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 |
|---|---|---|---|---|---|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
307
shares
|
$41,426
0.02% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
301
shares
|
$40,616
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
296
shares
|
$39,942
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
295
shares
|
$39,807
0.01% of portfolio
|
Q1 2024
Reduced 73.3%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
278
shares
|
$37,513
0.01% of portfolio
|
Q2 2022
Reduced 92.89%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
277
shares
|
$37,378
0.01% of portfolio
|
Q1 2025
Reduced 11.5%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
273
shares
|
$36,838
0.0% of portfolio
|
Q4 2024
Reduced 18.26%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
257
shares
|
$34,679
0.03% of portfolio
|
Q1 2025
Added 37.43%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
257
shares
|
$34,679
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
248
shares
|
$33,465
0.01% of portfolio
|
Q1 2025
Added 38.55%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
234
shares
|
$31,575
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
229
shares
|
$30,901
0.01% of portfolio
|
Q4 2024
Reduced 77.81%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
229
shares
|
$30,901
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
225
shares
|
$30,361
0.01% of portfolio
|
Q1 2025
Reduced 63.53%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
222
shares
|
$29,956
0.0% of portfolio
|
Q2 2024
Reduced 42.34%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
217
shares
|
$29,281
0.02% of portfolio
|
Q1 2025
Reduced 56.07%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
213
shares
|
$28,742
0.01% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
213
shares
|
$28,742
0.0% of portfolio
|
Q2 2024
Added 113.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
209
shares
|
$28,202
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
199
shares
|
$26,853
0.02% of portfolio
|
Q1 2025
Added 33.56%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
191
shares
|
$25,773
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
190
shares
|
$25,638
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
189
shares
|
$25,503
0.0% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
187
shares
|
$25,233
0.0% of portfolio
|
Q2 2023
Added 24.67%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
185
shares
|
$24,963
0.01% of portfolio
|
Q1 2025
Added 22.52%
|