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 |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
47,990
shares
|
$6.42 Million
0.33% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
47,688
shares
|
$6.38 Million
0.07% of portfolio
|
Q3 2024
Reduced 24.39%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
47,338
shares
|
$6.34 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
47,153
shares
|
$6.31 Million
0.31% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
46,994
shares
|
$6.29 Million
1.64% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
46,829
shares
|
$6.27 Million
0.22% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
46,564
shares
|
$6.23 Million
2.54% of portfolio
|
Q3 2024
Reduced 17.07%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
45,958
shares
|
$6.15 Million
1.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
45,888
shares
|
$6.14 Million
0.68% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
44,757
shares
|
$5.99 Million
1.63% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
44,107
shares
|
$5.91 Million
3.04% of portfolio
|
Q4 2024
Added 12.83%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
44,103
shares
|
$5.9 Million
1.38% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
43,907
shares
|
$5.88 Million
0.01% of portfolio
|
Q3 2024
Added 48.96%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
43,255
shares
|
$5.79 Million
0.14% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
43,250
shares
|
$5.79 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
42,790
shares
|
$5.73 Million
0.64% of portfolio
|
Q3 2024
Reduced 50.65%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
42,121
shares
|
$5.64 Million
1.26% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
42,016
shares
|
$5.63 Million
0.06% of portfolio
|
Q3 2024
Reduced 40.89%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
41,683
shares
|
$5.58 Million
0.14% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
41,146
shares
|
$5.51 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
40,991
shares
|
$5.49 Million
2.57% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
40,464
shares
|
$5.42 Million
0.01% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
40,290
shares
|
$5.39 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
39,650
shares
|
$5.31 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
38,603
shares
|
$5.17 Million
0.07% of portfolio
|
Q3 2024
Added 0.12%
|