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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
46,600
shares
|
$6.85 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
46,205
shares
|
$6.79 Million
1.64% of portfolio
|
Q2 2025
Reduced 21.18%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
45,958
shares
|
$6.75 Million
1.01% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
44,657
shares
|
$6.56 Million
0.1% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
44,618
shares
|
$6.55 Million
1.25% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
43,694
shares
|
$6.42 Million
0.36% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
43,480
shares
|
$6.39 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
43,250
shares
|
$6.35 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
43,039
shares
|
$6.32 Million
3.45% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
42,145
shares
|
$6.19 Million
1.54% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
42,057
shares
|
$6.18 Million
0.3% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
41,224
shares
|
$6.06 Million
0.05% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
40,991
shares
|
$6.02 Million
2.57% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
40,945
shares
|
$6.01 Million
1.03% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
40,254
shares
|
$5.91 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
40,234
shares
|
$5.91 Million
0.06% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
39,300
shares
|
$5.77 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
38,885
shares
|
$5.71 Million
0.09% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
37,925
shares
|
$5.57 Million
0.12% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
36,498
shares
|
$5.36 Million
0.05% of portfolio
|
Q3 2025
Added 31.85%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
35,927
shares
|
$5.28 Million
4.94% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
35,613
shares
|
$5.23 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
35,437
shares
|
$5.21 Million
0.22% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
35,166
shares
|
$5.17 Million
1.12% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
35,116
shares
|
$5.16 Million
0.12% of portfolio
|
Q2 2020
Added 28.0%
|
|