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 |
|---|---|---|---|---|---|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
36,034
shares
|
$3.41 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
35,493
shares
|
$3.36 Million
1.72% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
35,342
shares
|
$3.35 Million
0.47% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
35,240
shares
|
$3.34 Million
0.15% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
34,958
shares
|
$3.31 Million
2.14% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
34,956
shares
|
$3.31 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
34,112
shares
|
$3.23 Million
1.74% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 20, 2025 Q3 2025 |
33,841
shares
|
$3.21 Million
2.31% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
33,668
shares
|
$3.19 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
33,508
shares
|
$3.17 Million
0.04% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
33,169
shares
|
$3.14 Million
0.01% of portfolio
|
Q3 2025
Added 52.49%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 07, 2025 Q3 2025 |
33,075
shares
|
$3.13 Million
1.69% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
32,858
shares
|
$3.11 Million
0.57% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
32,691
shares
|
$3.1 Million
2.6% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
32,680
shares
|
$3.1 Million
0.38% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
32,329
shares
|
$3.06 Million
0.1% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
32,000
shares
|
$3.03 Million
0.02% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
31,974
shares
|
$3.03 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
31,580
shares
|
$2.99 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
31,438
shares
|
$2.98 Million
0.4% of portfolio
|
Q3 2025
Added 16.5%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
31,429
shares
|
$2.98 Million
0.68% of portfolio
|
Q3 2025
Added 18.1%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
31,026
shares
|
$2.94 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
30,789
shares
|
$2.92 Million
0.03% of portfolio
|
Q3 2025
Added 52.69%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
30,502
shares
|
$2.89 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
30,406
shares
|
$2.88 Million
0.58% of portfolio
|
Q3 2025
Added 0.07%
|