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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
69,804
shares
|
$8.6 Million
0.02% of portfolio
|
Q4 2024
Added 21.44%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
69,209
shares
|
$8.53 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
66,117
shares
|
$8.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
65,113
shares
|
$8.02 Million
0.01% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
65,045
shares
|
$8.01 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
63,514
shares
|
$7.82 Million
1.72% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
62,763
shares
|
$7.73 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
62,359
shares
|
$7.68 Million
0.24% of portfolio
|
Q1 2023
Added 9.58%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
61,381
shares
|
$7.56 Million
0.68% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
59,804
shares
|
$7.37 Million
1.48% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
59,210
shares
|
$7.29 Million
1.35% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
58,675
shares
|
$7.23 Million
0.1% of portfolio
|
Q4 2022
Reduced 2.44%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
58,547
shares
|
$7.21 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
58,000
shares
|
$7.15 Million
0.01% of portfolio
|
Q4 2024
Added 237.21%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
57,726
shares
|
$7.11 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.29%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
57,646
shares
|
$7.1 Million
0.62% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
57,158
shares
|
$7.04 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
57,043
shares
|
$7.03 Million
0.2% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
55,525
shares
|
$6.84 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,322
shares
|
$6.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
54,934
shares
|
$6.77 Million
0.08% of portfolio
|
Q4 2024
Reduced 10.13%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
53,879
shares
|
$6.64 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
52,753
shares
|
$6.5 Million
2.38% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
51,282
shares
|
$6.32 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
51,006
shares
|
$6.28 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.09%
|