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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,438
shares
|
$939,106
0.06% of portfolio
|
Q4 2022
Added 18.99%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
10,383
shares
|
$934,158
0.01% of portfolio
|
Q2 2024
Added 19.44%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
10,380
shares
|
$933,888
0.19% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 14, 2025 Q2 2025 |
10,327
shares
|
$929,120
0.01% of portfolio
|
Q2 2025
Reduced 77.87%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
10,169
shares
|
$914,904
0.03% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,079
shares
|
$906,807
0.01% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
10,070
shares
|
$905,997
0.16% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
9,913
shares
|
$891,872
0.19% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
9,793
shares
|
$881,076
0.05% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
9,790
shares
|
$880,806
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
9,741
shares
|
$876,397
0.0% of portfolio
|
Q2 2023
Reduced 59.53%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
9,669
shares
|
$869,919
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
9,540
shares
|
$858,313
0.0% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
9,326
shares
|
$839,060
0.03% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
9,309
shares
|
$837,530
0.06% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
9,293
shares
|
$836,091
0.08% of portfolio
|
Q3 2024
Added 16.09%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
9,196
shares
|
$827,364
0.1% of portfolio
|
Q1 2025
Added 165.63%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,180
shares
|
$825,924
0.0% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
9,093
shares
|
$818,097
0.05% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
9,070
shares
|
$816,027
0.34% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
9,067
shares
|
$815,757
0.27% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
9,067
shares
|
$815,757
0.02% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
8,944
shares
|
$804,691
0.03% of portfolio
|
Q4 2022
Reduced 40.01%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
8,933
shares
|
$803,702
0.06% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
8,912
shares
|
$801,812
0.06% of portfolio
|
Q3 2022
Added 33.37%
|