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 |
|---|---|---|---|---|---|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
4,193
shares
|
$565,803
0.06% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
4,169
shares
|
$562,564
0.02% of portfolio
|
Q2 2025
Reduced 14.85%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,143
shares
|
$559,056
0.06% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4,130
shares
|
$557,302
0.08% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,097
shares
|
$552,849
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
4,043
shares
|
$545,562
0.01% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
4,028
shares
|
$543,538
0.0% of portfolio
|
Q1 2025
Reduced 90.95%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
4,021
shares
|
$542,593
0.05% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
4,016
shares
|
$541,919
0.0% of portfolio
|
Q1 2024
Reduced 25.55%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
4,003
shares
|
$540,164
0.06% of portfolio
|
Q1 2025
Added 13.02%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
3,990
shares
|
$538,410
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,953
shares
|
$533,417
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
3,920
shares
|
$528,964
0.03% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
3,916
shares
|
$528,425
0.04% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
3,862
shares
|
$521,138
0.38% of portfolio
|
Q1 2025
Reduced 15.51%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
3,845
shares
|
$518,844
0.11% of portfolio
|
Q1 2023
Added 9.39%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,833
shares
|
$517,225
0.03% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
3,822
shares
|
$515,740
0.27% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
3,821
shares
|
$515,605
0.02% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
3,809
shares
|
$513,986
0.14% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,791
shares
|
$511,557
0.06% of portfolio
|
Q2 2023
Reduced 17.06%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
3,775
shares
|
$509,398
0.05% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
3,746
shares
|
$505,485
0.25% of portfolio
|
Q3 2023
Added 32.32%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
3,733
shares
|
$503,731
0.04% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,712
shares
|
$500,897
0.03% of portfolio
|
Q1 2025
Added 14.6%
|