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 |
|---|---|---|---|---|---|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
13,671
shares
|
$2.01 Million
0.9% of portfolio
|
Q2 2023
Reduced 54.32%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
13,610
shares
|
$2 Million
0.1% of portfolio
|
Q4 2025
Added 11.37%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
13,533
shares
|
$1.99 Million
1.42% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
13,276
shares
|
$1.95 Million
0.22% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
13,253
shares
|
$1.95 Million
0.08% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
13,251
shares
|
$1.95 Million
0.01% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
13,128
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
13,111
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
12,912
shares
|
$1.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 21.22%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
12,863
shares
|
$1.89 Million
0.07% of portfolio
|
Q3 2025
Added 71.53%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 13, 2025 Q3 2025 |
12,850
shares
|
$1.89 Million
0.35% of portfolio
|
Q3 2025
Added 20.66%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Dec 02, 2025 Q3 2025 |
12,840
shares
|
$1.89 Million
0.27% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
12,706
shares
|
$1.87 Million
0.93% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
12,697
shares
|
$1.87 Million
0.3% of portfolio
|
Q4 2025
Reduced 2.83%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
12,539
shares
|
$1.84 Million
0.37% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
12,348
shares
|
$1.81 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
12,344
shares
|
$1.81 Million
0.68% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
12,326
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
12,240
shares
|
$1.8 Million
0.6% of portfolio
|
Q3 2025
Added 25.14%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
12,105
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
12,074
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
12,045
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Reduced 44.92%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
11,997
shares
|
$1.76 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
11,867
shares
|
$1.74 Million
0.04% of portfolio
|
Q3 2025
Added 13.88%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
11,753
shares
|
$1.73 Million
0.19% of portfolio
|
Q3 2025
Reduced 7.57%
|
|