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 812 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 $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
2,174
shares
|
$277,598
0.21% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
2,174
shares
|
$277,598
0.07% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
2,169
shares
|
$276,959
0.08% of portfolio
|
Q3 2024
Reduced 52.65%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
2,134
shares
|
$272,490
0.02% of portfolio
|
Q2 2024
Reduced 62.17%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Oct 10, 2024 Q3 2024 |
2,131
shares
|
$272,107
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,126
shares
|
$271,468
0.09% of portfolio
|
Q2 2024
Reduced 14.24%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
2,120
shares
|
$270,702
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,115
shares
|
$270,064
0.0% of portfolio
|
Q3 2024
Reduced 52.83%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
2,101
shares
|
$268,276
0.15% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
2,097
shares
|
$267,765
0.11% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
2,096
shares
|
$267,638
0.08% of portfolio
|
Q3 2024
Reduced 35.43%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
2,096
shares
|
$267,638
0.06% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
2,084
shares
|
$266,105
0.06% of portfolio
|
Q3 2024
Added 12.71%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,076
shares
|
$265,084
0.07% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
2,064
shares
|
$263,552
0.0% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
1,995
shares
|
$254,741
0.01% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
1,994
shares
|
$254,613
0.03% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
1,987
shares
|
$253,720
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 08, 2024 Q3 2024 |
1,967
shares
|
$251,166
0.25% of portfolio
|
Q3 2024
Reduced 65.1%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
1,959
shares
|
$250,144
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
1,929
shares
|
$246,314
0.14% of portfolio
|
Q2 2024
Reduced 10.32%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
1,919
shares
|
$245,037
0.05% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
1,913
shares
|
$244,270
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
1,909
shares
|
$243,760
0.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
1,903
shares
|
$242,994
0.0% of portfolio
|
Q1 2024
New holding
|