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 |
|---|---|---|---|---|---|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
3,365
shares
|
$302,749
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
3,337
shares
|
$300,229
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
3,312
shares
|
$297,980
0.14% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
3,288
shares
|
$295,821
0.15% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
3,288
shares
|
$295,821
0.13% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
3,277
shares
|
$294,831
0.24% of portfolio
|
Q2 2025
Reduced 11.5%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,260
shares
|
$293,302
0.0% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
3,234
shares
|
$290,962
0.04% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
3,149
shares
|
$283,315
0.04% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
3,146
shares
|
$283,045
0.01% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,121
shares
|
$280,796
0.01% of portfolio
|
Q2 2025
Reduced 15.92%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
3,111
shares
|
$279,896
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
3,105
shares
|
$279,356
0.1% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
3,090
shares
|
$278,007
0.01% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,044
shares
|
$273,868
0.06% of portfolio
|
Q1 2025
Reduced 70.48%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
3,018
shares
|
$271,529
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
3,011
shares
|
$270,899
0.02% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
3,005
shares
|
$270,359
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
3,000
shares
|
$269,910
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
2,997
shares
|
$269,640
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
2,966
shares
|
$266,851
0.01% of portfolio
|
Q2 2025
Reduced 22.13%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,963
shares
|
$266,581
0.02% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
2,959
shares
|
$266,221
0.02% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
2,929
shares
|
$263,522
0.05% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,911
shares
|
$261,902
0.09% of portfolio
|
Q1 2025
Added 0.07%
|