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 891 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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
16,364
shares
|
$2.4 Million
0.02% of portfolio
|
Q3 2025
Added 176.51%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
16,114
shares
|
$2.37 Million
0.01% of portfolio
|
Q3 2025
Added 75.76%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
16,017
shares
|
$2.35 Million
0.04% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
15,735
shares
|
$2.31 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
15,719
shares
|
$2.31 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,411
shares
|
$2.26 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
15,319
shares
|
$2.25 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
14,917
shares
|
$2.19 Million
1.67% of portfolio
|
Q3 2025
Reduced 8.59%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
14,913
shares
|
$2.19 Million
1.17% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
14,855
shares
|
$2.18 Million
0.22% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
14,839
shares
|
$2.18 Million
0.07% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
14,735
shares
|
$2.16 Million
2.39% of portfolio
|
Q3 2025
Reduced 37.68%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
14,632
shares
|
$2.15 Million
0.27% of portfolio
|
Q3 2025
Reduced 19.93%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
14,632
shares
|
$2.15 Million
0.04% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
14,593
shares
|
$2.14 Million
0.23% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
14,588
shares
|
$2.14 Million
0.22% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
14,538
shares
|
$2.14 Million
0.15% of portfolio
|
Q3 2025
Added 40.74%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
14,412
shares
|
$2.12 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.56%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
14,279
shares
|
$2.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
14,177
shares
|
$2.08 Million
0.17% of portfolio
|
Q3 2025
Added 45.94%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
14,145
shares
|
$2.08 Million
0.04% of portfolio
|
Q3 2025
Reduced 20.52%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
13,995
shares
|
$2.06 Million
0.26% of portfolio
|
Q3 2024
Added 39885.71%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
13,976
shares
|
$2.05 Million
1.09% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
13,968
shares
|
$2.05 Million
0.02% of portfolio
|
Q3 2025
Added 52.91%
|
|
|
Nepc LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
13,905
shares
|
$2.04 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|