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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
2,698
shares
|
$361,235
0.06% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
2,678
shares
|
$358,557
0.03% of portfolio
|
Q1 2024
Reduced 24.09%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,658
shares
|
$355,879
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
2,650
shares
|
$354,808
0.2% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,647
shares
|
$354,406
0.1% of portfolio
|
Q3 2022
Reduced 2.36%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
2,624
shares
|
$351,327
0.02% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,624
shares
|
$351,327
0.01% of portfolio
|
Q1 2024
Added 0.46%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,617
shares
|
$350,390
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
2,600
shares
|
$348,113
0.19% of portfolio
|
Q4 2023
Reduced 11.86%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
2,597
shares
|
$347,712
0.03% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
2,596
shares
|
$347,578
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
2,579
shares
|
$345,302
0.3% of portfolio
|
Q3 2024
Reduced 16.24%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
2,537
shares
|
$339,678
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Oct 31, 2024 Q3 2024 |
2,532
shares
|
$339,009
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Leverty Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
2,507
shares
|
$335,662
0.17% of portfolio
|
Q3 2024
Added 35.0%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
2,503
shares
|
$335,126
0.07% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
2,499
shares
|
$334,591
0.01% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
2,499
shares
|
$334,591
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
2,499
shares
|
$334,591
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
|
$334,323
0.19% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
2,482
shares
|
$332,314
0.17% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
2,474
shares
|
$331,243
0.18% of portfolio
|
Q4 2022
Reduced 18.86%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,469
shares
|
$330,574
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
2,461
shares
|
$329,503
0.0% of portfolio
|
Q3 2024
Reduced 41.6%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
2,460
shares
|
$329,369
0.0% of portfolio
|
Q3 2024
Reduced 9.76%
|