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 |
|---|---|---|---|---|---|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
8,643
shares
|
$1.16 Million
0.47% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
8,588
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.44%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
8,546
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
8,531
shares
|
$1.14 Million
0.38% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
8,525
shares
|
$1.14 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
8,510
shares
|
$1.14 Million
0.35% of portfolio
|
Q3 2023
Reduced 42.54%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
8,499
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2024
Reduced 38.36%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
8,465
shares
|
$1.13 Million
0.59% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,446
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2024
Added 10.28%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,427
shares
|
$1.13 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
8,396
shares
|
$1.12 Million
0.11% of portfolio
|
Q3 2024
Reduced 15.29%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
8,309
shares
|
$1.11 Million
0.24% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
8,294
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.32%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
8,273
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
8,264
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
8,065
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
7,978
shares
|
$1.07 Million
0.44% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
7,961
shares
|
$1.07 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
7,900
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
7,827
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
7,714
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
7,671
shares
|
$1.03 Million
0.14% of portfolio
|
Q1 2023
Reduced 1.83%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
7,638
shares
|
$1.02 Million
0.43% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
7,451
shares
|
$997,614
0.11% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
7,428
shares
|
$994,534
0.54% of portfolio
|
Q3 2024
Reduced 0.62%
|