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 |
|---|---|---|---|---|---|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
11,367
shares
|
$1.53 Million
0.76% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
11,333
shares
|
$1.53 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
11,245
shares
|
$1.52 Million
0.06% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
11,226
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 94.96%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
11,219
shares
|
$1.51 Million
0.64% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
11,212
shares
|
$1.51 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,169
shares
|
$1.51 Million
0.32% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
11,040
shares
|
$1.49 Million
0.19% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
10,891
shares
|
$1.47 Million
0.41% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
10,790
shares
|
$1.46 Million
0.48% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
10,762
shares
|
$1.45 Million
0.7% of portfolio
|
Q3 2023
Reduced 2.73%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
10,657
shares
|
$1.44 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
10,607
shares
|
$1.43 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
10,547
shares
|
$1.42 Million
0.05% of portfolio
|
Q1 2025
Reduced 29.73%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
10,494
shares
|
$1.42 Million
0.02% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
10,476
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
10,462
shares
|
$1.41 Million
0.03% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,425
shares
|
$1.41 Million
0.39% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
10,353
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
10,288
shares
|
$1.39 Million
0.32% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
10,167
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
10,141
shares
|
$1.37 Million
0.06% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
10,112
shares
|
$1.36 Million
0.12% of portfolio
|
Q1 2025
Reduced 35.53%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
10,040
shares
|
$1.35 Million
0.43% of portfolio
|
Q4 2024
Reduced 54.66%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
10,011
shares
|
$1.35 Million
0.11% of portfolio
|
Q1 2025
Reduced 9.79%
|