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 850 institutions that hold shares in the stock, with a total of 95.5 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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
69,894
shares
|
$9.01 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
69,401
shares
|
$8.95 Million
2.03% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
69,049
shares
|
$8.91 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
64,256
shares
|
$8.29 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
63,374
shares
|
$8.17 Million
0.41% of portfolio
|
Q1 2025
Added 39.81%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
62,763
shares
|
$8.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
62,359
shares
|
$8.04 Million
0.24% of portfolio
|
Q1 2023
Added 9.58%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
61,381
shares
|
$7.92 Million
0.68% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
60,399
shares
|
$7.79 Million
0.0% of portfolio
|
Q1 2025
Added 874.33%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
60,343
shares
|
$7.78 Million
0.06% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
60,165
shares
|
$7.76 Million
1.56% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
59,927
shares
|
$7.73 Million
1.44% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 24, 2025 Q1 2025 |
58,702
shares
|
$7.57 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
58,675
shares
|
$7.57 Million
0.1% of portfolio
|
Q4 2022
Reduced 2.44%
|
|
|
Waypoint Wealth Partners Inc.
|
May 13, 2025 Q1 2025 |
58,618
shares
|
$7.56 Million
2.05% of portfolio
|
Q1 2025
Added 26.47%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
58,277
shares
|
$7.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
58,092
shares
|
$7.49 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
57,454
shares
|
$7.41 Million
0.16% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,322
shares
|
$7.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
55,317
shares
|
$7.13 Million
0.02% of portfolio
|
Q1 2025
Added 16.93%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
54,704
shares
|
$7.06 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
52,753
shares
|
$6.8 Million
2.38% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
52,721
shares
|
$6.8 Million
0.13% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
52,679
shares
|
$6.79 Million
0.57% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
50,322
shares
|
$6.49 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.72%
|