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 676 institutions that hold shares in the stock, with a total of 96.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
17,525
shares
|
$1.56 Million
0.05% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
17,131
shares
|
$1.52 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
17,048
shares
|
$1.52 Million
0.6% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
16,600
shares
|
$1.48 Million
0.17% of portfolio
|
Q1 2025
Reduced 11.7%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
16,477
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Added 59.11%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
16,453
shares
|
$1.46 Million
0.04% of portfolio
|
Q1 2025
Added 140.19%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
16,380
shares
|
$1.46 Million
0.14% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
16,343
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
16,276
shares
|
$1.45 Million
0.21% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
15,904
shares
|
$1.42 Million
0.14% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
15,817
shares
|
$1.41 Million
0.8% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
15,557
shares
|
$1.38 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
15,523
shares
|
$1.38 Million
0.38% of portfolio
|
Q2 2025
Added 25.42%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
15,509
shares
|
$1.38 Million
0.07% of portfolio
|
Q1 2025
Reduced 67.26%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
15,455
shares
|
$1.38 Million
0.04% of portfolio
|
Q4 2023
Added 3.93%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,401
shares
|
$1.37 Million
0.17% of portfolio
|
Q2 2023
Reduced 1.4%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,178
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2022
Added 5.18%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
15,043
shares
|
$1.34 Million
0.15% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
14,625
shares
|
$1.3 Million
0.68% of portfolio
|
Q1 2023
Reduced 0.14%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
14,535
shares
|
$1.29 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
14,486
shares
|
$1.29 Million
0.45% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
14,472
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
14,124
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
13,950
shares
|
$1.24 Million
0.13% of portfolio
|
Q1 2025
Added 23.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
13,868
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 134.3%
|