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 |
|---|---|---|---|---|---|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
95,766
shares
|
$13.8 Million
2.02% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
95,463
shares
|
$13.7 Million
4.77% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
93,756
shares
|
$13.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
90,000
shares
|
$12.9 Million
0.53% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
87,900
shares
|
$12.6 Million
0.33% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
87,702
shares
|
$12.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
87,477
shares
|
$12.6 Million
0.02% of portfolio
|
Q2 2025
Added 24.41%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
87,413
shares
|
$12.6 Million
1.04% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
84,368
shares
|
$12.1 Million
6.81% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
82,256
shares
|
$11.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
81,260
shares
|
$11.7 Million
0.06% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
79,912
shares
|
$11.5 Million
1.28% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
78,808
shares
|
$11.3 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
76,317
shares
|
$11 Million
0.31% of portfolio
|
Q3 2023
Added 7.0%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
76,284
shares
|
$11 Million
1.42% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
76,134
shares
|
$10.9 Million
0.46% of portfolio
|
Q4 2024
Added 42.85%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
75,504
shares
|
$10.8 Million
6.04% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
74,610
shares
|
$10.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 29.49%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
74,140
shares
|
$10.6 Million
0.84% of portfolio
|
Q4 2023
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
74,100
shares
|
$10.6 Million
0.12% of portfolio
|
Q2 2025
Reduced 25.95%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
73,874
shares
|
$10.6 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
72,521
shares
|
$10.4 Million
3.21% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
70,855
shares
|
$10.2 Million
2.11% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
69,886
shares
|
$10 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
68,103
shares
|
$9.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.67%
|