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 853 institutions that hold shares in the stock, with a total of 95.4 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
18,391
shares
|
$2.48 Million
0.07% of portfolio
|
Q2 2025
Reduced 14.88%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
18,339
shares
|
$2.47 Million
0.08% of portfolio
|
Q2 2025
Added 15.64%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
18,317
shares
|
$2.47 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
18,275
shares
|
$2.47 Million
0.33% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
18,111
shares
|
$2.44 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
18,033
shares
|
$2.43 Million
0.19% of portfolio
|
Q1 2025
Reduced 68.72%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
18,031
shares
|
$2.43 Million
2.35% of portfolio
|
Q4 2022
Reduced 32.66%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
17,968
shares
|
$2.42 Million
1.87% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
17,903
shares
|
$2.42 Million
0.35% of portfolio
|
Q1 2025
Added 60.58%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
17,879
shares
|
$2.41 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
17,750
shares
|
$2.4 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
17,519
shares
|
$2.36 Million
0.18% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
17,481
shares
|
$2.36 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
17,422
shares
|
$2.35 Million
0.92% of portfolio
|
Q1 2025
Reduced 30.33%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
17,414
shares
|
$2.35 Million
0.87% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
17,259
shares
|
$2.33 Million
0.05% of portfolio
|
Q1 2025
Added 84.25%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
16,859
shares
|
$2.27 Million
0.15% of portfolio
|
Q1 2025
Reduced 21.82%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
16,604
shares
|
$2.24 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
16,381
shares
|
$2.21 Million
0.91% of portfolio
|
Q3 2022
Added 5.23%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
16,378
shares
|
$2.21 Million
0.1% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
16,295
shares
|
$2.2 Million
0.04% of portfolio
|
Q2 2025
Added 51.31%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
15,939
shares
|
$2.15 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
15,790
shares
|
$2.13 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
15,590
shares
|
$2.1 Million
0.12% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,411
shares
|
$2.08 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.05%
|