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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
35,116
shares
|
$5.04 Million
0.12% of portfolio
|
Q2 2020
Added 28.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
35,113
shares
|
$5.04 Million
0.0% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
34,428
shares
|
$4.94 Million
1.95% of portfolio
|
Q4 2023
Reduced 12.33%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
33,974
shares
|
$4.88 Million
3.61% of portfolio
|
Q2 2025
Added 31.22%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
33,067
shares
|
$4.75 Million
0.11% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
32,912
shares
|
$4.73 Million
0.25% of portfolio
|
Q4 2023
Added 1.9%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
32,627
shares
|
$4.68 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.7%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
32,300
shares
|
$4.64 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
32,265
shares
|
$4.63 Million
1.15% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
32,056
shares
|
$4.6 Million
2.27% of portfolio
|
Q1 2025
Reduced 81.74%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
31,453
shares
|
$4.52 Million
0.6% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
31,431
shares
|
$4.51 Million
0.02% of portfolio
|
Q3 2024
Reduced 57.61%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
31,225
shares
|
$4.48 Million
1.02% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
30,438
shares
|
$4.37 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
30,317
shares
|
$4.35 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
30,297
shares
|
$4.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
29,984
shares
|
$4.31 Million
1.24% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
29,824
shares
|
$4.28 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
29,821
shares
|
$4.28 Million
0.24% of portfolio
|
Q4 2023
Added 6.77%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
28,663
shares
|
$4.12 Million
0.21% of portfolio
|
Q3 2022
Added 0.46%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
28,267
shares
|
$4.06 Million
0.08% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
28,146
shares
|
$4.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 33.44%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
27,950
shares
|
$4.01 Million
0.65% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
27,681
shares
|
$3.97 Million
0.04% of portfolio
|
Q2 2025
Reduced 77.67%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
27,473
shares
|
$3.94 Million
0.6% of portfolio
|
Q1 2025
Reduced 3.1%
|