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 |
---|---|---|---|---|---|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
5,169
shares
|
$459,989
0.05% of portfolio
|
Q1 2024
Reduced 16.78%
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
5,162
shares
|
$459,366
0.2% of portfolio
|
Q1 2025
Added 0.23%
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
5,160
shares
|
$459,188
0.0% of portfolio
|
Q1 2025
Added 59.7%
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
5,159
shares
|
$459,099
0.01% of portfolio
|
Q1 2025
Added 68.43%
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
5,125
shares
|
$456,073
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,070
shares
|
$451,179
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
4,981
shares
|
$443,259
0.01% of portfolio
|
Q1 2025
New holding
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,935
shares
|
$439,165
0.03% of portfolio
|
Q4 2022
Reduced 83.39%
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
4,892
shares
|
$435,339
0.06% of portfolio
|
Q4 2024
Added 1.33%
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
4,871
shares
|
$433,470
0.15% of portfolio
|
Q1 2025
Added 11.08%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
4,828
shares
|
$429,643
0.01% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,805
shares
|
$427,596
0.01% of portfolio
|
Q4 2022
New holding
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
4,762
shares
|
$423,770
0.15% of portfolio
|
Q1 2025
Added 29.83%
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
4,758
shares
|
$423,414
0.23% of portfolio
|
Q2 2024
Added 14.93%
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
4,654
shares
|
$414,159
0.11% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
4,654
shares
|
$414,159
0.05% of portfolio
|
Q1 2025
Added 8.11%
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
4,622
shares
|
$411,311
0.05% of portfolio
|
Q3 2023
New holding
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
4,598
shares
|
$409,176
0.04% of portfolio
|
Q1 2025
Added 0.09%
|
|
Villere St Denis J & CO LLC
|
Apr 24, 2025 Q1 2025 |
4,590
shares
|
$408,464
0.04% of portfolio
|
Q1 2025
Reduced 14.89%
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
4,554
shares
|
$405,260
0.15% of portfolio
|
Q1 2025
Reduced 38.6%
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
4,550
shares
|
$404,904
0.01% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
4,549
shares
|
$404,815
0.21% of portfolio
|
Q1 2025
Added 1.97%
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
4,544
shares
|
$404,370
0.09% of portfolio
|
Q2 2023
Reduced 6.23%
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
4,543
shares
|
$404,281
0.13% of portfolio
|
Q1 2025
Added 26.48%
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
4,535
shares
|
$403,569
0.07% of portfolio
|
Q1 2025
Reduced 17.06%
|