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 893 institutions that hold shares in the stock, with a total of 95.8 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 |
|---|---|---|---|---|---|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
1,826
shares
|
$268,221
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
1,815
shares
|
$266,605
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
1,803
shares
|
$264,842
0.01% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
1,776
shares
|
$260,876
0.08% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
1,772
shares
|
$260,289
0.11% of portfolio
|
Q4 2025
Reduced 34.95%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
1,769
shares
|
$259,848
0.03% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
Moller Financial Services
|
Jan 08, 2026 Q4 2025 |
1,766
shares
|
$259,407
0.05% of portfolio
|
Q4 2025
Reduced 16.02%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
1,762
shares
|
$258,820
0.05% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
1,753
shares
|
$257,498
0.04% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
1,752
shares
|
$257,351
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
1,748
shares
|
$256,763
0.0% of portfolio
|
Q3 2025
Reduced 29.54%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
1,740
shares
|
$255,588
0.02% of portfolio
|
Q4 2024
Reduced 30.37%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
1,739
shares
|
$255,441
0.07% of portfolio
|
Q3 2025
Added 10.41%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
1,735
shares
|
$254,854
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
1,718
shares
|
$252,357
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
1,716
shares
|
$252,063
0.16% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,712
shares
|
$251,475
0.04% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
1,711
shares
|
$251,328
0.0% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
1,698
shares
|
$249,419
0.02% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
1,696
shares
|
$249,125
0.15% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
1,684
shares
|
$247,362
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
1,651
shares
|
$242,515
0.02% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1,648
shares
|
$242,074
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,645
shares
|
$241,634
0.0% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
1,640
shares
|
$240,899
0.01% of portfolio
|
Q3 2025
New holding
|
|