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 |
|---|---|---|---|---|---|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
6,082
shares
|
$541,237
0.37% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
6,072
shares
|
$540,347
0.21% of portfolio
|
Q4 2022
Reduced 27.26%
|
|
|
Fulcrum Capital LLC
|
Apr 08, 2025 Q1 2025 |
5,922
shares
|
$526,998
0.11% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
5,852
shares
|
$520,769
0.0% of portfolio
|
Q1 2025
Added 125.68%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
5,769
shares
|
$513,383
0.0% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
5,759
shares
|
$512,493
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
5,730
shares
|
$509,912
0.11% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
5,721
shares
|
$509,111
0.12% of portfolio
|
Q1 2025
Added 16.99%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
5,701
shares
|
$507,331
0.06% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
5,678
shares
|
$505,285
0.09% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
5,672
shares
|
$504,751
0.02% of portfolio
|
Q1 2025
Reduced 26.62%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
5,627
shares
|
$500,746
0.02% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
5,622
shares
|
$500,301
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
5,604
shares
|
$498,699
0.05% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
5,593
shares
|
$497,721
0.03% of portfolio
|
Q1 2025
Added 15.3%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
5,504
shares
|
$489,800
0.26% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
5,478
shares
|
$487,487
0.07% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
5,450
shares
|
$484,995
0.02% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
5,404
shares
|
$480,901
0.12% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
5,398
shares
|
$480,368
0.13% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
5,356
shares
|
$476,630
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
5,273
shares
|
$469,244
0.01% of portfolio
|
Q1 2025
Reduced 33.23%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,264
shares
|
$468,443
0.0% of portfolio
|
Q1 2025
Added 143.93%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
5,220
shares
|
$464,527
0.25% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
5,184
shares
|
$461,324
0.06% of portfolio
|
Q1 2025
Reduced 0.29%
|