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 |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
3,121
shares
|
$264,286
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
May 07, 2025 Q1 2025 |
3,078
shares
|
$260,645
0.16% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,028
shares
|
$256,411
0.03% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,018
shares
|
$255,564
0.02% of portfolio
|
Q1 2025
Reduced 14.91%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
2,980
shares
|
$252,346
0.01% of portfolio
|
Q1 2025
Reduced 24.25%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
2,967
shares
|
$251,245
0.02% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,924
shares
|
$247,604
0.03% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
2,914
shares
|
$246,757
0.1% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,911
shares
|
$246,503
0.09% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
2,869
shares
|
$242,946
0.02% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
2,821
shares
|
$238,882
0.02% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
2,795
shares
|
$236,680
0.04% of portfolio
|
Q1 2024
Reduced 8.81%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
2,794
shares
|
$236,595
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,758
shares
|
$233,547
0.04% of portfolio
|
Q2 2023
Added 1.29%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
2,756
shares
|
$233,378
0.02% of portfolio
|
Q1 2025
Reduced 77.07%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
2,750
shares
|
$232,870
0.06% of portfolio
|
Q1 2025
Added 189.47%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
2,750
shares
|
$232,870
0.04% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
2,723
shares
|
$230,583
0.01% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
2,696
shares
|
$228,297
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,693
shares
|
$228,043
0.0% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,689
shares
|
$227,704
0.03% of portfolio
|
Q2 2024
Reduced 70.37%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
2,684
shares
|
$227,281
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Apr 29, 2025 Q1 2025 |
2,676
shares
|
$226,603
0.22% of portfolio
|
Q1 2025
Reduced 23.63%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,648
shares
|
$224,232
0.04% of portfolio
|
Q1 2024
Reduced 12.92%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
2,626
shares
|
$222,369
0.02% of portfolio
|
Q1 2025
Reduced 12.12%
|