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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
67,342
shares
|
$9.67 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
64,424
shares
|
$9.25 Million
0.2% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
64,263
shares
|
$9.23 Million
0.43% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
64,235
shares
|
$9.22 Million
1.39% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
62,763
shares
|
$9.01 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
62,359
shares
|
$8.95 Million
0.24% of portfolio
|
Q1 2023
Added 9.58%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
61,381
shares
|
$8.81 Million
0.68% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
59,470
shares
|
$8.54 Million
0.17% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
59,457
shares
|
$8.54 Million
0.89% of portfolio
|
Q2 2025
Added 27.95%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
58,092
shares
|
$8.34 Million
1.52% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
56,798
shares
|
$8.16 Million
0.1% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
56,078
shares
|
$8.05 Million
1.42% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
55,886
shares
|
$8.02 Million
0.14% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,322
shares
|
$7.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
54,659
shares
|
$7.85 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
53,827
shares
|
$7.73 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
52,753
shares
|
$7.57 Million
2.38% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
51,431
shares
|
$7.38 Million
0.12% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
50,974
shares
|
$7.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.53%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
50,760
shares
|
$7.29 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
49,777
shares
|
$7.15 Million
1.26% of portfolio
|
Q2 2025
Reduced 29.07%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
49,640
shares
|
$7.13 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
48,671
shares
|
$6.99 Million
2.36% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
48,636
shares
|
$6.98 Million
1.45% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
48,298
shares
|
$6.94 Million
0.15% of portfolio
|
Q2 2025
Added 8.53%
|