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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
47,513
shares
|
$6.41 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
46,469
shares
|
$6.27 Million
0.67% of portfolio
|
Q1 2025
Reduced 50.62%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
46,205
shares
|
$6.23 Million
1.64% of portfolio
|
Q2 2025
Reduced 21.18%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
45,958
shares
|
$6.2 Million
1.01% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
45,464
shares
|
$6.13 Million
1.62% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
45,325
shares
|
$6.12 Million
2.37% of portfolio
|
Q1 2025
Reduced 41.2%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
44,501
shares
|
$6 Million
0.13% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
43,712
shares
|
$5.9 Million
0.16% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
43,695
shares
|
$5.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
43,250
shares
|
$5.84 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
42,429
shares
|
$5.73 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
42,288
shares
|
$5.71 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
42,214
shares
|
$5.7 Million
1.12% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
42,191
shares
|
$5.69 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
41,738
shares
|
$5.63 Million
0.3% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
40,991
shares
|
$5.53 Million
2.57% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
40,967
shares
|
$5.53 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
40,064
shares
|
$5.41 Million
0.06% of portfolio
|
Q1 2025
Reduced 27.07%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
40,023
shares
|
$5.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 25.72%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
39,668
shares
|
$5.35 Million
1.1% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
39,280
shares
|
$5.3 Million
0.32% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
38,336
shares
|
$5.17 Million
0.08% of portfolio
|
Q2 2025
Added 28.54%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
37,372
shares
|
$5.04 Million
0.29% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
May 06, 2025 Q1 2025 |
36,848
shares
|
$4.97 Million
6.98% of portfolio
|
Q1 2025
Reduced 20.55%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
36,688
shares
|
$4.95 Million
0.01% of portfolio
|
Q1 2025
Added 27.34%
|