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 |
---|---|---|---|---|---|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
71,078
shares
|
$9.09 Million
0.09% of portfolio
|
Q2 2024
Added 29.99%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
68,915
shares
|
$8.81 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
65,232
shares
|
$8.34 Million
0.2% of portfolio
|
Q3 2024
Added 4.38%
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
64,986
shares
|
$8.31 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
Ieq Capital, LLC
|
Aug 12, 2024 Q2 2024 |
63,073
shares
|
$8.06 Million
0.1% of portfolio
|
Q2 2024
Reduced 12.44%
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
62,833
shares
|
$8.03 Million
0.64% of portfolio
|
Q2 2024
Reduced 47.41%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
62,359
shares
|
$7.97 Million
0.24% of portfolio
|
Q1 2023
Added 9.58%
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
61,958
shares
|
$7.92 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
61,381
shares
|
$7.85 Million
0.68% of portfolio
|
Q2 2024
Added 0.07%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
61,168
shares
|
$7.82 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
60,615
shares
|
$7.75 Million
0.08% of portfolio
|
Q2 2024
Reduced 35.3%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 13, 2024 Q2 2024 |
60,000
shares
|
$7.67 Million
0.58% of portfolio
|
Q2 2024
Reduced 7.8%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
58,697
shares
|
$7.5 Million
0.05% of portfolio
|
Q2 2024
Reduced 22.19%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
58,675
shares
|
$7.5 Million
0.1% of portfolio
|
Q4 2022
Reduced 2.44%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
58,556
shares
|
$7.49 Million
0.01% of portfolio
|
Q2 2024
Reduced 34.54%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
58,156
shares
|
$7.44 Million
0.1% of portfolio
|
Q2 2024
Reduced 7.41%
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 31, 2024 Q2 2024 |
56,730
shares
|
$7.25 Million
1.24% of portfolio
|
Q2 2024
Added 20.18%
|
|
Goodwin Investment Advisory
Woodstock, GA |
Aug 01, 2024 Q2 2024 |
56,146
shares
|
$7.18 Million
1.84% of portfolio
|
Q2 2024
Added 13.46%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
56,081
shares
|
$7.17 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,322
shares
|
$7.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
54,726
shares
|
$7 Million
0.17% of portfolio
|
Q2 2024
Added 27.96%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
53,976
shares
|
$6.9 Million
0.2% of portfolio
|
Q2 2024
Added 9.18%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
53,743
shares
|
$6.87 Million
0.14% of portfolio
|
Q2 2024
Reduced 17.36%
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
53,427
shares
|
$6.83 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
Lake Street Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
53,195
shares
|
$6.8 Million
0.31% of portfolio
|
Q2 2024
Added 0.47%
|