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 |
|---|---|---|---|---|---|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
15,379
shares
|
$1.38 Million
0.76% of portfolio
|
Q2 2025
Added 24.79%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
15,283
shares
|
$1.38 Million
0.81% of portfolio
|
Q2 2025
Reduced 32.62%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
15,232
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,178
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2022
Added 5.18%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
15,043
shares
|
$1.35 Million
0.15% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
14,972
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 190.16%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
14,908
shares
|
$1.34 Million
0.42% of portfolio
|
Q2 2025
Added 32.93%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
14,625
shares
|
$1.32 Million
0.68% of portfolio
|
Q1 2023
Reduced 0.14%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
14,562
shares
|
$1.31 Million
0.59% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
14,542
shares
|
$1.31 Million
0.46% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
14,221
shares
|
$1.28 Million
0.13% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
14,141
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Added 2092.4%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
14,047
shares
|
$1.26 Million
0.19% of portfolio
|
Q2 2025
Added 14.87%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
13,976
shares
|
$1.26 Million
0.72% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
13,946
shares
|
$1.25 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
13,895
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2025
Added 22.51%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
13,798
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
13,703
shares
|
$1.23 Million
0.14% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Jul 14, 2025 Q2 2025 |
13,613
shares
|
$1.22 Million
0.69% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
13,499
shares
|
$1.21 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
12,849
shares
|
$1.16 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
12,737
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
12,732
shares
|
$1.15 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
12,709
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
12,576
shares
|
$1.13 Million
0.85% of portfolio
|
Q2 2025
Added 0.17%
|