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 824 institutions that hold shares in the stock, with a total of 94.6 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
12,895
shares
|
$1.71 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
12,819
shares
|
$1.7 Million
0.21% of portfolio
|
Q4 2024
Added 30.74%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
12,659
shares
|
$1.67 Million
0.55% of portfolio
|
Q4 2024
Reduced 19.01%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
12,595
shares
|
$1.67 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
12,479
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.04%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,449
shares
|
$1.65 Million
0.64% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
12,366
shares
|
$1.64 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
12,227
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
12,208
shares
|
$1.61 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
12,206
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
12,165
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
12,098
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
12,072
shares
|
$1.6 Million
1.19% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
12,057
shares
|
$1.59 Million
0.05% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
12,034
shares
|
$1.59 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
11,989
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.91%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
11,984
shares
|
$1.59 Million
0.36% of portfolio
|
Q2 2024
Reduced 30.4%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
11,915
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
11,899
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.72%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
11,861
shares
|
$1.57 Million
0.46% of portfolio
|
Q4 2024
Reduced 18.38%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,802
shares
|
$1.56 Million
0.09% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
11,784
shares
|
$1.56 Million
0.05% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
11,686
shares
|
$1.55 Million
0.02% of portfolio
|
Q1 2024
Added 5.13%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
11,668
shares
|
$1.54 Million
0.01% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
11,668
shares
|
$1.54 Million
0.22% of portfolio
|
Q4 2024
Reduced 6.63%
|