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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
11,498
shares
|
$973,650
0.0% of portfolio
|
Q4 2024
Reduced 34.11%
|
|
|
Brewster Financial Planning LLC
|
Apr 22, 2025 Q1 2025 |
11,371
shares
|
$962,896
0.69% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
11,298
shares
|
$956,714
0.1% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
11,279
shares
|
$955,105
0.19% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
11,215
shares
|
$949,686
0.31% of portfolio
|
Q1 2025
Added 91.06%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Apr 28, 2025 Q1 2025 |
11,203
shares
|
$948,670
0.18% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
10,868
shares
|
$920,302
0.05% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
10,825
shares
|
$916,661
0.11% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
10,617
shares
|
$899,047
0.06% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
10,583
shares
|
$896,168
0.06% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
10,528
shares
|
$891,511
0.14% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
10,462
shares
|
$885,922
0.01% of portfolio
|
Q4 2022
Reduced 2.86%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
10,459
shares
|
$885,668
0.11% of portfolio
|
Q1 2025
Added 60.51%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,438
shares
|
$883,889
0.06% of portfolio
|
Q4 2022
Added 18.99%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
10,419
shares
|
$882,280
0.19% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
10,383
shares
|
$879,232
0.01% of portfolio
|
Q2 2024
Added 19.44%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
10,356
shares
|
$876,946
0.0% of portfolio
|
Q4 2024
Reduced 64.9%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
10,322
shares
|
$874,066
0.03% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
10,312
shares
|
$873,220
0.16% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,079
shares
|
$853,489
0.01% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
9,832
shares
|
$832,573
0.01% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
9,793
shares
|
$829,271
0.05% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
9,741
shares
|
$824,867
0.0% of portfolio
|
Q2 2023
Reduced 59.53%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
9,586
shares
|
$811,742
0.03% of portfolio
|
Q1 2025
Added 43.37%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
9,552
shares
|
$808,863
0.01% of portfolio
|
Q4 2024
Reduced 0.42%
|