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 634 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 $7.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
12,402
shares
|
$961,527
0.4% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
12,227
shares
|
$947,959
0.13% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
12,155
shares
|
$942,377
2.14% of portfolio
|
Q4 2022
Added 5.42%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
12,032
shares
|
$932,840
0.2% of portfolio
|
Q3 2024
Reduced 16.32%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
12,025
shares
|
$932,298
0.04% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
11,977
shares
|
$928,576
0.12% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
11,462
shares
|
$888,648
0.0% of portfolio
|
Q3 2024
Added 142.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
11,333
shares
|
$878,647
0.01% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
11,242
shares
|
$871,592
0.11% of portfolio
|
Q3 2024
Added 23.93%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
11,106
shares
|
$861,048
0.01% of portfolio
|
Q3 2024
Added 43.34%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
11,022
shares
|
$854,535
0.0% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
11,010
shares
|
$853,605
0.06% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
10,924
shares
|
$846,937
0.07% of portfolio
|
Q2 2024
Added 49.77%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,677
shares
|
$827,787
0.21% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
10,617
shares
|
$823,136
0.06% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
10,462
shares
|
$811,118
0.01% of portfolio
|
Q4 2022
Reduced 2.86%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
10,452
shares
|
$810,343
0.18% of portfolio
|
Q3 2024
Reduced 25.86%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,438
shares
|
$809,258
0.06% of portfolio
|
Q4 2022
Added 18.99%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
10,383
shares
|
$804,993
0.01% of portfolio
|
Q2 2024
Added 19.44%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
10,287
shares
|
$797,551
0.4% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,256
shares
|
$795,147
0.11% of portfolio
|
Q3 2024
Added 21.57%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
10,135
shares
|
$785,766
0.12% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
10,132
shares
|
$785,533
0.02% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
10,130
shares
|
$785,378
0.04% of portfolio
|
Q1 2024
Added 24.6%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
10,000
shares
|
$775,300
0.02% of portfolio
|
Q3 2024
Added 112.63%
|