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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
234
shares
|
$34,372
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
229
shares
|
$33,637
0.01% of portfolio
|
Q4 2024
Reduced 77.81%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
229
shares
|
$33,637
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
222
shares
|
$32,609
0.0% of portfolio
|
Q2 2024
Reduced 42.34%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
213
shares
|
$31,287
0.0% of portfolio
|
Q2 2024
Added 113.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
209
shares
|
$30,700
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
204
shares
|
$29,965
0.0% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
189
shares
|
$27,762
0.0% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
186
shares
|
$27,321
0.01% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
183
shares
|
$26,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
176
shares
|
$25,852
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
171
shares
|
$25,118
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
168
shares
|
$24,677
0.02% of portfolio
|
Q1 2025
Reduced 19.23%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
161
shares
|
$23,649
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
154
shares
|
$22,621
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
150
shares
|
$22,033
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
143
shares
|
$21,005
0.0% of portfolio
|
Q4 2022
Reduced 79.77%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
140
shares
|
$20,564
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
137
shares
|
$20,123
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
132
shares
|
$19,389
0.0% of portfolio
|
Q3 2025
Reduced 50.93%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
129
shares
|
$18,948
0.0% of portfolio
|
Q4 2025
Reduced 78.64%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
125
shares
|
$18,361
0.0% of portfolio
|
Q2 2024
Reduced 60.69%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
125
shares
|
$18,361
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
123
shares
|
$18,067
0.01% of portfolio
|
Q2 2024
Reduced 89.6%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
121
shares
|
$17,773
0.01% of portfolio
|
Q1 2025
New holding
|
|