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 812 institutions that hold shares in the stock, with a total of 94.8 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,390
shares
|
$446,327
0.06% of portfolio
|
Q4 2022
Added 7.96%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
3,383
shares
|
$445,405
0.12% of portfolio
|
Q1 2024
Added 14.77%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
3,383
shares
|
$445,405
0.02% of portfolio
|
Q3 2024
Reduced 53.99%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
3,346
shares
|
$440,534
0.15% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,334
shares
|
$438,954
0.1% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
3,328
shares
|
$438,164
0.01% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,325
shares
|
$437,769
0.16% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
3,317
shares
|
$436,716
0.03% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
3,309
shares
|
$435,662
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,284
shares
|
$432,371
0.0% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,280
shares
|
$431,844
0.06% of portfolio
|
Q4 2022
Added 9.26%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,280
shares
|
$431,844
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
3,275
shares
|
$431,186
0.01% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
3,269
shares
|
$430,396
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,239
shares
|
$426,446
0.15% of portfolio
|
Q3 2024
Reduced 16.65%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,237
shares
|
$426,183
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,232
shares
|
$425,525
0.09% of portfolio
|
Q2 2023
Reduced 4.18%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
3,219
shares
|
$423,813
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,214
shares
|
$423,155
0.01% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
3,214
shares
|
$423,155
0.04% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
3,211
shares
|
$422,760
0.25% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,205
shares
|
$421,970
0.0% of portfolio
|
Q3 2022
Added 0.31%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
3,203
shares
|
$421,706
0.12% of portfolio
|
Q2 2024
Reduced 26.38%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
3,194
shares
|
$420,522
0.11% of portfolio
|
Q3 2024
Reduced 18.54%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,189
shares
|
$419,863
0.01% of portfolio
|
Q1 2024
Reduced 10.4%
|