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 95.3 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 |
|---|---|---|---|---|---|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
6,704
shares
|
$904,637
0.36% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
6,700
shares
|
$904,098
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
6,678
shares
|
$901,129
0.45% of portfolio
|
Q2 2024
Reduced 7.51%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
6,642
shares
|
$896,271
0.02% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
6,626
shares
|
$894,112
0.36% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,585
shares
|
$888,579
0.01% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
6,521
shares
|
$879,943
0.07% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
6,514
shares
|
$878,999
0.02% of portfolio
|
Q1 2025
Reduced 23.85%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
6,476
shares
|
$873,871
0.6% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
6,465
shares
|
$872,387
0.02% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
6,442
shares
|
$869,283
0.62% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
6,374
shares
|
$860,107
0.37% of portfolio
|
Q2 2023
Reduced 5.51%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
6,306
shares
|
$850,931
0.16% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
6,236
shares
|
$841,485
0.09% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
6,146
shares
|
$829,341
0.14% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
6,135
shares
|
$827,856
0.06% of portfolio
|
Q1 2025
Added 637.38%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
6,135
shares
|
$827,856
0.39% of portfolio
|
Q1 2025
Reduced 22.25%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
6,133
shares
|
$827,587
0.09% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
6,105
shares
|
$823,808
0.04% of portfolio
|
Q1 2025
Reduced 16.95%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
6,096
shares
|
$822,594
0.7% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
6,093
shares
|
$822,189
0.07% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
6,065
shares
|
$818,411
0.04% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
6,039
shares
|
$814,902
0.6% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
6,022
shares
|
$812,608
0.42% of portfolio
|
Q4 2022
Added 42.4%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
6,004
shares
|
$810,179
0.02% of portfolio
|
Q1 2025
Reduced 0.66%
|