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 833 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 $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
3,015
shares
|
$400,241
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
2,987
shares
|
$396,524
0.15% of portfolio
|
Q4 2024
Added 2887.0%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
2,975
shares
|
$394,931
0.03% of portfolio
|
Q3 2024
Added 20.84%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
2,972
shares
|
$394,533
0.02% of portfolio
|
Q3 2024
Reduced 19.28%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
2,972
shares
|
$394,533
0.05% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,950
shares
|
$391,612
0.02% of portfolio
|
Q4 2022
Reduced 1.93%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
2,936
shares
|
$389,754
0.07% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
2,931
shares
|
$389,090
0.24% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
2,927
shares
|
$388,559
0.0% of portfolio
|
Q2 2024
Reduced 11.41%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,907
shares
|
$385,904
0.22% of portfolio
|
Q4 2024
Added 17.5%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
2,880
shares
|
$382,320
0.01% of portfolio
|
Q4 2024
Reduced 46.94%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
2,877
shares
|
$381,921
0.1% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
2,860
shares
|
$379,665
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
2,830
shares
|
$375,682
0.52% of portfolio
|
Q3 2022
Reduced 0.18%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
2,803
shares
|
$372,098
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,736
shares
|
$363,204
0.03% of portfolio
|
Q3 2024
Reduced 57.54%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,732
shares
|
$362,673
0.04% of portfolio
|
Q1 2024
Reduced 2.32%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
2,715
shares
|
$360,416
0.0% of portfolio
|
Q2 2024
Reduced 29.41%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
2,700
shares
|
$358,425
0.25% of portfolio
|
Q2 2024
Added 1.5%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
2,690
shares
|
$357,097
0.02% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,686
shares
|
$356,566
0.05% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
2,678
shares
|
$355,504
0.03% of portfolio
|
Q1 2024
Reduced 24.09%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,658
shares
|
$352,849
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,647
shares
|
$351,389
0.1% of portfolio
|
Q3 2022
Reduced 2.36%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,624
shares
|
$348,336
0.01% of portfolio
|
Q1 2024
Added 0.46%
|