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 720 institutions that hold shares in the stock, with a total of 97.1 Million shares, which have been reported (via 13F filing form) to have a value of $8.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
19,773
shares
|
$1.78 Million
0.38% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
19,713
shares
|
$1.77 Million
0.4% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
19,671
shares
|
$1.77 Million
0.03% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
19,411
shares
|
$1.75 Million
0.45% of portfolio
|
Q2 2025
Added 13.43%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
19,110
shares
|
$1.72 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
19,022
shares
|
$1.71 Million
0.08% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
18,699
shares
|
$1.68 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
18,602
shares
|
$1.67 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
18,557
shares
|
$1.67 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
18,496
shares
|
$1.66 Million
0.8% of portfolio
|
Q2 2025
Reduced 46.19%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
18,146
shares
|
$1.63 Million
1.03% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
18,079
shares
|
$1.63 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
17,839
shares
|
$1.6 Million
0.05% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
17,048
shares
|
$1.53 Million
0.6% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
16,830
shares
|
$1.51 Million
0.18% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
16,553
shares
|
$1.49 Million
0.07% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
16,380
shares
|
$1.47 Million
0.14% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
16,345
shares
|
$1.47 Million
1.24% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
16,343
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
15,891
shares
|
$1.43 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
15,817
shares
|
$1.42 Million
0.8% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
15,623
shares
|
$1.41 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
15,523
shares
|
$1.4 Million
0.38% of portfolio
|
Q2 2025
Added 25.42%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
15,455
shares
|
$1.39 Million
0.04% of portfolio
|
Q4 2023
Added 3.93%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,401
shares
|
$1.39 Million
0.17% of portfolio
|
Q2 2023
Reduced 1.4%
|