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 |
|---|---|---|---|---|---|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
99
shares
|
$8,383
0.01% of portfolio
|
Q2 2024
Reduced 49.49%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
93
shares
|
$7,875
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
93
shares
|
$7,875
0.0% of portfolio
|
Q1 2025
Added 19.23%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
92
shares
|
$7,790
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
89
shares
|
$7,536
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
73
shares
|
$6,181
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
67
shares
|
$5,673
0.0% of portfolio
|
Q2 2023
Reduced 68.84%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
64
shares
|
$5,419
0.0% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
60
shares
|
$5,080
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
60
shares
|
$5,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
56
shares
|
$4,742
0.0% of portfolio
|
Q1 2025
Reduced 53.72%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
41
shares
|
$3,471
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
35
shares
|
$2,963
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
33
shares
|
$2,794
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
28
shares
|
$2,371
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
27
shares
|
$2,286
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
13
shares
|
$1,100
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
6
shares
|
$508
0.0% of portfolio
|
Q4 2023
Reduced 95.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
6
shares
|
$508
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
5
shares
|
$423
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
2
shares
|
$169
0.0% of portfolio
|
Q3 2023
Reduced 90.91%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|