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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,358,981$825M0.07%+207,65013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,693,123$366M0.03%+264,38413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,658,302$317M+39,534Timeline
MERCER GLOBAL ADVISORS INC /ADV2,297,262$109M0.25%+201,04513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,026,164$96.3M0.07%+99,53413F-HRTimelineGroup
LPL Financial LLC1,853,302$88.1M0.03%+184,61113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,608,708$76.5M0.01%-106,26913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,467,786$69.8M0.01%+79,81113F-HRTimelineGroup
Betterment LLC1,428,397$67.9M0.14%+273,56713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,224,077$58.2M0.02%+21,97013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,213,710$57.7M<0.01%-325,10613F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…810,858$38.5M0.14%+46,30813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC789,400$37.5M0.01%-19,08313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp696,903$33.1M0.11%-23,45013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp679,364$32.3M0.01%+27,87713F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co671,888$31.9M0.92%+34613F-HRTimeline
SigFig Wealth Management, LLC672,813$31.9M1.05%+22,55013F-HRTimeline
Wealthspire Advisors, LLC618,907$29.4M0.17%+1,38013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC576,128$27.4M0.04%+35,64613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN574,190$27.3M0.01%+28,24313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO528,033$25.1M0.03%+128,92613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…524,361$24.7M0.04%+39,92413F-HRTimeline
CWM, LLCin group CWM, LLC503,345$23.9M0.08%+122,56313F-HRTimelineGroup
Cetera Investment Advisers443,208$21.1M0.04%+16,55713F-HRTimeline
Allworth Financial LP426,659$20.3M0.1%+18,21713F-HRTimeline
Destination Wealth Management387,844$18.4M0.54%+107,40713F-HRTimeline
RWA WEALTH PARTNERS, LLC368,471$17.5M0.22%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…365,595$17.4M0.01%+321,02513F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources338,250$16.1M<0.01%+299,97013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.319,146$15.2M0.03%+4,28413F-HRTimelineGroup
UBS Group AGin group UBS Group AG306,556$14.6M<0.01%+3,22813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC289,896$13.8M0.1%+27,13113F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC251,838$12M0.02%+13,74413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC247,509$11.8M0.05%+125,34513F-HRTimelineGroup
FMR LLCin group FMR LLC245,539$11.7M<0.01%+25,28613F-HRTimelineGroup
Accredited Investors Inc.237,327$11.3M0.67%+17,71013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC231,909$11M0.02%+112,75213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC223,720$10.6M0.1%+6,09813F-HRTimelineGroup
WESBANCO BANK INC215,374$10.2M0.3%+7,49113F-HRTimeline
MATHER GROUP, LLC.206,916$9.84M0.11%+22,27313F-HRTimeline
Joel Adams & Associates, Inc.202,298$9.62M8.51%+26313F-HRTimeline
Facet Wealth, Inc.197,755$9.34M0.21%+5,35413F-HRTimeline
Garde Capital, Inc.193,823$9.21M0.49%+5,56113F-HRTimeline
Apella Capital, LLC195,734$9.21M0.25%+3,65413F-HRTimeline
Affinity Capital Advisors, LLC192,527$9.15M1.57%+3,84013F-HRTimeline
Financial Engines Advisors L.L.C.189,711$9.02M0.02%-21,60813F-HRTimeline
