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 814 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 $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
5,866
shares
|
$785,340
0.13% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,853
shares
|
$783,599
0.03% of portfolio
|
Q3 2024
Added 55.13%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
5,790
shares
|
$775,165
0.27% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,784
shares
|
$774,361
0.02% of portfolio
|
Q4 2024
Added 22.15%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
5,752
shares
|
$770,077
0.53% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
5,710
shares
|
$764,454
0.42% of portfolio
|
Q2 2024
Added 15.73%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,690
shares
|
$761,777
0.01% of portfolio
|
Q2 2024
Reduced 59.39%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
5,659
shares
|
$757,626
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
5,639
shares
|
$754,949
0.0% of portfolio
|
Q3 2024
Added 686.47%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
5,540
shares
|
$741,695
0.1% of portfolio
|
Q4 2024
Reduced 66.26%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,538
shares
|
$741,427
0.04% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
5,509
shares
|
$737,544
0.0% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,483
shares
|
$734,064
0.02% of portfolio
|
Q4 2024
Reduced 10.01%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,405
shares
|
$723,621
0.03% of portfolio
|
Q2 2024
Reduced 26.07%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
5,375
shares
|
$719,605
0.08% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
5,346
shares
|
$715,722
0.1% of portfolio
|
Q4 2024
Reduced 12.73%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
5,328
shares
|
$713,312
0.18% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5,279
shares
|
$706,752
0.58% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Members Capital Advisors Inc
|
Jan 27, 2025 Q4 2024 |
5,205
shares
|
$696,845
0.6% of portfolio
|
Q2 2023
Reduced 90.33%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
5,178
shares
|
$693,230
0.07% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
5,167
shares
|
$691,757
0.44% of portfolio
|
Q3 2024
Reduced 73.68%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,165
shares
|
$691,490
0.0% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
5,105
shares
|
$683,457
0.67% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
5,053
shares
|
$676,495
0.35% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
5,052
shares
|
$676,361
0.07% of portfolio
|
Q3 2024
Reduced 0.77%
|