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 |
|---|---|---|---|---|---|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
11,040
shares
|
$1.59 Million
0.19% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,035
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
10,936
shares
|
$1.57 Million
0.05% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
10,891
shares
|
$1.56 Million
0.41% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
10,762
shares
|
$1.55 Million
0.7% of portfolio
|
Q3 2023
Reduced 2.73%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
10,650
shares
|
$1.53 Million
0.3% of portfolio
|
Q2 2025
Added 36.54%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
10,617
shares
|
$1.52 Million
0.05% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
10,615
shares
|
$1.52 Million
0.65% of portfolio
|
Q2 2025
Added 19.27%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,425
shares
|
$1.5 Million
0.39% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
10,421
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Sofi Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
10,330
shares
|
$1.48 Million
0.1% of portfolio
|
Q2 2025
Added 68.38%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
10,318
shares
|
$1.48 Million
0.04% of portfolio
|
Q2 2025
Reduced 16.56%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
10,232
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
10,102
shares
|
$1.45 Million
0.12% of portfolio
|
Q2 2025
Added 131.91%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
10,040
shares
|
$1.44 Million
0.43% of portfolio
|
Q4 2024
Reduced 54.66%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
10,008
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
9,906
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
9,893
shares
|
$1.42 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
9,893
shares
|
$1.42 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
9,781
shares
|
$1.4 Million
0.49% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
9,767
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
9,736
shares
|
$1.4 Million
0.67% of portfolio
|
Q2 2025
Reduced 14.35%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
9,714
shares
|
$1.39 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
9,578
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
9,537
shares
|
$1.37 Million
0.16% of portfolio
|
Q2 2025
Reduced 17.48%
|