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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
21,792
shares
|
$2.68 Million
0.03% of portfolio
|
Q4 2024
Added 17.58%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
21,595
shares
|
$2.66 Million
0.33% of portfolio
|
Q4 2024
Reduced 49.53%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
21,563
shares
|
$2.66 Million
0.21% of portfolio
|
Q4 2024
Reduced 31.55%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
21,385
shares
|
$2.63 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
21,356
shares
|
$2.63 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
20,501
shares
|
$2.53 Million
0.07% of portfolio
|
Q4 2024
Reduced 19.89%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
20,331
shares
|
$2.5 Million
0.1% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
20,240
shares
|
$2.49 Million
0.07% of portfolio
|
Q4 2024
Added 19.98%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
19,980
shares
|
$2.46 Million
0.03% of portfolio
|
Q2 2023
Reduced 40.4%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
19,869
shares
|
$2.45 Million
1.18% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
19,866
shares
|
$2.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 68.16%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
19,715
shares
|
$2.43 Million
2.06% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
19,703
shares
|
$2.43 Million
1.15% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
19,678
shares
|
$2.42 Million
0.16% of portfolio
|
Q4 2022
Reduced 12.71%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
19,422
shares
|
$2.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
19,285
shares
|
$2.38 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
19,055
shares
|
$2.35 Million
0.21% of portfolio
|
Q2 2023
Reduced 0.27%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
18,913
shares
|
$2.33 Million
0.15% of portfolio
|
Q3 2023
Reduced 66.66%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
18,903
shares
|
$2.33 Million
1.18% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
18,884
shares
|
$2.33 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
18,871
shares
|
$2.32 Million
1.11% of portfolio
|
Q1 2023
Added 53.32%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
18,824
shares
|
$2.32 Million
0.22% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
18,712
shares
|
$2.31 Million
0.5% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
18,570
shares
|
$2.29 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
18,398
shares
|
$2.27 Million
0.11% of portfolio
|
Q3 2024
New holding
|