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 723 institutions that hold shares in the stock, with a total of 96.1 Million shares, which have been reported (via 13F filing form) to have a value of $8.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
2,888
shares
|
$259,833
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,870
shares
|
$258,213
0.0% of portfolio
|
Q2 2025
Reduced 17.15%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
2,868
shares
|
$258,033
0.01% of portfolio
|
Q2 2025
Reduced 56.01%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,868
shares
|
$258,033
0.03% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
2,858
shares
|
$257,134
0.04% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
2,857
shares
|
$257,044
0.1% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,853
shares
|
$256,684
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
2,818
shares
|
$253,535
0.09% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,758
shares
|
$248,137
0.04% of portfolio
|
Q2 2023
Added 1.29%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
2,756
shares
|
$247,957
0.02% of portfolio
|
Q1 2025
Reduced 77.07%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
2,750
shares
|
$247,417
0.06% of portfolio
|
Q1 2025
Added 189.47%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
2,723
shares
|
$244,988
0.01% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
2,723
shares
|
$244,988
0.14% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
2,696
shares
|
$242,559
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,689
shares
|
$241,929
0.03% of portfolio
|
Q2 2024
Reduced 70.37%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,688
shares
|
$241,839
0.02% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jul 21, 2025 Q2 2025 |
2,676
shares
|
$240,759
0.21% of portfolio
|
Q1 2025
Reduced 23.63%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
2,666
shares
|
$239,860
0.07% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
2,641
shares
|
$237,610
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
2,626
shares
|
$236,261
0.02% of portfolio
|
Q1 2025
Reduced 12.12%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
2,621
shares
|
$235,811
0.04% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
2,606
shares
|
$234,461
0.21% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
2,605
shares
|
$234,371
0.0% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,590
shares
|
$233,022
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
2,576
shares
|
$231,762
0.12% of portfolio
|
Q1 2025
New holding
|