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 635 institutions that hold shares in the stock, with a total of 93.2 Million shares, which have been reported (via 13F filing form) to have a value of $7.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
10,000
shares
|
$778,199
0.02% of portfolio
|
Q3 2024
Added 112.63%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
9,928
shares
|
$772,596
0.3% of portfolio
|
Q3 2024
Added 26.83%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
9,869
shares
|
$768,005
0.03% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
9,802
shares
|
$762,791
0.05% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
9,741
shares
|
$758,044
0.0% of portfolio
|
Q2 2023
Reduced 59.53%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
9,684
shares
|
$753,608
0.24% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
9,681
shares
|
$753,375
0.02% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
9,592
shares
|
$746,449
0.02% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
9,555
shares
|
$743,570
0.0% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
9,542
shares
|
$742,558
0.12% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
9,293
shares
|
$723,181
0.08% of portfolio
|
Q3 2024
Added 16.09%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
9,272
shares
|
$721,547
0.54% of portfolio
|
Q3 2024
Reduced 87.55%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
9,250
shares
|
$719,834
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
9,228
shares
|
$718,122
0.18% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
9,137
shares
|
$711,041
0.23% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
9,092
shares
|
$707,539
0.03% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
9,067
shares
|
$705,593
0.31% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
9,008
shares
|
$701,002
0.02% of portfolio
|
Q2 2024
Added 1.52%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
8,944
shares
|
$696,022
0.03% of portfolio
|
Q4 2022
Reduced 40.01%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
8,912
shares
|
$693,531
0.06% of portfolio
|
Q3 2022
Added 33.37%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
8,888
shares
|
$691,664
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
8,827
shares
|
$686,917
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
8,806
shares
|
$685,282
0.33% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
8,793
shares
|
$684,271
0.32% of portfolio
|
Q1 2024
Added 1.29%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
8,695
shares
|
$676,644
0.03% of portfolio
|
Q3 2024
Added 18.7%
|