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 $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,901
shares
|
$522,304
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
3,845
shares
|
$514,807
0.11% of portfolio
|
Q1 2023
Added 9.39%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
3,842
shares
|
$514,405
0.19% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,834
shares
|
$513,334
0.0% of portfolio
|
Q3 2024
Added 23.48%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
3,809
shares
|
$509,987
0.02% of portfolio
|
Q2 2023
Reduced 17.96%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,791
shares
|
$507,576
0.06% of portfolio
|
Q2 2023
Reduced 17.06%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
3,746
shares
|
$501,551
0.25% of portfolio
|
Q3 2023
Added 32.32%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
3,745
shares
|
$501,418
0.13% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
3,744
shares
|
$501,284
0.14% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
3,730
shares
|
$499,409
0.36% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
3,720
shares
|
$498,070
0.15% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
3,703
shares
|
$495,794
0.04% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
3,666
shares
|
$490,840
0.01% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
3,653
shares
|
$489,100
0.54% of portfolio
|
Q3 2024
Added 11.2%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
3,623
shares
|
$485,083
0.07% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,604
shares
|
$482,539
0.0% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
3,598
shares
|
$481,736
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
3,580
shares
|
$479,326
0.02% of portfolio
|
Q2 2024
Added 3.32%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
3,559
shares
|
$476,514
0.02% of portfolio
|
Q1 2024
Added 5.3%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
3,538
shares
|
$473,702
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
3,503
shares
|
$469,016
0.1% of portfolio
|
Q4 2022
Added 5.08%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
3,494
shares
|
$467,811
0.05% of portfolio
|
Q4 2023
Reduced 8.65%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
3,479
shares
|
$465,803
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
3,455
shares
|
$462,589
0.12% of portfolio
|
Q2 2024
Reduced 14.8%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
3,394
shares
|
$454,422
0.01% of portfolio
|
Q3 2024
Reduced 12.19%
|