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 |
|---|---|---|---|---|---|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
27,337
shares
|
$3.93 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
27,016
shares
|
$3.88 Million
0.04% of portfolio
|
Q1 2025
Reduced 69.5%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
26,843
shares
|
$3.85 Million
0.12% of portfolio
|
Q2 2025
Reduced 15.75%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
26,330
shares
|
$3.78 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
26,103
shares
|
$3.75 Million
0.28% of portfolio
|
Q2 2025
Added 691.48%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
25,924
shares
|
$3.72 Million
2.86% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
25,429
shares
|
$3.65 Million
0.23% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
25,093
shares
|
$3.6 Million
0.63% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
24,951
shares
|
$3.58 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
24,913
shares
|
$3.58 Million
0.11% of portfolio
|
Q1 2024
Added 3.85%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
24,910
shares
|
$3.58 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
24,873
shares
|
$3.57 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
24,548
shares
|
$3.52 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
24,452
shares
|
$3.51 Million
0.7% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
24,257
shares
|
$3.48 Million
0.86% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
24,157
shares
|
$3.47 Million
0.09% of portfolio
|
Q2 2025
Added 90.0%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
23,873
shares
|
$3.43 Million
0.13% of portfolio
|
Q2 2025
Reduced 95.91%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
23,738
shares
|
$3.41 Million
1.27% of portfolio
|
Q2 2025
Reduced 43.36%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
23,716
shares
|
$3.41 Million
0.58% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
23,645
shares
|
$3.4 Million
1.82% of portfolio
|
Q2 2025
Reduced 47.83%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
23,599
shares
|
$3.39 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
23,570
shares
|
$3.38 Million
1.87% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
23,178
shares
|
$3.33 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
22,846
shares
|
$3.28 Million
0.11% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
22,718
shares
|
$3.26 Million
0.05% of portfolio
|
Q3 2022
Added 76.84%
|