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 803 institutions that hold shares in the stock, with a total of 97.3 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
177,825
shares
|
$22.7 Million
5.16% of portfolio
|
Q3 2024
Added 3.09%
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
174,396
shares
|
$22.3 Million
3.31% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
169,535
shares
|
$21.7 Million
0.05% of portfolio
|
Q2 2024
Reduced 8.58%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
168,301
shares
|
$21.5 Million
0.34% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
165,900
shares
|
$21.2 Million
0.03% of portfolio
|
Q2 2024
Added 25.11%
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
164,096
shares
|
$21 Million
0.52% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 13, 2024 Q2 2024 |
158,065
shares
|
$20.2 Million
0.86% of portfolio
|
Q2 2024
Added 0.45%
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
151,458
shares
|
$19.4 Million
3.71% of portfolio
|
Q3 2024
Added 6.56%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,999
shares
|
$19 Million
0.03% of portfolio
|
Q3 2024
Added 2.69%
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2024 Q2 2024 |
145,340
shares
|
$18.6 Million
0.92% of portfolio
|
Q2 2024
Added 0.37%
|
|
Money Design Co.,Ltd.
|
Oct 09, 2024 Q3 2024 |
144,404
shares
|
$18.5 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
141,105
shares
|
$18 Million
10.7% of portfolio
|
Q4 2022
New holding
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
139,800
shares
|
$17.9 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.57%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
135,720
shares
|
$17.4 Million
0.21% of portfolio
|
Q2 2024
Added 1175.56%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
135,080
shares
|
$17.3 Million
0.23% of portfolio
|
Q2 2024
Reduced 11.39%
|
|
Erickson Financial Group, LLC
Allentown, PA |
Jul 18, 2024 Q2 2024 |
131,331
shares
|
$16.8 Million
11.95% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
Al Ti Global, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
121,648
shares
|
$15.6 Million
0.39% of portfolio
|
Q2 2024
Added 8.97%
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
119,109
shares
|
$15.2 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
118,826
shares
|
$15.2 Million
0.01% of portfolio
|
Q2 2024
Added 15.86%
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
118,315
shares
|
$15.1 Million
0.62% of portfolio
|
Q3 2024
Added 0.61%
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
117,558
shares
|
$15 Million
2.32% of portfolio
|
Q3 2024
Added 0.01%
|
|
Schroder Investment Management Group
London, X0 |
Aug 12, 2024 Q2 2024 |
116,221
shares
|
$14.9 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.04%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
115,193
shares
|
$14.7 Million
0.1% of portfolio
|
Q2 2024
Reduced 6.73%
|
|
Sei Investments CO
Oaks, PA |
Aug 13, 2024 Q2 2024 |
107,179
shares
|
$13.7 Million
0.02% of portfolio
|
Q2 2024
Reduced 9.71%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
106,053
shares
|
$13.6 Million
0.36% of portfolio
|
Q3 2022
Added 45.67%
|