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 |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
5,305
shares
|
$779,251
0.14% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
5,272
shares
|
$774,404
0.08% of portfolio
|
Q3 2025
Added 121.23%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
5,261
shares
|
$772,788
0.36% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
5,218
shares
|
$766,472
0.03% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
5,135
shares
|
$754,280
0.15% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
5,126
shares
|
$752,958
0.21% of portfolio
|
Q1 2025
Added 22.05%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
5,082
shares
|
$746,494
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
5,075
shares
|
$745,466
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
5,048
shares
|
$741,500
0.04% of portfolio
|
Q3 2024
Reduced 27.12%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
4,941
shares
|
$725,783
0.45% of portfolio
|
Q3 2025
Reduced 26.7%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
4,940
shares
|
$725,636
0.02% of portfolio
|
Q3 2025
Reduced 34.5%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,886
shares
|
$717,704
0.02% of portfolio
|
Q3 2025
Reduced 4.9%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
4,883
shares
|
$717,263
0.17% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
4,868
shares
|
$715,060
0.02% of portfolio
|
Q3 2025
Added 202.55%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
4,827
shares
|
$709,038
0.02% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
4,804
shares
|
$705,659
0.01% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,803
shares
|
$705,512
0.16% of portfolio
|
Q1 2022
Added 54.19%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
4,785
shares
|
$702,868
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
4,778
shares
|
$701,840
0.03% of portfolio
|
Q4 2025
Added 30.26%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
4,770
shares
|
$700,665
0.08% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
4,769
shares
|
$700,518
0.02% of portfolio
|
Q3 2025
Added 14.39%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
4,765
shares
|
$699,930
0.08% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
4,764
shares
|
$699,783
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
4,758
shares
|
$698,902
0.04% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Brewster Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
4,743
shares
|
$696,699
0.43% of portfolio
|
Q4 2025
Reduced 1.23%
|
|