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 |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
172
shares
|
$14,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
166
shares
|
$14,071
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
164
shares
|
$13,902
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
160
shares
|
$13,563
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
155
shares
|
$13,139
0.0% of portfolio
|
Q4 2024
Reduced 95.8%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
155
shares
|
$13,139
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
155
shares
|
$13,139
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
147
shares
|
$12,461
0.01% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
146
shares
|
$12,376
0.0% of portfolio
|
Q1 2024
Added 14.96%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
137
shares
|
$11,613
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
121
shares
|
$10,257
0.0% of portfolio
|
Q4 2024
Reduced 10.37%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
120
shares
|
$10,172
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
110
shares
|
$9,324
0.0% of portfolio
|
Q4 2023
Reduced 91.94%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
99
shares
|
$8,392
0.01% of portfolio
|
Q2 2024
Reduced 49.49%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
93
shares
|
$7,883
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
92
shares
|
$7,798
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
90
shares
|
$7,629
0.01% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
89
shares
|
$7,544
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
78
shares
|
$6,612
0.0% of portfolio
|
Q4 2024
Added 62.5%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
73
shares
|
$6,188
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
68
shares
|
$5,764
0.0% of portfolio
|
Q2 2024
Added 3.03%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
67
shares
|
$5,679
0.0% of portfolio
|
Q2 2023
Reduced 68.84%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
64
shares
|
$5,425
0.0% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
60
shares
|
$5,086
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
57
shares
|
$4,831
0.0% of portfolio
|
Q3 2024
New holding
|