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 803 institutions that hold shares in the stock, with a total of 97.3 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jb Capital LLC
|
Jul 24, 2024 Q2 2024 |
4,520
shares
|
$577,882
0.03% of portfolio
|
Q2 2024
Reduced 7.22%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
4,487
shares
|
$573,662
0.02% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
4,484
shares
|
$573,279
0.0% of portfolio
|
Q2 2024
Reduced 84.68%
|
|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
4,467
shares
|
$571,105
0.14% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
Wade Financial Advisory, Inc
|
Jul 25, 2024 Q2 2024 |
4,347
shares
|
$555,763
0.19% of portfolio
|
Q2 2024
Reduced 11.81%
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 13, 2024 Q2 2024 |
4,311
shares
|
$551,161
0.37% of portfolio
|
Q4 2023
New holding
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
4,297
shares
|
$549,371
0.07% of portfolio
|
Q3 2023
Added 6.73%
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
4,292
shares
|
$548,732
0.0% of portfolio
|
Q1 2024
New holding
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 02, 2024 Q2 2024 |
4,238
shares
|
$541,828
0.12% of portfolio
|
Q2 2024
Reduced 7.33%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
4,214
shares
|
$538,759
0.0% of portfolio
|
Q2 2024
Added 63.91%
|
|
Us Financial Advisors, LLC
Braintree, MA |
Aug 01, 2024 Q2 2024 |
4,204
shares
|
$537,481
0.17% of portfolio
|
Q2 2024
Reduced 6.41%
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,155
shares
|
$531,216
0.04% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
4,136
shares
|
$528,787
0.08% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Oct 15, 2024 Q4 2023 |
4,112
shares
|
$525,719
0.17% of portfolio
|
Q4 2023
New holding
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
4,092
shares
|
$523,162
0.12% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,073
shares
|
$520,733
0.03% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,069
shares
|
$520,221
0.01% of portfolio
|
Q3 2024
Added 7.87%
|
|
Hilltop Wealth Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
4,063
shares
|
$519,454
0.24% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
Commerce Bank
Kansas City, MO |
Aug 12, 2024 Q2 2024 |
4,016
shares
|
$513,445
0.0% of portfolio
|
Q1 2024
Reduced 25.55%
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
4,014
shares
|
$513,189
0.01% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 13, 2024 Q2 2024 |
4,007
shares
|
$512,294
0.0% of portfolio
|
Q2 2024
Added 9.33%
|
|
Bailard, Inc.
|
Jul 25, 2024 Q2 2024 |
3,990
shares
|
$510,121
0.01% of portfolio
|
Q1 2021
New holding
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
3,981
shares
|
$508,970
0.03% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
3,925
shares
|
$501,811
0.0% of portfolio
|
Q2 2024
Reduced 8.61%
|
|
Pettinga Financial Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
3,924
shares
|
$501,683
0.12% of portfolio
|
Q2 2024
Reduced 19.34%
|