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 819 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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
715
shares
|
$95,052
0.01% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
694
shares
|
$92,260
0.01% of portfolio
|
Q1 2024
Added 1.31%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
644
shares
|
$85,613
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
625
shares
|
$83,087
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
588
shares
|
$78,168
0.01% of portfolio
|
Q4 2021
Reduced 19.56%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
587
shares
|
$78,035
0.0% of portfolio
|
Q4 2024
Reduced 11.46%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
581
shares
|
$77,238
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
555
shares
|
$73,781
0.03% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
527
shares
|
$70,059
0.01% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
510
shares
|
$67,799
0.0% of portfolio
|
Q1 2024
Reduced 95.61%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
495
shares
|
$65,805
0.04% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
488
shares
|
$64,874
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
479
shares
|
$63,678
0.01% of portfolio
|
Q3 2024
Reduced 14.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
473
shares
|
$62,880
0.0% of portfolio
|
Q1 2024
Reduced 62.9%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
470
shares
|
$62,481
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
455
shares
|
$60,487
0.01% of portfolio
|
Q4 2024
Added 56.36%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
435
shares
|
$57,828
0.01% of portfolio
|
Q2 2023
Added 0.23%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
423
shares
|
$56,233
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
422
shares
|
$56,100
0.0% of portfolio
|
Q1 2024
Added 627.59%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
414
shares
|
$55,037
0.13% of portfolio
|
Q3 2024
Added 10.11%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
414
shares
|
$55,037
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
413
shares
|
$54,904
0.01% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
409
shares
|
$54,372
0.01% of portfolio
|
Q3 2024
Reduced 67.49%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
369
shares
|
$49,054
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
365
shares
|
$48,523
0.02% of portfolio
|
Q4 2023
Reduced 1.35%
|