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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
37,031
shares
|
$4.96 Million
1.39% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
35,927
shares
|
$4.81 Million
4.94% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
35,367
shares
|
$4.73 Million
0.28% of portfolio
|
Q3 2024
Added 17.19%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
35,325
shares
|
$4.73 Million
0.21% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
35,116
shares
|
$4.7 Million
0.12% of portfolio
|
Q2 2020
Added 28.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
34,428
shares
|
$4.61 Million
1.95% of portfolio
|
Q4 2023
Reduced 12.33%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
34,425
shares
|
$4.61 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
33,768
shares
|
$4.52 Million
0.78% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
33,067
shares
|
$4.43 Million
0.11% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
32,912
shares
|
$4.41 Million
0.25% of portfolio
|
Q4 2023
Added 1.9%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
31,500
shares
|
$4.22 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
31,431
shares
|
$4.21 Million
0.02% of portfolio
|
Q3 2024
Reduced 57.61%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
31,132
shares
|
$4.17 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
31,036
shares
|
$4.16 Million
1.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
30,745
shares
|
$4.12 Million
1.67% of portfolio
|
Q3 2024
Added 24.19%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
29,821
shares
|
$3.99 Million
0.24% of portfolio
|
Q4 2023
Added 6.77%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
29,369
shares
|
$3.93 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
29,258
shares
|
$3.92 Million
0.07% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
29,249
shares
|
$3.92 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
28,663
shares
|
$3.84 Million
0.21% of portfolio
|
Q3 2022
Added 0.46%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
28,651
shares
|
$3.84 Million
0.01% of portfolio
|
Q3 2024
Added 166.5%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
28,615
shares
|
$3.83 Million
0.04% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
28,352
shares
|
$3.8 Million
0.64% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
28,157
shares
|
$3.77 Million
0.54% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
28,014
shares
|
$3.75 Million
2.74% of portfolio
|
Q4 2022
New holding
|