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 855 institutions that hold shares in the stock, with a total of 95.5 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,903
shares
|
$262,994
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
1,900
shares
|
$262,580
0.1% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
1,900
shares
|
$262,580
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,894
shares
|
$261,750
0.03% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
1,866
shares
|
$257,881
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
1,866
shares
|
$257,881
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
1,858
shares
|
$256,775
0.05% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
1,856
shares
|
$256,499
0.0% of portfolio
|
Q4 2024
Reduced 38.71%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
1,844
shares
|
$254,840
0.22% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,832
shares
|
$253,182
0.02% of portfolio
|
Q1 2025
Reduced 21.54%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
1,826
shares
|
$252,353
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
1,814
shares
|
$250,694
0.02% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
1,814
shares
|
$250,694
0.03% of portfolio
|
Q2 2025
Reduced 67.44%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
1,798
shares
|
$248,483
0.03% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
1,781
shares
|
$246,134
0.08% of portfolio
|
Q4 2024
Reduced 46.44%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
1,781
shares
|
$246,134
0.2% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
1,761
shares
|
$243,370
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
1,742
shares
|
$240,744
0.04% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
1,740
shares
|
$240,467
0.02% of portfolio
|
Q4 2024
Reduced 30.37%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
1,732
shares
|
$239,362
0.05% of portfolio
|
Q1 2024
Reduced 19.33%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
1,728
shares
|
$238,809
0.02% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
1,728
shares
|
$238,809
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
1,723
shares
|
$238,118
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
1,718
shares
|
$237,427
0.0% of portfolio
|
Q1 2025
Reduced 61.1%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,712
shares
|
$236,598
0.04% of portfolio
|
Q1 2025
Added 8.91%
|