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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
313
shares
|
$41,610
0.01% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
307
shares
|
$40,812
0.02% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
301
shares
|
$40,014
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
296
shares
|
$39,350
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
295
shares
|
$39,217
0.01% of portfolio
|
Q1 2024
Reduced 73.3%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
290
shares
|
$38,552
0.0% of portfolio
|
Q1 2024
Added 4.25%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
278
shares
|
$36,957
0.01% of portfolio
|
Q2 2022
Reduced 92.89%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
265
shares
|
$35,229
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
259
shares
|
$34,431
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
257
shares
|
$34,165
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
247
shares
|
$32,836
0.02% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
234
shares
|
$31,107
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
229
shares
|
$30,443
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
229
shares
|
$30,443
0.01% of portfolio
|
Q4 2024
Reduced 77.81%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
222
shares
|
$29,512
0.0% of portfolio
|
Q2 2024
Reduced 42.34%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
213
shares
|
$28,316
0.0% of portfolio
|
Q2 2024
Added 113.0%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
213
shares
|
$28,316
0.01% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
209
shares
|
$27,784
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
208
shares
|
$27,651
0.01% of portfolio
|
Q3 2024
Reduced 14.75%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
205
shares
|
$27,252
0.0% of portfolio
|
Q3 2024
Reduced 57.29%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
195
shares
|
$25,923
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
191
shares
|
$25,391
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
187
shares
|
$24,859
0.01% of portfolio
|
Q2 2023
Added 24.67%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
187
shares
|
$24,859
0.01% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
176
shares
|
$23,397
0.0% of portfolio
|
Q2 2024
Reduced 43.41%
|