Institutional Ownership Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU). We have compiled data on the 895 institutions that hold shares in the stock, with a total of 95.8 Million shares, which have been reported (via 13F filing form) to have a value of $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
19,055
shares
|
$2.8 Million
0.21% of portfolio
|
Q2 2023
Reduced 0.27%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jan 12, 2026 Q4 2025 |
18,993
shares
|
$2.79 Million
0.86% of portfolio
|
Q4 2025
Added 5.47%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
18,913
shares
|
$2.78 Million
0.15% of portfolio
|
Q3 2023
Reduced 66.66%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
18,884
shares
|
$2.77 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
18,871
shares
|
$2.77 Million
1.11% of portfolio
|
Q1 2023
Added 53.32%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
18,284
shares
|
$2.69 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
18,277
shares
|
$2.68 Million
0.24% of portfolio
|
Q4 2025
Reduced 5.01%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
18,031
shares
|
$2.65 Million
2.35% of portfolio
|
Q4 2022
Reduced 32.66%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
17,717
shares
|
$2.6 Million
0.53% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
17,681
shares
|
$2.6 Million
0.59% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
17,664
shares
|
$2.59 Million
0.18% of portfolio
|
Q3 2025
Added 19.34%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
17,583
shares
|
$2.58 Million
1.68% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
17,516
shares
|
$2.57 Million
0.06% of portfolio
|
Q3 2025
Added 17.7%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
17,501
shares
|
$2.57 Million
0.02% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
17,328
shares
|
$2.55 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
17,301
shares
|
$2.54 Million
0.06% of portfolio
|
Q4 2025
Reduced 5.46%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
17,280
shares
|
$2.54 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
One Advisory Partners, LLC
|
Jan 12, 2026 Q4 2025 |
17,119
shares
|
$2.51 Million
0.91% of portfolio
|
Q4 2025
Reduced 1.24%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
16,882
shares
|
$2.48 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
16,868
shares
|
$2.48 Million
0.17% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
16,639
shares
|
$2.44 Million
0.21% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,588
shares
|
$2.44 Million
0.07% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
16,552
shares
|
$2.43 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
16,381
shares
|
$2.41 Million
0.91% of portfolio
|
Q3 2022
Added 5.23%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
16,364
shares
|
$2.4 Million
0.02% of portfolio
|
Q3 2025
Added 176.51%
|
|