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 |
|---|---|---|---|---|---|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
5,167
shares
|
$682,819
0.44% of portfolio
|
Q3 2024
Reduced 73.68%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,165
shares
|
$682,554
0.0% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
5,105
shares
|
$674,625
0.67% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
5,053
shares
|
$667,753
0.35% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
5,051
shares
|
$667,489
0.28% of portfolio
|
Q4 2024
Added 31.47%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
5,048
shares
|
$667,093
0.05% of portfolio
|
Q3 2024
Reduced 27.12%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
5,029
shares
|
$664,582
0.22% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
5,027
shares
|
$664,318
0.0% of portfolio
|
Q3 2024
Added 25.46%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
4,990
shares
|
$659,428
0.06% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
4,975
shares
|
$657,446
0.02% of portfolio
|
Q3 2024
Added 158.44%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,963
shares
|
$655,860
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Brewster Financial Planning LLC
|
Jan 23, 2025 Q4 2024 |
4,954
shares
|
$654,671
0.48% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,944
shares
|
$653,349
0.02% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
4,940
shares
|
$652,821
0.02% of portfolio
|
Q3 2024
Reduced 16.44%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
4,935
shares
|
$652,160
0.04% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,925
shares
|
$650,838
0.02% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
4,886
shares
|
$645,684
0.01% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,878
shares
|
$644,627
0.36% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
4,862
shares
|
$642,513
0.01% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
4,817
shares
|
$636,566
0.01% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,803
shares
|
$634,716
0.16% of portfolio
|
Q1 2022
Added 54.19%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
4,800
shares
|
$634,320
0.07% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
4,781
shares
|
$631,809
0.05% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
4,768
shares
|
$630,091
0.14% of portfolio
|
Q4 2024
Added 16.52%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
4,738
shares
|
$626,126
0.24% of portfolio
|
Q3 2024
Reduced 0.55%
|