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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,387
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
30,384
shares
|
$2.73 Million
0.94% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
29,485
shares
|
$2.65 Million
0.53% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
29,291
shares
|
$2.64 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
29,178
shares
|
$2.63 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
28,982
shares
|
$2.61 Million
0.07% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
28,618
shares
|
$2.57 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
28,485
shares
|
$2.56 Million
0.33% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
28,365
shares
|
$2.55 Million
0.28% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
28,079
shares
|
$2.53 Million
2.34% of portfolio
|
Q2 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
27,838
shares
|
$2.5 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
27,120
shares
|
$2.44 Million
0.11% of portfolio
|
Q4 2024
Reduced 30.7%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
26,985
shares
|
$2.43 Million
0.36% of portfolio
|
Q2 2025
Added 33.15%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
26,882
shares
|
$2.42 Million
0.08% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
26,828
shares
|
$2.41 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
26,671
shares
|
$2.4 Million
0.14% of portfolio
|
Q2 2022
Added 0.93%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
26,612
shares
|
$2.39 Million
0.66% of portfolio
|
Q2 2025
Added 14.35%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
26,165
shares
|
$2.35 Million
0.07% of portfolio
|
Q2 2025
Added 59.03%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
26,034
shares
|
$2.34 Million
0.32% of portfolio
|
Q2 2025
Added 32.77%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
25,953
shares
|
$2.33 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
25,685
shares
|
$2.31 Million
0.72% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
25,596
shares
|
$2.3 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
25,152
shares
|
$2.26 Million
0.02% of portfolio
|
Q2 2025
Added 23.1%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
25,080
shares
|
$2.26 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
25,047
shares
|
$2.25 Million
0.12% of portfolio
|
Q2 2025
Added 7.62%
|