Institutional Ownership Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD). We have compiled data on the 741 institutions that hold shares in the stock, with a total of 96.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
19,571
shares
|
$1.85 Million
0.04% of portfolio
|
Q2 2025
Reduced 29.5%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
19,459
shares
|
$1.84 Million
0.28% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
19,054
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Reduced 80.36%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
18,695
shares
|
$1.77 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
18,115
shares
|
$1.72 Million
0.46% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
18,066
shares
|
$1.71 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
18,056
shares
|
$1.71 Million
0.75% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
17,787
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Oct 10, 2025 Q3 2025 |
17,631
shares
|
$1.67 Million
0.91% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
17,621
shares
|
$1.67 Million
0.33% of portfolio
|
Q3 2025
Reduced 10.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
17,124
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2025
Added 33.51%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
17,073
shares
|
$1.62 Million
0.57% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
16,944
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
16,873
shares
|
$1.6 Million
0.08% of portfolio
|
Q3 2025
Added 35.17%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
16,737
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
16,713
shares
|
$1.58 Million
0.14% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
16,617
shares
|
$1.57 Million
0.07% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
16,380
shares
|
$1.55 Million
0.14% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
16,355
shares
|
$1.55 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
16,345
shares
|
$1.55 Million
1.17% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
16,341
shares
|
$1.55 Million
0.2% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
16,153
shares
|
$1.53 Million
0.44% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
15,939
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2025
Added 29.43%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
15,817
shares
|
$1.5 Million
0.67% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
15,455
shares
|
$1.46 Million
0.04% of portfolio
|
Q4 2023
Added 3.93%
|