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 |
|---|---|---|---|---|---|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
2,621
shares
|
$221,946
0.04% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,581
shares
|
$218,559
0.02% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
2,576
shares
|
$218,135
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Apr 30, 2025 Q1 2025 |
2,575
shares
|
$218,051
0.21% of portfolio
|
Q1 2025
Reduced 16.1%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Apr 17, 2025 Q1 2025 |
2,566
shares
|
$217,288
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
2,549
shares
|
$215,849
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,533
shares
|
$214,494
0.0% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,491
shares
|
$210,937
0.02% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
2,474
shares
|
$209,498
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,472
shares
|
$209,328
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
2,453
shares
|
$207,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
2,450
shares
|
$207,466
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,192
shares
|
$185,618
0.1% of portfolio
|
Q4 2023
Added 130.74%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
2,178
shares
|
$184,433
0.0% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
2,091
shares
|
$177,065
0.02% of portfolio
|
Q4 2024
Added 368.83%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
2,016
shares
|
$170,714
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,967
shares
|
$166,565
0.0% of portfolio
|
Q4 2023
Added 1.44%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,963
shares
|
$166,226
0.04% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
1,956
shares
|
$165,634
0.03% of portfolio
|
Q1 2025
Reduced 45.41%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
1,946
shares
|
$164,787
0.02% of portfolio
|
Q1 2025
Reduced 17.19%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
1,936
shares
|
$163,940
0.1% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,893
shares
|
$160,299
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,880
shares
|
$159,198
0.0% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
1,873
shares
|
$158,605
0.12% of portfolio
|
Q2 2024
Reduced 41.8%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
1,830
shares
|
$154,964
0.09% of portfolio
|
Q4 2024
New holding
|