ISHARES TR (EAGG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
464
Reporting holders
$4.2B
Reported value
0.0%
Held as options
+15
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $1.1B | 23,292,198 | 0.07% | 30q | +3.7%+$39.1M |
| JPMORGAN CHASE & CO | $449.3M | 9,436,452 | 0.02% | 25q | +5.8%+$24.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $399.1M | 8,418,225 | 0.25% | 24q | +119.9%+$217.6M |
| ENVESTNET ASSET MANAGEMENT INC | $256.6M | 5,411,309 | 0.06% | 29q | +22.9%+$47.8M |
| LPL Financial LLC | $150.9M | 3,183,154 | 0.03% | 26q | +13.8%+$18.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $109.3M | 2,306,154 | 0.06% | 24q | HELD |
| BlackRock, Inc. | $93.5M | 1,971,318 | 0.00% | 8q | +11.6%+$9.7M |
| GOLDMAN SACHS GROUP INC | $92.5M | 1,950,256 | 0.01% | 30q | +4.2%+$3.7M |
| NORTHERN TRUST CORP | $91.5M | 1,930,868 | 0.01% | 23q | +2.5%+$2.2M |
| RAYMOND JAMES FINANCIAL INC | $74.8M | 1,577,910 | 0.02% | 7q | +6.3%+$4.4M |
| Envestnet Portfolio Solutions, Inc. | $50.3M | 1,061,035 | 0.24% | 12q | +25.7%+$10.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $47.2M | 995,963 | 0.06% | 29q | +11.2%+$4.7M |
| M&T Bank Corp | $43.7M | 922,559 | 0.13% | 24q | +96.9%+$21.5M |
| Bank of New York Mellon Corp | $41.6M | 878,393 | 0.01% | 14q | +6.7%+$2.6M |
| AMERIPRISE FINANCIAL INC | $35.2M | 742,934 | 0.01% | 25q | -49.9%-$35.1M |
| PNC Financial Services Group, Inc. | $34.9M | 737,050 | 0.02% | 20q | +5.3%+$1.8M |
| SEI INVESTMENTS CO | $34.5M | 728,269 | 0.03% | 26q | +9.0%+$2.8M |
| Wealthspire Advisors, LLC | $32.7M | 690,130 | 0.18% | 8q | +4.9%+$1.5M |
| Alesco Advisors, LLC, An ESL Co | $31.9M | 672,538 | 0.73% | 27q | +3.2%+$1.0M |
| Cetera Investment Advisers | $29.6M | 624,666 | 0.03% | 21q | +18.6%+$4.6M |
| WELLS FARGO & COMPANY/MN | $28.0M | 591,209 | 0.00% | 22q | -45.7%-$23.6M |
| Composition Wealth, LLC | $25.8M | 544,699 | 0.30% | 5q | +8.5%+$2.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $24.9M | 544,648 | 0.04% | 17q | +9.4%+$2.1M |
| Allworth Financial LP | $23.5M | 495,365 | 0.10% | 20q | +3.0%+$691.3K |
| Destination Wealth Management | $22.9M | 482,719 | 0.53% | 17q | +6.1%+$1.3M |
| KEYBANK NATIONAL ASSOCIATION/OH | $21.6M | 455,646 | 0.07% | 23q | +16.8%+$3.1M |
| Savant Capital, LLC | $19.6M | 414,082 | 0.06% | 27q | +12.6%+$2.2M |
| UBS Group AG | $19.2M | 404,781 | 0.00% | 27q | +1.5%+$286.6K |
| RWA WEALTH PARTNERS, LLC | $19.0M | 399,763 | 0.18% | 5q | +2.2%+$416.1K |
