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 859 institutions that hold shares in the stock, with a total of 96.2 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
12,595
shares
|
$1.55 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
12,535
shares
|
$1.55 Million
0.02% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,449
shares
|
$1.54 Million
0.64% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
12,418
shares
|
$1.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
12,366
shares
|
$1.53 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
12,292
shares
|
$1.52 Million
0.83% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
12,208
shares
|
$1.51 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
12,206
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
12,144
shares
|
$1.5 Million
0.33% of portfolio
|
Q4 2024
Reduced 9.68%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
12,072
shares
|
$1.49 Million
1.19% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
12,057
shares
|
$1.49 Million
0.05% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
12,034
shares
|
$1.49 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
12,019
shares
|
$1.48 Million
0.09% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
11,984
shares
|
$1.48 Million
0.36% of portfolio
|
Q2 2024
Reduced 30.4%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
11,915
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
11,861
shares
|
$1.46 Million
0.46% of portfolio
|
Q4 2024
Reduced 18.38%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,849
shares
|
$1.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,802
shares
|
$1.46 Million
0.09% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
11,784
shares
|
$1.45 Million
0.05% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
11,696
shares
|
$1.44 Million
0.08% of portfolio
|
Q4 2024
Reduced 52.2%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
11,686
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2024
Added 5.13%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
11,668
shares
|
$1.44 Million
0.22% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
11,668
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,617
shares
|
$1.43 Million
0.18% of portfolio
|
Q3 2022
Reduced 0.94%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Feb 07, 2025 Q4 2024 |
11,615
shares
|
$1.43 Million
0.31% of portfolio
|
Q4 2024
Added 32.44%
|