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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
13,689
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
13,659
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
13,517
shares
|
$1.2 Million
0.24% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
13,448
shares
|
$1.2 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
13,402
shares
|
$1.19 Million
0.67% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
13,319
shares
|
$1.19 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
May 01, 2025 Q1 2025 |
13,199
shares
|
$1.17 Million
0.73% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
13,141
shares
|
$1.17 Million
0.08% of portfolio
|
Q1 2025
Reduced 10.79%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
12,732
shares
|
$1.13 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
12,646
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
12,555
shares
|
$1.12 Million
0.88% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Mercer Investments LLC
|
May 14, 2024 Q1 2024 |
12,463
shares
|
$1.11 Million
1.59% of portfolio
|
Q1 2024
Reduced 57.7%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
12,445
shares
|
$1.11 Million
0.13% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
12,407
shares
|
$1.1 Million
0.2% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
12,336
shares
|
$1.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
12,330
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
12,324
shares
|
$1.1 Million
0.59% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
12,229
shares
|
$1.09 Million
0.19% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
12,155
shares
|
$1.08 Million
2.14% of portfolio
|
Q4 2022
Added 5.42%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
12,049
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
12,034
shares
|
$1.07 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
12,004
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
11,914
shares
|
$1.06 Million
0.12% of portfolio
|
Q1 2025
Reduced 17.34%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
11,773
shares
|
$1.05 Million
0.42% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
11,715
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Added 15.62%
|