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 803 institutions that hold shares in the stock, with a total of 97.3 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
18,719
shares
|
$2.39 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
18,325
shares
|
$2.34 Million
0.27% of portfolio
|
Q2 2024
Reduced 44.91%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
18,222
shares
|
$2.33 Million
0.02% of portfolio
|
Q2 2024
Added 2.07%
|
|
Redw Wealth LLC
|
Aug 09, 2024 Q2 2024 |
18,127
shares
|
$2.32 Million
0.57% of portfolio
|
Q2 2024
Reduced 6.52%
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
18,031
shares
|
$2.31 Million
2.35% of portfolio
|
Q4 2022
Reduced 32.66%
|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
17,993
shares
|
$2.3 Million
0.85% of portfolio
|
Q4 2023
Added 2.31%
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
17,830
shares
|
$2.28 Million
0.04% of portfolio
|
Q3 2024
Reduced 34.0%
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jul 31, 2024 Q2 2024 |
17,636
shares
|
$2.25 Million
1.16% of portfolio
|
Q2 2024
Added 0.74%
|
|
Scott Capital Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
17,575
shares
|
$2.25 Million
0.63% of portfolio
|
Q3 2024
Added 18.81%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
17,527
shares
|
$2.24 Million
0.12% of portfolio
|
Q2 2024
Reduced 35.61%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
17,358
shares
|
$2.22 Million
0.31% of portfolio
|
Q2 2024
Reduced 3.27%
|
|
Vision Capital Management, Inc.
Portland, OR |
Aug 07, 2024 Q2 2024 |
17,119
shares
|
$2.19 Million
0.31% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
Hsbc Holdings PLC
London, X0 |
Aug 12, 2024 Q2 2024 |
17,100
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2023
Reduced 10.94%
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
17,086
shares
|
$2.18 Million
0.27% of portfolio
|
Q2 2024
Reduced 35.77%
|
|
White Lighthouse Investment Management Inc.
|
Jul 15, 2024 Q2 2024 |
16,738
shares
|
$2.14 Million
0.39% of portfolio
|
Q2 2024
Reduced 9.46%
|
|
Millburn Ridgefield Corp
|
Aug 14, 2024 Q2 2024 |
16,622
shares
|
$2.13 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
16,432
shares
|
$2.1 Million
0.06% of portfolio
|
Q2 2024
Reduced 23.31%
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
16,381
shares
|
$2.09 Million
0.91% of portfolio
|
Q3 2022
Added 5.23%
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
16,367
shares
|
$2.09 Million
0.14% of portfolio
|
Q2 2024
Added 0.2%
|
|
West Wealth Group, LLC
|
Aug 01, 2024 Q2 2024 |
16,340
shares
|
$2.09 Million
0.69% of portfolio
|
Q2 2024
Reduced 20.59%
|
|
Gsb Wealth Management, LLC
|
Jul 18, 2024 Q2 2024 |
16,191
shares
|
$2.07 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
16,177
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2024
Reduced 89.81%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
15,657
shares
|
$2 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
15,630
shares
|
$2 Million
0.77% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
Barclays PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
15,599
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2024
Added 54.46%
|