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 891 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 |
|---|---|---|---|---|---|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
94,427
shares
|
$13.9 Million
4.49% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
90,000
shares
|
$13.2 Million
0.55% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
88,734
shares
|
$13 Million
0.32% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
87,848
shares
|
$12.9 Million
1.01% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
86,616
shares
|
$12.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
85,847
shares
|
$12.6 Million
7.01% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
85,311
shares
|
$12.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
84,698
shares
|
$12.4 Million
0.29% of portfolio
|
Q3 2025
Reduced 11.77%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
82,027
shares
|
$12 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
79,350
shares
|
$11.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 68.58%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
77,485
shares
|
$11.4 Million
1.24% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
76,913
shares
|
$11.3 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
76,317
shares
|
$11.2 Million
0.31% of portfolio
|
Q3 2023
Added 7.0%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
76,134
shares
|
$11.2 Million
0.46% of portfolio
|
Q4 2024
Added 42.85%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
75,997
shares
|
$11.2 Million
1.39% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
74,329
shares
|
$10.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
74,140
shares
|
$10.9 Million
0.84% of portfolio
|
Q4 2023
New holding
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
73,790
shares
|
$10.8 Million
4.09% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
73,609
shares
|
$10.8 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
73,250
shares
|
$10.8 Million
5.93% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
73,171
shares
|
$10.7 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
71,846
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
70,855
shares
|
$10.4 Million
2.11% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
68,473
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2025
Added 25.27%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
65,956
shares
|
$9.69 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.62%
|
|