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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
36,538
shares
|
$4.93 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
36,364
shares
|
$4.91 Million
0.84% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
36,185
shares
|
$4.88 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
35,927
shares
|
$4.85 Million
4.94% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
35,405
shares
|
$4.78 Million
0.22% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
35,116
shares
|
$4.74 Million
0.12% of portfolio
|
Q2 2020
Added 28.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
34,428
shares
|
$4.65 Million
1.95% of portfolio
|
Q4 2023
Reduced 12.33%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
34,113
shares
|
$4.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
33,554
shares
|
$4.53 Million
0.06% of portfolio
|
Q1 2025
Added 14.68%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
33,067
shares
|
$4.46 Million
0.11% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
32,912
shares
|
$4.44 Million
0.25% of portfolio
|
Q4 2023
Added 1.9%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
32,438
shares
|
$4.38 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
32,343
shares
|
$4.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 50.33%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
32,300
shares
|
$4.36 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
32,265
shares
|
$4.35 Million
1.15% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
32,056
shares
|
$4.33 Million
2.27% of portfolio
|
Q1 2025
Reduced 81.74%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
31,704
shares
|
$4.28 Million
0.04% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
31,431
shares
|
$4.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 57.61%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
31,276
shares
|
$4.22 Million
0.59% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
31,122
shares
|
$4.2 Million
2.2% of portfolio
|
Q1 2025
Reduced 29.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
30,398
shares
|
$4.1 Million
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
29,824
shares
|
$4.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
29,821
shares
|
$4.02 Million
0.24% of portfolio
|
Q4 2023
Added 6.77%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
29,369
shares
|
$3.96 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
28,684
shares
|
$3.87 Million
0.9% of portfolio
|
Q1 2025
Added 1287.71%
|