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 635 institutions that hold shares in the stock, with a total of 93.2 Million shares, which have been reported (via 13F filing form) to have a value of $7.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
239,467
shares
|
$18.6 Million
0.34% of portfolio
|
Q3 2024
Added 18.69%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
238,122
shares
|
$18.5 Million
0.48% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
221,587
shares
|
$17.2 Million
0.88% of portfolio
|
Q3 2024
Reduced 10.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
221,483
shares
|
$17.2 Million
0.07% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
220,093
shares
|
$17.1 Million
0.06% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
212,411
shares
|
$16.5 Million
0.64% of portfolio
|
Q3 2023
Added 20.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
212,348
shares
|
$16.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
211,601
shares
|
$16.5 Million
0.04% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
202,143
shares
|
$15.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
182,743
shares
|
$14.2 Million
0.2% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
175,838
shares
|
$13.7 Million
3.41% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
175,465
shares
|
$13.7 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
172,613
shares
|
$13.4 Million
6.33% of portfolio
|
Q3 2024
Added 75.07%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
170,944
shares
|
$13.3 Million
0.29% of portfolio
|
Q3 2024
Reduced 25.22%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
169,804
shares
|
$13.2 Million
0.51% of portfolio
|
Q1 2023
Added 0.45%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
168,911
shares
|
$13.1 Million
0.03% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
164,163
shares
|
$12.8 Million
4.14% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
161,650
shares
|
$12.6 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
159,780
shares
|
$12.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
142,364
shares
|
$11.1 Million
0.37% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
138,771
shares
|
$10.8 Million
0.11% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
138,712
shares
|
$10.8 Million
1.14% of portfolio
|
Q4 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
134,898
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.61%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
122,002
shares
|
$9.49 Million
1.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
120,542
shares
|
$9.38 Million
0.1% of portfolio
|
Q3 2024
Added 1841.72%
|