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 893 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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
10,189
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
10,118
shares
|
$1.49 Million
0.37% of portfolio
|
Q3 2025
Reduced 11.12%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
10,040
shares
|
$1.47 Million
0.43% of portfolio
|
Q4 2024
Reduced 54.66%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
10,008
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
9,893
shares
|
$1.45 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
9,875
shares
|
$1.45 Million
0.17% of portfolio
|
Q3 2025
Reduced 10.55%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
9,805
shares
|
$1.44 Million
0.04% of portfolio
|
Q3 2025
Added 25.64%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
9,620
shares
|
$1.41 Million
0.59% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
9,579
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
9,578
shares
|
$1.41 Million
0.04% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
9,506
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2025
Added 24.83%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
9,445
shares
|
$1.39 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
9,284
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2025
Added 20.92%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
9,250
shares
|
$1.36 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
9,237
shares
|
$1.36 Million
0.15% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
9,155
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
9,122
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
9,091
shares
|
$1.34 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.23%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
9,088
shares
|
$1.33 Million
0.05% of portfolio
|
Q2 2022
Added 60.14%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
8,995
shares
|
$1.32 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
8,787
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
8,787
shares
|
$1.29 Million
0.8% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
8,778
shares
|
$1.29 Million
0.27% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
8,714
shares
|
$1.28 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
8,643
shares
|
$1.27 Million
0.45% of portfolio
|
Q2 2024
Reduced 0.6%
|
|