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 |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
62,359
shares
|
$8.11 Million
0.24% of portfolio
|
Q1 2023
Added 9.58%
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
61,958
shares
|
$8.05 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
61,381
shares
|
$7.98 Million
0.68% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
61,127
shares
|
$7.95 Million
0.09% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
60,919
shares
|
$7.92 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
58,675
shares
|
$7.63 Million
0.1% of portfolio
|
Q4 2022
Reduced 2.44%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
57,942
shares
|
$7.53 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
57,511
shares
|
$7.48 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
57,479
shares
|
$7.47 Million
0.02% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
57,045
shares
|
$7.41 Million
1.26% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
56,285
shares
|
$7.32 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
55,941
shares
|
$7.27 Million
0.2% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,322
shares
|
$7.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
53,743
shares
|
$6.99 Million
0.14% of portfolio
|
Q2 2024
Reduced 17.36%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
53,427
shares
|
$6.94 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
53,296
shares
|
$6.93 Million
0.32% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
52,753
shares
|
$6.86 Million
2.38% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
52,659
shares
|
$6.84 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
52,259
shares
|
$6.79 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
51,034
shares
|
$6.63 Million
1.48% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
50,484
shares
|
$6.56 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
48,188
shares
|
$6.26 Million
0.12% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
47,990
shares
|
$6.24 Million
0.33% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
47,688
shares
|
$6.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 24.39%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
47,465
shares
|
$6.17 Million
0.77% of portfolio
|
Q3 2024
Added 6.35%
|