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 741 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 $9.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
57,497
shares
|
$5.49 Million
0.06% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
57,446
shares
|
$5.49 Million
0.68% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
56,675
shares
|
$5.41 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
54,703
shares
|
$5.22 Million
0.03% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
54,198
shares
|
$5.18 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
49,854
shares
|
$4.76 Million
0.0% of portfolio
|
Q3 2025
Reduced 85.72%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
49,849
shares
|
$4.76 Million
0.07% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
48,786
shares
|
$4.66 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
47,917
shares
|
$4.58 Million
0.67% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
44,565
shares
|
$4.26 Million
0.21% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
42,764
shares
|
$4.08 Million
2.91% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
42,554
shares
|
$4.06 Million
0.96% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
40,433
shares
|
$3.86 Million
1.63% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
40,339
shares
|
$3.85 Million
0.08% of portfolio
|
Q3 2025
Added 11.45%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
39,643
shares
|
$3.79 Million
1.27% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
39,104
shares
|
$3.73 Million
0.91% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
38,439
shares
|
$3.67 Million
0.23% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
38,331
shares
|
$3.66 Million
0.32% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
37,860
shares
|
$3.62 Million
1.4% of portfolio
|
Q3 2025
Added 17.35%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
37,308
shares
|
$3.56 Million
0.12% of portfolio
|
Q3 2025
Added 15.42%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
37,264
shares
|
$3.56 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
37,245
shares
|
$3.56 Million
0.73% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
37,002
shares
|
$3.53 Million
0.19% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
36,536
shares
|
$3.49 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
36,398
shares
|
$3.48 Million
0.88% of portfolio
|
Q3 2025
Reduced 10.08%
|