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 807 institutions that hold shares in the stock, with a total of 94.6 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
100,135
shares
|
$13 Million
0.57% of portfolio
|
Q3 2023
Added 0.14%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
98,159
shares
|
$12.8 Million
2.01% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
95,506
shares
|
$12.4 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
95,467
shares
|
$12.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
92,675
shares
|
$12 Million
7.64% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
91,591
shares
|
$11.9 Million
0.84% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
91,286
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
90,121
shares
|
$11.7 Million
0.36% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
86,800
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 37.91%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
84,588
shares
|
$11 Million
3.96% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
83,573
shares
|
$10.9 Million
7.33% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
81,637
shares
|
$10.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
76,645
shares
|
$9.96 Million
1.45% of portfolio
|
Q3 2024
Reduced 10.04%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
76,317
shares
|
$9.92 Million
0.31% of portfolio
|
Q3 2023
Added 7.0%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
75,309
shares
|
$9.79 Million
1.45% of portfolio
|
Q2 2024
Added 2.38%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
74,140
shares
|
$9.64 Million
0.84% of portfolio
|
Q4 2023
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
73,350
shares
|
$9.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
71,837
shares
|
$9.34 Million
0.61% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
71,821
shares
|
$9.34 Million
0.09% of portfolio
|
Q3 2024
Added 385.24%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
71,318
shares
|
$9.27 Million
2.14% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
65,818
shares
|
$8.56 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
65,232
shares
|
$8.48 Million
0.2% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
64,986
shares
|
$8.45 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
62,741
shares
|
$8.16 Million
0.01% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
62,400
shares
|
$8.11 Million
0.18% of portfolio
|
Q3 2024
New holding
|