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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
11,867
shares
|
$1.74 Million
0.04% of portfolio
|
Q3 2025
Added 13.88%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
11,753
shares
|
$1.73 Million
0.19% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
11,686
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2024
Added 5.13%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
11,673
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
11,661
shares
|
$1.71 Million
1.13% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
11,633
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
Reduced 70.96%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,617
shares
|
$1.71 Million
0.18% of portfolio
|
Q3 2022
Reduced 0.94%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
11,584
shares
|
$1.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
11,508
shares
|
$1.69 Million
0.15% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
11,476
shares
|
$1.69 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
11,306
shares
|
$1.66 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
11,278
shares
|
$1.66 Million
0.24% of portfolio
|
Q3 2025
Added 34.61%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
11,191
shares
|
$1.64 Million
0.05% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
11,107
shares
|
$1.63 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,035
shares
|
$1.62 Million
0.02% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
10,954
shares
|
$1.61 Million
0.17% of portfolio
|
Q3 2025
Added 16.99%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
10,845
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
10,792
shares
|
$1.59 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
10,762
shares
|
$1.58 Million
0.7% of portfolio
|
Q3 2023
Reduced 2.73%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
10,615
shares
|
$1.56 Million
0.65% of portfolio
|
Q2 2025
Added 19.27%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
10,565
shares
|
$1.55 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Scott Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
10,446
shares
|
$1.53 Million
0.35% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
10,383
shares
|
$1.53 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
10,357
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
10,216
shares
|
$1.5 Million
1.07% of portfolio
|
Q3 2025
Added 13.75%
|
|