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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
12,861
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
12,785
shares
|
$1.84 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
12,770
shares
|
$1.83 Million
0.27% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
12,716
shares
|
$1.83 Million
0.18% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
12,400
shares
|
$1.78 Million
0.64% of portfolio
|
Q2 2025
Added 14.92%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
12,266
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
12,220
shares
|
$1.75 Million
0.09% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
12,200
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
12,186
shares
|
$1.75 Million
1.19% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
12,122
shares
|
$1.74 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
12,086
shares
|
$1.74 Million
0.02% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
11,972
shares
|
$1.72 Million
0.71% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
11,956
shares
|
$1.72 Million
1.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
11,748
shares
|
$1.69 Million
0.26% of portfolio
|
Q2 2025
Added 261.92%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
11,686
shares
|
$1.68 Million
0.02% of portfolio
|
Q1 2024
Added 5.13%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
11,640
shares
|
$1.67 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
11,633
shares
|
$1.67 Million
0.04% of portfolio
|
Q2 2025
Reduced 70.96%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,617
shares
|
$1.67 Million
0.18% of portfolio
|
Q3 2022
Reduced 0.94%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
11,400
shares
|
$1.64 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
11,384
shares
|
$1.63 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
11,333
shares
|
$1.63 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
11,332
shares
|
$1.63 Million
0.15% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
11,212
shares
|
$1.61 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
11,188
shares
|
$1.61 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,169
shares
|
$1.6 Million
0.32% of portfolio
|
Q2 2025
Added 2.29%
|