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 |
|---|---|---|---|---|---|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 08, 2024 Q3 2024 |
9,741
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
9,696
shares
|
$1.3 Million
0.77% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
9,596
shares
|
$1.28 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
9,578
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
9,415
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2024
Added 30.71%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
9,412
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
9,387
shares
|
$1.26 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
9,300
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
9,250
shares
|
$1.24 Million
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
9,163
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
9,155
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
9,135
shares
|
$1.22 Million
0.27% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
9,088
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2022
Added 60.14%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
9,041
shares
|
$1.21 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
9,027
shares
|
$1.21 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
8,843
shares
|
$1.18 Million
0.19% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
8,836
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
8,778
shares
|
$1.18 Million
0.27% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
8,771
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
8,770
shares
|
$1.17 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
8,660
shares
|
$1.16 Million
0.51% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
8,643
shares
|
$1.16 Million
0.47% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
8,641
shares
|
$1.16 Million
0.11% of portfolio
|
Q4 2024
Reduced 15.2%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
8,588
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.44%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
8,554
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.42%
|