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 809 institutions that hold shares in the stock, with a total of 94.7 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
27,950
shares
|
$3.71 Million
0.65% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
27,709
shares
|
$3.68 Million
0.04% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
27,174
shares
|
$3.61 Million
0.12% of portfolio
|
Q3 2024
Added 465.42%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
26,893
shares
|
$3.57 Million
0.1% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
26,823
shares
|
$3.56 Million
0.95% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
26,692
shares
|
$3.54 Million
0.79% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
26,500
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 86.09%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
26,299
shares
|
$3.49 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
26,172
shares
|
$3.47 Million
0.01% of portfolio
|
Q3 2024
Added 27.69%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
25,829
shares
|
$3.43 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
25,765
shares
|
$3.42 Million
0.01% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
25,625
shares
|
$3.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
25,592
shares
|
$3.4 Million
0.09% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
25,569
shares
|
$3.39 Million
0.03% of portfolio
|
Q3 2024
Added 24.57%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
25,152
shares
|
$3.34 Million
1.42% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
25,124
shares
|
$3.33 Million
2.49% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
25,093
shares
|
$3.33 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
24,913
shares
|
$3.31 Million
0.11% of portfolio
|
Q1 2024
Added 3.85%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
24,469
shares
|
$3.25 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
24,274
shares
|
$3.22 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
23,935
shares
|
$3.18 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.57%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
23,322
shares
|
$3.1 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
23,312
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2024
Added 44.11%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
22,718
shares
|
$3.02 Million
0.05% of portfolio
|
Q3 2022
Added 76.84%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
22,461
shares
|
$2.98 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.35%
|