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 895 institutions that hold shares in the stock, with a total of 95.8 Million shares, which have been reported (via 13F filing form) to have a value of $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
34,428
shares
|
$5.06 Million
1.95% of portfolio
|
Q4 2023
Reduced 12.33%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Nov 13, 2025 Q3 2025 |
34,143
shares
|
$5.02 Million
2.4% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
33,887
shares
|
$4.98 Million
0.86% of portfolio
|
Q3 2025
Added 23.96%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
33,556
shares
|
$4.93 Million
3.57% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
33,230
shares
|
$4.88 Million
0.75% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
33,067
shares
|
$4.86 Million
0.11% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
32,912
shares
|
$4.83 Million
0.25% of portfolio
|
Q4 2023
Added 1.9%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
32,541
shares
|
$4.78 Million
0.62% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
32,482
shares
|
$4.77 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 04, 2025 Q3 2025 |
32,394
shares
|
$4.76 Million
5.06% of portfolio
|
Q3 2025
Reduced 8.67%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
32,052
shares
|
$4.71 Million
0.69% of portfolio
|
Q3 2025
Reduced 9.06%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
31,822
shares
|
$4.67 Million
1.06% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
31,573
shares
|
$4.64 Million
0.03% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
30,916
shares
|
$4.54 Million
1.08% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
30,581
shares
|
$4.49 Million
0.01% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
30,300
shares
|
$4.45 Million
0.08% of portfolio
|
Q4 2025
Reduced 4.29%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
29,834
shares
|
$4.38 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
29,821
shares
|
$4.38 Million
0.24% of portfolio
|
Q4 2023
Added 6.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
29,739
shares
|
$4.37 Million
0.03% of portfolio
|
Q3 2025
Added 19.56%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
29,055
shares
|
$4.27 Million
1.27% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
28,663
shares
|
$4.21 Million
0.21% of portfolio
|
Q3 2022
Added 0.46%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
28,301
shares
|
$4.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.4%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
27,950
shares
|
$4.11 Million
0.65% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
27,016
shares
|
$3.97 Million
0.04% of portfolio
|
Q1 2025
Reduced 69.5%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
26,957
shares
|
$3.96 Million
0.17% of portfolio
|
Q3 2025
Reduced 11.44%
|
|