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 814 institutions that hold shares in the stock, with a total of 94.6 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
12,819
shares
|
$1.72 Million
0.21% of portfolio
|
Q4 2024
Added 30.74%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
12,659
shares
|
$1.69 Million
0.55% of portfolio
|
Q4 2024
Reduced 19.01%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
12,595
shares
|
$1.69 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
12,496
shares
|
$1.67 Million
0.22% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
12,479
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.04%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,449
shares
|
$1.67 Million
0.64% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
12,359
shares
|
$1.65 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
12,227
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
12,186
shares
|
$1.63 Million
0.07% of portfolio
|
Q3 2024
Reduced 68.38%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
12,165
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
12,098
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
12,072
shares
|
$1.62 Million
1.19% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
12,034
shares
|
$1.61 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
11,989
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.91%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
11,984
shares
|
$1.6 Million
0.36% of portfolio
|
Q2 2024
Reduced 30.4%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
11,969
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
11,935
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
11,915
shares
|
$1.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
11,899
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.72%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
11,861
shares
|
$1.59 Million
0.46% of portfolio
|
Q4 2024
Reduced 18.38%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,802
shares
|
$1.58 Million
0.09% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
11,784
shares
|
$1.58 Million
0.05% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
11,693
shares
|
$1.57 Million
0.05% of portfolio
|
Q1 2024
Reduced 4.48%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
11,686
shares
|
$1.56 Million
0.02% of portfolio
|
Q1 2024
Added 5.13%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
11,668
shares
|
$1.56 Million
0.01% of portfolio
|
Q4 2024
Added 16.24%
|