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 897 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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,073
shares
|
$157,612
0.0% of portfolio
|
Q4 2023
Reduced 30.14%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,035
shares
|
$152,031
0.0% of portfolio
|
Q3 2025
Added 178.23%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
1,000
shares
|
$146,890
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
990
shares
|
$145,421
0.05% of portfolio
|
Q2 2022
Reduced 26.06%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
982
shares
|
$144,245
0.01% of portfolio
|
Q3 2025
Added 23.37%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
956
shares
|
$140,426
0.01% of portfolio
|
Q2 2022
Reduced 9.47%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
954
shares
|
$140,133
0.04% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
885
shares
|
$129,997
0.0% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
871
shares
|
$127,941
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
849
shares
|
$124,709
0.01% of portfolio
|
Q1 2024
Reduced 17.25%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
837
shares
|
$122,946
0.0% of portfolio
|
Q1 2025
Reduced 17.7%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
801
shares
|
$117,658
0.0% of portfolio
|
Q3 2025
Reduced 32.52%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
786
shares
|
$115,455
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
746
shares
|
$109,579
0.01% of portfolio
|
Q3 2025
Reduced 91.13%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 14, 2026 Q4 2025 |
746
shares
|
$109,579
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
719
shares
|
$105,613
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
719
shares
|
$105,613
0.03% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
659
shares
|
$96,800
0.02% of portfolio
|
Q2 2025
Added 137.05%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
588
shares
|
$86,371
0.01% of portfolio
|
Q4 2021
Reduced 19.56%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
583
shares
|
$85,636
0.01% of portfolio
|
Q3 2025
Reduced 51.01%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
571
shares
|
$83,874
0.02% of portfolio
|
Q3 2025
Added 205.35%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
559
shares
|
$82,111
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
554
shares
|
$81,377
0.09% of portfolio
|
Q3 2025
Reduced 35.95%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
547
shares
|
$80,348
0.01% of portfolio
|
Q3 2025
Reduced 61.26%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
543
shares
|
$79,761
0.03% of portfolio
|
Q3 2025
Added 62.09%
|
|