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 859 institutions that hold shares in the stock, with a total of 96.2 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
18,189
shares
|
$2.24 Million
0.0% of portfolio
|
Q4 2024
Added 32.71%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
18,049
shares
|
$2.23 Million
0.24% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
18,031
shares
|
$2.23 Million
2.35% of portfolio
|
Q4 2022
Reduced 32.66%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
17,933
shares
|
$2.21 Million
0.25% of portfolio
|
Q4 2024
Added 18.86%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
17,537
shares
|
$2.16 Million
0.11% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
17,498
shares
|
$2.16 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
17,431
shares
|
$2.15 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
17,281
shares
|
$2.13 Million
0.27% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
17,274
shares
|
$2.13 Million
0.33% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
17,100
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2023
Reduced 10.94%
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
17,091
shares
|
$2.11 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
17,029
shares
|
$2.1 Million
0.39% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
16,427
shares
|
$2.03 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
16,381
shares
|
$2.02 Million
0.91% of portfolio
|
Q3 2022
Added 5.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
16,166
shares
|
$2 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
16,068
shares
|
$1.98 Million
0.25% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
16,009
shares
|
$1.98 Million
0.16% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
15,736
shares
|
$1.94 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
15,686
shares
|
$1.94 Million
0.19% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
15,625
shares
|
$1.93 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Jan 31, 2025 Q4 2024 |
15,607
shares
|
$1.93 Million
2.13% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
15,451
shares
|
$1.91 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,411
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
15,393
shares
|
$1.9 Million
0.03% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
15,378
shares
|
$1.9 Million
0.11% of portfolio
|
Q4 2024
Added 13.36%
|