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 815 institutions that hold shares in the stock, with a total of 94.8 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
2,499
shares
|
$334,566
0.01% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
2,485
shares
|
$332,691
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,469
shares
|
$330,549
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
2,463
shares
|
$329,746
0.01% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
2,461
shares
|
$329,478
0.0% of portfolio
|
Q3 2024
Reduced 41.6%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
2,460
shares
|
$329,344
0.0% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
2,459
shares
|
$329,210
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
2,453
shares
|
$328,407
0.17% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,452
shares
|
$328,273
0.13% of portfolio
|
Q4 2024
Reduced 41.03%
|
|
|
Single Point Partners, LLC
|
Oct 03, 2024 Q3 2024 |
2,440
shares
|
$326,667
0.49% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
2,438
shares
|
$326,399
0.06% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
2,422
shares
|
$324,257
0.28% of portfolio
|
Q4 2024
Added 23.13%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
2,388
shares
|
$319,705
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
2,384
shares
|
$319,169
0.02% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
2,384
shares
|
$319,169
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,373
shares
|
$317,697
0.04% of portfolio
|
Q2 2024
Reduced 14.52%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,361
shares
|
$316,090
0.0% of portfolio
|
Q3 2024
Reduced 58.56%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
2,350
shares
|
$314,618
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
2,347
shares
|
$314,216
0.19% of portfolio
|
Q1 2024
Added 5.58%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,344
shares
|
$313,814
0.02% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
2,336
shares
|
$312,743
0.11% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
2,321
shares
|
$310,735
0.04% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
2,306
shares
|
$308,727
0.07% of portfolio
|
Q1 2024
Reduced 7.5%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
2,302
shares
|
$308,191
0.06% of portfolio
|
Q3 2024
Reduced 10.5%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
2,298
shares
|
$307,656
0.01% of portfolio
|
Q3 2024
Added 0.35%
|