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 850 institutions that hold shares in the stock, with a total of 96.6 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
2,678
shares
|
$357,379
0.03% of portfolio
|
Q1 2024
Reduced 24.09%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
2,671
shares
|
$356,444
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
2,665
shares
|
$355,644
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
2,661
shares
|
$355,110
0.25% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,647
shares
|
$353,242
0.05% of portfolio
|
Q3 2022
Reduced 2.36%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
2,638
shares
|
$352,041
0.14% of portfolio
|
Q4 2024
Added 25.8%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,624
shares
|
$350,172
0.01% of portfolio
|
Q1 2024
Added 0.46%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,617
shares
|
$349,238
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
2,608
shares
|
$348,037
0.21% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
2,605
shares
|
$347,637
0.02% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
2,600
shares
|
$346,969
0.21% of portfolio
|
Q4 2023
Reduced 11.86%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,579
shares
|
$344,167
0.29% of portfolio
|
Q3 2024
Reduced 16.24%
|
|
|
Leverty Financial Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,552
shares
|
$340,564
0.17% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,549
shares
|
$340,164
0.02% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
2,532
shares
|
$337,895
0.12% of portfolio
|
Q1 2022
New holding
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
2,525
shares
|
$336,961
0.07% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 13, 2025 Q4 2024 |
2,512
shares
|
$335,226
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
2,511
shares
|
$335,092
0.08% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
2,500
shares
|
$333,625
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
2,485
shares
|
$331,623
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
2,478
shares
|
$330,689
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,469
shares
|
$329,488
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
2,464
shares
|
$328,820
0.1% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
2,463
shares
|
$328,687
0.01% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
2,459
shares
|
$328,153
0.03% of portfolio
|
Q4 2024
New holding
|