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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
2,000
shares
|
$189,480
0.03% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
1,974
shares
|
$187,016
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,967
shares
|
$186,353
0.0% of portfolio
|
Q4 2023
Added 1.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,956
shares
|
$185,311
0.01% of portfolio
|
Q3 2025
Added 49.09%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
1,939
shares
|
$183,700
0.03% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,893
shares
|
$179,342
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
1,880
shares
|
$178,111
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,880
shares
|
$178,111
0.0% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
1,873
shares
|
$177,448
0.12% of portfolio
|
Q2 2024
Reduced 41.8%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
1,830
shares
|
$173,374
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,780
shares
|
$168,637
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,770
shares
|
$167,689
0.02% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,757
shares
|
$166,458
0.11% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,710
shares
|
$162,005
0.0% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
1,697
shares
|
$160,773
0.05% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,695
shares
|
$160,584
0.01% of portfolio
|
Q3 2022
Reduced 83.17%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,589
shares
|
$150,541
0.08% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,538
shares
|
$145,710
0.0% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,411
shares
|
$133,678
0.0% of portfolio
|
Q2 2024
Reduced 20.33%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,410
shares
|
$133,583
0.0% of portfolio
|
Q3 2025
Added 56.84%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
1,361
shares
|
$128,941
0.0% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
1,307
shares
|
$123,825
0.04% of portfolio
|
Q3 2025
Added 52.87%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,261
shares
|
$119,467
0.0% of portfolio
|
Q3 2025
Added 19.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,237
shares
|
$117,193
0.01% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,236
shares
|
$117,098
0.01% of portfolio
|
Q3 2025
Added 139.53%
|