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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,311
shares
|
$387,860
0.01% of portfolio
|
Q1 2018
Reduced 98.61%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,296
shares
|
$386,511
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
4,265
shares
|
$383,722
0.24% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
4,233
shares
|
$380,843
0.24% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
4,189
shares
|
$376,884
0.06% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
4,170
shares
|
$375,174
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
4,088
shares
|
$367,797
0.13% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
4,087
shares
|
$367,707
0.19% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,078
shares
|
$366,897
0.05% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,064
shares
|
$365,638
0.03% of portfolio
|
Q2 2025
Added 34.66%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,056
shares
|
$364,918
0.02% of portfolio
|
Q4 2023
Reduced 71.61%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
4,056
shares
|
$364,918
0.15% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
4,008
shares
|
$360,599
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
4,000
shares
|
$359,880
0.36% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
3,997
shares
|
$359,610
0.0% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
3,995
shares
|
$359,430
0.05% of portfolio
|
Q1 2023
Reduced 1.55%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
3,974
shares
|
$357,540
0.03% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
3,959
shares
|
$356,191
0.06% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,956
shares
|
$355,921
0.02% of portfolio
|
Q4 2023
Reduced 27.0%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,940
shares
|
$354,481
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
3,921
shares
|
$352,772
0.13% of portfolio
|
Q2 2025
Reduced 13.9%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
3,913
shares
|
$352,052
0.06% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,883
shares
|
$349,353
0.0% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,882
shares
|
$349,263
0.01% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
3,878
shares
|
$348,903
0.02% of portfolio
|
Q4 2024
Reduced 0.39%
|