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 |
|---|---|---|---|---|---|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
8,378
shares
|
$1.2 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
8,172
shares
|
$1.17 Million
0.35% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
8,164
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
8,134
shares
|
$1.17 Million
0.12% of portfolio
|
Q2 2025
Reduced 34.19%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
8,121
shares
|
$1.17 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
8,107
shares
|
$1.16 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
7,978
shares
|
$1.15 Million
0.46% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
7,942
shares
|
$1.14 Million
0.33% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
7,813
shares
|
$1.12 Million
0.11% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
7,804
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
7,783
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
7,750
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
7,750
shares
|
$1.11 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
7,678
shares
|
$1.1 Million
0.05% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
7,678
shares
|
$1.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 20.16%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
7,669
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
7,653
shares
|
$1.1 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
7,622
shares
|
$1.09 Million
0.19% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
7,615
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 42.69%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
7,542
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
7,513
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
7,499
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
7,416
shares
|
$1.06 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
7,415
shares
|
$1.06 Million
0.6% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
7,412
shares
|
$1.06 Million
0.66% of portfolio
|
Q2 2025
Added 12.76%
|