| Baird Financial Group, Inc. | $18.8M | 396,216 | 0.03% | 27q | +4.7%+$847.9K |
| FRANKLIN RESOURCES INC | $17.6M | 370,309 | 0.00% | 15q | +2.8%+$482.9K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $17.4M | 367,233 | 0.21% | 2q | +2.0%+$334.2K |
| TRUIST FINANCIAL CORP | $16.8M | 354,979 | 0.02% | 25q | +2.5%+$409.1K |
| Pathstone Holdings, LLC | $15.7M | 331,668 | 0.05% | 11q | +9.7%+$1.4M |
| Mariner, LLC | $14.8M | 313,001 | 0.02% | 17q | -6.3%-$1.0M |
| FMR LLC | $14.2M | 298,887 | 0.00% | 17q | +5.4%+$722.7K |
| Accredited Investors Inc. | $13.6M | 286,286 | 0.59% | 24q | HELD |
| MML INVESTORS SERVICES, LLC | $12.7M | 267,862 | 0.03% | 29q | +39.4%+$3.6M |
| ZEVIN ASSET MANAGEMENT LLC | $12.5M | 263,451 | 1.75% | 3q | -5.5%-$720.2K |
| Facet Wealth, Inc. | $12.2M | 258,165 | 0.18% | 13q | +10.8%+$1.2M |
| MATHER GROUP, LLC. | $11.4M | 240,524 | 0.10% | 10q | +3.7%+$409.5K |
| Financial Engines Advisors L.L.C. | $11.4M | 239,778 | 0.02% | 8q | +4.3%+$464.4K |
| Apella Capital, LLC | $11.1M | 236,196 | 0.16% | 25q | +4.5%+$483.2K |
| WESBANCO BANK INC | $11.0M | 232,750 | 0.27% | 27q | +2.2%+$235.1K |
| Beacon Pointe Advisors, LLC | $10.9M | 230,813 | 0.05% | 24q | +14.5%+$1.4M |
| Joel Adams & Associates, Inc. | $10.9M | 230,463 | 7.02% | 7q | +3.3%+$349.7K |
| Garde Capital, Inc. | $9.9M | 209,602 | 0.45% | new | NEW |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $9.9M | 208,970 | 0.13% | 23q | +9.4%+$854.3K |
| ASSETMARK, INC | $9.5M | 200,319 | 0.02% | 28q | +16.5%+$1.3M |
| Affinity Capital Advisors, LLC | $9.4M | 199,212 | 1.16% | 24q | +6.0%+$536.3K |
| Sand Hill Global Advisors, LLC | $9.4M | 197,858 | 0.28% | 12q | -5.5%-$540.8K |
| JONES FINANCIAL COMPANIES LLLP | $9.3M | 195,520 | 0.00% | 19q | +19.1%+$1.5M |
| ROYAL BANK OF CANADA | $9.0M | 189,690 | 0.00% | 30q | +6.9%+$581.3K |
| NewEdge Advisors, LLC | $8.5M | 178,326 | 0.03% | new | NEW |
| MORGAN STANLEY | $8.4M | 177,037 | 0.00% | 25q | +2.2%+$184.0K |
| Creative Planning | $8.2M | 173,461 | 0.00% | 21q | +1.8%+$141.9K |
| eCIO, Inc. | $7.8M | 164,204 | 2.19% | 6q | +8.5%+$610.7K |
| One Wealth Advisors, LLC | $7.7M | 162,221 | 0.85% | 8q | +17.9%+$1.2M |
| BLUESTEM FINANCIAL ADVISORS, LLC | $7.3M | 154,210 | 2.56% | 17q | +11.1%+$732.2K |
| US BANCORP \DE\ | $7.2M | 152,746 | 0.01% | 20q | +6.7%+$453.7K |
| Merit Financial Group, LLC | $7.1M | 150,228 | 0.02% | 6q | +185.2%+$4.6M |
| Avise Financial Cooperative, Inc. | $7.1M | 149,742 | 5.03% | 3q | +25.8%+$1.5M |
