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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
6,931
shares
|
$616,789
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,911
shares
|
$615,009
0.07% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
6,848
shares
|
$609,403
0.01% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Aufman Associates Inc
Sewickley, PA |
May 14, 2025 Q1 2025 |
6,676
shares
|
$594,097
0.37% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
6,631
shares
|
$590,092
0.16% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
6,607
shares
|
$587,956
0.18% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
6,599
shares
|
$587,245
0.04% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
6,559
shares
|
$583,685
0.15% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
6,523
shares
|
$580,481
0.06% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
6,520
shares
|
$580,214
0.15% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
6,519
shares
|
$580,125
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
6,495
shares
|
$577,990
0.01% of portfolio
|
Q1 2025
Reduced 24.16%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
6,476
shares
|
$576,299
0.03% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
6,434
shares
|
$572,561
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Apr 15, 2025 Q1 2025 |
6,401
shares
|
$569,624
0.38% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
6,256
shares
|
$556,721
0.14% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,245
shares
|
$555,742
0.0% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
6,233
shares
|
$554,674
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,233
shares
|
$554,674
0.1% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
6,230
shares
|
$554,407
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
6,229
shares
|
$554,318
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
6,199
shares
|
$551,649
0.03% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
6,135
shares
|
$545,953
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
6,125
shares
|
$545,063
0.02% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
6,092
shares
|
$542,127
0.16% of portfolio
|
Q4 2024
Reduced 10.04%
|