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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
22,144
shares
|
$2.94 Million
0.8% of portfolio
|
Q2 2022
Added 0.43%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
21,845
shares
|
$2.9 Million
0.22% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
21,583
shares
|
$2.86 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
21,474
shares
|
$2.85 Million
2.26% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
21,148
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
20,609
shares
|
$2.74 Million
0.26% of portfolio
|
Q3 2024
Reduced 11.92%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
20,058
shares
|
$2.66 Million
0.1% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
19,980
shares
|
$2.65 Million
0.03% of portfolio
|
Q2 2023
Reduced 40.4%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
19,934
shares
|
$2.65 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
19,678
shares
|
$2.61 Million
0.16% of portfolio
|
Q4 2022
Reduced 12.71%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
19,636
shares
|
$2.61 Million
0.48% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
19,632
shares
|
$2.61 Million
1.51% of portfolio
|
Q2 2024
Reduced 9.51%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
19,346
shares
|
$2.57 Million
1.03% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Nov 04, 2024 Q3 2024 |
19,223
shares
|
$2.55 Million
1.23% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
19,215
shares
|
$2.55 Million
0.17% of portfolio
|
Q3 2024
Reduced 16.33%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
19,055
shares
|
$2.53 Million
0.21% of portfolio
|
Q2 2023
Reduced 0.27%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
18,958
shares
|
$2.52 Million
1.11% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
18,913
shares
|
$2.51 Million
0.15% of portfolio
|
Q3 2023
Reduced 66.66%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
18,899
shares
|
$2.51 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
18,884
shares
|
$2.51 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
18,871
shares
|
$2.5 Million
1.11% of portfolio
|
Q1 2023
Added 53.32%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
18,719
shares
|
$2.48 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
18,534
shares
|
$2.46 Million
0.02% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
18,398
shares
|
$2.44 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
18,130
shares
|
$2.41 Million
0.59% of portfolio
|
Q3 2024
Added 0.02%
|