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 |
---|---|---|---|---|---|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
2,715
shares
|
$347,112
0.0% of portfolio
|
Q2 2024
Reduced 29.41%
|
|
Weil Company, Inc.
|
Aug 05, 2024 Q2 2024 |
2,703
shares
|
$345,578
0.13% of portfolio
|
Q2 2024
Reduced 21.01%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
2,700
shares
|
$345,195
0.24% of portfolio
|
Q2 2024
Added 1.5%
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
2,698
shares
|
$344,939
0.06% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Aug 12, 2024 Q2 2024 |
2,678
shares
|
$342,382
0.03% of portfolio
|
Q1 2024
Reduced 24.09%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
2,655
shares
|
$339,441
0.01% of portfolio
|
Q2 2024
New holding
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
2,650
shares
|
$338,802
0.2% of portfolio
|
Q3 2024
Added 6.13%
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2024 Q2 2024 |
2,647
shares
|
$338,418
0.09% of portfolio
|
Q3 2022
Reduced 2.36%
|
|
Trexquant Investment LP
Stamford, CT |
Aug 13, 2024 Q2 2024 |
2,629
shares
|
$336,117
0.0% of portfolio
|
Q2 2024
New holding
|
|
Legacy Financial Advisors, Inc.
|
Aug 13, 2024 Q2 2024 |
2,629
shares
|
$336,117
0.06% of portfolio
|
Q2 2024
Reduced 81.47%
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
2,624
shares
|
$335,478
0.02% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,624
shares
|
$335,478
0.01% of portfolio
|
Q1 2024
Added 0.46%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,617
shares
|
$334,583
0.06% of portfolio
|
Q1 2024
New holding
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,614
shares
|
$334,199
0.02% of portfolio
|
Q2 2024
Reduced 94.61%
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 26, 2024 Q2 2024 |
2,600
shares
|
$332,410
0.2% of portfolio
|
Q4 2023
Reduced 11.86%
|
|
Lineweaver Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
2,590
shares
|
$331,131
0.07% of portfolio
|
Q2 2024
Reduced 97.21%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 31, 2024 Q2 2024 |
2,572
shares
|
$328,830
0.07% of portfolio
|
Q2 2024
Added 1.14%
|
|
Advisor Os, LLC
|
Aug 05, 2024 Q2 2024 |
2,564
shares
|
$327,807
0.03% of portfolio
|
Q2 2024
Added 9.71%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
2,547
shares
|
$325,633
0.01% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
2,537
shares
|
$324,355
0.09% of portfolio
|
Q3 2024
New holding
|
|
Seven Post Investment Office LP
San Francisco, CA |
Aug 05, 2024 Q2 2024 |
2,532
shares
|
$323,716
0.06% of portfolio
|
Q1 2022
New holding
|
|
Leverty Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
2,507
shares
|
$320,519
0.17% of portfolio
|
Q3 2024
Added 35.0%
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
2,503
shares
|
$320,008
0.07% of portfolio
|
Q3 2024
Added 0.36%
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
2,499
shares
|
$319,497
0.01% of portfolio
|
Q4 2023
Reduced 6.99%
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
2,497
shares
|
$319,241
0.19% of portfolio
|
Q3 2024
Reduced 0.99%
|