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 |
---|---|---|---|---|---|
Mount Yale Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
11,636
shares
|
$1.49 Million
0.11% of portfolio
|
Q2 2024
Reduced 6.76%
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,617
shares
|
$1.49 Million
0.18% of portfolio
|
Q3 2022
Reduced 0.94%
|
|
W Advisors, LLC
Germantown, TN |
Aug 06, 2024 Q2 2024 |
11,280
shares
|
$1.44 Million
0.88% of portfolio
|
Q2 2024
Reduced 6.89%
|
|
Austin Private Wealth, LLC
|
Jul 16, 2024 Q2 2024 |
11,264
shares
|
$1.44 Million
0.14% of portfolio
|
Q2 2024
Reduced 7.68%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
11,134
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2024
Added 8.55%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
11,093
shares
|
$1.42 Million
0.05% of portfolio
|
Q2 2024
Reduced 8.53%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
11,075
shares
|
$1.42 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
11,073
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2024
Added 12.42%
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
11,016
shares
|
$1.41 Million
0.64% of portfolio
|
Q2 2024
Reduced 58.08%
|
|
Charter Oak Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
10,871
shares
|
$1.39 Million
0.14% of portfolio
|
Q2 2024
Reduced 4.36%
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
10,762
shares
|
$1.38 Million
0.7% of portfolio
|
Q3 2023
Reduced 2.73%
|
|
Sns Financial Group, LLC
|
Jul 25, 2024 Q2 2024 |
10,758
shares
|
$1.38 Million
0.14% of portfolio
|
Q2 2024
Added 22.95%
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2024 Q2 2024 |
10,751
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Acropolis Investment Management, LLC
|
Jul 16, 2024 Q2 2024 |
10,710
shares
|
$1.37 Million
0.08% of portfolio
|
Q2 2024
Reduced 13.08%
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
10,699
shares
|
$1.37 Million
0.09% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
M&T Bank Corp
|
Jul 31, 2024 Q2 2024 |
10,444
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
10,429
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2024
Added 0.05%
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
10,325
shares
|
$1.32 Million
0.09% of portfolio
|
Q3 2024
Added 15.51%
|
|
Brooklyn Fi, LLC
New York, NY |
Aug 06, 2024 Q2 2024 |
10,308
shares
|
$1.32 Million
0.48% of portfolio
|
Q2 2024
Added 11.79%
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
10,190
shares
|
$1.3 Million
0.13% of portfolio
|
Q3 2024
Added 0.52%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
10,178
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2024
Reduced 13.73%
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,162
shares
|
$1.3 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
Crown Wealth Group, LLC
|
Jul 26, 2024 Q2 2024 |
10,127
shares
|
$1.29 Million
0.63% of portfolio
|
Q1 2024
Reduced 6.91%
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
10,025
shares
|
$1.28 Million
0.03% of portfolio
|
Q2 2024
Reduced 7.13%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
9,973
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2024
Reduced 59.32%
|