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 |
|---|---|---|---|---|---|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
12,716
shares
|
$1.72 Million
0.7% of portfolio
|
Q1 2025
Reduced 35.46%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
12,714
shares
|
$1.72 Million
0.04% of portfolio
|
Q1 2025
Reduced 37.98%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
12,603
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
12,550
shares
|
$1.69 Million
0.21% of portfolio
|
Q1 2025
Reduced 12.56%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
12,544
shares
|
$1.69 Million
0.05% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
12,366
shares
|
$1.67 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
12,260
shares
|
$1.65 Million
0.06% of portfolio
|
Q1 2025
Added 162.47%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
12,231
shares
|
$1.65 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
12,220
shares
|
$1.65 Million
0.09% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
12,115
shares
|
$1.63 Million
1.12% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
12,105
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
11,995
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
11,956
shares
|
$1.61 Million
1.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
11,948
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
11,872
shares
|
$1.6 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
11,853
shares
|
$1.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 41.15%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
11,847
shares
|
$1.6 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
11,796
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
11,760
shares
|
$1.59 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Apr 28, 2025 Q1 2025 |
11,714
shares
|
$1.58 Million
0.29% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
11,686
shares
|
$1.58 Million
0.02% of portfolio
|
Q1 2024
Added 5.13%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,617
shares
|
$1.57 Million
0.18% of portfolio
|
Q3 2022
Reduced 0.94%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
11,558
shares
|
$1.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
11,484
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Added 39.35%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
11,429
shares
|
$1.54 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.64%
|