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 |
|---|---|---|---|---|---|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
46,298
shares
|
$6.65 Million
3.63% of portfolio
|
Q2 2025
Added 31829.66%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
46,205
shares
|
$6.63 Million
1.64% of portfolio
|
Q2 2025
Reduced 21.18%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
45,958
shares
|
$6.6 Million
1.01% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
44,405
shares
|
$6.38 Million
1.54% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
43,810
shares
|
$6.29 Million
0.03% of portfolio
|
Q2 2025
Added 28.43%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
43,695
shares
|
$6.27 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
43,250
shares
|
$6.21 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
42,910
shares
|
$6.16 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
41,738
shares
|
$5.99 Million
0.3% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
41,293
shares
|
$5.93 Million
0.34% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
40,991
shares
|
$5.89 Million
2.57% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
40,940
shares
|
$5.88 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
40,356
shares
|
$5.79 Million
0.01% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
40,239
shares
|
$5.78 Million
1.04% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
39,300
shares
|
$5.64 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
38,336
shares
|
$5.5 Million
0.08% of portfolio
|
Q2 2025
Added 28.54%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
37,849
shares
|
$5.43 Million
0.17% of portfolio
|
Q2 2025
Reduced 75.47%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
37,389
shares
|
$5.37 Million
1.18% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
36,249
shares
|
$5.2 Million
0.06% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
36,185
shares
|
$5.2 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
35,927
shares
|
$5.16 Million
4.94% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
35,685
shares
|
$5.12 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Aug 13, 2025 Q2 2025 |
35,470
shares
|
$5.09 Million
5.54% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
35,412
shares
|
$5.08 Million
0.22% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
35,247
shares
|
$5.06 Million
1.19% of portfolio
|
Q2 2025
Reduced 3.07%
|