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 809 institutions that hold shares in the stock, with a total of 94.7 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
125
shares
|
$16,590
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
123
shares
|
$16,324
0.01% of portfolio
|
Q2 2024
Reduced 89.6%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
120
shares
|
$15,926
0.01% of portfolio
|
Q1 2023
Reduced 8.4%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
118
shares
|
$15,660
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
115
shares
|
$15,262
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
101
shares
|
$13,404
0.0% of portfolio
|
Q2 2024
Reduced 74.43%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
100
shares
|
$13,272
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
99
shares
|
$13,139
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
96
shares
|
$12,741
0.0% of portfolio
|
Q2 2024
Added 21.52%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
83
shares
|
$11,015
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
73
shares
|
$9,688
0.0% of portfolio
|
Q3 2024
Added 10.61%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
68
shares
|
$9,024
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
58
shares
|
$7,697
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
53
shares
|
$7,034
0.0% of portfolio
|
Q2 2024
Added 1.92%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
35
shares
|
$4,645
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
33
shares
|
$4,379
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
29
shares
|
$3,848
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
26
shares
|
$3,450
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
25
shares
|
$3,318
0.0% of portfolio
|
Q2 2023
Reduced 80.47%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
25
shares
|
$3,318
0.0% of portfolio
|
Q1 2024
Reduced 56.14%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
20
shares
|
$2,654
0.0% of portfolio
|
Q2 2023
Reduced 98.34%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
20
shares
|
$2,654
0.0% of portfolio
|
Q3 2022
Added 17.65%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
19
shares
|
$2,521
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
18
shares
|
$2,388
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
17
shares
|
$2,256
0.0% of portfolio
|
Q2 2024
Reduced 67.92%
|