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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
25,343
shares
|
$2.4 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
25,108
shares
|
$2.38 Million
0.02% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
25,048
shares
|
$2.37 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 14, 2025 Q3 2025 |
24,445
shares
|
$2.32 Million
0.73% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
24,193
shares
|
$2.29 Million
0.3% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
24,103
shares
|
$2.28 Million
0.4% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
24,052
shares
|
$2.28 Million
0.33% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
23,426
shares
|
$2.22 Million
1.51% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
23,221
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2025
Added 42.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
23,141
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
23,123
shares
|
$2.19 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
23,014
shares
|
$2.18 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
23,000
shares
|
$2.18 Million
0.57% of portfolio
|
Q4 2022
Reduced 46.51%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,760
shares
|
$2.16 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
22,678
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
22,481
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2025
Added 58.98%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
21,991
shares
|
$2.08 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
21,619
shares
|
$2.05 Million
0.59% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
20,925
shares
|
$1.98 Million
0.76% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
20,690
shares
|
$1.96 Million
0.15% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2025 Q3 2025 |
20,335
shares
|
$1.93 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
20,262
shares
|
$1.92 Million
0.09% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
19,713
shares
|
$1.87 Million
0.4% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
19,671
shares
|
$1.86 Million
0.03% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
19,640
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.53%
|