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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
80
shares
|
$10,795
0.0% of portfolio
|
Q1 2025
Reduced 88.32%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
68
shares
|
$9,175
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
62
shares
|
$8,366
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
58
shares
|
$7,826
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
49
shares
|
$6,612
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
42
shares
|
$5,667
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
31
shares
|
$4,183
0.0% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
29
shares
|
$3,913
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
26
shares
|
$3,508
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
26
shares
|
$3,508
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
25
shares
|
$3,373
0.0% of portfolio
|
Q2 2023
Reduced 80.47%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
22
shares
|
$2,968
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
22
shares
|
$2,968
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
20
shares
|
$2,698
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
20
shares
|
$2,698
0.0% of portfolio
|
Q2 2023
Reduced 98.34%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
20
shares
|
$2,698
0.0% of portfolio
|
Q3 2022
Added 17.65%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
18
shares
|
$2,428
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
17
shares
|
$2,293
0.0% of portfolio
|
Q1 2025
Reduced 51.43%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
16
shares
|
$2,159
0.0% of portfolio
|
Q2 2023
Added 6.67%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
9
shares
|
$1,214
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
8
shares
|
$1,079
0.0% of portfolio
|
Q1 2025
Reduced 86.89%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
8
shares
|
$1,079
0.0% of portfolio
|
Q1 2025
Reduced 99.88%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
7
shares
|
$944
0.0% of portfolio
|
Q2 2024
Reduced 99.73%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
6
shares
|
$809
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
2
shares
|
$269
0.0% of portfolio
|
Q1 2025
Added 100.0%
|