Composition Wealth, LLC189,248$9M0.15%new13F-HRTimeline
DOHJ, LLC191,789$8.98M2.61%-9,71813F-HRTimeline
MML INVESTORS SERVICES, LLC188,268$8.95M0.03%-1,45413F-HRTimeline
Cambridge Investment Research Advisors,…181,833$8.64M0.03%-7,27713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP172,063$8.18M0.01%-1,40413F-HRTimelineGroup
Westfuller Advisors, LLC160,581$7.63M4.35%-11,97013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC158,301$7.53M0.13%-1,72913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY149,938$7.13M<0.01%-1,88413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA149,015$7.08M<0.01%+4,45213F-HR/ATimelineGroup
Mascoma Wealth Management LLC140,808$6.69M1.55%-2,31313F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC138,303$6.57M2.82%+16,14313F-HRTimeline
eCIO, Inc.136,232$6.48M2.73%+42,09013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\134,354$6.39M0.01%+8,85513F-HRTimelineGroup
rebel Financial LLC130,634$6.21M2.83%13F-HRTimeline
HighTower Advisors, LLC128,535$6.11M0.01%-13,25013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC127,850$6.08M0.01%+40,75013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.126,858$6.03M0.01%+30,79113F-HR/ATimelineGroup
Robertson Stephens Wealth Management, L…125,686$5.98M0.21%-10213F-HRTimeline
One Wealth Advisors, LLC121,764$5.79M0.8%+2,11413F-HRTimeline
Wealthfront Advisers LLC119,007$5.66M0.01%-3,52813F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…114,444$5.44M0.78%-12,47013F-HRTimelineGroup
World Investment Advisors107,315$5.1M0.12%-6,61313F-HRTimeline
Sand Hill Global Advisors, LLC106,909$5.08M0.19%-2,79413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP106,727$5.05M<0.01%+9,80113F-HRTimelineGroup
Stewardship Advisors, LLC103,570$4.92M1.25%-4,68413F-HRTimeline
OneDigital Investment Advisors LLC97,502$4.64M0.05%+9,76113F-HRTimeline
Horst & Graben Wealth Management LLC87,005$4.14M0.68%-1,25013F-HRTimeline
Shira Ridge Wealth Management85,668$4.07M1.86%-6,13013F-HRTimeline
Atlantic Private Wealth, LLC84,249$4.01M2.69%+1813F-HRTimeline
SageView Advisory Group, LLC84,375$3.98M0.15%+9,46113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.81,031$3.85M0.03%+6,83713F-HRTimelineGroup
Creative Planningin group Creative Planning78,995$3.76M<0.01%-3,03213F-HRTimelineGroup
Bond & Devick Financial Network, Inc.78,682$3.74M1.24%+2,32313F-HRTimeline
Beacon Pointe Advisors, LLC78,558$3.73M0.04%-7,78813F-HRTimeline
NEPC LLC78,457$3.73M0.09%-45,83513F-HRTimeline
NewEdge Advisors, LLC77,690$3.69M0.02%+12,39413F-HRTimeline
Parkside Advisors LLC76,859$3.65M0.8%-1,33113F-HRTimeline
Brio Consultants, LLC76,110$3.62M0.53%-53013F-HRTimeline
Sharkey, Howes & Javer73,151$3.48M0.47%+7,31713F-HRTimeline
Dynamic Advisor Solutions LLC72,485$3.45M0.11%-7,19313F-HRTimeline
Long Run Wealth Advisors, LLC70,592$3.36M0.7%+87913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…68,635$3.26M0.03%+2,35813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC68,224$3.24M<0.01%new13F-HRTimelineGroup
Charter Oak Capital Management, LLC67,617$3.21M0.27%+38313F-HRTimeline
JNBA Financial Advisors66,229$3.15M0.3%+1,35313F-HRTimeline
RTD Financial Advisors, Inc.65,913$3.13M0.4%-23,15313F-HRTimeline
Janney Montgomery Scott LLC63,893$3.04M0.01%+24,99813F-HRTimeline
CRUX WEALTH ADVISORS63,331$3.01M1.28%+35,35913F-HRTimeline
Orion Porfolio Solutions, LLC62,948$2.99M0.03%-62913F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS62,354$2.96M0.01%+2,65913F-HRTimeline
