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 |
---|---|---|---|---|---|
Regions Financial Corp
|
Jul 31, 2024 Q2 2024 |
29,038
shares
|
$3.71 Million
0.03% of portfolio
|
Q2 2024
Added 9.26%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
28,663
shares
|
$3.66 Million
0.21% of portfolio
|
Q3 2022
Added 0.46%
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
28,014
shares
|
$3.58 Million
2.74% of portfolio
|
Q4 2022
New holding
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
28,012
shares
|
$3.58 Million
0.04% of portfolio
|
Q3 2024
Added 10.82%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
27,950
shares
|
$3.57 Million
0.65% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Aug 02, 2024 Q2 2024 |
27,352
shares
|
$3.5 Million
2.52% of portfolio
|
Q2 2024
Reduced 13.81%
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
26,893
shares
|
$3.44 Million
0.1% of portfolio
|
Q3 2024
Added 8.91%
|
|
Planning Alternatives LTD
|
Jul 25, 2024 Q2 2024 |
26,882
shares
|
$3.44 Million
0.52% of portfolio
|
Q2 2024
Added 2.67%
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
26,823
shares
|
$3.43 Million
0.95% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
26,514
shares
|
$3.39 Million
0.03% of portfolio
|
Q2 2024
Added 3.49%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
26,134
shares
|
$3.34 Million
0.04% of portfolio
|
Q2 2024
Reduced 42.1%
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
25,829
shares
|
$3.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 15, 2024 Q2 2024 |
25,788
shares
|
$3.3 Million
0.76% of portfolio
|
Q2 2024
Reduced 47.76%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
25,625
shares
|
$3.28 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
25,152
shares
|
$3.22 Million
1.42% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
25,093
shares
|
$3.21 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
25,080
shares
|
$3.21 Million
0.09% of portfolio
|
Q2 2024
Reduced 19.62%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
24,913
shares
|
$3.19 Million
0.11% of portfolio
|
Q1 2024
Added 3.85%
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Jul 31, 2024 Q2 2024 |
24,843
shares
|
$3.18 Million
2.49% of portfolio
|
Q2 2024
Added 0.25%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
24,469
shares
|
$3.13 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
Jordan Park Group LLC
|
Aug 07, 2024 Q2 2024 |
24,276
shares
|
$3.1 Million
0.24% of portfolio
|
Q2 2024
Added 52.97%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
23,859
shares
|
$3.05 Million
0.01% of portfolio
|
Q2 2024
Added 20.17%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
23,399
shares
|
$2.99 Million
0.3% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
23,322
shares
|
$2.98 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
22,718
shares
|
$2.9 Million
0.05% of portfolio
|
Q3 2022
Added 76.84%
|