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 854 institutions that hold shares in the stock, with a total of 95.5 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
6,004
shares
|
$824,709
0.02% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
5,987
shares
|
$822,374
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
5,978
shares
|
$821,138
0.19% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
5,970
shares
|
$820,039
0.4% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
5,944
shares
|
$816,467
0.03% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
5,923
shares
|
$813,583
0.12% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,918
shares
|
$812,896
0.01% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
5,829
shares
|
$800,671
0.38% of portfolio
|
Q1 2025
Reduced 62.69%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
5,796
shares
|
$796,138
0.38% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
5,790
shares
|
$795,314
0.28% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
5,764
shares
|
$791,743
0.49% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,753
shares
|
$790,232
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
5,710
shares
|
$784,325
0.42% of portfolio
|
Q2 2024
Added 15.73%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
5,692
shares
|
$781,853
0.52% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,690
shares
|
$781,578
0.01% of portfolio
|
Q2 2024
Reduced 59.39%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5,666
shares
|
$778,281
0.02% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
5,597
shares
|
$768,803
0.0% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
5,563
shares
|
$764,133
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
5,493
shares
|
$754,518
0.16% of portfolio
|
Q4 2024
Reduced 14.48%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
5,490
shares
|
$754,106
0.15% of portfolio
|
Q1 2025
Reduced 54.19%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
5,479
shares
|
$752,595
0.43% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
5,465
shares
|
$750,672
0.51% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
5,423
shares
|
$744,903
0.11% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,418
shares
|
$744,216
0.02% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
5,405
shares
|
$742,430
0.09% of portfolio
|
Q2 2025
Added 5.01%
|