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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,117
shares
|
$2.02 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
14,981
shares
|
$2.01 Million
0.11% of portfolio
|
Q4 2024
Reduced 12.99%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
14,789
shares
|
$1.98 Million
0.04% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
14,773
shares
|
$1.98 Million
0.02% of portfolio
|
Q2 2024
Added 143.38%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
14,395
shares
|
$1.93 Million
0.07% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
14,293
shares
|
$1.91 Million
0.09% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
14,239
shares
|
$1.91 Million
0.65% of portfolio
|
Q4 2024
Reduced 20.86%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
14,174
shares
|
$1.9 Million
1.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
14,149
shares
|
$1.89 Million
0.11% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
14,052
shares
|
$1.88 Million
0.21% of portfolio
|
Q4 2024
Reduced 17.5%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
13,995
shares
|
$1.87 Million
0.27% of portfolio
|
Q3 2024
Added 39885.71%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
13,964
shares
|
$1.87 Million
0.2% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
13,955
shares
|
$1.87 Million
0.42% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
13,907
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
13,862
shares
|
$1.86 Million
0.83% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
13,706
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 62.75%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
13,671
shares
|
$1.83 Million
0.9% of portfolio
|
Q2 2023
Reduced 54.32%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
13,645
shares
|
$1.83 Million
0.29% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
13,566
shares
|
$1.82 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
13,489
shares
|
$1.81 Million
0.91% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
13,446
shares
|
$1.8 Million
0.37% of portfolio
|
Q3 2024
Reduced 9.06%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
13,205
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.63%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
12,966
shares
|
$1.74 Million
0.08% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12,904
shares
|
$1.73 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
12,895
shares
|
$1.73 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.64%
|