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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,808
shares
|
$153,101
0.01% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,780
shares
|
$150,730
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
1,725
shares
|
$146,073
0.08% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,717
shares
|
$145,395
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
1,710
shares
|
$144,802
0.0% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,695
shares
|
$143,532
0.01% of portfolio
|
Q3 2022
Reduced 83.17%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,657
shares
|
$140,314
0.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
1,636
shares
|
$138,536
0.03% of portfolio
|
Q1 2025
Reduced 49.8%
|
|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
1,614
shares
|
$136,673
0.09% of portfolio
|
Q2 2024
Added 2.61%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,534
shares
|
$129,899
0.01% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,524
shares
|
$129,052
0.08% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Stance Capital LLC
Boston, MA |
Apr 14, 2025 Q4 2024 |
1,504
shares
|
$127,358
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,411
shares
|
$119,483
0.0% of portfolio
|
Q2 2024
Reduced 20.33%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,361
shares
|
$115,249
0.0% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,309
shares
|
$110,846
0.0% of portfolio
|
Q1 2025
Reduced 14.28%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,223
shares
|
$103,563
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
1,204
shares
|
$101,954
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
1,194
shares
|
$101,107
0.0% of portfolio
|
Q1 2025
Reduced 88.86%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,158
shares
|
$98,059
0.01% of portfolio
|
Q4 2024
Added 116.85%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
1,137
shares
|
$96,281
0.02% of portfolio
|
Q2 2024
Added 47.28%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,122
shares
|
$95,010
0.24% of portfolio
|
Q2 2022
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
1,097
shares
|
$92,893
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,096
shares
|
$92,809
0.05% of portfolio
|
Q3 2021
Reduced 7.35%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
1,090
shares
|
$92,301
0.07% of portfolio
|
Q1 2025
Reduced 18.9%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
999
shares
|
$84,595
0.0% of portfolio
|
Q1 2025
Added 24.88%
|