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 859 institutions that hold shares in the stock, with a total of 96.2 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
222
shares
|
$27,397
0.0% of portfolio
|
Q2 2024
Reduced 42.34%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
213
shares
|
$26,286
0.0% of portfolio
|
Q2 2024
Added 113.0%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
213
shares
|
$26,286
0.01% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
209
shares
|
$25,792
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
208
shares
|
$25,669
0.01% of portfolio
|
Q3 2024
Reduced 14.75%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
195
shares
|
$24,064
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
191
shares
|
$23,571
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
190
shares
|
$23,447
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
188
shares
|
$23,201
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
187
shares
|
$23,077
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
187
shares
|
$23,077
0.01% of portfolio
|
Q2 2023
Added 24.67%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
179
shares
|
$22,090
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
176
shares
|
$21,720
0.0% of portfolio
|
Q2 2024
Reduced 43.41%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
176
shares
|
$21,720
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
161
shares
|
$19,869
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
154
shares
|
$19,005
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
151
shares
|
$18,634
0.01% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
150
shares
|
$18,511
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
149
shares
|
$18,388
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
145
shares
|
$17,894
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
143
shares
|
$17,647
0.0% of portfolio
|
Q4 2022
Reduced 79.77%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
137
shares
|
$16,907
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
132
shares
|
$16,290
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
125
shares
|
$15,426
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
125
shares
|
$15,426
0.0% of portfolio
|
Q2 2024
Reduced 60.69%
|