# ISHARES TR (EAGG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EAGG/

- Reporting holders: 24
- Reported value: $51.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $16.7M | 368,424 | 0.2% | 3 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $11.4M | 251,660 | 0.1% | 26 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $3.2M | 71,078 | 0.4% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.1M | 68,497 | 0.0% | 16 |
| [Mallini Complete Financial Planning LLC](https://holderbook.com/funds/2049540-mallini-complete-financial-planning-llc/) | $3.0M | 66,590 | 2.1% | 8 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $2.3M | 50,685 | 0.1% | 18 |
| [Midwest Financial Partners Investments, Inc.](https://holderbook.com/funds/1968851-midwest-financial-partners-investments-inc/) | $2.2M | 48,441 | 0.8% | 4 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $1.6M | 34,924 | 0.0% | 17 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.4M | 30,541 | 0.1% | 1 |
| [ANB BANK](https://holderbook.com/funds/2067126-anb-bank/) | $1.2M | 27,459 | 0.4% | 8 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $810.6K | 17,913 | 0.1% | 19 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $781.1K | 17,261 | 0.0% | 23 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $725.6K | 16,035 | 0.1% | 24 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $685.3K | 15,145 | 0.1% | 4 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $637.1K | 14,080 | 0.1% | 3 |
| [Harpswell Capital Advisors, LLC](https://holderbook.com/funds/1806630-harpswell-capital-advisors-llc/) | $437.4K | 9,667 | 0.3% | 5 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $396.7K | 8,767 | 0.2% | 10 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $256.1K | 5,660 | 0.1% | 11 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $220.8K | 4,894 | 0.0% | 24 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $134.4K | 2,971 | 0.0% | 16 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $38.7K | 856 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $21.8K | 482 | 0.0% | 11 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $8.3K | 184 | 0.0% | 7 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $2.1K | 47,503 | 0.1% | 11 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $181 | 4 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 24 | $51.2M |
| Q2 2026 | 482 | $4.7B |
| Q1 2026 | 470 | $4.0B |
| Q4 2025 | 451 | $3.7B |
| Q3 2025 | 423 | $3.8B |
| Q2 2025 | 418 | $3.3B |
| Q1 2025 | 418 | $3.2B |
| Q4 2024 | 404 | $3.0B |
| Q3 2024 | 377 | $3.3B |
| Q2 2024 | 367 | $3.1B |
| Q1 2024 | 362 | $3.4B |
| Q4 2023 | 369 | $3.4B |