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 |
|---|---|---|---|---|---|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
4,802
shares
|
$659,602
0.44% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
4,745
shares
|
$651,773
0.09% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
4,729
shares
|
$649,575
0.59% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,713
shares
|
$647,377
0.02% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
4,607
shares
|
$632,817
0.11% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
4,591
shares
|
$630,619
0.01% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
4,563
shares
|
$626,773
0.01% of portfolio
|
Q1 2025
Reduced 55.6%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
4,492
shares
|
$617,021
0.39% of portfolio
|
Q3 2024
Reduced 83.58%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
4,453
shares
|
$611,664
0.25% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,436
shares
|
$609,328
0.03% of portfolio
|
Q2 2025
Reduced 20.87%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
4,433
shares
|
$608,916
0.2% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,422
shares
|
$607,405
0.01% of portfolio
|
Q1 2025
Reduced 23.55%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
4,393
shares
|
$603,422
0.31% of portfolio
|
Q2 2025
Added 42.17%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,356
shares
|
$598,340
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
4,340
shares
|
$596,142
0.08% of portfolio
|
Q1 2025
Reduced 49.97%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
4,339
shares
|
$596,005
0.26% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,325
shares
|
$594,082
0.0% of portfolio
|
Q1 2025
Added 86.58%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
4,320
shares
|
$593,395
0.28% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
4,311
shares
|
$592,158
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
4,296
shares
|
$590,098
0.04% of portfolio
|
Q2 2025
Reduced 19.82%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
4,292
shares
|
$589,549
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,272
shares
|
$586,801
0.01% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
4,262
shares
|
$585,428
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
4,247
shares
|
$583,367
0.01% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
4,242
shares
|
$582,681
0.01% of portfolio
|
Q1 2025
Reduced 7.56%
|