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 741 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 $9.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
2,719
shares
|
$257,598
0.14% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
2,703
shares
|
$256,082
0.01% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,696
shares
|
$255,419
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,689
shares
|
$254,755
0.03% of portfolio
|
Q2 2024
Reduced 70.37%
|
|
|
Sterling Investment Advisors LLC
|
Oct 29, 2025 Q3 2025 |
2,672
shares
|
$253,145
0.13% of portfolio
|
Q3 2025
Reduced 18.73%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
2,672
shares
|
$253,145
0.07% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Nov 12, 2025 Q3 2025 |
2,627
shares
|
$248,881
0.2% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
2,626
shares
|
$248,787
0.02% of portfolio
|
Q1 2025
Reduced 12.12%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
2,621
shares
|
$248,313
0.04% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
2,618
shares
|
$248,029
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
2,605
shares
|
$246,797
0.0% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Oct 29, 2025 Q3 2025 |
2,583
shares
|
$244,713
0.0% of portfolio
|
Q3 2025
Reduced 24.69%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Nov 04, 2025 Q3 2025 |
2,576
shares
|
$244,050
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
2,560
shares
|
$242,534
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
2,557
shares
|
$242,250
0.01% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,533
shares
|
$239,976
0.01% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
2,510
shares
|
$237,797
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,499
shares
|
$236,755
0.0% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,491
shares
|
$235,997
0.02% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,472
shares
|
$234,197
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
2,470
shares
|
$234,007
0.1% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
2,469
shares
|
$233,913
0.06% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
2,435
shares
|
$230,691
0.18% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
2,430
shares
|
$230,218
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
2,422
shares
|
$229,460
0.06% of portfolio
|
Q3 2025
New holding
|