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 833 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 |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
3,990
shares
|
$529,672
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
3,985
shares
|
$529,008
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
3,925
shares
|
$521,043
0.0% of portfolio
|
Q2 2024
Reduced 8.61%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,883
shares
|
$515,468
0.03% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
3,845
shares
|
$510,423
0.11% of portfolio
|
Q1 2023
Added 9.39%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,834
shares
|
$508,963
0.0% of portfolio
|
Q3 2024
Added 23.48%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
3,816
shares
|
$506,574
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,791
shares
|
$503,255
0.06% of portfolio
|
Q2 2023
Reduced 17.06%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
3,780
shares
|
$501,795
0.14% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
3,746
shares
|
$497,281
0.25% of portfolio
|
Q3 2023
Added 32.32%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
3,744
shares
|
$497,016
0.15% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
3,727
shares
|
$494,759
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
3,720
shares
|
$493,830
0.15% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
3,703
shares
|
$491,573
0.04% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
3,682
shares
|
$488,785
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
3,672
shares
|
$487,458
0.01% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
3,653
shares
|
$484,935
0.54% of portfolio
|
Q3 2024
Added 11.2%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
3,623
shares
|
$480,953
0.07% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,604
shares
|
$478,431
0.0% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
3,599
shares
|
$477,767
0.04% of portfolio
|
Q4 2024
Reduced 83.52%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
3,594
shares
|
$477,103
0.01% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
3,592
shares
|
$476,838
0.02% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
3,542
shares
|
$470,200
0.06% of portfolio
|
Q4 2024
Reduced 17.57%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
3,538
shares
|
$469,669
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,533
shares
|
$469,005
0.03% of portfolio
|
Q4 2024
Reduced 14.97%
|