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 |
|---|---|---|---|---|---|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
1,861
shares
|
$248,350
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
1,856
shares
|
$247,683
0.0% of portfolio
|
Q4 2024
Reduced 38.71%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
1,848
shares
|
$246,615
0.07% of portfolio
|
Q4 2024
Reduced 11.83%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,838
shares
|
$245,281
0.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
1,831
shares
|
$244,346
0.02% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
1,830
shares
|
$244,213
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
1,826
shares
|
$243,679
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
1,815
shares
|
$242,211
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
1,806
shares
|
$241,010
0.01% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,793
shares
|
$239,275
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
1,761
shares
|
$235,005
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,754
shares
|
$234,071
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Feb 14, 2025 Q4 2024 |
1,743
shares
|
$232,603
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
1,740
shares
|
$232,202
0.02% of portfolio
|
Q4 2024
Reduced 30.37%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
1,738
shares
|
$231,936
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
1,732
shares
|
$231,135
0.06% of portfolio
|
Q1 2024
Reduced 19.33%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,717
shares
|
$229,133
0.02% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
1,707
shares
|
$227,799
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
1,696
shares
|
$226,331
0.16% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
1,658
shares
|
$221,260
0.03% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
1,655
shares
|
$220,859
0.02% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,629
shares
|
$217,390
0.0% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,625
shares
|
$216,856
0.02% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
1,618
shares
|
$215,922
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
1,618
shares
|
$215,922
0.0% of portfolio
|
Q3 2024
New holding
|