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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
9,470
shares
|
$801,919
0.11% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
9,418
shares
|
$797,516
0.0% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
9,343
shares
|
$791,165
0.07% of portfolio
|
Q4 2024
Reduced 37.89%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
9,293
shares
|
$786,931
0.08% of portfolio
|
Q3 2024
Added 16.09%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
9,196
shares
|
$778,717
0.09% of portfolio
|
Q1 2025
Added 165.63%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
9,179
shares
|
$777,277
0.46% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
9,070
shares
|
$768,047
0.33% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
9,067
shares
|
$767,793
0.28% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
9,040
shares
|
$765,507
0.03% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
8,944
shares
|
$757,377
0.03% of portfolio
|
Q4 2022
Reduced 40.01%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
8,926
shares
|
$755,853
0.02% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
8,912
shares
|
$754,668
0.06% of portfolio
|
Q3 2022
Added 33.37%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
8,909
shares
|
$754,414
0.13% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
8,888
shares
|
$752,635
0.42% of portfolio
|
Q4 2022
New holding
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
8,840
shares
|
$748,571
0.06% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
8,808
shares
|
$745,861
0.03% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
8,684
shares
|
$735,361
0.05% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
8,564
shares
|
$725,199
0.01% of portfolio
|
Q4 2024
Added 35.1%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
8,560
shares
|
$724,860
0.28% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
8,540
shares
|
$723,167
0.29% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
8,524
shares
|
$721,812
0.05% of portfolio
|
Q1 2025
Added 141.75%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
8,486
shares
|
$718,594
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
8,481
shares
|
$718,171
0.03% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
8,395
shares
|
$710,888
0.14% of portfolio
|
Q1 2025
Added 5.0%
|