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 |
|---|---|---|---|---|---|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
4,534
shares
|
$403,480
0.13% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
4,528
shares
|
$402,946
0.12% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
4,506
shares
|
$400,988
0.03% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
4,500
shares
|
$400,455
0.35% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
4,499
shares
|
$400,366
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
4,410
shares
|
$392,445
0.01% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,400
shares
|
$391,556
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
4,346
shares
|
$386,750
0.05% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,311
shares
|
$383,635
0.01% of portfolio
|
Q1 2018
Reduced 98.61%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,296
shares
|
$382,301
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
4,265
shares
|
$379,542
0.24% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
4,233
shares
|
$376,694
0.28% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,205
shares
|
$374,202
0.29% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
4,181
shares
|
$372,067
0.0% of portfolio
|
Q1 2025
Added 44.52%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
4,170
shares
|
$371,088
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
4,092
shares
|
$364,147
0.12% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
4,088
shares
|
$363,791
0.13% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
4,087
shares
|
$363,702
0.19% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
4,078
shares
|
$362,901
0.05% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
4,066
shares
|
$361,833
0.01% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,056
shares
|
$360,943
0.02% of portfolio
|
Q4 2023
Reduced 71.61%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,051
shares
|
$360,498
0.02% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
4,048
shares
|
$360,231
0.06% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
4,042
shares
|
$359,697
0.15% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
4,033
shares
|
$358,896
0.01% of portfolio
|
Q1 2025
Reduced 0.67%
|