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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
4,467
shares
|
$598,086
0.14% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
4,400
shares
|
$589,115
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Villere St Denis J & CO LLC
|
Nov 01, 2024 Q3 2024 |
4,352
shares
|
$582,689
0.05% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
4,347
shares
|
$582,019
0.18% of portfolio
|
Q2 2024
Reduced 11.81%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,328
shares
|
$579,475
0.01% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,311
shares
|
$577,199
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
4,297
shares
|
$575,325
0.07% of portfolio
|
Q3 2023
Added 6.73%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
4,292
shares
|
$574,655
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
4,217
shares
|
$564,614
0.03% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
4,158
shares
|
$556,714
0.24% of portfolio
|
Q3 2024
Reduced 19.9%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,155
shares
|
$556,312
0.04% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
4,154
shares
|
$556,179
0.08% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,143
shares
|
$554,706
0.06% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,137
shares
|
$553,902
0.0% of portfolio
|
Q3 2024
Reduced 37.48%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
4,136
shares
|
$553,769
0.08% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
4,092
shares
|
$547,877
0.12% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,073
shares
|
$545,333
0.03% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,069
shares
|
$544,798
0.01% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
4,063
shares
|
$543,995
0.24% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
4,016
shares
|
$537,702
0.0% of portfolio
|
Q1 2024
Reduced 25.55%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
4,009
shares
|
$536,765
0.01% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
3,990
shares
|
$534,221
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
3,985
shares
|
$533,551
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
3,925
shares
|
$525,518
0.0% of portfolio
|
Q2 2024
Reduced 8.61%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
3,904
shares
|
$522,706
0.51% of portfolio
|
Q3 2024
Added 263.84%
|