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 660 institutions that hold shares in the stock, with a total of 95.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
9,418
shares
|
$793,937
0.0% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
9,360
shares
|
$789,048
0.01% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
9,343
shares
|
$787,614
0.07% of portfolio
|
Q4 2024
Reduced 37.89%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
9,293
shares
|
$783,399
0.08% of portfolio
|
Q3 2024
Added 16.09%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
9,179
shares
|
$773,789
0.46% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
9,067
shares
|
$764,348
0.27% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
9,040
shares
|
$762,072
0.03% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
8,973
shares
|
$756,423
0.03% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
8,944
shares
|
$753,979
0.03% of portfolio
|
Q4 2022
Reduced 40.01%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
8,926
shares
|
$752,461
0.02% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
8,915
shares
|
$751,534
0.05% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
8,912
shares
|
$751,281
0.06% of portfolio
|
Q3 2022
Added 33.37%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
8,909
shares
|
$751,028
0.13% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Ameraudi Asset Management, Inc.
|
Feb 12, 2025 Q4 2024 |
8,888
shares
|
$749,258
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
8,793
shares
|
$741,249
0.3% of portfolio
|
Q1 2024
Added 1.29%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
8,740
shares
|
$736,782
0.06% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
8,564
shares
|
$721,945
0.01% of portfolio
|
Q4 2024
Added 35.1%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
8,561
shares
|
$721,692
0.29% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
8,560
shares
|
$721,608
0.27% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
8,486
shares
|
$715,369
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
8,351
shares
|
$703,989
0.19% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Feb 12, 2025 Q4 2024 |
8,318
shares
|
$701,207
0.0% of portfolio
|
Q4 2024
Reduced 27.43%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
8,286
shares
|
$698,509
0.24% of portfolio
|
Q1 2023
Added 2.35%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
8,159
shares
|
$687,803
0.26% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
8,077
shares
|
$680,891
0.14% of portfolio
|
Q2 2024
Reduced 9.67%
|