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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
173,656
shares
|
$23.2 Million
0.53% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
166,507
shares
|
$22.3 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
161,994
shares
|
$21.7 Million
0.99% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
160,932
shares
|
$21.5 Million
1.44% of portfolio
|
Q4 2024
Added 1458.66%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
159,675
shares
|
$21.4 Million
0.85% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
156,235
shares
|
$20.9 Million
0.25% of portfolio
|
Q3 2024
Added 15.66%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
151,284
shares
|
$20.3 Million
3.68% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,999
shares
|
$19.9 Million
0.03% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
140,768
shares
|
$18.8 Million
0.93% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Nov 08, 2024 Q3 2024 |
129,278
shares
|
$17.3 Million
11.69% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
125,313
shares
|
$16.8 Million
0.89% of portfolio
|
Q3 2024
Added 1428.21%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
124,747
shares
|
$16.7 Million
0.19% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
122,273
shares
|
$16.4 Million
0.37% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
119,778
shares
|
$16 Million
0.01% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
116,965
shares
|
$15.7 Million
2.28% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
114,965
shares
|
$15.4 Million
0.58% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
114,298
shares
|
$15.3 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
110,868
shares
|
$14.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
106,053
shares
|
$14.2 Million
0.36% of portfolio
|
Q3 2022
Added 45.67%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
105,401
shares
|
$14.1 Million
0.02% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
105,015
shares
|
$14.1 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
104,994
shares
|
$14.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
102,298
shares
|
$13.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
100,422
shares
|
$13.4 Million
4.29% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
100,135
shares
|
$13.4 Million
0.57% of portfolio
|
Q3 2023
Added 0.14%
|