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 |
|---|---|---|---|---|---|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
3,577
shares
|
$302,900
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,560
shares
|
$301,460
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
3,560
shares
|
$301,460
0.0% of portfolio
|
Q1 2025
Reduced 26.08%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
3,551
shares
|
$300,698
0.08% of portfolio
|
Q1 2024
Added 11.25%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,546
shares
|
$300,275
0.03% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
3,538
shares
|
$299,597
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
3,527
shares
|
$298,666
0.01% of portfolio
|
Q1 2025
Added 23.06%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
3,523
shares
|
$298,327
0.11% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
3,501
shares
|
$296,464
0.03% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
3,464
shares
|
$293,331
0.01% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
3,445
shares
|
$291,722
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
3,439
shares
|
$291,214
0.01% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
3,400
shares
|
$287,912
0.04% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
D. Scott Neal, Inc.
|
Apr 11, 2025 Q1 2025 |
3,393
shares
|
$287,319
0.16% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
3,388
shares
|
$286,895
0.01% of portfolio
|
Q1 2025
Reduced 12.14%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,374
shares
|
$285,710
0.1% of portfolio
|
Q4 2023
Added 1.26%
|
|
|
Leverty Financial Group, LLC
|
Apr 10, 2025 Q1 2025 |
3,365
shares
|
$284,948
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
3,286
shares
|
$278,258
0.1% of portfolio
|
Q4 2024
Added 15.7%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
3,251
shares
|
$275,294
0.14% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
3,195
shares
|
$270,552
0.01% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
3,172
shares
|
$268,604
0.01% of portfolio
|
Q3 2024
Reduced 84.89%
|
|
|
Sterling Investment Advisors LLC
|
Apr 24, 2025 Q1 2025 |
3,158
shares
|
$267,419
0.14% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
3,158
shares
|
$267,419
0.11% of portfolio
|
Q1 2025
Added 43.28%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
3,149
shares
|
$266,657
0.04% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
3,144
shares
|
$266,233
0.0% of portfolio
|
Q3 2024
Reduced 38.52%
|