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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,830
shares
|
$344,585
0.01% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
3,778
shares
|
$339,906
0.03% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Pecaut & Co.
|
Aug 14, 2025 Q2 2025 |
3,777
shares
|
$339,816
0.12% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
3,759
shares
|
$338,197
0.18% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
3,740
shares
|
$336,487
0.03% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Aug 08, 2025 Q2 2025 |
3,731
shares
|
$335,678
0.2% of portfolio
|
Q2 2025
Added 21.22%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
3,730
shares
|
$335,588
0.09% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
3,679
shares
|
$330,999
0.06% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
3,676
shares
|
$330,729
0.05% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,673
shares
|
$330,459
0.06% of portfolio
|
Q1 2024
Added 3.58%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
3,667
shares
|
$329,919
0.01% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
3,625
shares
|
$326,141
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
3,577
shares
|
$321,822
0.26% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
3,577
shares
|
$321,822
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
3,574
shares
|
$321,552
0.05% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
3,568
shares
|
$321,012
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,564
shares
|
$320,653
0.03% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,560
shares
|
$320,293
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,546
shares
|
$319,033
0.03% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
3,523
shares
|
$316,964
0.11% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
3,475
shares
|
$312,645
0.13% of portfolio
|
Q2 2025
Added 19.25%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
3,430
shares
|
$308,597
0.0% of portfolio
|
Q2 2025
Reduced 11.12%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
3,400
shares
|
$305,898
0.04% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
3,385
shares
|
$304,548
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,374
shares
|
$303,558
0.1% of portfolio
|
Q4 2023
Added 1.26%
|