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 |
---|---|---|---|---|---|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
100
shares
|
$12,785
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
96
shares
|
$12,273
0.0% of portfolio
|
Q2 2024
Added 21.52%
|
|
First Financial Corp
|
Jul 11, 2024 Q2 2024 |
83
shares
|
$10,611
0.0% of portfolio
|
Q2 2022
New holding
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
68
shares
|
$8,693
0.0% of portfolio
|
Q2 2022
New holding
|
|
Morris Financial Concepts, Inc.
|
Jul 29, 2024 Q2 2024 |
66
shares
|
$8,438
0.0% of portfolio
|
Q1 2024
Added 20.0%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
58
shares
|
$7,415
0.0% of portfolio
|
Q1 2024
New holding
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
53
shares
|
$6,776
0.0% of portfolio
|
Q2 2024
Added 1.92%
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Aug 13, 2024 Q2 2024 |
35
shares
|
$4,474
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gfs Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
35
shares
|
$4,474
0.0% of portfolio
|
Q2 2024
Reduced 99.75%
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
29
shares
|
$3,707
0.0% of portfolio
|
Q2 2024
New holding
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
26
shares
|
$3,324
0.0% of portfolio
|
Q2 2023
New holding
|
|
Russell Investments Group, Ltd.
|
Aug 08, 2024 Q2 2024 |
26
shares
|
$3,324
0.0% of portfolio
|
Q1 2024
New holding
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
25
shares
|
$3,196
0.0% of portfolio
|
Q2 2023
Reduced 80.47%
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
25
shares
|
$3,196
0.0% of portfolio
|
Q1 2024
Reduced 56.14%
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
22
shares
|
$2,812
0.0% of portfolio
|
Q1 2024
Reduced 63.33%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 08, 2024 Q2 2024 |
20
shares
|
$2,557
0.0% of portfolio
|
Q2 2023
Reduced 98.34%
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
20
shares
|
$2,557
0.0% of portfolio
|
Q3 2022
Added 17.65%
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
19
shares
|
$2,429
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
18
shares
|
$2,301
0.0% of portfolio
|
Q1 2024
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
17
shares
|
$2,173
0.0% of portfolio
|
Q2 2024
Reduced 67.92%
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
16
shares
|
$2,045
0.0% of portfolio
|
Q2 2023
Added 6.67%
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
13
shares
|
$1,662
0.0% of portfolio
|
Q3 2024
Added 1200.0%
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
11
shares
|
$1,406
0.0% of portfolio
|
Q3 2024
New holding
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
10
shares
|
$1,278
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
7
shares
|
$894
0.0% of portfolio
|
Q2 2024
Reduced 99.73%
|