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 |
|---|---|---|---|---|---|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
5,161
shares
|
$401,629
0.11% of portfolio
|
Q2 2024
Added 14.74%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
5,131
shares
|
$399,294
0.15% of portfolio
|
Q2 2024
Reduced 15.97%
|
|
|
Brewster Financial Planning LLC
|
Oct 10, 2024 Q3 2024 |
5,113
shares
|
$397,893
0.33% of portfolio
|
Q2 2024
Added 1.57%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
5,099
shares
|
$396,804
0.02% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
5,040
shares
|
$392,212
0.13% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
5,028
shares
|
$391,278
0.0% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
5,014
shares
|
$390,189
0.05% of portfolio
|
Q4 2023
Reduced 9.79%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
4,935
shares
|
$384,041
0.03% of portfolio
|
Q4 2022
Reduced 83.39%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
4,909
shares
|
$382,018
0.12% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
4,889
shares
|
$380,461
0.12% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
4,828
shares
|
$375,714
0.07% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,805
shares
|
$373,925
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
4,758
shares
|
$370,267
0.23% of portfolio
|
Q2 2024
Added 14.93%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
4,715
shares
|
$366,921
0.01% of portfolio
|
Q3 2024
Added 12.77%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,622
shares
|
$359,684
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
4,552
shares
|
$354,236
0.01% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,546
shares
|
$353,769
0.01% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
4,544
shares
|
$353,614
0.09% of portfolio
|
Q2 2023
Reduced 6.23%
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
4,529
shares
|
$352,446
0.12% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
4,496
shares
|
$349,878
0.26% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Moller Financial Services
|
Oct 09, 2024 Q3 2024 |
4,480
shares
|
$348,633
0.09% of portfolio
|
Q3 2024
Added 35.92%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,463
shares
|
$347,310
0.02% of portfolio
|
Q3 2024
Added 20.85%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
4,400
shares
|
$342,407
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,400
shares
|
$342,407
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
4,399
shares
|
$342,330
0.04% of portfolio
|
Q3 2024
Added 1.27%
|