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 854 institutions that hold shares in the stock, with a total of 95.4 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 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
|
$9.66 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
69,049
shares
|
$9.54 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
64,424
shares
|
$8.9 Million
0.2% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
64,263
shares
|
$8.88 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
|
$8.88 Million
1.39% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
62,763
shares
|
$8.67 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
62,359
shares
|
$8.62 Million
0.24% of portfolio
|
Q1 2023
Added 9.58%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
61,381
shares
|
$8.48 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
|
$8.35 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
|
$8.34 Million
0.06% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
60,165
shares
|
$8.31 Million
1.56% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
59,927
shares
|
$8.28 Million
1.44% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
59,470
shares
|
$8.22 Million
0.17% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
59,457
shares
|
$8.22 Million
0.89% of portfolio
|
Q2 2025
Added 27.95%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
58,675
shares
|
$8.11 Million
0.1% of portfolio
|
Q4 2022
Reduced 2.44%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
58,277
shares
|
$8.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
55,886
shares
|
$7.72 Million
0.14% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,322
shares
|
$7.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
55,317
shares
|
$7.64 Million
0.02% of portfolio
|
Q1 2025
Added 16.93%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
54,704
shares
|
$7.56 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
52,753
shares
|
$7.29 Million
2.38% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
52,679
shares
|
$7.28 Million
0.57% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
49,940
shares
|
$6.9 Million
2.53% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
49,777
shares
|
$6.88 Million
1.26% of portfolio
|
Q2 2025
Reduced 29.07%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
49,640
shares
|
$6.86 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.36%
|