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 |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
1,075
shares
|
$143,458
0.06% of portfolio
|
Q1 2024
Reduced 15.69%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,073
shares
|
$143,191
0.0% of portfolio
|
Q4 2023
Reduced 30.14%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
1,017
shares
|
$135,718
0.0% of portfolio
|
Q4 2024
Reduced 29.23%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
1,010
shares
|
$134,784
0.04% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$133,450
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
997
shares
|
$133,049
0.02% of portfolio
|
Q4 2024
Added 71.6%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
996
shares
|
$132,916
0.01% of portfolio
|
Q4 2024
Reduced 24.72%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
990
shares
|
$132,115
0.05% of portfolio
|
Q2 2022
Reduced 26.06%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
987
shares
|
$131,715
0.03% of portfolio
|
Q4 2024
Added 21.85%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
968
shares
|
$129,179
0.0% of portfolio
|
Q4 2024
Added 18.05%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
956
shares
|
$127,578
0.01% of portfolio
|
Q2 2022
Reduced 9.47%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
954
shares
|
$127,311
0.04% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
940
shares
|
$125,442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
934
shares
|
$124,642
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
933
shares
|
$124,508
0.0% of portfolio
|
Q1 2024
Reduced 49.43%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
930
shares
|
$124,108
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
919
shares
|
$122,640
0.0% of portfolio
|
Q2 2024
Reduced 4.27%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
905
shares
|
$120,772
0.04% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
871
shares
|
$116,234
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
849
shares
|
$113,299
0.01% of portfolio
|
Q1 2024
Reduced 17.25%
|
|
|
Sofi Wealth, LLC
|
Feb 04, 2025 Q4 2024 |
832
shares
|
$111,030
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
820
shares
|
$109,428
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
786
shares
|
$104,891
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
775
shares
|
$103,423
0.01% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
734
shares
|
$97,952
0.02% of portfolio
|
Q3 2024
Added 0.41%
|