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 725 institutions that hold shares in the stock, with a total of 96.1 Million shares, which have been reported (via 13F filing form) to have a value of $8.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
61,117
shares
|
$5.65 Million
0.18% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
57,871
shares
|
$5.35 Million
0.13% of portfolio
|
Q2 2025
Reduced 41.99%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
57,700
shares
|
$5.34 Million
2.14% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
57,487
shares
|
$5.32 Million
0.06% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
56,409
shares
|
$5.22 Million
0.13% of portfolio
|
Q2 2025
Added 805.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
54,893
shares
|
$5.08 Million
0.01% of portfolio
|
Q2 2025
Added 52.58%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
54,267
shares
|
$5.02 Million
0.02% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
53,089
shares
|
$4.91 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
52,202
shares
|
$4.83 Million
0.73% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
49,944
shares
|
$4.62 Million
0.71% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
49,116
shares
|
$4.54 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
48,120
shares
|
$4.45 Million
0.1% of portfolio
|
Q2 2025
Added 12.56%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
44,565
shares
|
$4.12 Million
0.21% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
43,319
shares
|
$4.01 Million
1.01% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
41,926
shares
|
$3.88 Million
1.55% of portfolio
|
Q2 2024
Reduced 5.32%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
41,061
shares
|
$3.8 Million
2.87% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
40,477
shares
|
$3.74 Million
1.05% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
39,976
shares
|
$3.7 Million
0.34% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
39,104
shares
|
$3.62 Million
0.91% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Jul 31, 2025 Q2 2025 |
38,864
shares
|
$3.6 Million
1.74% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
38,439
shares
|
$3.56 Million
0.23% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
37,933
shares
|
$3.51 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
37,411
shares
|
$3.46 Million
0.22% of portfolio
|
Q2 2025
Added 262.26%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
37,245
shares
|
$3.45 Million
0.73% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
37,002
shares
|
$3.42 Million
0.18% of portfolio
|
Q2 2025
Added 12.12%
|