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 859 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 |
|---|---|---|---|---|---|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,813
shares
|
$592,961
0.34% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,803
shares
|
$591,729
0.16% of portfolio
|
Q1 2022
Added 54.19%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
4,796
shares
|
$590,867
0.06% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
4,768
shares
|
$587,417
0.14% of portfolio
|
Q4 2024
Added 16.52%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
4,738
shares
|
$583,721
0.24% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
4,718
shares
|
$581,257
0.08% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,671
shares
|
$575,467
0.02% of portfolio
|
Q4 2024
Reduced 20.19%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
4,589
shares
|
$565,364
0.01% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
4,573
shares
|
$563,393
0.01% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
4,571
shares
|
$563,147
0.48% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,537
shares
|
$558,958
0.02% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,517
shares
|
$556,494
0.06% of portfolio
|
Q4 2024
Reduced 10.59%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
4,500
shares
|
$554,400
0.1% of portfolio
|
Q4 2024
Reduced 23.29%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
4,492
shares
|
$553,414
0.4% of portfolio
|
Q3 2024
Reduced 83.58%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
4,444
shares
|
$547,500
0.02% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
4,433
shares
|
$546,145
0.23% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
4,417
shares
|
$544,174
0.01% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
4,371
shares
|
$538,507
0.06% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Villere St Denis J & CO LLC
|
Jan 30, 2025 Q4 2024 |
4,352
shares
|
$536,166
0.06% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
4,325
shares
|
$532,840
0.01% of portfolio
|
Q4 2024
Added 127.27%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
4,317
shares
|
$531,854
0.28% of portfolio
|
Q4 2024
Added 40.66%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
4,311
shares
|
$531,115
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
4,292
shares
|
$528,774
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
4,274
shares
|
$526,556
0.01% of portfolio
|
Q4 2024
Reduced 13.48%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
4,200
shares
|
$517,440
0.18% of portfolio
|
Q4 2024
Reduced 3.38%
|