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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
6,616
shares
|
$885,816
0.15% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 07, 2024 Q3 2024 |
6,504
shares
|
$870,820
0.67% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
6,472
shares
|
$866,536
0.66% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
6,461
shares
|
$865,063
0.61% of portfolio
|
Q3 2024
Reduced 17.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
6,424
shares
|
$860,109
0.02% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
6,423
shares
|
$859,975
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
6,386
shares
|
$855,021
0.03% of portfolio
|
Q3 2024
Reduced 23.46%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
6,374
shares
|
$853,414
0.37% of portfolio
|
Q2 2023
Reduced 5.51%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
6,372
shares
|
$853,147
0.31% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
6,329
shares
|
$847,389
0.41% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
6,274
shares
|
$840,025
0.16% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
6,273
shares
|
$839,891
0.08% of portfolio
|
Q3 2024
Reduced 46.09%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
6,236
shares
|
$834,938
0.09% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
6,155
shares
|
$824,092
0.18% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
6,135
shares
|
$821,415
0.15% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
6,126
shares
|
$820,210
0.11% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
6,093
shares
|
$815,791
0.03% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
6,066
shares
|
$812,176
0.5% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
6,039
shares
|
$808,561
0.62% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
6,032
shares
|
$807,624
0.02% of portfolio
|
Q3 2024
Added 82.84%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
6,025
shares
|
$806,687
0.19% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
6,022
shares
|
$806,285
0.35% of portfolio
|
Q4 2022
Added 42.4%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
6,013
shares
|
$805,080
0.47% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Nov 04, 2024 Q3 2024 |
5,911
shares
|
$791,423
1.4% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
5,866
shares
|
$785,398
0.13% of portfolio
|
Q3 2024
Reduced 1.2%
|