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 |
---|---|---|---|---|---|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
38,603
shares
|
$4.94 Million
0.07% of portfolio
|
Q3 2024
Added 0.12%
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
38,498
shares
|
$4.92 Million
0.01% of portfolio
|
Q2 2024
Reduced 39.74%
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
37,031
shares
|
$4.73 Million
1.39% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
36,797
shares
|
$4.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 38.53%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
35,927
shares
|
$4.59 Million
4.94% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
35,297
shares
|
$4.51 Million
0.2% of portfolio
|
Q2 2024
Added 0.02%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
35,183
shares
|
$4.5 Million
0.22% of portfolio
|
Q2 2024
Added 1.28%
|
|
Montecito Bank & Trust
|
Jul 17, 2024 Q2 2024 |
35,122
shares
|
$4.49 Million
0.86% of portfolio
|
Q2 2024
Reduced 16.26%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
35,116
shares
|
$4.49 Million
0.12% of portfolio
|
Q2 2020
Added 28.0%
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
34,428
shares
|
$4.4 Million
1.95% of portfolio
|
Q4 2023
Reduced 12.33%
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
33,768
shares
|
$4.32 Million
0.78% of portfolio
|
Q3 2024
Added 0.57%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
33,067
shares
|
$4.23 Million
0.11% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
32,912
shares
|
$4.21 Million
0.25% of portfolio
|
Q4 2023
Added 1.9%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
32,730
shares
|
$4.18 Million
0.13% of portfolio
|
Q3 2024
Reduced 22.63%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
32,200
shares
|
$4.12 Million
0.01% of portfolio
|
Q2 2024
Added 135.04%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
32,053
shares
|
$4.1 Million
0.1% of portfolio
|
Q2 2024
Reduced 63.4%
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
31,500
shares
|
$4.03 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
31,292
shares
|
$4 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
31,036
shares
|
$3.97 Million
1.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
30,745
shares
|
$3.93 Million
1.67% of portfolio
|
Q3 2024
Added 24.19%
|
|
Spinnaker Trust
|
Jul 31, 2024 Q2 2024 |
30,179
shares
|
$3.86 Million
0.23% of portfolio
|
Q2 2024
Reduced 75.04%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
29,821
shares
|
$3.81 Million
0.24% of portfolio
|
Q4 2023
Added 6.77%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
29,793
shares
|
$3.81 Million
0.0% of portfolio
|
Q2 2024
Added 354.09%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
29,475
shares
|
$3.77 Million
0.01% of portfolio
|
Q2 2024
Reduced 15.42%
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
29,203
shares
|
$3.73 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.06%
|