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 854 institutions that hold shares in the stock, with a total of 95.4 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
8,418
shares
|
$1.16 Million
0.05% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
8,408
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
8,388
shares
|
$1.16 Million
0.44% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
8,378
shares
|
$1.16 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
8,329
shares
|
$1.15 Million
0.03% of portfolio
|
Q1 2025
Added 58.53%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
8,246
shares
|
$1.14 Million
0.05% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
8,172
shares
|
$1.13 Million
0.35% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
8,146
shares
|
$1.13 Million
0.14% of portfolio
|
Q1 2025
Added 408.81%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
8,134
shares
|
$1.12 Million
0.12% of portfolio
|
Q2 2025
Reduced 34.19%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
8,107
shares
|
$1.12 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
8,067
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
Added 52.7%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
8,051
shares
|
$1.11 Million
0.39% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
7,978
shares
|
$1.1 Million
0.44% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
7,942
shares
|
$1.1 Million
0.33% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
7,902
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
7,846
shares
|
$1.08 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
7,804
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
7,800
shares
|
$1.08 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
7,784
shares
|
$1.08 Million
0.37% of portfolio
|
Q1 2025
Added 22.16%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
7,783
shares
|
$1.08 Million
0.06% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
7,750
shares
|
$1.07 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
7,703
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
7,685
shares
|
$1.06 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
7,678
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
7,644
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.81%
|