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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
28,352
shares
|
$3.49 Million
0.64% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
27,950
shares
|
$3.44 Million
0.65% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
27,557
shares
|
$3.4 Million
0.12% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
27,187
shares
|
$3.35 Million
0.81% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
26,893
shares
|
$3.31 Million
0.1% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
26,417
shares
|
$3.25 Million
2.77% of portfolio
|
Q4 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
26,358
shares
|
$3.25 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
25,990
shares
|
$3.2 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
25,959
shares
|
$3.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.25%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
25,914
shares
|
$3.19 Million
0.25% of portfolio
|
Q4 2024
Added 34.86%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
25,716
shares
|
$3.17 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
25,683
shares
|
$3.16 Million
0.61% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
25,006
shares
|
$3.08 Million
1.46% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
24,913
shares
|
$3.07 Million
0.11% of portfolio
|
Q1 2024
Added 3.85%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
24,767
shares
|
$3.05 Million
0.9% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
24,514
shares
|
$3.02 Million
2.5% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
24,408
shares
|
$3.01 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
24,271
shares
|
$2.99 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
24,181
shares
|
$2.98 Million
0.09% of portfolio
|
Q4 2024
Reduced 26.12%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
23,927
shares
|
$2.95 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
23,286
shares
|
$2.87 Million
0.11% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
23,201
shares
|
$2.86 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
23,070
shares
|
$2.84 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
22,718
shares
|
$2.8 Million
0.05% of portfolio
|
Q3 2022
Added 76.84%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
22,258
shares
|
$2.74 Million
0.05% of portfolio
|
Q4 2024
Added 24.83%
|