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 |
---|---|---|---|---|---|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
22,540
shares
|
$2.88 Million
0.1% of portfolio
|
Q2 2024
Added 0.39%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
22,396
shares
|
$2.86 Million
0.29% of portfolio
|
Q1 2024
Added 38.4%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
22,240
shares
|
$2.84 Million
0.01% of portfolio
|
Q2 2024
Added 175.25%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
22,210
shares
|
$2.84 Million
0.12% of portfolio
|
Q4 2022
Added 666.01%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
22,144
shares
|
$2.83 Million
0.8% of portfolio
|
Q2 2022
Added 0.43%
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
21,845
shares
|
$2.79 Million
0.22% of portfolio
|
Q3 2024
Added 4.72%
|
|
Fingerlakes Wealth Management, Inc.
|
Aug 07, 2024 Q2 2024 |
21,767
shares
|
$2.78 Million
2.34% of portfolio
|
Q2 2024
Reduced 3.28%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
21,720
shares
|
$2.78 Million
0.0% of portfolio
|
Q2 2024
Added 1.75%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
20,749
shares
|
$2.65 Million
0.02% of portfolio
|
Q1 2024
Reduced 6.28%
|
|
Morningstar Investment Services LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
20,526
shares
|
$2.62 Million
0.03% of portfolio
|
Q2 2024
Reduced 14.56%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
20,497
shares
|
$2.62 Million
0.01% of portfolio
|
Q2 2024
Added 10.99%
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Aug 06, 2024 Q2 2024 |
20,474
shares
|
$2.62 Million
0.97% of portfolio
|
Q2 2024
Reduced 46.43%
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
20,058
shares
|
$2.56 Million
0.1% of portfolio
|
Q3 2024
Added 5.65%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
19,980
shares
|
$2.55 Million
0.03% of portfolio
|
Q2 2023
Reduced 40.4%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
19,678
shares
|
$2.52 Million
0.16% of portfolio
|
Q4 2022
Reduced 12.71%
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
19,632
shares
|
$2.51 Million
1.51% of portfolio
|
Q2 2024
Reduced 9.51%
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
19,346
shares
|
$2.47 Million
1.03% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Aug 05, 2024 Q2 2024 |
19,256
shares
|
$2.46 Million
0.48% of portfolio
|
Q2 2024
Added 4.93%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
19,215
shares
|
$2.46 Million
0.17% of portfolio
|
Q3 2024
Reduced 16.33%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
19,055
shares
|
$2.44 Million
0.21% of portfolio
|
Q2 2023
Reduced 0.27%
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 18, 2024 Q2 2024 |
18,951
shares
|
$2.42 Million
1.17% of portfolio
|
Q2 2024
Added 9.27%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
18,913
shares
|
$2.42 Million
0.15% of portfolio
|
Q3 2023
Reduced 66.66%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Jul 31, 2024 Q2 2024 |
18,910
shares
|
$2.42 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
18,871
shares
|
$2.41 Million
1.11% of portfolio
|
Q1 2023
Added 53.32%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
18,797
shares
|
$2.4 Million
0.06% of portfolio
|
Q2 2024
Added 9.08%
|