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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
6,678
shares
|
$958,894
0.45% of portfolio
|
Q2 2024
Reduced 7.51%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
6,626
shares
|
$951,427
0.36% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
6,586
shares
|
$945,683
0.0% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
6,570
shares
|
$943,386
0.14% of portfolio
|
Q2 2025
Added 18.1%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
6,554
shares
|
$941,088
0.0% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,541
shares
|
$939,222
0.03% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
6,503
shares
|
$933,765
0.32% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
6,463
shares
|
$928,022
0.0% of portfolio
|
Q2 2025
Added 15.47%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
6,428
shares
|
$922,996
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
6,397
shares
|
$918,545
0.11% of portfolio
|
Q2 2025
Reduced 11.4%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
6,374
shares
|
$915,242
0.37% of portfolio
|
Q2 2023
Reduced 5.51%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
6,328
shares
|
$908,637
0.62% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
6,236
shares
|
$895,427
0.09% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
6,225
shares
|
$893,847
0.01% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
6,133
shares
|
$880,637
0.09% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
6,111
shares
|
$877,478
0.7% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
6,093
shares
|
$874,893
0.07% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
6,052
shares
|
$869,006
0.04% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
6,050
shares
|
$868,719
0.02% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
6,044
shares
|
$867,857
0.15% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
6,030
shares
|
$865,847
0.38% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2025 Q2 2025 |
6,022
shares
|
$864,698
0.43% of portfolio
|
Q4 2022
Added 42.4%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
6,007
shares
|
$862,545
0.45% of portfolio
|
Q2 2025
Reduced 12.0%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
5,987
shares
|
$859,673
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
5,970
shares
|
$857,232
0.4% of portfolio
|
Q2 2025
Reduced 1.31%
|