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 720 institutions that hold shares in the stock, with a total of 97.1 Million shares, which have been reported (via 13F filing form) to have a value of $8.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
36,267
shares
|
$3.26 Million
1.87% of portfolio
|
Q2 2025
Added 38896.77%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
36,196
shares
|
$3.26 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
36,175
shares
|
$3.25 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
35,976
shares
|
$3.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
35,427
shares
|
$3.19 Million
1.78% of portfolio
|
Q2 2025
Added 36.44%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
34,986
shares
|
$3.15 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Jul 30, 2025 Q2 2025 |
34,958
shares
|
$3.15 Million
2.25% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
33,981
shares
|
$3.06 Million
0.4% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
33,855
shares
|
$3.05 Million
0.45% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
33,843
shares
|
$3.04 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
33,677
shares
|
$3.03 Million
0.15% of portfolio
|
Q2 2025
Added 22.85%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
33,556
shares
|
$3.02 Million
2.39% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
33,224
shares
|
$2.99 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
33,161
shares
|
$2.98 Million
1.74% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jul 28, 2025 Q2 2025 |
32,442
shares
|
$2.92 Million
2.76% of portfolio
|
Q2 2025
Added 11.5%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
32,324
shares
|
$2.91 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
32,263
shares
|
$2.9 Million
1.23% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
32,056
shares
|
$2.88 Million
0.03% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
32,000
shares
|
$2.88 Million
0.02% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
31,974
shares
|
$2.88 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
31,873
shares
|
$2.87 Million
0.02% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
31,670
shares
|
$2.85 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
31,123
shares
|
$2.8 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
30,797
shares
|
$2.77 Million
0.22% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
30,492
shares
|
$2.74 Million
0.06% of portfolio
|
Q2 2025
Added 1.51%
|