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 817 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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,073
shares
|
$142,644
0.0% of portfolio
|
Q4 2023
Reduced 30.14%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,036
shares
|
$137,725
0.03% of portfolio
|
Q2 2024
Reduced 89.92%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
1,017
shares
|
$135,199
0.0% of portfolio
|
Q4 2024
Reduced 29.23%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
1,010
shares
|
$134,269
0.04% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$132,940
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
996
shares
|
$132,408
0.01% of portfolio
|
Q4 2024
Reduced 24.72%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
990
shares
|
$131,610
0.05% of portfolio
|
Q2 2022
Reduced 26.06%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
968
shares
|
$128,685
0.0% of portfolio
|
Q4 2024
Added 18.05%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
956
shares
|
$127,090
0.01% of portfolio
|
Q2 2022
Reduced 9.47%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
953
shares
|
$126,691
0.04% of portfolio
|
Q4 2023
Added 0.11%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
934
shares
|
$124,165
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
933
shares
|
$124,033
0.0% of portfolio
|
Q1 2024
Reduced 49.43%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
930
shares
|
$123,634
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
919
shares
|
$122,171
0.0% of portfolio
|
Q2 2024
Reduced 4.27%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
905
shares
|
$120,310
0.04% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
871
shares
|
$115,790
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
849
shares
|
$112,866
0.01% of portfolio
|
Q1 2024
Reduced 17.25%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
820
shares
|
$109,010
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
810
shares
|
$107,681
0.02% of portfolio
|
Q3 2024
Added 22.91%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
786
shares
|
$104,490
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
768
shares
|
$102,097
0.01% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
746
shares
|
$99,173
0.02% of portfolio
|
Q2 2024
Reduced 6.05%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
734
shares
|
$97,577
0.02% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
730
shares
|
$97,046
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
719
shares
|
$95,583
0.06% of portfolio
|
Q2 2024
New holding
|