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 |
|---|---|---|---|---|---|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
20,523
shares
|
$1.6 Million
1.61% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
19,932
shares
|
$1.55 Million
0.63% of portfolio
|
Q4 2023
Reduced 0.53%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
19,884
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2024
Added 32.89%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
19,713
shares
|
$1.53 Million
0.4% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
19,605
shares
|
$1.53 Million
0.08% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
19,595
shares
|
$1.52 Million
0.65% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
19,570
shares
|
$1.52 Million
0.26% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
19,467
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
19,442
shares
|
$1.51 Million
0.29% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
19,099
shares
|
$1.49 Million
1.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
19,003
shares
|
$1.48 Million
0.14% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
18,840
shares
|
$1.47 Million
0.2% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
18,400
shares
|
$1.43 Million
0.71% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
17,610
shares
|
$1.37 Million
0.43% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
17,559
shares
|
$1.37 Million
0.38% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
17,449
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Added 196.4%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
17,267
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
16,931
shares
|
$1.32 Million
0.15% of portfolio
|
Q3 2024
Added 37.78%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
16,883
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2024
Reduced 16.45%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
16,343
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
15,902
shares
|
$1.24 Million
0.2% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
15,831
shares
|
$1.23 Million
0.08% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
15,803
shares
|
$1.23 Million
0.47% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
15,777
shares
|
$1.23 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
15,732
shares
|
$1.22 Million
0.16% of portfolio
|
Q2 2024
Reduced 9.37%
|