Bear Mountain Capital, Inc.62,600$2.94M1.05%-6713F-HRTimeline
Wealth Architects, LLC61,412$2.92M0.3%+10,75013F-HRTimeline
BARINGS LLCin group BARINGS LLC60,909$2.9M0.07%013F-HRTimelineGroup
Omega Financial Group, LLC60,510$2.88M1.04%-4,46213F-HRTimeline
Trilogy Capital Inc.58,638$2.79M0.14%+84713F-HRTimeline
SENTINEL PENSION ADVISORS, LLC58,569$2.78M0.47%+60513F-HRTimeline
Steward Partners Investment Advisory, L…57,872$2.75M0.02%+1,45313F-HRTimeline
RETIREMENT CAPITAL STRATEGIES56,276$2.68M1.06%+10,84913F-HRTimeline
EP Wealth Advisors, LLC54,923$2.61M0.02%+1,57313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP54,922$2.61M<0.01%+1,25213F-HRTimelineGroup
Mallini Complete Financial Planning LLC54,669$2.6M3.28%+12,62413F-HRTimeline
McKinley Carter Wealth Services, Inc.54,237$2.58M0.14%-64713F-HRTimeline
Neumann Capital Management, LLC52,725$2.51M0.79%+23,48013F-HRTimeline
Balanced Rock Investment Advisors LLC52,437$2.49M1.96%-115,98913F-HRTimeline
Eley Financial Management, Inc51,208$2.43M0.93%-2,17113F-HRTimeline
Modera Wealth Management, LLC50,539$2.4M0.03%+1513F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA49,278$2.34M4.8%+48513F-HRTimeline
Diversified Enterprises, LLC48,024$2.28M0.17%+18,08713F-HRTimeline
Center for Financial Planning, Inc.47,399$2.25M0.26%+82113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC45,577$2.17M0.04%-9,48713F-HRTimelineGroup
Better Money Decisions, LLC44,950$2.14M1.3%+1,73313F-HRTimeline
Beta Wealth Group, Inc.44,721$2.13M0.78%new13F-HRTimeline
Brewster Financial Planning LLC43,300$2.06M1.39%-17513F-HRTimeline
CANTOR FITZGERALD, L. P.group of 2 filers holding42,922$2.04M-37,747Timeline
Corient Private Wealth LPin group Corient Private Wealth LP42,269$2.01M<0.01%-5,02113F-HR/ATimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC42,007$2M0.05%+19,30413F-HRTimeline
Foster Group, Inc.41,990$2M0.07%-2,13613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding41,442$1.97M+1,234Timeline
GeoWealth Management, LLC41,243$1.96M0.08%+10,41113F-HRTimeline
Fort Point Capital Partners LLC41,171$1.96M0.2%+29313F-HRTimeline
Invera Wealth Advisors, LLC40,870$1.94M1.27%+1,87513F-HRTimeline
LongView Asset Management LLC39,861$1.89M1.43%-24,44113F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV39,504$1.88M0.26%-3,74813F-HRTimeline
CX Institutional39,424$1.87M0.07%+13713F-HR/ATimeline
Plum Street Advisors, LLC39,285$1.87M0.82%+3,70413F-HRTimeline
Bogart Wealth, LLC39,062$1.86M0.08%-1,59013F-HRTimeline
Ally Invest Advisors Inc.38,978$1.85M0.14%-2,57313F-HRTimeline
Pine Haven Investment Counsel, Inc38,648$1.84M1.44%+3,68513F-HRTimeline
Tempus Wealth Planning, LLC38,278$1.82M0.45%+4,45313F-HRTimeline
Investor's Fiduciary Advisor Network, L…37,713$1.79M0.67%-1,35813F-HRTimeline
CW Advisors, LLC37,146$1.77M0.02%+9,03213F-HRTimeline
Perigon Wealth Management, LLC36,612$1.74M0.04%+12313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management36,411$1.73M0.02%-1,49513F-HRTimelineGroup
Baker Avenue Asset Management, LP33,462$1.59M0.05%-2,52213F-HRTimeline
Wingate Wealth Advisors, Inc.33,340$1.58M1.41%-3,98513F-HRTimeline
Wescott Financial Advisory Group, LLC33,323$1.58M0.15%+5,72213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC33,281$1.58M0.02%013F-HRTimeline
One Day In July LLC33,251$1.58M0.14%-4213F-HRTimeline
Sanctuary Advisors, LLC31,401$1.49M0.01%+3,30213F-HRTimeline
Summit Wealth Group, LLC31,060$1.48M0.38%-45713F-HRTimeline
Advisory Services Network, LLC31,209$1.47M0.02%+55913F-HRTimeline
