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 |
|---|---|---|---|---|---|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
2,174
shares
|
$290,120
0.07% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,172
shares
|
$289,853
0.02% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,152
shares
|
$287,184
0.0% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
2,137
shares
|
$285,182
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
2,131
shares
|
$284,381
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,126
shares
|
$283,714
0.09% of portfolio
|
Q2 2024
Reduced 14.24%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
2,095
shares
|
$279,577
0.02% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,093
shares
|
$279,310
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
2,089
shares
|
$278,777
0.06% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
2,084
shares
|
$278,109
0.06% of portfolio
|
Q3 2024
Added 12.71%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
2,067
shares
|
$275,841
0.07% of portfolio
|
Q4 2024
Reduced 53.73%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
2,052
shares
|
$273,839
0.06% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
2,042
shares
|
$272,504
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
2,016
shares
|
$269,035
0.03% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
1,995
shares
|
$266,232
0.01% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
1,994
shares
|
$266,099
0.03% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
1,987
shares
|
$265,165
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,929
shares
|
$257,425
0.14% of portfolio
|
Q2 2024
Reduced 10.32%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,925
shares
|
$256,891
0.01% of portfolio
|
Q4 2024
Reduced 61.31%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
1,917
shares
|
$255,823
0.05% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
1,904
shares
|
$254,088
0.03% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,903
shares
|
$253,955
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,894
shares
|
$252,754
0.03% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jan 29, 2025 Q4 2024 |
1,875
shares
|
$250,218
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
1,866
shares
|
$249,017
0.12% of portfolio
|
Q1 2024
New holding
|