| Rossby Financial, LCC | $7.1M | 148,835 | 1.29% | 6q | +24.7%+$1.4M |
| OSAIC HOLDINGS, INC. | $6.9M | 145,960 | 0.01% | 26q | +25.8%+$1.4M |
| Mascoma Wealth Management LLC | $6.8M | 143,276 | 1.26% | 26q | +1.9%+$124.6K |
| Robertson Stephens Wealth Management, LLC | $6.7M | 142,142 | 0.17% | 15q | +5.4%+$342.8K |
| Wealthfront Advisers LLC | $6.4M | 135,801 | 0.01% | 21q | +5.2%+$320.5K |
| HighTower Advisors, LLC | $6.4M | 134,712 | 0.01% | 23q | -4.3%-$287.3K |
| NEPC LLC | $6.2M | 130,692 | 0.12% | 13q | HELD |
| Alaska Wealth Advisors, LLC | $6.2M | 130,455 | 0.67% | 21q | +0.9%+$55.2K |
| PRINCIPAL FINANCIAL GROUP INC | $5.8M | 123,043 | 0.00% | 4q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $5.8M | 122,989 | 0.09% | 19q | -1.0%-$56.1K |
| Bond & Devick Financial Network, Inc. | $5.7M | 120,842 | 1.41% | 23q | +10.2%+$532.4K |
| OneDigital Investment Advisors LLC | $5.7M | 119,767 | 0.05% | 17q | +1.9%+$106.2K |
| Vise Technologies, Inc. | $5.5M | 116,709 | 0.06% | 4q | +403.2%+$4.4M |
| Stewardship Advisors, LLC | $5.3M | 112,243 | 1.11% | 27q | +31.3%+$1.3M |
| Equitable Holdings, Inc. | $5.3M | 111,410 | 0.03% | 14q | +21.6%+$939.3K |
| Brio Consultants, LLC | $5.2M | 109,222 | 0.61% | 25q | +4.1%+$204.1K |
| Integrated Wealth Concepts LLC | $5.2M | 109,133 | 0.03% | 20q | +121.3%+$2.8M |
| Horst & Graben Wealth Management LLC | $5.2M | 109,273 | 0.68% | 14q | +22.9%+$961.9K |
| Wealth Architects, LLC | $5.0M | 105,802 | 0.40% | 11q | -9.1%-$501.2K |
| World Investment Advisors | $4.8M | 100,902 | 0.08% | 21q | HELD |
| Sharkey, Howes & Javer | $4.8M | 100,768 | 0.58% | 14q | +27.1%+$1.0M |
| GeoWealth Management, LLC | $4.6M | 97,647 | 0.15% | 21q | +88.2%+$2.2M |
| SageView Advisory Group, LLC | $4.4M | 93,618 | 0.15% | 13q | -1.2%-$55.6K |
| Global Endowment Management, LP | $4.4M | 93,604 | 0.45% | 4q | +37.1%+$1.2M |
| Atlantic Private Wealth, LLC | $4.4M | 93,072 | 2.70% | 19q | -1.4%-$61.4K |
| NorthRock Partners, LLC | $4.4M | 92,542 | 0.06% | 3q | +1.0%+$44.6K |
| Westfuller Advisors, LLC | $4.3M | 91,000 | 1.57% | 8q | +86.8%+$2.0M |
| Corient Private Wealth LP | $4.3M | 89,760 | 0.00% | 15q | +66.9%+$1.7M |
| EP Wealth Advisors, LLC | $4.2M | 87,681 | 0.02% | 18q | +21.8%+$744.8K |
| Orion Porfolio Solutions, LLC | $4.1M | 87,443 | 0.03% | 28q | +13.7%+$501.0K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $3.7M | 78,512 | 0.02% | 11q | -4.9%-$193.6K |
| SENTINEL PENSION ADVISORS, LLC | $3.7M | 78,289 | 0.48% | 20q | +1.1%+$41.7K |
