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 |
|---|---|---|---|---|---|
|
Nepc LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
12,495
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
12,483
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Mercer Investments LLC
|
May 14, 2024 Q1 2024 |
12,463
shares
|
$1.12 Million
1.59% of portfolio
|
Q1 2024
Reduced 57.7%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
12,450
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2025
Reduced 19.97%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
12,315
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Added 142.9%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
12,271
shares
|
$1.1 Million
0.12% of portfolio
|
Q2 2025
Added 16.45%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
12,155
shares
|
$1.09 Million
2.14% of portfolio
|
Q4 2022
Added 5.42%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
12,091
shares
|
$1.09 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
11,914
shares
|
$1.07 Million
0.13% of portfolio
|
Q1 2025
Reduced 17.34%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
11,908
shares
|
$1.07 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
11,842
shares
|
$1.07 Million
0.31% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
11,773
shares
|
$1.06 Million
0.42% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
11,743
shares
|
$1.06 Million
0.12% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
11,467
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Added 11.09%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
11,392
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 15.87%
|
|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
11,371
shares
|
$1.02 Million
0.68% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
11,271
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
11,241
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Aug 08, 2025 Q2 2025 |
11,163
shares
|
$1 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
11,086
shares
|
$997,407
0.02% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,974
shares
|
$987,330
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
10,813
shares
|
$972,845
0.05% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2025 Q2 2025 |
10,755
shares
|
$967,627
0.51% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
10,627
shares
|
$956,111
0.11% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
10,468
shares
|
$941,805
0.03% of portfolio
|
Q2 2025
Reduced 1.4%
|