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 |
|---|---|---|---|---|---|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
3,706
shares
|
$500,087
0.23% of portfolio
|
Q1 2025
Added 22.92%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,671
shares
|
$495,364
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
3,669
shares
|
$495,094
0.14% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
3,664
shares
|
$494,420
0.54% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,650
shares
|
$492,531
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
3,629
shares
|
$489,697
0.01% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
3,555
shares
|
$479,711
0.01% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
3,523
shares
|
$475,393
0.09% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
3,521
shares
|
$475,123
0.01% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
3,515
shares
|
$474,314
0.45% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
3,510
shares
|
$473,639
0.13% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,508
shares
|
$473,369
0.01% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
3,502
shares
|
$472,559
0.41% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
3,495
shares
|
$471,615
0.03% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
3,408
shares
|
$459,875
0.29% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
3,408
shares
|
$459,875
0.12% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,390
shares
|
$457,446
0.06% of portfolio
|
Q4 2022
Added 7.96%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
3,389
shares
|
$457,311
0.11% of portfolio
|
Q1 2025
Added 21.17%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,351
shares
|
$452,183
0.03% of portfolio
|
Q1 2025
Reduced 62.55%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
3,336
shares
|
$450,159
0.03% of portfolio
|
Q4 2024
Added 21.93%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,312
shares
|
$446,921
0.04% of portfolio
|
Q2 2025
Added 83.39%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
3,298
shares
|
$445,032
0.04% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
3,294
shares
|
$444,492
0.24% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,280
shares
|
$442,603
0.06% of portfolio
|
Q4 2022
Added 9.26%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,280
shares
|
$442,603
0.06% of portfolio
|
Q4 2022
New holding
|