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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
96,073
shares
|
$13 Million
0.03% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
95,998
shares
|
$13 Million
0.37% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
95,786
shares
|
$12.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
95,463
shares
|
$12.9 Million
4.77% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
91,632
shares
|
$12.4 Million
7.19% of portfolio
|
Q1 2025
Added 13.42%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
90,830
shares
|
$12.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
90,000
shares
|
$12.1 Million
0.51% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
87,000
shares
|
$11.7 Million
1.01% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
86,895
shares
|
$11.7 Million
0.33% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
82,256
shares
|
$11.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
81,946
shares
|
$11.1 Million
1.35% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
80,562
shares
|
$10.9 Million
6.77% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
80,472
shares
|
$10.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
78,808
shares
|
$10.6 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
77,984
shares
|
$10.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.04%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
76,317
shares
|
$10.3 Million
0.31% of portfolio
|
Q3 2023
Added 7.0%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
76,134
shares
|
$10.3 Million
0.46% of portfolio
|
Q4 2024
Added 42.85%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
76,084
shares
|
$10.3 Million
1.42% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
75,920
shares
|
$10.2 Million
3.84% of portfolio
|
Q1 2025
Reduced 21.65%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
75,795
shares
|
$10.2 Million
0.24% of portfolio
|
Q1 2025
Added 32.87%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
74,140
shares
|
$10 Million
0.84% of portfolio
|
Q4 2023
New holding
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
71,254
shares
|
$9.62 Million
3.24% of portfolio
|
Q1 2025
Reduced 22.3%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
70,855
shares
|
$9.56 Million
2.11% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
70,311
shares
|
$9.49 Million
0.02% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
69,894
shares
|
$9.43 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.04%
|