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 662 institutions that hold shares in the stock, with a total of 95.8 Million shares, which have been reported (via 13F filing form) to have a value of $8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
438
shares
|
$37,129
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
438
shares
|
$37,129
0.02% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
430
shares
|
$36,451
0.0% of portfolio
|
Q2 2022
Reduced 0.92%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
408
shares
|
$34,586
0.0% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
377
shares
|
$31,958
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
372
shares
|
$31,534
0.01% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
350
shares
|
$29,669
0.01% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
348
shares
|
$29,499
0.01% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
346
shares
|
$29,330
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
341
shares
|
$28,906
0.0% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
330
shares
|
$27,974
0.0% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
323
shares
|
$27,380
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
321
shares
|
$27,211
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
287
shares
|
$24,328
0.01% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
282
shares
|
$23,905
0.0% of portfolio
|
Q4 2024
Added 30.56%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
266
shares
|
$22,548
0.0% of portfolio
|
Q1 2024
Added 1.92%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
257
shares
|
$21,785
0.0% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
229
shares
|
$19,412
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
225
shares
|
$19,073
0.0% of portfolio
|
Q4 2024
Reduced 73.81%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
219
shares
|
$18,564
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
219
shares
|
$18,564
0.0% of portfolio
|
Q2 2024
Added 19.67%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
210
shares
|
$17,801
0.0% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
200
shares
|
$16,954
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
185
shares
|
$15,682
0.0% of portfolio
|
Q2 2023
Reduced 57.47%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
183
shares
|
$15,512
0.0% of portfolio
|
Q2 2024
New holding
|