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 896 institutions that hold shares in the stock, with a total of 95.9 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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
2,270
shares
|
$333,440
0.02% of portfolio
|
Q3 2025
Reduced 14.85%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,267
shares
|
$332,999
0.02% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
2,265
shares
|
$332,705
0.0% of portfolio
|
Q1 2024
Added 13.25%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
2,257
shares
|
$331,530
0.01% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 13, 2026 Q4 2025 |
2,254
shares
|
$331,090
0.26% of portfolio
|
Q4 2025
Reduced 49.43%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,248
shares
|
$330,208
0.06% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
2,247
shares
|
$330,061
0.01% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
2,214
shares
|
$325,214
0.03% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
2,211
shares
|
$324,773
0.18% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,200
shares
|
$323,157
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
2,191
shares
|
$321,835
0.1% of portfolio
|
Q3 2025
Reduced 50.58%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
2,191
shares
|
$321,835
0.62% of portfolio
|
Q2 2022
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,148
shares
|
$315,519
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
2,141
shares
|
$314,491
0.04% of portfolio
|
Q3 2025
Added 42.64%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
2,133
shares
|
$313,316
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,124
shares
|
$311,994
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,121
shares
|
$311,553
0.01% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,103
shares
|
$308,909
0.0% of portfolio
|
Q3 2025
Added 29.98%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
2,097
shares
|
$308,028
0.03% of portfolio
|
Q3 2025
Reduced 12.73%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
2,095
shares
|
$307,734
0.02% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,095
shares
|
$307,734
0.02% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,093
shares
|
$307,440
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,090
shares
|
$307,000
0.03% of portfolio
|
Q1 2025
Reduced 90.32%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
2,084
shares
|
$306,118
0.05% of portfolio
|
Q3 2025
Added 12.16%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
2,080
shares
|
$305,531
0.15% of portfolio
|
Q2 2025
Reduced 12.79%
|
|