Institutional Ownership Ishares Tr Esg Advanced Invt G (ELQD)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Invt G (ELQD). We have compiled data on the 8 institutions that hold shares in the stock, with a total of 128,641 shares, which have been reported (via 13F filing form) to have a value of $10.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
66,000
shares
|
$5.41 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.16%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
54,655
shares
|
$4.48 Million
1.26% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
3,065
shares
|
$251,176
0.0% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
2,892
shares
|
$236,999
0.05% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
1,600
shares
|
$131,120
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
404
shares
|
$33,107
0.01% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$81
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|