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 807 institutions that hold shares in the stock, with a total of 94.6 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
514,517
shares
|
$66.9 Million
0.23% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
478,322
shares
|
$62.2 Million
3.3% of portfolio
|
Q4 2023
Reduced 7.68%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
388,245
shares
|
$50.5 Million
0.21% of portfolio
|
Q3 2024
Reduced 13.77%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
376,534
shares
|
$48.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
366,477
shares
|
$47.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.73%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
337,059
shares
|
$43.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
325,968
shares
|
$42.4 Million
3.65% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
315,684
shares
|
$41 Million
0.15% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
315,249
shares
|
$41 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
309,508
shares
|
$40.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
295,608
shares
|
$38.4 Million
1.16% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
283,798
shares
|
$36.9 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
280,235
shares
|
$36.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
Impac Tfolio, LLC
|
Oct 01, 2024 Q3 2024 |
277,161
shares
|
$36 Million
18.0% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
268,804
shares
|
$34.9 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
263,429
shares
|
$34.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
262,134
shares
|
$34.1 Million
4.52% of portfolio
|
Q3 2022
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
248,023
shares
|
$32.2 Million
0.11% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
225,475
shares
|
$29.3 Million
1.05% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
215,150
shares
|
$28 Million
2.3% of portfolio
|
Q3 2023
Reduced 20.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
205,346
shares
|
$26.7 Million
0.06% of portfolio
|
Q3 2024
Added 21.12%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
186,199
shares
|
$24.2 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
178,442
shares
|
$23.2 Million
0.37% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
177,825
shares
|
$23.1 Million
5.16% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
174,396
shares
|
$22.7 Million
3.31% of portfolio
|
Q3 2024
Reduced 2.45%
|