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 |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,617
shares
|
$1.56 Million
0.18% of portfolio
|
Q3 2022
Reduced 0.94%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
11,329
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2024
Added 448.84%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
11,308
shares
|
$1.51 Million
0.63% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
11,237
shares
|
$1.5 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
11,134
shares
|
$1.49 Million
0.09% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
11,098
shares
|
$1.49 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,870
shares
|
$1.46 Million
0.32% of portfolio
|
Q4 2024
Added 12.63%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
10,762
shares
|
$1.44 Million
0.7% of portfolio
|
Q3 2023
Reduced 2.73%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
10,736
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
10,660
shares
|
$1.43 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
10,443
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
10,402
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
10,395
shares
|
$1.39 Million
0.46% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
10,395
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,395
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
Added 242.62%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
10,322
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
10,313
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
10,167
shares
|
$1.36 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,162
shares
|
$1.36 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
9,992
shares
|
$1.34 Million
0.81% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
9,988
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
9,972
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
9,852
shares
|
$1.32 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
9,829
shares
|
$1.32 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
9,795
shares
|
$1.31 Million
1.22% of portfolio
|
Q3 2024
New holding
|