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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
1,802
shares
|
$239,215
0.0% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
1,796
shares
|
$238,419
0.04% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,793
shares
|
$238,020
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
1,775
shares
|
$235,631
0.02% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
1,761
shares
|
$233,772
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,754
shares
|
$232,843
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
|
$232,312
0.03% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
1,738
shares
|
$230,719
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
1,732
shares
|
$229,923
0.06% of portfolio
|
Q1 2024
Reduced 19.33%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
1,696
shares
|
$225,144
0.16% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,688
shares
|
$224,082
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
1,658
shares
|
$220,099
0.03% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
1,655
shares
|
$219,701
0.02% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,625
shares
|
$215,718
0.02% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
1,618
shares
|
$214,789
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
1,618
shares
|
$214,789
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
1,615
shares
|
$214,391
0.1% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
1,615
shares
|
$214,391
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
1,602
shares
|
$212,665
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,601
shares
|
$212,532
0.03% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
1,599
shares
|
$212,267
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
1,593
shares
|
$211,470
0.02% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
1,590
shares
|
$211,072
0.05% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
1,580
shares
|
$209,745
0.03% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
1,573
shares
|
$208,815
0.01% of portfolio
|
Q4 2024
New holding
|