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 859 institutions that hold shares in the stock, with a total of 96.2 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
786
shares
|
$97,000
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
775
shares
|
$95,642
0.01% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
727
shares
|
$89,719
0.01% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
719
shares
|
$88,731
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
719
shares
|
$88,731
0.02% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
685
shares
|
$84,535
0.01% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
678
shares
|
$83,671
0.01% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
644
shares
|
$79,476
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
625
shares
|
$77,131
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
617
shares
|
$76,143
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
616
shares
|
$76,020
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
588
shares
|
$72,565
0.01% of portfolio
|
Q4 2021
Reduced 19.56%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
587
shares
|
$72,441
0.0% of portfolio
|
Q4 2024
Reduced 11.46%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
555
shares
|
$68,492
0.03% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
527
shares
|
$65,037
0.01% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
510
shares
|
$62,939
0.0% of portfolio
|
Q1 2024
Reduced 95.61%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
495
shares
|
$61,087
0.04% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
494
shares
|
$60,964
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
488
shares
|
$60,224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
470
shares
|
$58,002
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
455
shares
|
$56,151
0.01% of portfolio
|
Q4 2024
Added 56.36%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
435
shares
|
$53,683
0.01% of portfolio
|
Q2 2023
Added 0.23%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
430
shares
|
$53,066
0.01% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
423
shares
|
$52,202
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
422
shares
|
$52,079
0.0% of portfolio
|
Q1 2024
Added 627.59%
|