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 |
|---|---|---|---|---|---|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
7,244
shares
|
$561,627
0.14% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
7,155
shares
|
$554,727
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
7,099
shares
|
$550,385
0.01% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
7,066
shares
|
$547,826
0.07% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
7,027
shares
|
$544,803
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
7,008
shares
|
$543,330
0.21% of portfolio
|
Q1 2024
Added 1.74%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 07, 2024 Q3 2024 |
6,986
shares
|
$541,624
0.48% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
6,937
shares
|
$537,825
0.02% of portfolio
|
Q3 2024
Added 10.97%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
6,772
shares
|
$525,033
0.17% of portfolio
|
Q3 2024
Reduced 24.56%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
6,746
shares
|
$523,017
0.07% of portfolio
|
Q3 2024
Added 38.41%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
6,706
shares
|
$519,916
0.02% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
6,631
shares
|
$514,101
0.16% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
6,626
shares
|
$513,713
0.02% of portfolio
|
Q1 2024
Added 6.54%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
6,588
shares
|
$510,767
0.01% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
6,588
shares
|
$510,767
0.36% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Fulcrum Capital LLC
|
Oct 22, 2024 Q3 2024 |
6,482
shares
|
$502,549
0.12% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
6,468
shares
|
$501,464
0.07% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
6,434
shares
|
$498,828
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,339
shares
|
$491,462
0.01% of portfolio
|
Q3 2024
Reduced 22.13%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Nov 12, 2024 Q3 2024 |
6,317
shares
|
$489,757
0.35% of portfolio
|
Q2 2024
Added 1.87%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
6,292
shares
|
$487,818
0.04% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
6,245
shares
|
$484,174
0.0% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
6,149
shares
|
$476,731
0.13% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
6,138
shares
|
$475,879
0.02% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
6,072
shares
|
$470,762
0.21% of portfolio
|
Q4 2022
Reduced 27.26%
|