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 |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,935
shares
|
$444,001
0.03% of portfolio
|
Q4 2022
Reduced 83.39%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
4,851
shares
|
$436,444
0.01% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,805
shares
|
$432,305
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
4,758
shares
|
$428,077
0.23% of portfolio
|
Q2 2024
Added 14.93%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
4,719
shares
|
$424,568
0.01% of portfolio
|
Q2 2025
Added 33.8%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
4,670
shares
|
$420,159
0.01% of portfolio
|
Q2 2025
Added 56.71%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,664
shares
|
$419,620
0.16% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
4,654
shares
|
$418,720
0.1% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
4,622
shares
|
$415,841
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,608
shares
|
$414,581
0.04% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Villere St Denis J & CO LLC
|
Jul 24, 2025 Q2 2025 |
4,590
shares
|
$412,962
0.04% of portfolio
|
Q1 2025
Reduced 14.89%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
4,563
shares
|
$410,533
0.07% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
4,555
shares
|
$409,813
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
4,549
shares
|
$409,273
0.21% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
4,544
shares
|
$408,823
0.09% of portfolio
|
Q2 2023
Reduced 6.23%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
4,543
shares
|
$408,733
0.13% of portfolio
|
Q1 2025
Added 26.48%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
4,541
shares
|
$408,553
0.12% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
4,534
shares
|
$407,923
0.13% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
4,500
shares
|
$404,865
0.36% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
4,498
shares
|
$404,685
0.01% of portfolio
|
Q2 2025
Reduced 14.7%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
4,456
shares
|
$400,906
0.03% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
4,445
shares
|
$399,916
0.05% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,400
shares
|
$395,868
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
4,346
shares
|
$391,009
0.05% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
4,311
shares
|
$387,860
0.29% of portfolio
|
Q2 2025
Added 2.52%
|