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 95.4 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
2,830
shares
|
$381,880
0.52% of portfolio
|
Q3 2022
Reduced 0.18%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
2,815
shares
|
$379,856
0.14% of portfolio
|
Q1 2025
Reduced 74.64%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
2,809
shares
|
$379,046
0.21% of portfolio
|
Q2 2025
Reduced 12.63%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,778
shares
|
$374,863
0.02% of portfolio
|
Q1 2025
Reduced 21.37%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
2,733
shares
|
$368,791
0.01% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,732
shares
|
$368,656
0.04% of portfolio
|
Q1 2024
Reduced 2.32%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
2,715
shares
|
$366,362
0.02% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
2,678
shares
|
$361,369
0.03% of portfolio
|
Q1 2024
Reduced 24.09%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
2,674
shares
|
$360,829
0.08% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,671
shares
|
$360,424
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
2,661
shares
|
$359,075
0.23% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
2,659
shares
|
$358,805
0.2% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
2,655
shares
|
$358,265
0.04% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
2,647
shares
|
$357,186
0.05% of portfolio
|
Q3 2022
Reduced 2.36%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,624
shares
|
$354,082
0.01% of portfolio
|
Q1 2024
Added 0.46%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,617
shares
|
$353,137
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
2,607
shares
|
$351,788
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
2,602
shares
|
$351,113
0.07% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
2,585
shares
|
$348,819
0.01% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
2,579
shares
|
$348,010
0.25% of portfolio
|
Q3 2024
Reduced 16.24%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
2,562
shares
|
$345,716
0.02% of portfolio
|
Q2 2025
Added 35.56%
|
|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
2,552
shares
|
$344,366
0.13% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,552
shares
|
$344,366
0.02% of portfolio
|
Q2 2025
Added 16.8%
|