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 803 institutions that hold shares in the stock, with a total of 97.3 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tnf LLC
|
Jul 25, 2024 Q2 2024 |
52,971
shares
|
$6.77 Million
2.31% of portfolio
|
Q2 2024
Reduced 31.33%
|
|
Facet Wealth, Inc.
|
Jul 31, 2024 Q2 2024 |
51,472
shares
|
$6.58 Million
0.19% of portfolio
|
Q2 2024
Reduced 5.48%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
48,969
shares
|
$6.26 Million
0.28% of portfolio
|
Q2 2024
Reduced 20.25%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
48,965
shares
|
$6.26 Million
1.43% of portfolio
|
Q2 2024
Added 247.07%
|
|
Ma Private Wealth
|
Aug 05, 2024 Q2 2024 |
48,604
shares
|
$6.21 Million
1.15% of portfolio
|
Q2 2024
Reduced 4.53%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
48,499
shares
|
$6.2 Million
0.02% of portfolio
|
Q2 2024
Added 0.46%
|
|
Maia Wealth LLC
Denver, CO |
Jul 16, 2024 Q2 2024 |
48,420
shares
|
$6.19 Million
1.79% of portfolio
|
Q2 2024
Reduced 53.61%
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
47,990
shares
|
$6.14 Million
0.33% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
47,153
shares
|
$6.03 Million
0.31% of portfolio
|
Q3 2024
Added 1.98%
|
|
Waypoint Wealth Partners Inc.
|
Jul 24, 2024 Q2 2024 |
47,044
shares
|
$6.01 Million
1.7% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
45,958
shares
|
$5.88 Million
1.01% of portfolio
|
Q4 2023
New holding
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
44,630
shares
|
$5.71 Million
0.72% of portfolio
|
Q2 2024
Added 1.96%
|
|
Wealth Architects, LLC
|
Aug 08, 2024 Q2 2024 |
44,071
shares
|
$5.63 Million
0.66% of portfolio
|
Q2 2024
Added 49.9%
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Jul 31, 2024 Q2 2024 |
44,047
shares
|
$5.63 Million
1.58% of portfolio
|
Q2 2024
Reduced 3.76%
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 18, 2024 Q3 2024 |
43,867
shares
|
$5.61 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
Rhs Financial, LLC
|
Jul 16, 2024 Q2 2024 |
43,822
shares
|
$5.6 Million
3.28% of portfolio
|
Q2 2024
Reduced 1.33%
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
43,741
shares
|
$5.59 Million
2.61% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
43,250
shares
|
$5.53 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
Long Run Wealth Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
42,602
shares
|
$5.45 Million
1.3% of portfolio
|
Q2 2024
Reduced 18.29%
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
41,683
shares
|
$5.33 Million
0.14% of portfolio
|
Q3 2024
Added 11.62%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
41,545
shares
|
$5.31 Million
0.32% of portfolio
|
Q3 2024
Added 1.0%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
41,381
shares
|
$5.29 Million
0.14% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
41,317
shares
|
$5.28 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
39,650
shares
|
$5.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
Mayflower Financial Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
39,203
shares
|
$5.01 Million
0.36% of portfolio
|
Q2 2024
Reduced 9.08%
|