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 877 institutions that hold shares in the stock, with a total of 94.9 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
18,304
shares
|
$2.63 Million
0.1% of portfolio
|
Q2 2025
Added 17.41%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
18,275
shares
|
$2.62 Million
0.33% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
18,031
shares
|
$2.59 Million
2.35% of portfolio
|
Q4 2022
Reduced 32.66%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
17,988
shares
|
$2.58 Million
0.4% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
17,796
shares
|
$2.56 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
17,750
shares
|
$2.55 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
17,739
shares
|
$2.55 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
17,717
shares
|
$2.54 Million
0.83% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
17,691
shares
|
$2.54 Million
1.79% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
17,414
shares
|
$2.5 Million
0.87% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
17,334
shares
|
$2.49 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
17,310
shares
|
$2.49 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
17,262
shares
|
$2.48 Million
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
17,174
shares
|
$2.47 Million
0.55% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
17,110
shares
|
$2.46 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
16,863
shares
|
$2.42 Million
0.18% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
16,453
shares
|
$2.36 Million
0.18% of portfolio
|
Q1 2025
Added 26.07%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
16,389
shares
|
$2.35 Million
0.11% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
16,381
shares
|
$2.35 Million
0.91% of portfolio
|
Q3 2022
Added 5.23%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
16,319
shares
|
$2.34 Million
1.85% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
16,295
shares
|
$2.34 Million
0.04% of portfolio
|
Q2 2025
Added 51.31%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
15,944
shares
|
$2.29 Million
0.22% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
15,820
shares
|
$2.27 Million
0.04% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
15,723
shares
|
$2.26 Million
0.01% of portfolio
|
Q2 2025
Added 36.91%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,411
shares
|
$2.21 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.05%
|