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 877 institutions that hold shares in the stock, with a total of 94.9 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
338
shares
|
$48,533
0.0% of portfolio
|
Q2 2025
Added 125.33%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
335
shares
|
$48,102
0.02% of portfolio
|
Q2 2025
Added 35.08%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
310
shares
|
$44,512
0.0% of portfolio
|
Q4 2024
Reduced 34.46%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
307
shares
|
$44,082
0.02% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
301
shares
|
$43,220
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
296
shares
|
$42,502
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
295
shares
|
$42,359
0.01% of portfolio
|
Q1 2024
Reduced 73.3%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
277
shares
|
$39,774
0.01% of portfolio
|
Q1 2025
Reduced 11.5%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
273
shares
|
$39,200
0.0% of portfolio
|
Q4 2024
Reduced 18.26%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
269
shares
|
$38,625
0.0% of portfolio
|
Q2 2025
Added 63.03%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
257
shares
|
$36,902
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
257
shares
|
$36,902
0.03% of portfolio
|
Q1 2025
Added 37.43%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
234
shares
|
$33,600
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
229
shares
|
$32,882
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
229
shares
|
$32,882
0.01% of portfolio
|
Q4 2024
Reduced 77.81%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
222
shares
|
$31,876
0.0% of portfolio
|
Q2 2024
Reduced 42.34%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
220
shares
|
$31,589
0.01% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
213
shares
|
$30,584
0.01% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
213
shares
|
$30,584
0.0% of portfolio
|
Q2 2024
Added 113.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
209
shares
|
$30,010
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
199
shares
|
$28,574
0.02% of portfolio
|
Q1 2025
Added 33.56%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
189
shares
|
$27,138
0.0% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
188
shares
|
$26,994
0.01% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
187
shares
|
$26,851
0.01% of portfolio
|
Q2 2023
Added 24.67%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
185
shares
|
$26,564
0.01% of portfolio
|
Q1 2025
Added 22.52%
|