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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
1,565
shares
|
$207,753
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,479
shares
|
$196,337
0.09% of portfolio
|
Q2 2022
Reduced 96.31%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,472
shares
|
$195,408
0.01% of portfolio
|
Q4 2024
Added 11.85%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
1,315
shares
|
$174,566
0.09% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,295
shares
|
$171,911
0.03% of portfolio
|
Q4 2022
Reduced 56.83%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,293
shares
|
$171,645
0.01% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,292
shares
|
$171,513
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,130
shares
|
$150,007
0.02% of portfolio
|
Q4 2024
Added 67.66%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,099
shares
|
$145,892
0.0% of portfolio
|
Q4 2024
Reduced 23.04%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
1,075
shares
|
$142,706
0.06% of portfolio
|
Q1 2024
Reduced 15.69%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,073
shares
|
$142,440
0.0% of portfolio
|
Q4 2023
Reduced 30.14%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,036
shares
|
$137,529
0.03% of portfolio
|
Q2 2024
Reduced 89.92%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
1,017
shares
|
$135,006
0.0% of portfolio
|
Q4 2024
Reduced 29.23%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
1,010
shares
|
$134,077
0.04% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$132,750
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
996
shares
|
$132,219
0.01% of portfolio
|
Q4 2024
Reduced 24.72%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
990
shares
|
$131,422
0.05% of portfolio
|
Q2 2022
Reduced 26.06%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
968
shares
|
$128,502
0.0% of portfolio
|
Q4 2024
Added 18.05%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
956
shares
|
$126,909
0.01% of portfolio
|
Q2 2022
Reduced 9.47%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
954
shares
|
$126,643
0.04% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
940
shares
|
$124,785
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
934
shares
|
$123,988
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
933
shares
|
$123,855
0.0% of portfolio
|
Q1 2024
Reduced 49.43%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
930
shares
|
$123,457
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
919
shares
|
$121,997
0.0% of portfolio
|
Q2 2024
Reduced 4.27%
|