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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
120,377
shares
|
$9.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.25%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
119,322
shares
|
$9.29 Million
0.19% of portfolio
|
Q3 2022
Added 3.07%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
117,995
shares
|
$9.18 Million
0.36% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
115,451
shares
|
$8.98 Million
0.02% of portfolio
|
Q3 2023
Added 2.59%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
115,250
shares
|
$8.97 Million
0.01% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
115,014
shares
|
$8.95 Million
2.49% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
114,955
shares
|
$8.95 Million
0.01% of portfolio
|
Q3 2024
Added 17.28%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
113,285
shares
|
$8.82 Million
0.83% of portfolio
|
Q2 2024
Reduced 8.97%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
110,257
shares
|
$8.58 Million
0.39% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
110,203
shares
|
$8.58 Million
0.93% of portfolio
|
Q4 2023
Added 28.82%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
109,457
shares
|
$8.52 Million
4.7% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
106,930
shares
|
$8.32 Million
0.23% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
104,660
shares
|
$8.14 Million
0.01% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
98,655
shares
|
$7.68 Million
0.98% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
97,778
shares
|
$7.61 Million
2.15% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
93,954
shares
|
$7.31 Million
2.39% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
91,213
shares
|
$7.1 Million
5.01% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
90,805
shares
|
$7.07 Million
0.64% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
86,760
shares
|
$6.75 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
86,558
shares
|
$6.74 Million
0.52% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
86,209
shares
|
$6.71 Million
0.4% of portfolio
|
Q3 2024
Reduced 19.39%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
85,173
shares
|
$6.63 Million
0.3% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
79,285
shares
|
$6.17 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
75,313
shares
|
$5.86 Million
0.0% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
74,921
shares
|
$5.83 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.76%
|