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 |
|---|---|---|---|---|---|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,688
shares
|
$225,989
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
1,655
shares
|
$221,571
0.02% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
1,635
shares
|
$218,893
0.03% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,625
shares
|
$217,555
0.02% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,618
shares
|
$216,617
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
1,615
shares
|
$216,216
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
1,615
shares
|
$216,216
0.1% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
1,602
shares
|
$214,475
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,601
shares
|
$214,341
0.03% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
1,599
shares
|
$214,074
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
1,593
shares
|
$213,270
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
1,590
shares
|
$212,869
0.05% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,587
shares
|
$212,467
0.02% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,479
shares
|
$198,008
0.09% of portfolio
|
Q2 2022
Reduced 96.31%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,472
shares
|
$197,071
0.01% of portfolio
|
Q4 2024
Added 11.85%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
1,437
shares
|
$192,385
0.0% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
1,315
shares
|
$176,052
0.09% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,295
shares
|
$173,374
0.03% of portfolio
|
Q4 2022
Reduced 56.83%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,293
shares
|
$173,106
0.01% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,292
shares
|
$172,972
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,130
shares
|
$151,284
0.02% of portfolio
|
Q4 2024
Added 67.66%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,099
shares
|
$147,134
0.0% of portfolio
|
Q4 2024
Reduced 23.04%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
1,075
shares
|
$143,921
0.06% of portfolio
|
Q1 2024
Reduced 15.69%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,073
shares
|
$143,653
0.0% of portfolio
|
Q4 2023
Reduced 30.14%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,036
shares
|
$138,699
0.03% of portfolio
|
Q2 2024
Reduced 89.92%
|