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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,294
shares
|
$174,612
0.0% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
1,281
shares
|
$172,858
0.04% of portfolio
|
Q2 2025
Added 12.66%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,130
shares
|
$152,482
0.02% of portfolio
|
Q4 2024
Added 67.66%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,114
shares
|
$150,323
0.01% of portfolio
|
Q1 2025
Added 43.74%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,091
shares
|
$147,219
0.01% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
1,090
shares
|
$147,084
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,075
shares
|
$145,060
0.06% of portfolio
|
Q1 2024
Reduced 15.69%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,073
shares
|
$144,790
0.0% of portfolio
|
Q4 2023
Reduced 30.14%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,015
shares
|
$136,964
0.05% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
1,000
shares
|
$134,940
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
990
shares
|
$133,590
0.05% of portfolio
|
Q2 2022
Reduced 26.06%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
971
shares
|
$131,026
0.01% of portfolio
|
Q1 2025
Added 150.9%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
956
shares
|
$129,002
0.01% of portfolio
|
Q2 2022
Reduced 9.47%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
954
shares
|
$128,732
0.04% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
933
shares
|
$125,899
0.0% of portfolio
|
Q1 2024
Reduced 49.43%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
900
shares
|
$121,446
0.03% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
885
shares
|
$119,421
0.0% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
871
shares
|
$117,532
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
849
shares
|
$114,564
0.01% of portfolio
|
Q1 2024
Reduced 17.25%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
837
shares
|
$112,944
0.0% of portfolio
|
Q1 2025
Reduced 17.7%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
822
shares
|
$110,920
0.01% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
786
shares
|
$106,062
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
780
shares
|
$105,253
0.0% of portfolio
|
Q1 2025
Reduced 16.49%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
766
shares
|
$103,364
0.01% of portfolio
|
Q1 2025
Reduced 23.09%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
749
shares
|
$101,070
0.01% of portfolio
|
Q1 2025
New holding
|