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 817 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 |
|---|---|---|---|---|---|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
1,929
shares
|
$256,441
0.14% of portfolio
|
Q2 2024
Reduced 10.32%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
1,919
shares
|
$255,111
0.05% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
1,909
shares
|
$253,782
0.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
1,903
shares
|
$252,984
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,903
shares
|
$252,984
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,894
shares
|
$251,788
0.03% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,894
shares
|
$251,788
0.02% of portfolio
|
Q3 2024
Reduced 42.68%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
1,885
shares
|
$250,591
0.0% of portfolio
|
Q3 2024
Added 7150.0%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jan 29, 2025 Q4 2024 |
1,875
shares
|
$249,262
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
1,866
shares
|
$248,066
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,836
shares
|
$244,077
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,831
shares
|
$243,413
0.05% of portfolio
|
Q3 2024
Reduced 29.31%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
1,830
shares
|
$243,280
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
1,830
shares
|
$243,280
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
1,826
shares
|
$242,748
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
1,815
shares
|
$241,286
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
1,802
shares
|
$239,557
0.0% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
1,796
shares
|
$238,760
0.04% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,793
shares
|
$238,361
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
1,775
shares
|
$235,968
0.02% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
1,761
shares
|
$234,107
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,754
shares
|
$233,176
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
1,750
shares
|
$232,645
0.03% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
1,738
shares
|
$231,049
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
1,732
shares
|
$230,252
0.06% of portfolio
|
Q1 2024
Reduced 19.33%
|