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 807 institutions that hold shares in the stock, with a total of 94.6 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
173,656
shares
|
$22.6 Million
0.53% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
166,507
shares
|
$21.6 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
161,994
shares
|
$21.1 Million
0.99% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
159,675
shares
|
$20.8 Million
0.85% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
156,235
shares
|
$20.3 Million
0.25% of portfolio
|
Q3 2024
Added 15.66%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
151,458
shares
|
$19.7 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
|
$19.4 Million
0.03% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Money Design Co.,Ltd.
|
Oct 09, 2024 Q3 2024 |
144,404
shares
|
$18.8 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
141,105
shares
|
$18.3 Million
10.7% of portfolio
|
Q4 2022
New holding
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Nov 08, 2024 Q3 2024 |
129,278
shares
|
$16.8 Million
11.69% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
125,313
shares
|
$16.3 Million
0.89% of portfolio
|
Q3 2024
Added 1428.21%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
124,747
shares
|
$16.2 Million
0.19% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
122,273
shares
|
$15.9 Million
0.37% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
119,778
shares
|
$15.6 Million
0.01% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
118,315
shares
|
$15.4 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
|
$15.3 Million
2.32% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
114,298
shares
|
$14.9 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
110,868
shares
|
$14.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
106,053
shares
|
$13.8 Million
0.36% of portfolio
|
Q3 2022
Added 45.67%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
105,401
shares
|
$13.7 Million
0.02% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
105,015
shares
|
$13.6 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
104,994
shares
|
$13.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
104,748
shares
|
$13.6 Million
5.44% of portfolio
|
Q2 2024
Reduced 11.95%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
102,298
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
100,422
shares
|
$13.1 Million
4.29% of portfolio
|
Q3 2024
Reduced 2.35%
|