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 835 institutions that hold shares in the stock, with a total of 94.8 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 |
|---|---|---|---|---|---|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
2,097
shares
|
$278,963
0.11% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
2,096
shares
|
$278,830
0.08% of portfolio
|
Q3 2024
Reduced 35.43%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
2,096
shares
|
$278,830
0.06% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
2,095
shares
|
$278,697
0.02% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,093
shares
|
$278,431
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
2,084
shares
|
$277,234
0.06% of portfolio
|
Q3 2024
Added 12.71%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
2,016
shares
|
$268,188
0.03% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
1,995
shares
|
$265,394
0.01% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
1,994
shares
|
$265,261
0.03% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
1,987
shares
|
$264,330
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
1,929
shares
|
$256,614
0.14% of portfolio
|
Q2 2024
Reduced 10.32%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
1,919
shares
|
$255,284
0.05% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
1,909
shares
|
$253,954
0.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,903
shares
|
$253,156
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
1,903
shares
|
$253,156
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,894
shares
|
$251,958
0.03% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,894
shares
|
$251,958
0.02% of portfolio
|
Q3 2024
Reduced 42.68%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
1,885
shares
|
$250,761
0.0% of portfolio
|
Q3 2024
Added 7150.0%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jan 29, 2025 Q4 2024 |
1,875
shares
|
$249,431
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
1,866
shares
|
$248,233
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,836
shares
|
$244,243
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
1,830
shares
|
$243,444
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
1,830
shares
|
$243,444
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
1,826
shares
|
$242,912
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
1,815
shares
|
$241,449
0.22% of portfolio
|
Q4 2024
New holding
|