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 817 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 $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
7,373
shares
|
$980,166
0.15% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,319
shares
|
$972,987
0.01% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
7,311
shares
|
$971,924
0.52% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
7,255
shares
|
$964,479
0.11% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
7,255
shares
|
$964,479
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
7,218
shares
|
$959,560
0.01% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
7,199
shares
|
$957,035
0.28% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
7,183
shares
|
$954,908
2.6% of portfolio
|
Q4 2024
Added 83.99%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
7,163
shares
|
$952,249
0.36% of portfolio
|
Q2 2024
Reduced 3.49%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
7,162
shares
|
$952,116
0.03% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
7,106
shares
|
$944,671
0.08% of portfolio
|
Q4 2023
Added 51.94%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
7,045
shares
|
$936,562
0.05% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
6,924
shares
|
$920,476
0.03% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,900
shares
|
$917,286
0.0% of portfolio
|
Q3 2024
Reduced 76.84%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
6,891
shares
|
$916,089
0.7% of portfolio
|
Q4 2024
Reduced 30.34%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
6,806
shares
|
$904,789
0.56% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
6,801
shares
|
$904,124
0.02% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
6,798
shares
|
$903,726
0.17% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
6,783
shares
|
$901,732
0.11% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
6,740
shares
|
$896,015
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,729
shares
|
$894,553
0.04% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
6,729
shares
|
$894,553
0.38% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
6,700
shares
|
$890,698
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
6,678
shares
|
$887,773
0.45% of portfolio
|
Q2 2024
Reduced 7.51%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,660
shares
|
$885,380
0.06% of portfolio
|
Q3 2024
Reduced 1.87%
|