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 |
|---|---|---|---|---|---|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
1,965
shares
|
$282,154
0.01% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
1,933
shares
|
$277,559
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,929
shares
|
$276,985
0.14% of portfolio
|
Q2 2024
Reduced 10.32%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
1,927
shares
|
$276,697
0.0% of portfolio
|
Q2 2025
Reduced 19.41%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
1,926
shares
|
$276,554
0.02% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
1,925
shares
|
$276,410
0.0% of portfolio
|
Q4 2024
Reduced 61.31%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
1,919
shares
|
$275,549
0.05% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
1,915
shares
|
$274,974
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,903
shares
|
$273,251
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
1,900
shares
|
$272,821
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
1,900
shares
|
$272,821
0.1% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
1,893
shares
|
$271,815
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
1,866
shares
|
$267,938
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
1,866
shares
|
$267,938
0.22% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,862
shares
|
$267,364
0.03% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
1,858
shares
|
$266,790
0.05% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
1,856
shares
|
$266,503
0.0% of portfolio
|
Q4 2024
Reduced 38.71%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
1,845
shares
|
$264,923
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
1,826
shares
|
$262,195
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
1,815
shares
|
$260,615
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
1,815
shares
|
$260,615
0.02% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
1,814
shares
|
$260,472
0.01% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
1,814
shares
|
$260,472
0.03% of portfolio
|
Q2 2025
Reduced 67.44%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
1,802
shares
|
$258,749
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
1,798
shares
|
$258,174
0.03% of portfolio
|
Q1 2025
Added 8.44%
|