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 635 institutions that hold shares in the stock, with a total of 93.2 Million shares, which have been reported (via 13F filing form) to have a value of $7.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
6,072
shares
|
$472,523
0.21% of portfolio
|
Q4 2022
Reduced 27.26%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
6,071
shares
|
$472,445
0.01% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
6,071
shares
|
$472,445
0.05% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,048
shares
|
$470,655
0.23% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,965
shares
|
$464,196
0.02% of portfolio
|
Q2 2024
Added 13.32%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
5,900
shares
|
$459,137
0.24% of portfolio
|
Q2 2024
Added 44.82%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
5,753
shares
|
$447,698
0.13% of portfolio
|
Q3 2024
Added 70.46%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
5,693
shares
|
$443,029
0.02% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
5,632
shares
|
$438,282
0.07% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
5,622
shares
|
$437,504
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
5,608
shares
|
$436,414
0.0% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
5,450
shares
|
$424,118
0.02% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
5,431
shares
|
$422,640
0.28% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Villere St Denis J & CO LLC
|
Nov 01, 2024 Q3 2024 |
5,393
shares
|
$419,683
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
5,356
shares
|
$416,803
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
5,355
shares
|
$416,726
0.09% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,297
shares
|
$412,212
0.0% of portfolio
|
Q2 2024
Reduced 23.32%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
5,244
shares
|
$408,088
0.01% of portfolio
|
Q3 2024
Added 33.91%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
5,223
shares
|
$406,453
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
5,210
shares
|
$405,442
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
5,201
shares
|
$404,741
0.22% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
5,199
shares
|
$404,586
0.06% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,188
shares
|
$403,730
0.0% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
5,171
shares
|
$402,407
0.03% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
5,169
shares
|
$402,251
0.05% of portfolio
|
Q1 2024
Reduced 16.78%
|