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 672 institutions that hold shares in the stock, with a total of 97.2 Million shares, which have been reported (via 13F filing form) to have a value of $8.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
5,125
shares
|
$433,985
0.01% of portfolio
|
Q1 2025
Added 24.85%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,070
shares
|
$429,327
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
4,981
shares
|
$421,791
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,935
shares
|
$417,895
0.03% of portfolio
|
Q4 2022
Reduced 83.39%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
4,892
shares
|
$414,254
0.06% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
4,871
shares
|
$412,476
0.15% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
4,851
shares
|
$410,782
0.02% of portfolio
|
Q4 2024
Added 19.87%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
4,828
shares
|
$408,835
0.01% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,805
shares
|
$406,887
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
4,762
shares
|
$403,246
0.15% of portfolio
|
Q1 2025
Added 29.83%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
4,758
shares
|
$402,907
0.23% of portfolio
|
Q2 2024
Added 14.93%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
4,694
shares
|
$397,487
0.01% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
4,654
shares
|
$394,100
0.05% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
4,654
shares
|
$394,100
0.11% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4,622
shares
|
$391,390
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
4,598
shares
|
$389,358
0.04% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Villere St Denis J & CO LLC
|
Apr 24, 2025 Q1 2025 |
4,590
shares
|
$388,681
0.04% of portfolio
|
Q1 2025
Reduced 14.89%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
4,554
shares
|
$385,632
0.15% of portfolio
|
Q1 2025
Reduced 38.6%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
4,549
shares
|
$385,209
0.21% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
4,544
shares
|
$384,785
0.09% of portfolio
|
Q2 2023
Reduced 6.23%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
4,535
shares
|
$384,023
0.07% of portfolio
|
Q1 2025
Reduced 17.06%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
4,534
shares
|
$383,939
0.13% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
4,528
shares
|
$383,431
0.12% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
4,506
shares
|
$381,568
0.03% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
4,500
shares
|
$381,060
0.35% of portfolio
|
Q1 2025
Reduced 2.98%
|