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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
257
shares
|
$23,122
0.0% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
234
shares
|
$21,052
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
232
shares
|
$20,873
0.0% of portfolio
|
Q2 2025
Added 152.17%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
229
shares
|
$20,603
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
225
shares
|
$20,243
0.0% of portfolio
|
Q4 2024
Reduced 73.81%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
222
shares
|
$19,973
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
219
shares
|
$19,703
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
219
shares
|
$19,703
0.0% of portfolio
|
Q2 2024
Added 19.67%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
216
shares
|
$19,433
0.0% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
204
shares
|
$18,353
0.01% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
189
shares
|
$17,004
0.01% of portfolio
|
Q2 2025
Added 53.66%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
185
shares
|
$16,644
0.0% of portfolio
|
Q2 2023
Reduced 57.47%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
182
shares
|
$16,374
0.01% of portfolio
|
Q2 2025
Added 29.08%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
164
shares
|
$14,755
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
160
shares
|
$14,395
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
155
shares
|
$13,945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
155
shares
|
$13,945
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
147
shares
|
$13,225
0.01% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
146
shares
|
$13,135
0.0% of portfolio
|
Q1 2024
Added 14.96%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
105
shares
|
$9,446
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$8,997
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
99
shares
|
$8,907
0.01% of portfolio
|
Q2 2024
Reduced 49.49%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
99
shares
|
$8,907
0.0% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
93
shares
|
$8,367
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
89
shares
|
$8,007
0.0% of portfolio
|
Q2 2023
New holding
|