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 720 institutions that hold shares in the stock, with a total of 97.1 Million shares, which have been reported (via 13F filing form) to have a value of $8.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
2,258
shares
|
$203,152
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,192
shares
|
$197,214
0.1% of portfolio
|
Q4 2023
Added 130.74%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
2,178
shares
|
$195,954
0.0% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
2,145
shares
|
$192,985
0.13% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
2,091
shares
|
$188,127
0.02% of portfolio
|
Q4 2024
Added 368.83%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
2,058
shares
|
$185,158
0.01% of portfolio
|
Q2 2025
Added 43.12%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
2,018
shares
|
$181,559
0.09% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
2,000
shares
|
$179,940
0.04% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
1,974
shares
|
$177,600
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,967
shares
|
$176,970
0.0% of portfolio
|
Q4 2023
Added 1.44%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,939
shares
|
$174,451
0.03% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,893
shares
|
$170,313
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
1,880
shares
|
$169,143
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,880
shares
|
$169,143
0.0% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
1,873
shares
|
$168,513
0.12% of portfolio
|
Q2 2024
Reduced 41.8%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
1,830
shares
|
$164,645
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,780
shares
|
$160,146
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,770
shares
|
$159,246
0.02% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,757
shares
|
$158,077
0.11% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,753
shares
|
$157,717
0.06% of portfolio
|
Q2 2025
Reduced 13.05%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,717
shares
|
$154,478
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,710
shares
|
$153,848
0.0% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,695
shares
|
$152,499
0.01% of portfolio
|
Q3 2022
Reduced 83.17%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,570
shares
|
$141,252
0.08% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
1,559
shares
|
$140,263
0.03% of portfolio
|
Q2 2025
Reduced 4.71%
|