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 850 institutions that hold shares in the stock, with a total of 95.5 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
29,821
shares
|
$3.85 Million
0.24% of portfolio
|
Q4 2023
Added 6.77%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
29,369
shares
|
$3.79 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
28,684
shares
|
$3.7 Million
0.9% of portfolio
|
Q1 2025
Added 1287.71%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
28,663
shares
|
$3.7 Million
0.21% of portfolio
|
Q3 2022
Added 0.46%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
28,617
shares
|
$3.69 Million
1.17% of portfolio
|
Q1 2025
Added 411.66%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
27,969
shares
|
$3.61 Million
0.65% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
27,950
shares
|
$3.6 Million
0.65% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
27,919
shares
|
$3.6 Million
0.03% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
27,608
shares
|
$3.56 Million
0.08% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
27,473
shares
|
$3.54 Million
0.6% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
27,232
shares
|
$3.51 Million
1.11% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
27,083
shares
|
$3.49 Million
0.13% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
27,016
shares
|
$3.48 Million
0.04% of portfolio
|
Q1 2025
Reduced 69.5%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
26,752
shares
|
$3.45 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
26,309
shares
|
$3.39 Million
0.73% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Apr 11, 2025 Q1 2025 |
26,046
shares
|
$3.36 Million
2.7% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
25,891
shares
|
$3.34 Million
2.52% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
25,876
shares
|
$3.34 Million
0.09% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
25,098
shares
|
$3.24 Million
0.03% of portfolio
|
Q1 2025
Added 15.17%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
24,975
shares
|
$3.22 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
24,913
shares
|
$3.21 Million
0.11% of portfolio
|
Q1 2024
Added 3.85%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
24,487
shares
|
$3.16 Million
0.22% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
24,443
shares
|
$3.15 Million
0.01% of portfolio
|
Q1 2025
Added 112.66%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
24,139
shares
|
$3.11 Million
1.91% of portfolio
|
Q1 2025
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
24,055
shares
|
$3.1 Million
0.84% of portfolio
|
Q1 2025
Reduced 2.87%
|