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 |
|---|---|---|---|---|---|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
13,452
shares
|
$1.14 Million
0.12% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
13,402
shares
|
$1.13 Million
0.67% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
May 01, 2025 Q1 2025 |
13,199
shares
|
$1.12 Million
0.73% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
12,969
shares
|
$1.1 Million
0.46% of portfolio
|
Q1 2025
Added 11.81%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
12,732
shares
|
$1.08 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
12,646
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
12,555
shares
|
$1.06 Million
0.88% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Mercer Investments LLC
|
May 14, 2024 Q1 2024 |
12,463
shares
|
$1.06 Million
1.59% of portfolio
|
Q1 2024
Reduced 57.7%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
12,445
shares
|
$1.05 Million
0.13% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
12,407
shares
|
$1.05 Million
0.2% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
12,377
shares
|
$1.05 Million
0.32% of portfolio
|
Q1 2025
Added 17.78%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
12,360
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
12,336
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
12,330
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
12,324
shares
|
$1.04 Million
0.59% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
12,155
shares
|
$1.03 Million
2.14% of portfolio
|
Q4 2022
Added 5.42%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
12,135
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
12,049
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
12,034
shares
|
$1.02 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
11,715
shares
|
$992,026
0.02% of portfolio
|
Q1 2025
Added 15.62%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
11,684
shares
|
$989,401
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
11,637
shares
|
$985,421
0.01% of portfolio
|
Q1 2025
Added 17.12%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
11,627
shares
|
$984,574
0.31% of portfolio
|
Q1 2025
Reduced 26.1%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
11,624
shares
|
$984,320
0.04% of portfolio
|
Q4 2024
Reduced 15.45%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
11,509
shares
|
$974,582
0.17% of portfolio
|
Q4 2024
Added 10.11%
|