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 720 institutions that hold shares in the stock, with a total of 97.1 Million shares, which have been reported (via 13F filing form) to have a value of $8.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
553
shares
|
$49,753
0.01% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
549
shares
|
$49,393
0.01% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
516
shares
|
$46,424
0.0% of portfolio
|
Q2 2025
Added 93.98%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
508
shares
|
$45,704
0.0% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
478
shares
|
$43,005
0.03% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
438
shares
|
$39,406
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
438
shares
|
$39,406
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
430
shares
|
$38,687
0.0% of portfolio
|
Q2 2022
Reduced 0.92%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
416
shares
|
$37,427
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
395
shares
|
$35,538
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
390
shares
|
$35,088
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
378
shares
|
$34,008
0.01% of portfolio
|
Q2 2025
Added 10.2%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
377
shares
|
$33,918
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
372
shares
|
$33,468
0.01% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
355
shares
|
$31,939
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
355
shares
|
$31,939
0.0% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
353
shares
|
$31,759
0.0% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
352
shares
|
$31,669
0.0% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
350
shares
|
$31,489
0.01% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
347
shares
|
$31,219
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
327
shares
|
$29,420
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
325
shares
|
$29,240
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
323
shares
|
$29,060
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
321
shares
|
$28,880
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
292
shares
|
$26,271
0.01% of portfolio
|
Q2 2025
Added 1.74%
|