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 |
|---|---|---|---|---|---|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
7,595
shares
|
$683,322
0.08% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
7,590
shares
|
$682,872
0.37% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
7,435
shares
|
$668,926
0.25% of portfolio
|
Q2 2025
Added 65.26%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
7,411
shares
|
$666,767
0.25% of portfolio
|
Q2 2025
Reduced 13.22%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
7,359
shares
|
$662,089
0.03% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
7,347
shares
|
$661,009
0.2% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
7,335
shares
|
$659,929
0.44% of portfolio
|
Q3 2023
Added 8.39%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
7,292
shares
|
$656,061
0.14% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
7,280
shares
|
$654,981
0.07% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
7,165
shares
|
$644,635
0.01% of portfolio
|
Q2 2025
Added 39.8%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
7,123
shares
|
$640,856
0.0% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
6,971
shares
|
$627,180
0.01% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
6,952
shares
|
$625,471
0.0% of portfolio
|
Q2 2025
Added 18.8%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,943
shares
|
$624,661
0.0% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
6,802
shares
|
$611,975
0.37% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
6,702
shares
|
$602,978
0.24% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
6,631
shares
|
$596,591
0.16% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
6,607
shares
|
$594,431
0.18% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
6,591
shares
|
$592,992
0.04% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,577
shares
|
$591,732
0.05% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
6,557
shares
|
$589,933
0.14% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
6,522
shares
|
$586,784
0.39% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
6,495
shares
|
$584,355
0.01% of portfolio
|
Q1 2025
Reduced 24.16%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
6,434
shares
|
$578,866
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
6,381
shares
|
$574,098
0.15% of portfolio
|
Q2 2025
Added 2.0%
|