F-HRTimeline
GeoWealth Management, LLC30,832$1.46M0.06%+14,98413F-HRTimeline
HARBOUR INVESTMENTS, INC.30,732$1.46M0.04%+5,36213F-HRTimeline
Advisory Services Network, LLC30,650$1.46M0.03%+1,71613F-HRTimeline
Davis Wealth Advisors, LLC30,560$1.45M1.64%+8,74813F-HRTimeline
Cranbrook Wealth Management, LLC30,506$1.45M0.34%+65613F-HRTimeline
Diversified Enterprises, LLC29,937$1.42M0.12%+12,56313F-HRTimeline
Neumann Capital Management, LLC29,245$1.39M0.48%+24013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.28,178$1.34M0.01%+5,83913F-HRTimeline
CW Advisors, LLC28,114$1.33M0.02%+4,60113F-HRTimeline
Sanctuary Advisors, LLC28,099$1.33M0.01%-8,34013F-HRTimeline
GenTrust, LLC28,044$1.33M0.06%+6,08513F-HRTimeline
CRUX WEALTH ADVISORS27,972$1.33M0.69%+4,12813F-HRTimeline
Wescott Financial Advisory Group, LLC27,601$1.31M0.14%+2,13113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …25,660$1.22M0.08%+9,46713F-HRTimelineGroup
Valeo Financial Advisors, LLC25,119$1.19M0.03%+3,14413F-HRTimeline
Aprio Wealth Management, LLC24,938$1.18M0.15%+92313F-HRTimeline
Mutual Advisors, LLC24,340$1.15M0.03%-7,80313F-HRTimeline
ASPIRIANT, LLC24,185$1.15M0.04%-2,15413F-HRTimeline
Cornerstone Wealth Management, LLC23,800$1.13M0.08%-11213F-HRTimeline
Stonehearth Capital Management, LLC23,754$1.13M0.47%-1,26313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,287$1.11M<0.01%-5,13513F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…22,981$1.09M0.02%+4,40713F-HRTimelineGroup
Integrated Wealth Concepts LLC22,740$1.08M0.01%+4,60813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC22,703$1.08M0.03%-48013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC22,215$1.05M0.58%-10313F-HRTimeline
Farther Finance Advisors, LLC21,986$1.04M0.03%+11,64713F-HRTimeline
Van Hulzen Asset Management, LLC21,947$1.04M0.1%+1413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC21,746$1.03M0.03%-6,04613F-HRTimeline
Symmetry Partners, LLC21,617$1.03M0.14%013F-HRTimeline
PFG Advisors21,584$1.02M0.06%+3613F-HRTimeline
&PARTNERS21,233$1.02M0.01%+5,72013F-HRTimeline
Martin Worley Group20,959$995K0.57%new13F-HRTimeline
Wealthspire Retirement, LLC20,891$992K0.08%-7,82113F-HRTimeline
Clearstead Advisors, LLC20,564$976K0.02%+6,77213F-HRTimeline
RFG Advisory, LLC20,561$976K0.03%+3,13013F-HRTimeline
Friedenthal Financial20,275$963K0.58%+51713F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management19,947$947K0.15%13F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.19,515$927K0.02%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19,445$923K0.05%+4,41813F-HRTimelineGroup
Merit Financial Group, LLC18,978$901K0.01%new13F-HRTimeline
LifePlan Investment Advisors, Inc.18,870$896K0.52%+7,16013F-HRTimeline
Focus Financial Network, Inc.18,697$888K0.04%+6,00513F-HRTimeline
Ariadne Wealth Management, LP18,857$884K0.46%+58013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…18,787$879K0.19%-8213F-HRTimeline
Cardinal Point Capital Management ULC18,380$873K0.08%+31513F-HRTimeline
Ameliora Wealth Management Ltd.18,000$855K0.32%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding18,000$855K-3,670Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,859$848K<0.01%+6,88413F-HRTimelineGroup
DAVENPORT & Co LLC17,604$836K<0.01%+16913F-HRTimeline
Oregon Pacific Wealth Management, LLC17,358$824K0.82%+4,00413F-HRTimeline
MGO ONE SEVEN LLC17,181$816K0.03%+4,59713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/17,104$812K0.17%+1,86713F-HRTimeline
Consolidated Portfolio Review Corp16,943$804K0.13%-50513F-HRTimeline
KilterHowling LLC17,049$798K0.52%-96813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,662$791K0.03%+8,84213F-HRTimelineGroup
THEORY FINANCIAL LLC16,524$785K0.33%+4,02213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC17,067$777K0.16%+70713F-HRTimeline
New Covenant Trust Company, N.A.16,390$776K0.82%013F-HRTimeline
WCG Wealth Advisors LLC16,341$776K0.06%-70813F-HR/ATimeline