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 |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
30,406
shares
|
$2.9 Million
0.58% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,387
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
30,108
shares
|
$2.88 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
30,044
shares
|
$2.87 Million
0.08% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
29,743
shares
|
$2.84 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
29,238
shares
|
$2.79 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
29,096
shares
|
$2.78 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
28,822
shares
|
$2.75 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
E Cio, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
28,658
shares
|
$2.74 Million
0.99% of portfolio
|
Q3 2025
Added 16.91%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
28,365
shares
|
$2.71 Million
0.27% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
28,079
shares
|
$2.68 Million
2.34% of portfolio
|
Q2 2025
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
27,913
shares
|
$2.67 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
27,838
shares
|
$2.66 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
27,135
shares
|
$2.59 Million
0.11% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
26,671
shares
|
$2.55 Million
0.14% of portfolio
|
Q2 2022
Added 0.93%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
26,585
shares
|
$2.54 Million
0.06% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
26,380
shares
|
$2.52 Million
0.72% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
25,824
shares
|
$2.47 Million
0.02% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
25,772
shares
|
$2.46 Million
0.29% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
25,754
shares
|
$2.46 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
25,681
shares
|
$2.45 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
25,657
shares
|
$2.45 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
25,523
shares
|
$2.44 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
25,500
shares
|
$2.43 Million
0.48% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
25,499
shares
|
$2.43 Million
0.12% of portfolio
|
Q3 2025
Added 1.8%
|