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 |
---|---|---|---|---|---|
Pettinga Financial Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
3,924
shares
|
$501,683
0.12% of portfolio
|
Q2 2024
Reduced 19.34%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
3,921
shares
|
$501,299
0.14% of portfolio
|
Q1 2024
Added 56.97%
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
3,904
shares
|
$499,126
0.51% of portfolio
|
Q3 2024
Added 263.84%
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,901
shares
|
$498,742
0.09% of portfolio
|
Q3 2024
New holding
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
3,865
shares
|
$494,140
0.01% of portfolio
|
Q2 2024
Reduced 67.19%
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
3,845
shares
|
$491,583
0.11% of portfolio
|
Q1 2023
Added 9.39%
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
3,809
shares
|
$486,980
0.02% of portfolio
|
Q2 2023
Reduced 17.96%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,791
shares
|
$484,679
0.06% of portfolio
|
Q2 2023
Reduced 17.06%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
3,773
shares
|
$482,378
0.02% of portfolio
|
Q2 2024
Reduced 16.08%
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
3,746
shares
|
$478,926
0.25% of portfolio
|
Q3 2023
Added 32.32%
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
3,745
shares
|
$478,798
0.13% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
3,744
shares
|
$478,670
0.14% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 24, 2024 Q2 2024 |
3,734
shares
|
$477,391
0.35% of portfolio
|
Q4 2023
New holding
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 14, 2024 Q2 2024 |
3,721
shares
|
$475,729
0.08% of portfolio
|
Q2 2024
Reduced 2.41%
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 14, 2024 Q2 2024 |
3,696
shares
|
$472,533
0.22% of portfolio
|
Q2 2024
Reduced 71.77%
|
|
Rkl Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
3,690
shares
|
$471,766
0.04% of portfolio
|
Q2 2024
Reduced 10.31%
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
3,682
shares
|
$470,743
0.02% of portfolio
|
Q4 2023
Added 51.59%
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
3,666
shares
|
$468,698
0.01% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
3,598
shares
|
$460,004
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
Pittenger & Anderson Inc
|
Aug 09, 2024 Q2 2024 |
3,580
shares
|
$457,703
0.02% of portfolio
|
Q2 2024
Added 3.32%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
3,577
shares
|
$457,319
0.04% of portfolio
|
Q2 2024
Reduced 11.22%
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
3,568
shares
|
$456,168
0.17% of portfolio
|
Q2 2024
New holding
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
3,559
shares
|
$455,018
0.02% of portfolio
|
Q1 2024
Added 5.3%
|
|
Veriti Management LLC
|
Aug 02, 2024 Q2 2024 |
3,541
shares
|
$452,716
0.03% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
3,538
shares
|
$452,333
0.16% of portfolio
|
Q2 2023
New holding
|