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 |
|---|---|---|---|---|---|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
3,997
shares
|
$338,465
0.0% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
3,995
shares
|
$338,296
0.05% of portfolio
|
Q1 2023
Reduced 1.55%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
3,990
shares
|
$337,873
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
3,972
shares
|
$336,348
0.03% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,956
shares
|
$334,994
0.02% of portfolio
|
Q4 2023
Reduced 27.0%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,940
shares
|
$333,639
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Integrated Investment Consultants, LLC
|
May 07, 2025 Q1 2025 |
3,913
shares
|
$331,352
0.04% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
3,893
shares
|
$329,659
0.13% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
3,878
shares
|
$328,389
0.02% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
3,859
shares
|
$326,780
0.0% of portfolio
|
Q1 2025
Reduced 53.61%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
3,837
shares
|
$324,917
0.06% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
3,809
shares
|
$322,546
0.02% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
3,759
shares
|
$318,312
0.14% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
3,740
shares
|
$316,703
0.11% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
3,718
shares
|
$314,840
0.05% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,712
shares
|
$314,332
0.01% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
O'Brien Wealth Partners LLC
|
Apr 28, 2025 Q1 2025 |
3,676
shares
|
$311,283
0.06% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,673
shares
|
$311,029
0.06% of portfolio
|
Q1 2024
Added 3.58%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
3,650
shares
|
$309,082
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
3,642
shares
|
$308,404
0.02% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
3,636
shares
|
$307,896
0.02% of portfolio
|
Q4 2024
Reduced 28.69%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
3,635
shares
|
$307,811
0.03% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
3,625
shares
|
$306,965
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
3,622
shares
|
$306,710
0.03% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
3,592
shares
|
$304,170
0.09% of portfolio
|
Q4 2024
Added 4.91%
|