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 860 institutions that hold shares in the stock, with a total of 96.2 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
9,850
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 74.68%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
9,812
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
9,725
shares
|
$1.22 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
9,660
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Added 19.78%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
9,578
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
9,571
shares
|
$1.2 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
9,563
shares
|
$1.2 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Mar 18, 2025 Q4 2024 |
9,493
shares
|
$1.19 Million
1.22% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
9,387
shares
|
$1.18 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
9,367
shares
|
$1.18 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
9,337
shares
|
$1.17 Million
0.54% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
9,300
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
9,250
shares
|
$1.16 Million
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
9,237
shares
|
$1.16 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
9,155
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
9,142
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
9,088
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2022
Added 60.14%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
8,977
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
8,949
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
Reduced 92.86%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
8,882
shares
|
$1.12 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
8,843
shares
|
$1.11 Million
0.19% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
8,778
shares
|
$1.1 Million
0.27% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
8,777
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
8,731
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
8,703
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.61%
|