Integrated Wealth Concepts LLC30,946$1.47M0.01%+8,20613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC30,518$1.45M0.02%-1,57013F-HRTimeline
Cranbrook Wealth Management, LLC30,506$1.45M0.31%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC30,300$1.44M<0.01%-42,10013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.30,288$1.44M0.01%+2,11013F-HRTimeline
Rossby Financial, LCC28,745$1.37M0.51%+15,15613F-HRTimeline
HARBOUR INVESTMENTS, INC.28,092$1.34M0.03%-2,64013F-HRTimeline
GenTrust, LLC27,699$1.32M0.06%-34513F-HRTimeline
Davis Wealth Advisors, LLC27,589$1.31M1.39%-2,97113F-HRTimeline
Savvy Advisors, Inc.27,334$1.3M0.09%+15,95713F-HRTimeline
Merit Financial Group, LLC27,036$1.29M0.01%+8,05813F-HRTimeline
Fund Evaluation Group, LLC26,546$1.26M0.05%new13F-HRTimeline
Cornerstone Wealth Management, LLC24,679$1.17M0.07%+87913F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…24,416$1.16M0.01%-25,91813F-HRTimeline
ASPIRIANT, LLC24,185$1.15M0.04%013F-HRTimeline
Valeo Financial Advisors, LLC23,936$1.14M0.03%-1,18313F-HR/ATimeline
Stonehearth Capital Management, LLC23,864$1.13M0.47%+11013F-HRTimeline
Mutual Advisors, LLC23,998$1.13M0.03%-34213F-HRTimeline
Farther Finance Advisors, LLC23,593$1.12M0.02%+1,60713F-HRTimeline
Cardinal Point Capital Management ULC23,150$1.1M0.09%+4,77013F-HRTimeline
Aprio Wealth Management, LLC23,091$1.1M0.12%-1,84713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…22,564$1.07M0.02%-41713F-HRTimelineGroup
GRAND WEALTH MANAGEMENT, LLC22,495$1.07M0.55%+28013F-HRTimeline
PFG Advisors22,444$1.07M0.05%+86013F-HRTimeline
&PARTNERS22,168$1.06M0.01%+93513F-HRTimeline
Van Hulzen Asset Management, LLC21,839$1.04M0.09%-10813F-HRTimeline
Martin Worley Group21,715$1.03M0.51%+75613F-HRTimeline
Symmetry Partners, LLC21,614$1.03M0.13%-313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC21,543$1.02M0.03%-20313F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management21,526$1.02M0.15%+1,57913F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…21,016$999K<0.01%+8,50613F-HRTimelineGroup
Wealthspire Retirement, LLC20,890$993K0.07%-113F-HRTimeline
Clearstead Advisors, LLC20,564$978K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…20,273$964K0.04%+82813F-HRTimelineGroup
LifePlan Investment Advisors, Inc.20,253$963K0.48%+1,38313F-HRTimeline
TRUST CO OF TOLEDO NA /OH/20,213$961K0.11%new13F-HRTimeline
THEORY FINANCIAL LLC20,098$950K0.36%+3,57413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding19,855$944K+1,855Timeline
SOFI WEALTH, LLC19,676$935K0.06%+7,97913F-HRTimeline
RFG Advisory, LLC19,655$934K0.02%-90613F-HRTimeline
Silver Oak Advisory Group, Inc.19,232$914K0.44%+4,65213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.18,945$901K0.02%-57013F-HRTimelineGroup
Elios Financial Group Inc.18,341$872K0.4%+6,64513F-HRTimeline
MGO ONE SEVEN LLC17,621$838K0.03%+44013F-HRTimeline
Parallel Advisors, LLC17,293$822K0.02%+2,80413F-HRTimeline
Leonard Rickey Investment Advisors P.L.…17,247$820K0.16%-1,54013F-HRTimeline
Consolidated Portfolio Review Corp17,193$817K0.11%+25013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/17,124$814K0.16%+2013F-HRTimeline
KilterHowling LLC17,106$813K0.48%+5713F-HRTimeline
DAVENPORT & Co LLC17,073$812K<0.01%-53113F-HRTimeline
Oregon Pacific Wealth Management, LLC16,978$807K0.76%-38013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,904$804K0.03%+24213F-HRTimelineGroup
Highland Financial Advisors, LLC16,816$799K0.26%+9,91513F-HRTimeline