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 |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
644
shares
|
$82,232
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
588
shares
|
$75,081
0.01% of portfolio
|
Q4 2021
Reduced 19.56%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
581
shares
|
$74,187
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
555
shares
|
$70,867
0.03% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
527
shares
|
$67,292
0.01% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
510
shares
|
$65,121
0.0% of portfolio
|
Q1 2024
Reduced 95.61%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
495
shares
|
$63,206
0.04% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
479
shares
|
$61,163
0.01% of portfolio
|
Q3 2024
Reduced 14.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
473
shares
|
$60,397
0.0% of portfolio
|
Q1 2024
Reduced 62.9%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
470
shares
|
$60,014
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
435
shares
|
$55,545
0.01% of portfolio
|
Q2 2023
Added 0.23%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
423
shares
|
$54,012
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
422
shares
|
$53,885
0.0% of portfolio
|
Q1 2024
Added 627.59%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
414
shares
|
$52,863
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
414
shares
|
$52,863
0.13% of portfolio
|
Q3 2024
Added 10.11%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
412
shares
|
$52,608
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
409
shares
|
$52,225
0.01% of portfolio
|
Q3 2024
Reduced 67.49%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
369
shares
|
$47,117
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
365
shares
|
$46,606
0.02% of portfolio
|
Q4 2023
Reduced 1.35%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
313
shares
|
$39,966
0.01% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
307
shares
|
$39,200
0.02% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
301
shares
|
$38,434
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
296
shares
|
$37,796
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
295
shares
|
$37,668
0.01% of portfolio
|
Q1 2024
Reduced 73.3%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
291
shares
|
$37,157
0.0% of portfolio
|
Q3 2023
Reduced 10.46%
|