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 |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
627
shares
|
$53,094
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
600
shares
|
$50,808
0.0% of portfolio
|
Q4 2023
Reduced 31.03%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
585
shares
|
$49,537
0.0% of portfolio
|
Q3 2024
Reduced 53.27%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
580
shares
|
$49,114
0.0% of portfolio
|
Q1 2025
Added 249.4%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
568
shares
|
$48,098
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
568
shares
|
$48,098
0.0% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
567
shares
|
$48,013
0.0% of portfolio
|
Q2 2024
Added 12.06%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
553
shares
|
$46,828
0.01% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
549
shares
|
$46,489
0.01% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
508
shares
|
$43,017
0.0% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
475
shares
|
$40,223
0.01% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
469
shares
|
$39,714
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
438
shares
|
$37,089
0.02% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
438
shares
|
$37,089
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
430
shares
|
$36,412
0.0% of portfolio
|
Q2 2022
Reduced 0.92%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
408
shares
|
$34,549
0.0% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
394
shares
|
$33,363
0.0% of portfolio
|
Q1 2025
Reduced 62.87%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
377
shares
|
$31,924
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
372
shares
|
$31,500
0.01% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
350
shares
|
$29,638
0.01% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
346
shares
|
$29,299
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
343
shares
|
$29,045
0.01% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
341
shares
|
$28,875
0.0% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
325
shares
|
$27,521
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
323
shares
|
$27,351
0.01% of portfolio
|
Q4 2023
New holding
|