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 |
|---|---|---|---|---|---|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Aug 13, 2025 Q2 2025 |
5,690
shares
|
$511,929
0.47% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
5,678
shares
|
$510,849
0.09% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
5,624
shares
|
$505,991
0.02% of portfolio
|
Q2 2025
Added 54.42%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
5,622
shares
|
$505,811
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
5,608
shares
|
$504,551
0.28% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
5,604
shares
|
$504,191
0.05% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Fulcrum Capital LLC
|
Jul 24, 2025 Q2 2025 |
5,579
shares
|
$501,942
0.11% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
5,450
shares
|
$490,336
0.02% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
5,399
shares
|
$485,748
0.13% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
5,356
shares
|
$481,879
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
5,311
shares
|
$477,830
0.0% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,281
shares
|
$475,131
0.02% of portfolio
|
Q2 2025
Added 30.36%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
5,272
shares
|
$474,321
0.05% of portfolio
|
Q2 2025
Added 45.03%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,245
shares
|
$471,892
0.02% of portfolio
|
Q2 2025
Added 52.52%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
5,220
shares
|
$469,643
0.25% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
5,214
shares
|
$469,103
0.0% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
5,192
shares
|
$467,124
0.01% of portfolio
|
Q2 2025
Added 17.73%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
5,169
shares
|
$465,054
0.05% of portfolio
|
Q1 2024
Reduced 16.78%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
5,162
shares
|
$464,425
0.2% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
5,159
shares
|
$464,155
0.06% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
5,114
shares
|
$460,106
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
5,015
shares
|
$451,199
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
5,006
shares
|
$450,389
0.0% of portfolio
|
Q2 2025
Added 19.73%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
4,985
shares
|
$448,500
0.07% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
4,981
shares
|
$448,140
0.01% of portfolio
|
Q1 2025
New holding
|