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 858 institutions that hold shares in the stock, with a total of 96.2 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
98,187
shares
|
$12.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
98,009
shares
|
$12.1 Million
4.93% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
96,903
shares
|
$11.9 Million
7.73% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
95,010
shares
|
$11.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 48.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
94,951
shares
|
$11.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
91,793
shares
|
$11.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
91,707
shares
|
$11.3 Million
4.36% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
90,910
shares
|
$11.2 Million
0.36% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
89,357
shares
|
$11 Million
0.87% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
88,566
shares
|
$10.9 Million
0.12% of portfolio
|
Q4 2024
Added 110.79%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
88,456
shares
|
$10.9 Million
0.47% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
88,396
shares
|
$10.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
87,259
shares
|
$10.8 Million
7.25% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
83,019
shares
|
$10.2 Million
0.06% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
80,792
shares
|
$9.95 Million
6.78% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
78,225
shares
|
$9.64 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
77,087
shares
|
$9.5 Million
4.4% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
76,453
shares
|
$9.42 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
76,317
shares
|
$9.4 Million
0.31% of portfolio
|
Q3 2023
Added 7.0%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
76,134
shares
|
$9.38 Million
0.46% of portfolio
|
Q4 2024
Added 42.85%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
75,002
shares
|
$9.24 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
74,140
shares
|
$9.13 Million
0.84% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
71,349
shares
|
$8.79 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
70,313
shares
|
$8.66 Million
1.86% of portfolio
|
Q4 2024
Added 37.78%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
69,982
shares
|
$8.62 Million
2.12% of portfolio
|
Q4 2024
Reduced 1.87%
|