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 861 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 $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
6,740
shares
|
$837,242
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
6,729
shares
|
$835,876
0.38% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
6,700
shares
|
$832,274
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
6,678
shares
|
$829,541
0.45% of portfolio
|
Q2 2024
Reduced 7.51%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
6,647
shares
|
$825,690
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
6,624
shares
|
$822,833
0.13% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
6,597
shares
|
$819,479
0.04% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
6,591
shares
|
$818,734
0.25% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
6,588
shares
|
$818,361
0.02% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
6,556
shares
|
$814,386
0.19% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
6,519
shares
|
$809,790
0.07% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
6,476
shares
|
$804,448
0.63% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
6,467
shares
|
$803,330
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
6,465
shares
|
$803,082
0.02% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
6,426
shares
|
$798,237
0.52% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6,398
shares
|
$794,759
0.05% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
6,386
shares
|
$793,268
0.04% of portfolio
|
Q3 2024
Reduced 23.46%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
6,375
shares
|
$791,902
0.05% of portfolio
|
Q4 2024
Added 51.17%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
6,375
shares
|
$791,902
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
6,374
shares
|
$791,778
0.37% of portfolio
|
Q2 2023
Reduced 5.51%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
6,372
shares
|
$791,529
0.31% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
6,370
shares
|
$791,281
0.17% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
6,277
shares
|
$779,728
0.69% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
6,240
shares
|
$775,132
0.08% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
6,236
shares
|
$774,635
0.09% of portfolio
|
Q2 2024
Reduced 3.08%
|