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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
4,444
shares
|
$590,785
0.02% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
4,433
shares
|
$589,323
0.23% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
4,400
shares
|
$584,936
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
4,371
shares
|
$581,080
0.06% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Villere St Denis J & CO LLC
|
Nov 01, 2024 Q3 2024 |
4,352
shares
|
$578,554
0.05% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,328
shares
|
$575,364
0.01% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
4,317
shares
|
$573,901
0.28% of portfolio
|
Q4 2024
Added 40.66%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,311
shares
|
$573,104
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
4,292
shares
|
$570,578
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
4,200
shares
|
$558,348
0.18% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,143
shares
|
$550,770
0.06% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
4,137
shares
|
$549,972
0.0% of portfolio
|
Q3 2024
Reduced 37.48%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,136
shares
|
$549,839
0.08% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,069
shares
|
$540,932
0.01% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
4,049
shares
|
$538,274
0.06% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
4,016
shares
|
$533,887
0.0% of portfolio
|
Q1 2024
Reduced 25.55%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
4,009
shares
|
$532,956
0.01% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
3,990
shares
|
$530,430
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
3,985
shares
|
$529,765
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
3,925
shares
|
$521,789
0.0% of portfolio
|
Q2 2024
Reduced 8.61%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,883
shares
|
$516,206
0.03% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
3,845
shares
|
$511,154
0.11% of portfolio
|
Q1 2023
Added 9.39%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
3,842
shares
|
$510,755
0.19% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,834
shares
|
$509,691
0.0% of portfolio
|
Q3 2024
Added 23.48%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
3,816
shares
|
$507,299
0.02% of portfolio
|
Q4 2024
Added 0.18%
|