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 660 institutions that hold shares in the stock, with a total of 95.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
27,842
shares
|
$2.35 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
27,838
shares
|
$2.35 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
27,815
shares
|
$2.34 Million
0.33% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
27,313
shares
|
$2.3 Million
0.06% of portfolio
|
Q4 2024
Added 16.57%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
27,133
shares
|
$2.29 Million
0.5% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
27,120
shares
|
$2.29 Million
0.1% of portfolio
|
Q4 2024
Reduced 30.7%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
26,671
shares
|
$2.25 Million
0.14% of portfolio
|
Q2 2022
Added 0.93%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
26,597
shares
|
$2.24 Million
1.02% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
26,565
shares
|
$2.24 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
26,372
shares
|
$2.22 Million
0.1% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
25,697
shares
|
$2.17 Million
0.02% of portfolio
|
Q4 2024
Added 833.76%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
25,560
shares
|
$2.15 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
25,350
shares
|
$2.14 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
25,291
shares
|
$2.13 Million
0.47% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
25,092
shares
|
$2.12 Million
0.53% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
24,838
shares
|
$2.09 Million
0.17% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
24,105
shares
|
$2.03 Million
1.06% of portfolio
|
Q4 2024
Added 26.21%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
23,960
shares
|
$2.02 Million
0.03% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
23,662
shares
|
$1.99 Million
0.31% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
23,602
shares
|
$1.99 Million
0.63% of portfolio
|
Q4 2024
Added 18.41%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
23,436
shares
|
$1.98 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
23,274
shares
|
$1.96 Million
0.1% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
23,112
shares
|
$1.95 Million
0.94% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
23,094
shares
|
$1.95 Million
1.73% of portfolio
|
Q4 2024
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
23,014
shares
|
$1.94 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.5%
|