| JNBA Financial Advisors | $3.7M | 77,229 | 0.28% | 26q | +0.8%+$28.9K |
| CAPTRUST FINANCIAL ADVISORS | $3.7M | 77,175 | 0.01% | 22q | +24.8%+$726.9K |
| Steward Partners Investment Advisory, LLC | $3.6M | 75,884 | 0.02% | 16q | +19.8%+$595.5K |
| BANK OF MONTREAL /CAN/ | $3.5M | 73,824 | 0.00% | 2q | +361.8%+$2.7M |
| Farther Finance Advisors, LLC | $3.4M | 72,614 | 0.03% | 15q | +36.5%+$920.8K |
| Trilogy Capital Inc. | $3.3M | 69,057 | 0.13% | 25q | +0.8%+$25.1K |
Showing the largest 100 of 479 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 464 | $4.2B | 89,480,105 | 46 | 270 | 62 | 0.0% |
| Q1 2026 | 449 | $3.8B | 80,697,678 | 34 | 249 | 80 | 0.0% |
| Q4 2025 | 431 | $3.4B | 71,944,911 | 36 | 212 | 84 | 0.0% |
| Q3 2025 | 404 | $3.7B | 75,887,178 | 33 | 207 | 92 | 0.0% |
| Q2 2025 | 396 | $3.1B | 65,790,600 | 28 | 180 | 111 | 0.0% |
| Q1 2025 | 395 | $3.0B | 63,161,455 | 41 | 196 | 96 | 0.0% |
| Q4 2024 | 381 | $2.9B | 61,839,492 | 30 | 183 | 87 | 0.0% |
| Q3 2024 | 353 | $3.2B | 65,436,211 | 29 | 180 | 75 | 0.0% |
| Q2 2024 | 340 | $2.9B | 62,527,837 | 26 | 151 | 101 | 0.0% |
| Q1 2024 | 336 | $3.2B | 67,314,884 | 23 | 161 | 92 | 0.0% |
| Q4 2023 | 339 | $3.2B | 66,877,016 | 39 | 143 | 96 | 0.0% |
| Q3 2023 | 299 | $2.7B | 58,527,201 | 28 | 164 | 52 | 0.0% |
| Q2 2023 | 283 | $2.4B | 49,877,278 | 25 | 140 | 71 | 0.0% |
| Q1 2023 | 272 | $2.3B | 46,960,384 | 54 | 119 | 52 | 0.0% |
| Q4 2022 | 232 | $1.7B | 35,418,820 | 38 | 90 | 65 | 0.0% |
| Q3 2022 | 262 | $1.7B | 37,379,936 | 31 | 119 | 61 | 0.0% |
| Q2 2022 | 258 | $1.7B | 34,293,960 | 44 | 91 | 73 | 0.0% |
| Q1 2022 | 228 | $1.6B | 31,505,933 | 24 | 120 | 45 | 0.0% |
| Q4 2021 | 233 | $1.5B | 26,669,704 | 30 | 110 | 29 | 0.0% |
| Q3 2021 | 194 | $1.2B | 22,485,586 | 35 | 102 | 16 | 0.0% |
| Q2 2021 | 168 | $1.1B | 19,349,579 | 27 | 81 | 34 | 0.0% |
| Q1 2021 | 157 | $937.0M | 17,077,644 | 29 | 87 | 14 | 0.0% |
| Q4 2020 | 137 | $525.9M | 9,351,253 | 23 | 65 | 14 | 0.0% |
| Q3 2020 | 119 | $423.7M | 7,510,968 | 38 | 57 | 5 | 0.0% |
| Q2 2020 | 88 | $190.6M | 3,375,949 | 24 | 35 | 17 | 0.0% |
| Q1 2020 | 74 | $156.9M | 2,881,076 | 24 | 32 | 11 | 0.0% |
| Q4 2019 | 50 | $114.6M | 2,125,412 | 14 | 21 | 2 | 0.0% |
| Q3 2019 | 37 | $55.4M | 1,015,125 | 14 | 14 | 3 | 0.0% |
| Q2 2019 | 27 | $76.7M | 1,424,762 | 16 | 6 | 2 | 0.0% |
| Q1 2019 | 11 | $63.0M | 1,187,964 | 9 | 1 | 1 | 0.0% |
| Q4 2018 | 3 | $54.4M | 1,068,102 | 0 | 0 | 0 | 0.0% |