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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,518
shares
|
$136,574
0.0% of portfolio
|
Q2 2025
Reduced 40.07%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,411
shares
|
$126,947
0.0% of portfolio
|
Q2 2024
Reduced 20.33%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,361
shares
|
$122,449
0.0% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,326
shares
|
$119,300
0.01% of portfolio
|
Q2 2025
Added 82.39%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,312
shares
|
$118,040
0.01% of portfolio
|
Q2 2025
Reduced 14.47%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,223
shares
|
$110,033
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,208
shares
|
$108,683
0.0% of portfolio
|
Q2 2025
Added 679.35%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
1,204
shares
|
$108,323
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
1,137
shares
|
$102,295
0.02% of portfolio
|
Q2 2024
Added 47.28%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,131
shares
|
$101,756
0.0% of portfolio
|
Q2 2025
Reduced 13.6%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,122
shares
|
$100,946
0.24% of portfolio
|
Q2 2022
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,096
shares
|
$98,607
0.06% of portfolio
|
Q3 2021
Reduced 7.35%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
1,090
shares
|
$98,067
0.07% of portfolio
|
Q1 2025
Reduced 18.9%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
1,075
shares
|
$96,717
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,053
shares
|
$94,738
0.0% of portfolio
|
Q2 2025
Reduced 41.76%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,037
shares
|
$93,298
0.0% of portfolio
|
Q2 2025
Added 72.83%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
982
shares
|
$88,350
0.04% of portfolio
|
Q4 2022
Reduced 0.61%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
929
shares
|
$83,582
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
899
shares
|
$80,883
0.0% of portfolio
|
Q2 2025
Added 55.0%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
884
shares
|
$79,533
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
880
shares
|
$79,173
0.01% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
872
shares
|
$78,453
0.01% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
862
shares
|
$77,554
0.01% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
858
shares
|
$77,194
0.01% of portfolio
|
Q1 2025
Reduced 22.98%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
855
shares
|
$76,924
0.03% of portfolio
|
Q2 2025
New holding
|