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 |
|---|---|---|---|---|---|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 18, 2024 Q3 2024 |
34,648
shares
|
$2.7 Million
1.79% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
33,477
shares
|
$2.61 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
32,502
shares
|
$2.53 Million
0.15% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
32,000
shares
|
$2.49 Million
0.02% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
31,724
shares
|
$2.47 Million
2.18% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
31,641
shares
|
$2.46 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
31,492
shares
|
$2.45 Million
0.57% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
30,770
shares
|
$2.39 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
30,603
shares
|
$2.38 Million
0.33% of portfolio
|
Q3 2024
Added 15.72%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
30,391
shares
|
$2.37 Million
0.09% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,387
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
29,959
shares
|
$2.33 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
29,782
shares
|
$2.32 Million
0.05% of portfolio
|
Q2 2024
Added 5.62%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
29,504
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
29,038
shares
|
$2.26 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
29,002
shares
|
$2.26 Million
0.23% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
28,889
shares
|
$2.25 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.77%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
27,838
shares
|
$2.17 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
27,794
shares
|
$2.16 Million
0.06% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
27,402
shares
|
$2.13 Million
2.08% of portfolio
|
Q4 2022
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
27,122
shares
|
$2.11 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
27,075
shares
|
$2.11 Million
0.76% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
26,889
shares
|
$2.09 Million
0.34% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
26,671
shares
|
$2.08 Million
0.14% of portfolio
|
Q2 2022
Added 0.93%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
26,653
shares
|
$2.07 Million
0.36% of portfolio
|
Q3 2024
Added 3.83%
|