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 |
|---|---|---|---|---|---|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
23,883
shares
|
$3.08 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
23,187
shares
|
$2.99 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
22,727
shares
|
$2.93 Million
0.57% of portfolio
|
Q1 2025
Added 21.46%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
22,718
shares
|
$2.93 Million
0.05% of portfolio
|
Q3 2022
Added 76.84%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
22,102
shares
|
$2.85 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
21,725
shares
|
$2.8 Million
0.21% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
21,684
shares
|
$2.8 Million
0.02% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
21,606
shares
|
$2.79 Million
0.08% of portfolio
|
Q1 2025
Reduced 19.66%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
20,990
shares
|
$2.71 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
20,309
shares
|
$2.62 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Apr 23, 2025 Q1 2025 |
20,252
shares
|
$2.61 Million
1.16% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
19,980
shares
|
$2.58 Million
0.03% of portfolio
|
Q2 2023
Reduced 40.4%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
19,736
shares
|
$2.55 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
19,678
shares
|
$2.54 Million
0.16% of portfolio
|
Q4 2022
Reduced 12.71%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
19,540
shares
|
$2.52 Million
0.03% of portfolio
|
Q1 2025
Added 26.94%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
19,437
shares
|
$2.51 Million
0.57% of portfolio
|
Q1 2025
Reduced 26.26%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
19,423
shares
|
$2.51 Million
0.04% of portfolio
|
Q1 2025
Added 78.31%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
19,344
shares
|
$2.49 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
19,268
shares
|
$2.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
19,055
shares
|
$2.46 Million
0.21% of portfolio
|
Q2 2023
Reduced 0.27%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
18,913
shares
|
$2.44 Million
0.15% of portfolio
|
Q3 2023
Reduced 66.66%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
18,884
shares
|
$2.44 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
18,875
shares
|
$2.43 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
18,871
shares
|
$2.43 Million
1.11% of portfolio
|
Q1 2023
Added 53.32%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
18,317
shares
|
$2.36 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.69%
|