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 680 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 $8.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
8,286
shares
|
$737,371
0.24% of portfolio
|
Q1 2023
Added 2.35%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
8,146
shares
|
$724,912
0.2% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,099
shares
|
$720,730
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
8,077
shares
|
$718,772
0.15% of portfolio
|
Q2 2024
Reduced 9.67%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
7,958
shares
|
$708,182
0.29% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
7,838
shares
|
$697,503
0.02% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
7,804
shares
|
$694,477
0.33% of portfolio
|
Q2 2022
Added 89.46%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
7,687
shares
|
$684,066
0.01% of portfolio
|
Q1 2025
Reduced 22.89%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
7,590
shares
|
$675,434
0.37% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
7,539
shares
|
$670,895
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
7,473
shares
|
$665,022
0.15% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
7,456
shares
|
$663,509
0.08% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
7,398
shares
|
$658,348
0.21% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
7,347
shares
|
$653,809
0.2% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
7,335
shares
|
$652,741
0.45% of portfolio
|
Q3 2023
Added 8.39%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
7,280
shares
|
$647,847
0.06% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
7,276
shares
|
$647,491
0.02% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
7,165
shares
|
$637,613
0.01% of portfolio
|
Q2 2025
Added 39.8%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
7,154
shares
|
$636,634
0.02% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
7,136
shares
|
$635,032
0.0% of portfolio
|
Q1 2025
Reduced 79.75%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
7,123
shares
|
$633,875
0.0% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
7,104
shares
|
$632,184
0.08% of portfolio
|
Q4 2024
Reduced 29.91%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,985
shares
|
$621,595
0.02% of portfolio
|
Q1 2025
Reduced 40.22%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,943
shares
|
$617,857
0.0% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
6,937
shares
|
$617,323
0.07% of portfolio
|
Q1 2025
Reduced 10.01%
|