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 Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
5,179
shares
|
$743,652
0.32% of portfolio
|
Q1 2025
Reduced 15.04%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
5,176
shares
|
$743,221
0.0% of portfolio
|
Q2 2025
Added 28.5%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
5,138
shares
|
$737,765
0.22% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,138
shares
|
$737,765
0.02% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
5,126
shares
|
$736,042
0.21% of portfolio
|
Q1 2025
Added 22.05%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
5,105
shares
|
$733,026
0.03% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
5,082
shares
|
$729,724
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,070
shares
|
$728,001
0.0% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
5,048
shares
|
$724,842
0.04% of portfolio
|
Q3 2024
Reduced 27.12%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,987
shares
|
$716,083
0.06% of portfolio
|
Q2 2025
Reduced 23.52%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
4,974
shares
|
$714,216
0.15% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
4,913
shares
|
$705,457
0.01% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
4,907
shares
|
$704,596
0.18% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,880
shares
|
$700,719
0.02% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
4,867
shares
|
$698,852
0.01% of portfolio
|
Q2 2025
Reduced 25.28%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
4,834
shares
|
$694,114
0.05% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,833
shares
|
$693,970
0.06% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
4,815
shares
|
$691,385
0.32% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,803
shares
|
$689,662
0.16% of portfolio
|
Q1 2022
Added 54.19%
|
|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
4,802
shares
|
$689,519
0.44% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
4,771
shares
|
$685,067
0.03% of portfolio
|
Q2 2025
Reduced 66.32%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
4,767
shares
|
$684,493
0.59% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
4,745
shares
|
$681,334
0.09% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
4,715
shares
|
$677,026
0.1% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,713
shares
|
$676,739
0.02% of portfolio
|
Q2 2025
Reduced 4.88%
|