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 810 institutions that hold shares in the stock, with a total of 94.7 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
11,261
shares
|
$1.51 Million
0.13% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
11,154
shares
|
$1.49 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
11,134
shares
|
$1.49 Million
0.09% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
10,762
shares
|
$1.44 Million
0.7% of portfolio
|
Q3 2023
Reduced 2.73%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
10,757
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
10,735
shares
|
$1.44 Million
0.84% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
10,660
shares
|
$1.43 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
10,443
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
10,402
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,395
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
Added 242.62%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
10,395
shares
|
$1.39 Million
0.46% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
10,395
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
10,325
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2024
Added 15.51%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
10,322
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
10,313
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
10,190
shares
|
$1.36 Million
0.13% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
10,167
shares
|
$1.36 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,162
shares
|
$1.36 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
10,038
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Added 25.88%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
9,972
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
9,893
shares
|
$1.32 Million
0.99% of portfolio
|
Q3 2024
Reduced 30.81%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
9,852
shares
|
$1.32 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
9,829
shares
|
$1.32 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
9,805
shares
|
$1.31 Million
0.17% of portfolio
|
Q3 2024
Added 12.79%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
9,795
shares
|
$1.31 Million
1.22% of portfolio
|
Q3 2024
New holding
|