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 672 institutions that hold shares in the stock, with a total of 97.2 Million shares, which have been reported (via 13F filing form) to have a value of $8.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brooklyn Fi, LLC
New York, NY |
May 12, 2025 Q1 2025 |
17,113
shares
|
$1.45 Million
0.44% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
16,688
shares
|
$1.41 Million
0.59% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
16,600
shares
|
$1.41 Million
0.17% of portfolio
|
Q1 2025
Reduced 11.7%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
16,453
shares
|
$1.39 Million
0.04% of portfolio
|
Q1 2025
Added 140.19%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
16,380
shares
|
$1.39 Million
0.14% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
16,343
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
16,276
shares
|
$1.38 Million
0.21% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
15,904
shares
|
$1.35 Million
0.14% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
15,817
shares
|
$1.34 Million
0.77% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
15,557
shares
|
$1.32 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
15,509
shares
|
$1.31 Million
0.07% of portfolio
|
Q1 2025
Reduced 67.26%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
15,455
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2023
Added 3.93%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,401
shares
|
$1.3 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
|
$1.29 Million
0.04% of portfolio
|
Q3 2022
Added 5.18%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
15,043
shares
|
$1.27 Million
0.15% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
14,731
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Reduced 22.48%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
14,625
shares
|
$1.24 Million
0.68% of portfolio
|
Q1 2023
Reduced 0.14%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
14,486
shares
|
$1.23 Million
0.45% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
14,472
shares
|
$1.23 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
14,414
shares
|
$1.22 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
14,206
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
14,124
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
13,595
shares
|
$1.15 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
13,566
shares
|
$1.15 Million
0.16% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
13,517
shares
|
$1.14 Million
0.24% of portfolio
|
Q1 2025
Added 0.4%
|