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 723 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 $8.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
843
shares
|
$75,844
0.01% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
801
shares
|
$72,065
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
801
shares
|
$72,065
0.04% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
800
shares
|
$71,976
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
799
shares
|
$71,886
0.0% of portfolio
|
Q2 2025
Reduced 27.16%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
794
shares
|
$71,436
0.01% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
794
shares
|
$71,436
0.01% of portfolio
|
Q1 2025
Reduced 54.81%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
769
shares
|
$69,186
0.0% of portfolio
|
Q1 2025
Reduced 23.02%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
765
shares
|
$68,827
0.01% of portfolio
|
Q3 2023
Reduced 14.43%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
750
shares
|
$67,477
0.03% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
744
shares
|
$66,937
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
692
shares
|
$62,259
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
683
shares
|
$61,449
0.0% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
677
shares
|
$60,909
0.03% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
673
shares
|
$60,549
0.02% of portfolio
|
Q1 2020
Reduced 19.98%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
650
shares
|
$58,480
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
647
shares
|
$58,210
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
635
shares
|
$57,130
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
618
shares
|
$55,601
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
614
shares
|
$55,241
0.01% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
594
shares
|
$53,442
0.02% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
579
shares
|
$52,092
0.0% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
568
shares
|
$51,102
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
567
shares
|
$51,012
0.0% of portfolio
|
Q2 2024
Added 12.06%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
553
shares
|
$49,753
0.01% of portfolio
|
Q1 2025
Reduced 1.95%
|