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 867 institutions that hold shares in the stock, with a total of 98.1 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
28,663
shares
|
$3.36 Million
0.21% of portfolio
|
Q3 2022
Added 0.46%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
28,615
shares
|
$3.35 Million
0.04% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
28,534
shares
|
$3.34 Million
0.04% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
27,950
shares
|
$3.27 Million
0.65% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
27,608
shares
|
$3.23 Million
0.08% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
27,557
shares
|
$3.23 Million
0.12% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
27,473
shares
|
$3.22 Million
0.6% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
27,187
shares
|
$3.18 Million
0.81% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
26,893
shares
|
$3.15 Million
0.1% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
26,358
shares
|
$3.09 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Apr 11, 2025 Q1 2025 |
26,046
shares
|
$3.05 Million
2.7% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
25,959
shares
|
$3.04 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.25%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
25,914
shares
|
$3.04 Million
0.25% of portfolio
|
Q4 2024
Added 34.86%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
25,876
shares
|
$3.03 Million
0.09% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
25,716
shares
|
$3.01 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
25,683
shares
|
$3.01 Million
0.61% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
24,913
shares
|
$2.92 Million
0.11% of portfolio
|
Q1 2024
Added 3.85%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
24,767
shares
|
$2.9 Million
0.9% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
24,514
shares
|
$2.87 Million
2.5% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
24,408
shares
|
$2.86 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
24,271
shares
|
$2.84 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
23,927
shares
|
$2.8 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
23,286
shares
|
$2.73 Million
0.11% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
23,201
shares
|
$2.72 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
23,070
shares
|
$2.7 Million
0.24% of portfolio
|
Q4 2024
New holding
|