ESGU — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns ESGU? 41 Institutions Hold $73.1M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (ESGU)? 41 institutions reported holding $73.14M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($11.4M), Ferguson Wellman Capital Management, Inc ($10.7M), Farther Finance Advisors, LLC ($8.1M).

Rank	Institution	Value	Shares	Change
1	Apella Capital, LLC	$11.4M	67,081	Trimmed
2	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$10.7M	63,995	Added
3	Farther Finance Advisors, LLC	$8.1M	48,665	Trimmed
4	Midwest Financial Partners Investments, Inc.	$6.7M	40,427	Trimmed
5	ELEVATION WEALTH PARTNERS, LLC	$4.7M	28,460	Added
6	Pioneer Wealth Management Group	$4.1M	24,601	Trimmed
7	HF Advisory Group, LLC	$3.5M	20,899	Added
8	SigFig Wealth Management, LLC	$3.4M	20,459	Trimmed
9	Acropolis Investment Management, LLC	$2.2M	13,377	Trimmed
10	Avidian Wealth Enterprises, LLC	$2.1M	12,793	Trimmed
11	RTD Financial Advisors, Inc.	$1.8M	10,869	Added
12	Montecito Bank & Trust	$1.5M	9,055	Trimmed
13	CoreCap Advisors, LLC	$1.3M	8,009	Trimmed
14	Bangor Savings Bank	$1.2M	7,185	Added
15	First Heartland Consultants, Inc.	$1.0M	6,107	New
16	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$977,114	5,858	Hold
17	FC Advisory LLC	$802,144	4,809	Added
18	Asempa Wealth Advisors	$715,126	4,275	Added
19	Rosenberg Matthew Hamilton	$713,320	4,277	Trimmed
20	CLUNE & ASSOCIATES, LTD.	$702,395	4,211	Trimmed
21	EASTERN BANK	$606,151	3,634	Hold
22	CX Institutional	$547,000	3,280	Hold
23	Emergent Wealth Advisors, LLC	$537,763	3,224	Trimmed
24	FINANCIAL MANAGEMENT NETWORK INC	$477,743	2,836	Added
25	PRIVATE CLIENT SERVICES, LLC	$395,501	2,371	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30