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 662 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
8,077
shares
|
$684,687
0.14% of portfolio
|
Q2 2024
Reduced 9.67%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
8,059
shares
|
$683,161
0.22% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
8,048
shares
|
$682,228
0.0% of portfolio
|
Q4 2024
Added 55.13%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
8,024
shares
|
$680,194
0.2% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
8,018
shares
|
$679,685
0.01% of portfolio
|
Q4 2024
Added 21.71%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
7,995
shares
|
$677,736
0.13% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
7,962
shares
|
$674,938
0.0% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
7,897
shares
|
$669,428
0.02% of portfolio
|
Q4 2024
Added 28.66%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
7,859
shares
|
$666,207
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
7,838
shares
|
$664,427
0.02% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
7,804
shares
|
$661,545
0.33% of portfolio
|
Q2 2022
Added 89.46%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
7,730
shares
|
$655,272
0.02% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
7,709
shares
|
$653,491
0.07% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
7,696
shares
|
$652,389
0.02% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
7,670
shares
|
$650,185
0.07% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
7,417
shares
|
$628,739
0.22% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
7,403
shares
|
$627,552
0.06% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
7,366
shares
|
$624,415
0.02% of portfolio
|
Q4 2024
Added 75.17%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
7,352
shares
|
$623,229
0.14% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
7,335
shares
|
$621,787
0.4% of portfolio
|
Q3 2023
Added 8.39%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
7,280
shares
|
$617,125
0.06% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
7,154
shares
|
$606,444
0.02% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
7,104
shares
|
$602,206
0.08% of portfolio
|
Q4 2024
Reduced 29.91%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
6,943
shares
|
$588,558
0.44% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
6,942
shares
|
$588,473
0.01% of portfolio
|
Q4 2024
Added 32.38%
|