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 635 institutions that hold shares in the stock, with a total of 93.2 Million shares, which have been reported (via 13F filing form) to have a value of $7.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
15,688
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2024
Added 33.4%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
15,455
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2023
Added 3.93%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
15,411
shares
|
$1.2 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,401
shares
|
$1.2 Million
0.17% of portfolio
|
Q2 2023
Reduced 1.4%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,178
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2022
Added 5.18%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
15,124
shares
|
$1.18 Million
0.32% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
15,043
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
15,043
shares
|
$1.17 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
14,625
shares
|
$1.14 Million
0.68% of portfolio
|
Q1 2023
Reduced 0.14%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
14,551
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
14,414
shares
|
$1.12 Million
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
14,337
shares
|
$1.12 Million
0.79% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
14,022
shares
|
$1.09 Million
0.23% of portfolio
|
Q3 2024
Reduced 23.69%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
14,000
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
13,832
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
13,748
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
13,711
shares
|
$1.07 Million
0.71% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
13,473
shares
|
$1.05 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
13,463
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
13,354
shares
|
$1.04 Million
0.19% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
13,178
shares
|
$1.03 Million
0.3% of portfolio
|
Q2 2024
Reduced 14.25%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
12,679
shares
|
$986,679
0.01% of portfolio
|
Q2 2024
Reduced 7.23%
|
|
|
Mercer Investments LLC
|
May 14, 2024 Q1 2024 |
12,463
shares
|
$969,870
1.59% of portfolio
|
Q1 2024
Reduced 57.7%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
12,437
shares
|
$967,847
0.21% of portfolio
|
Q3 2024
Reduced 11.71%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
12,409
shares
|
$965,668
0.0% of portfolio
|
Q3 2024
Added 2.22%
|