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 635 institutions that hold shares in the stock, with a total of 93.2 Million shares, which have been reported (via 13F filing form) to have a value of $7.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,757
shares
|
$135,376
0.03% of portfolio
|
Q2 2024
Reduced 8.96%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,717
shares
|
$132,294
0.09% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,695
shares
|
$130,599
0.01% of portfolio
|
Q3 2022
Reduced 83.17%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,645
shares
|
$126,747
0.01% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
1,614
shares
|
$124,358
0.09% of portfolio
|
Q2 2024
Added 2.61%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
1,566
shares
|
$120,660
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,530
shares
|
$117,886
0.01% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
1,480
shares
|
$114,034
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,411
shares
|
$108,717
0.0% of portfolio
|
Q2 2024
Reduced 20.33%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
1,347
shares
|
$103,786
0.28% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,346
shares
|
$103,709
0.0% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
1,344
shares
|
$103,555
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
1,251
shares
|
$96,389
0.08% of portfolio
|
Q3 2024
Added 430.08%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,229
shares
|
$94,694
0.01% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,223
shares
|
$94,232
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
1,186
shares
|
$91,381
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
1,137
shares
|
$87,605
0.02% of portfolio
|
Q2 2024
Added 47.28%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,122
shares
|
$86,450
0.24% of portfolio
|
Q2 2022
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
1,114
shares
|
$85,833
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,096
shares
|
$84,446
0.05% of portfolio
|
Q3 2021
Reduced 7.35%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
984
shares
|
$75,817
0.01% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
982
shares
|
$75,663
0.04% of portfolio
|
Q4 2022
Reduced 0.61%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
950
shares
|
$73,197
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
869
shares
|
$66,956
0.05% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
859
shares
|
$66,185
0.02% of portfolio
|
Q2 2023
Added 10.55%
|