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 877 institutions that hold shares in the stock, with a total of 94.9 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
2,504
shares
|
$359,549
0.02% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
2,500
shares
|
$358,975
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
2,492
shares
|
$357,826
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
2,486
shares
|
$356,964
0.02% of portfolio
|
Q2 2025
Reduced 23.95%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
2,481
shares
|
$356,246
0.0% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
2,442
shares
|
$350,646
0.13% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
2,403
shares
|
$345,046
0.03% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
2,397
shares
|
$344,185
0.2% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
2,389
shares
|
$343,036
0.07% of portfolio
|
Q2 2025
Reduced 20.29%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
2,383
shares
|
$342,174
0.04% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
2,369
shares
|
$340,164
0.24% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,354
shares
|
$338,010
0.12% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,353
shares
|
$337,867
0.09% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,353
shares
|
$337,867
0.02% of portfolio
|
Q2 2025
Reduced 36.61%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
2,347
shares
|
$337,005
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
2,347
shares
|
$337,005
0.24% of portfolio
|
Q2 2025
Reduced 56.37%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
2,317
shares
|
$332,698
0.01% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,309
shares
|
$331,549
0.0% of portfolio
|
Q2 2025
Added 23.74%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
2,306
shares
|
$331,118
0.07% of portfolio
|
Q1 2024
Reduced 7.5%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
2,306
shares
|
$331,118
0.01% of portfolio
|
Q2 2025
Reduced 74.47%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
2,290
shares
|
$328,821
0.19% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,283
shares
|
$327,815
0.01% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
2,278
shares
|
$327,098
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
2,265
shares
|
$325,231
0.0% of portfolio
|
Q1 2024
Added 13.25%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
2,261
shares
|
$324,656
0.11% of portfolio
|
Q4 2024
Reduced 3.21%
|