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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,106
shares
|
$419,123
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,089
shares
|
$416,829
0.0% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
3,086
shares
|
$416,424
0.72% of portfolio
|
Q4 2024
Reduced 15.97%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
3,059
shares
|
$412,781
0.16% of portfolio
|
Q1 2025
Reduced 39.44%
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
3,017
shares
|
$407,113
0.2% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Villere St Denis J & CO LLC
|
Apr 24, 2025 Q1 2025 |
3,000
shares
|
$404,820
0.04% of portfolio
|
Q1 2025
Reduced 31.07%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
2,997
shares
|
$404,415
0.09% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
2,987
shares
|
$403,065
0.14% of portfolio
|
Q4 2024
Added 2887.0%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
2,980
shares
|
$402,121
0.03% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
2,975
shares
|
$401,446
0.09% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
2,964
shares
|
$399,962
0.01% of portfolio
|
Q1 2025
Reduced 15.22%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,959
shares
|
$399,287
0.04% of portfolio
|
Q1 2025
Reduced 40.7%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
2,958
shares
|
$399,152
0.15% of portfolio
|
Q1 2025
Added 12.13%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,950
shares
|
$398,073
0.02% of portfolio
|
Q4 2022
Reduced 1.93%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
2,949
shares
|
$397,938
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,945
shares
|
$397,398
0.0% of portfolio
|
Q2 2025
Reduced 19.8%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
2,944
shares
|
$397,263
0.07% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
2,936
shares
|
$396,183
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
2,929
shares
|
$395,239
0.17% of portfolio
|
Q1 2025
Added 19.16%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
2,881
shares
|
$388,762
0.1% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
2,877
shares
|
$388,222
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
2,869
shares
|
$387,142
0.01% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
2,862
shares
|
$386,198
0.01% of portfolio
|
Q1 2025
Reduced 10.56%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
2,860
shares
|
$385,928
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2,836
shares
|
$382,689
0.09% of portfolio
|
Q2 2025
Reduced 11.46%
|