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 |
|---|---|---|---|---|---|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
3,551
shares
|
$273,604
0.08% of portfolio
|
Q1 2024
Added 11.25%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,549
shares
|
$273,450
0.01% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
3,523
shares
|
$271,447
0.12% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,522
shares
|
$271,370
0.11% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
3,511
shares
|
$270,522
0.03% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
3,505
shares
|
$270,060
0.05% of portfolio
|
Q2 2024
Added 9.94%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
3,447
shares
|
$265,591
0.01% of portfolio
|
Q3 2024
Added 17.69%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
3,434
shares
|
$264,589
0.05% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
3,424
shares
|
$263,819
0.1% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
3,400
shares
|
$261,970
0.03% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,374
shares
|
$259,966
0.1% of portfolio
|
Q4 2023
Added 1.26%
|
|
|
D. Scott Neal, Inc.
|
Oct 17, 2024 Q3 2024 |
3,368
shares
|
$259,504
0.15% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
3,333
shares
|
$256,807
0.03% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
3,200
shares
|
$246,560
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,197
shares
|
$246,328
0.03% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,172
shares
|
$244,402
0.01% of portfolio
|
Q3 2024
Reduced 84.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
3,168
shares
|
$244,094
0.0% of portfolio
|
Q3 2024
Added 29.57%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,144
shares
|
$242,245
0.0% of portfolio
|
Q3 2024
Reduced 38.52%
|
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
3,129
shares
|
$241,089
0.15% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
3,108
shares
|
$239,471
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,105
shares
|
$239,240
0.0% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
3,105
shares
|
$239,240
0.01% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
3,089
shares
|
$238,007
0.0% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
3,065
shares
|
$236,158
0.04% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,957
shares
|
$227,836
0.02% of portfolio
|
Q3 2024
Reduced 18.9%
|