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 858 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 |
|---|---|---|---|---|---|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
3,098
shares
|
$381,673
0.03% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
3,087
shares
|
$380,318
0.22% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
3,086
shares
|
$380,195
0.72% of portfolio
|
Q4 2024
Reduced 15.97%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
3,063
shares
|
$377,361
0.0% of portfolio
|
Q4 2024
Added 48.4%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
3,028
shares
|
$373,049
0.02% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
3,015
shares
|
$371,448
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
2,987
shares
|
$367,998
0.15% of portfolio
|
Q4 2024
Added 2887.0%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
2,972
shares
|
$366,150
0.03% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
2,972
shares
|
$366,150
0.05% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2,966
shares
|
$365,411
0.05% of portfolio
|
Q4 2024
Added 24.99%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,950
shares
|
$363,440
0.02% of portfolio
|
Q4 2022
Reduced 1.93%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
2,936
shares
|
$361,715
0.07% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,907
shares
|
$358,142
0.22% of portfolio
|
Q4 2024
Added 17.5%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
2,880
shares
|
$354,816
0.01% of portfolio
|
Q4 2024
Reduced 46.94%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
2,879
shares
|
$354,692
0.1% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
2,869
shares
|
$353,460
0.02% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
2,860
shares
|
$352,352
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
2,830
shares
|
$348,656
0.52% of portfolio
|
Q3 2022
Reduced 0.18%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
2,797
shares
|
$344,590
0.1% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
2,732
shares
|
$336,582
0.04% of portfolio
|
Q1 2024
Reduced 2.32%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
2,690
shares
|
$331,408
0.02% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,686
shares
|
$330,915
0.05% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
2,678
shares
|
$329,929
0.03% of portfolio
|
Q1 2024
Reduced 24.09%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
2,671
shares
|
$329,067
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
2,665
shares
|
$328,328
0.03% of portfolio
|
Q4 2024
New holding
|