Purchases and Sales Made in Q4 2025 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES ESG AWAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
90.2K+ 450.55% |
$12.9M - $13.6M
|
110K
$16.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
17.5K+ 8.46% |
$2.49M - $2.62M
|
224K
$32.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
9.18KNew |
$1.31M - $1.38M
|
9.18K
$1.35M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.05K+ 18.02% |
$1.15M - $1.21M
|
52.7K
$7.74M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8.04K+ 252.64% |
$1.15M - $1.21M
|
11.2K
$1.65M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
6.48KNew |
$926K - $975K
|
6.48K
$952K
|
|
|
Jan 27, 2026
Q4 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.26K+ 10.72% |
$751K - $790K
|
54.3K
$7.98M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelsey Financial, LLC
Moorpark, CA |
BUY
|
- |
5.21KNew |
$744K - $783K
|
5.21K
$765K
|
|
|
Jan 15, 2026
Q4 2025
|
Motive Wealth Advisors
|
BUY
|
- |
4.79KNew |
$684K - $720K
|
4.79K
$703K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
4.65KNew |
$664K - $699K
|
4.65K
$683K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.6K+ 11.43% |
$657K - $692K
|
44.8K
$6.59M
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
3.75KNew |
$536K - $564K
|
3.75K
$551K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3.73KNew |
$533K - $561K
|
3.73K
$548K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.51K+ 16.13% |
$501K - $528K
|
25.3K
$3.71M
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
3.14KNew |
$448K - $472K
|
3.14K
$461K
|
|
|
Jan 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
2.88KNew |
$412K - $434K
|
2.88K
$424K
|
|
|
Jan 23, 2026
Q4 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.8K+ 22.69% |
$400K - $421K
|
15.1K
$2.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.76K+ 4.8% |
$395K - $415K
|
60.3K
$8.86M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.73K+ 34.0% |
$390K - $411K
|
10.8K
$1.58M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
2.61KNew |
$373K - $393K
|
2.61K
$384K
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
2.5KNew |
$357K - $376K
|
2.5K
$367K
|
|
|
Jan 20, 2026
Q4 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.44KNew |
$348K - $367K
|
2.44K
$358K
|
|
|
Jan 23, 2026
Q4 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.25KNew |
$321K - $338K
|
2.25K
$330K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.15KNew |
$307K - $323K
|
2.15K
$316K
|
|
|
Jan 23, 2026
Q4 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.03K+ 4.71% |
$290K - $305K
|
45.1K
$6.62M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.86KNew |
$266K - $280K
|
1.86K
$274K
|
|
|
Jan 20, 2026
Q4 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.58K+ 1.2% |
$226K - $238K
|
134K
$19.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.58K+ 29.98% |
$225K - $237K
|
6.84K
$1M
|
|
|
Jan 20, 2026
Q4 2025
|
Olio Financial Planning
|
BUY
|
- |
1.55K+ 18.19% |
$222K - $233K
|
10.1K
$1.48M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.48K+ 3.9% |
$211K - $223K
|
39.4K
$5.79M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.42KNew |
$202K - $213K
|
1.42K
$208K
|
|
|
Jan 16, 2026
Q4 2025
|
Essex LLC
|
BUY
|
- |
1.41KNew |
$201K - $212K
|
1.41K
$207K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.4KNew |
$200K - $211K
|
1.4K
$206K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.39K+ 11.37% |
$199K - $209K
|
13.6K
$2M
|
|
|
Jan 20, 2026
Q4 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.36KNew |
$194K - $204K
|
1.36K
$200K
|
|
|
Jan 27, 2026
Q4 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.34KNew |
$192K - $202K
|
1.34K
$197K
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
BUY
|
- |
1.32K+ 6.15% |
$189K - $199K
|
22.8K
$3.35M
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.3K+ 48.69% |
$186K - $196K
|
3.98K
$584K
|
|
|
Jan 23, 2026
Q4 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
1.27K+ 5.56% |
$182K - $191K
|
24.2K
$3.55M
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.17K+ 5.85% |
$167K - $176K
|
21.1K
$3.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
1.16K+ 14.48% |
$166K - $175K
|
9.19K
$1.35M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.11K+ 30.26% |
$159K - $167K
|
4.78K
$702K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.08K+ 7.75% |
$155K - $163K
|
15.1K
$2.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
985+ 5.47% |
$141K - $148K
|
19K
$2.79M
|
|
|
Jan 26, 2026
Q4 2025
|
Jnba Financial Advisors
|
BUY
|
- |
910New |
$130K - $137K
|
910
$134K
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
732+ 0.94% |
$105K - $110K
|
78.2K
$11.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
714+ 44.54% |
$102K - $107K
|
2.32K
$340K
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
BUY
|
- |
649+ 13.71% |
$92.7K - $97.6K
|
5.38K
$791K
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
622+ 3.04% |
$88.8K - $93.5K
|
21.1K
$3.09M
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
442+ 12.88% |
$63.1K - $66.5K
|
3.88K
$569K
|
|