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 |
|---|---|---|---|---|---|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
8,388
shares
|
$1.13 Million
0.44% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
8,378
shares
|
$1.13 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
8,329
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2025
Added 58.53%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
8,246
shares
|
$1.11 Million
0.05% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
8,235
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
Reduced 26.84%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
8,172
shares
|
$1.1 Million
0.35% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
8,146
shares
|
$1.1 Million
0.14% of portfolio
|
Q1 2025
Added 408.81%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
8,134
shares
|
$1.1 Million
0.12% of portfolio
|
Q2 2025
Reduced 34.19%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
8,107
shares
|
$1.09 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
8,067
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
Added 52.7%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
8,051
shares
|
$1.09 Million
0.39% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
7,978
shares
|
$1.08 Million
0.44% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
7,937
shares
|
$1.07 Million
0.33% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
7,902
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
7,846
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
7,804
shares
|
$1.05 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
7,800
shares
|
$1.05 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
7,784
shares
|
$1.05 Million
0.37% of portfolio
|
Q1 2025
Added 22.16%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
7,750
shares
|
$1.05 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
7,731
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
7,703
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
7,685
shares
|
$1.04 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
7,644
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
7,600
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
7,558
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 238.32%
|