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 |
|---|---|---|---|---|---|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
3,746
shares
|
$550,249
0.25% of portfolio
|
Q3 2023
Added 32.32%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
3,740
shares
|
$549,368
0.13% of portfolio
|
Q4 2025
Reduced 3.33%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
3,723
shares
|
$546,871
0.11% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
3,712
shares
|
$545,255
0.47% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
3,705
shares
|
$544,227
0.02% of portfolio
|
Q3 2025
Added 62.29%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
3,700
shares
|
$543,493
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
3,695
shares
|
$542,758
0.0% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
3,684
shares
|
$541,142
0.03% of portfolio
|
Q3 2025
Added 48.19%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
3,680
shares
|
$540,555
0.2% of portfolio
|
Q3 2025
Added 20.89%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 13, 2026 Q4 2025 |
3,679
shares
|
$540,408
0.34% of portfolio
|
Q4 2025
Reduced 23.31%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,671
shares
|
$539,233
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
3,664
shares
|
$538,204
0.54% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
3,660
shares
|
$537,617
0.05% of portfolio
|
Q4 2025
Reduced 1.9%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
3,657
shares
|
$537,176
0.03% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
3,632
shares
|
$533,504
0.03% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
3,591
shares
|
$527,481
0.01% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Libra Wealth LLC
|
Nov 06, 2025 Q3 2025 |
3,544
shares
|
$520,578
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
3,541
shares
|
$520,137
0.09% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
3,534
shares
|
$519,109
0.01% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
3,529
shares
|
$518,374
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
3,510
shares
|
$515,583
0.13% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
3,507
shares
|
$515,143
0.01% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
3,502
shares
|
$514,408
0.22% of portfolio
|
Q2 2025
Reduced 39.58%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
3,493
shares
|
$513,086
0.01% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
3,475
shares
|
$510,442
0.24% of portfolio
|
Q4 2025
Reduced 22.93%
|
|