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 826 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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
6,678
shares
|
$882,497
0.45% of portfolio
|
Q2 2024
Reduced 7.51%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,660
shares
|
$880,119
0.06% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
6,624
shares
|
$875,361
0.13% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
6,616
shares
|
$874,304
0.15% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
6,591
shares
|
$871,000
0.25% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
6,556
shares
|
$866,375
0.19% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
6,519
shares
|
$861,485
0.07% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
6,476
shares
|
$855,803
0.63% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
6,465
shares
|
$854,349
0.02% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
6,423
shares
|
$848,799
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
6,386
shares
|
$843,909
0.04% of portfolio
|
Q3 2024
Reduced 23.46%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
6,375
shares
|
$842,456
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
6,375
shares
|
$842,456
0.05% of portfolio
|
Q4 2024
Added 51.17%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
6,374
shares
|
$842,324
0.37% of portfolio
|
Q2 2023
Reduced 5.51%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
6,372
shares
|
$842,059
0.31% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
6,370
shares
|
$841,795
0.17% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
6,277
shares
|
$829,505
0.69% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
6,240
shares
|
$824,616
0.08% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
6,236
shares
|
$824,087
0.09% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
6,179
shares
|
$816,554
0.12% of portfolio
|
Q4 2024
Reduced 61.21%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
6,158
shares
|
$813,779
0.66% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
6,096
shares
|
$805,586
0.39% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
6,039
shares
|
$798,053
0.62% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
6,035
shares
|
$797,525
0.14% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
6,032
shares
|
$797,128
0.02% of portfolio
|
Q3 2024
Added 82.84%
|