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 |
|---|---|---|---|---|---|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
15,378
shares
|
$2.08 Million
0.11% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
15,337
shares
|
$2.07 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
15,161
shares
|
$2.05 Million
0.29% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
14,910
shares
|
$2.01 Million
0.06% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
14,334
shares
|
$1.93 Million
1.69% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
14,314
shares
|
$1.93 Million
0.08% of portfolio
|
Q1 2025
Added 10.18%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
14,282
shares
|
$1.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,166
shares
|
$1.91 Million
0.06% of portfolio
|
Q4 2024
Reduced 54.5%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
14,157
shares
|
$1.91 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
14,142
shares
|
$1.91 Million
0.08% of portfolio
|
Q1 2025
Reduced 19.36%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
14,034
shares
|
$1.89 Million
1.47% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
14,020
shares
|
$1.89 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
14,012
shares
|
$1.89 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
14,001
shares
|
$1.89 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
13,995
shares
|
$1.89 Million
0.34% of portfolio
|
Q3 2024
Added 39885.71%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
13,707
shares
|
$1.85 Million
0.05% of portfolio
|
Q1 2025
Added 40.95%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
13,683
shares
|
$1.85 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
13,671
shares
|
$1.84 Million
0.9% of portfolio
|
Q2 2023
Reduced 54.32%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
13,575
shares
|
$1.83 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
13,530
shares
|
$1.83 Million
0.02% of portfolio
|
Q1 2025
Reduced 52.58%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
13,288
shares
|
$1.79 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
12,950
shares
|
$1.75 Million
0.97% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
12,842
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.4%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
12,785
shares
|
$1.73 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
12,764
shares
|
$1.72 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.87%
|