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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
8,906
shares
|
$801,272
0.03% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,898
shares
|
$800,553
0.0% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
8,870
shares
|
$798,033
0.06% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
8,822
shares
|
$793,715
0.14% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
8,742
shares
|
$786,517
0.05% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
8,653
shares
|
$778,510
0.0% of portfolio
|
Q2 2025
Reduced 26.14%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
8,626
shares
|
$776,081
0.04% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
8,609
shares
|
$774,551
0.1% of portfolio
|
Q2 2025
Added 21.19%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
8,577
shares
|
$771,672
0.26% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
8,574
shares
|
$771,402
0.32% of portfolio
|
Q2 2025
Added 13.73%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
8,376
shares
|
$753,588
0.01% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
8,318
shares
|
$748,370
0.02% of portfolio
|
Q2 2025
Added 21.47%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
8,315
shares
|
$748,100
0.0% of portfolio
|
Q2 2025
Added 2848.58%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
8,286
shares
|
$745,491
0.24% of portfolio
|
Q1 2023
Added 2.35%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
8,282
shares
|
$745,131
0.22% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
8,261
shares
|
$743,242
0.28% of portfolio
|
Q2 2025
Reduced 91.57%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
8,239
shares
|
$741,262
0.43% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
8,172
shares
|
$735,234
0.14% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
8,030
shares
|
$722,459
0.1% of portfolio
|
Q2 2025
Added 46.59%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
7,838
shares
|
$705,184
0.02% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
7,807
shares
|
$702,395
0.09% of portfolio
|
Q2 2025
Reduced 17.56%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
7,804
shares
|
$702,125
0.33% of portfolio
|
Q2 2022
Added 89.46%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
7,687
shares
|
$691,599
0.01% of portfolio
|
Q1 2025
Reduced 22.89%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
7,679
shares
|
$690,879
0.02% of portfolio
|
Q2 2025
Added 88.86%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
7,638
shares
|
$687,190
0.02% of portfolio
|
Q2 2025
Added 4.98%
|