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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,910
shares
|
$225,612
0.03% of portfolio
|
Q3 2024
Added 9.56%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
2,863
shares
|
$221,968
0.02% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
2,840
shares
|
$220,185
0.09% of portfolio
|
Q3 2024
Reduced 17.25%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,839
shares
|
$220,107
0.0% of portfolio
|
Q3 2024
Added 21.07%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
2,814
shares
|
$218,169
0.08% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,795
shares
|
$216,696
0.04% of portfolio
|
Q1 2024
Reduced 8.81%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,758
shares
|
$213,827
0.04% of portfolio
|
Q2 2023
Added 1.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,752
shares
|
$213,362
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,749
shares
|
$213,129
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
2,746
shares
|
$212,897
0.04% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,729
shares
|
$211,579
0.01% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
2,713
shares
|
$210,338
0.02% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
2,710
shares
|
$210,106
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Oct 10, 2024 Q3 2024 |
2,709
shares
|
$210,028
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,704
shares
|
$209,641
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
2,689
shares
|
$208,478
0.04% of portfolio
|
Q2 2024
Added 1.86%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,689
shares
|
$208,478
0.03% of portfolio
|
Q2 2024
Reduced 70.37%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
2,665
shares
|
$206,617
0.1% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
2,648
shares
|
$205,299
0.05% of portfolio
|
Q1 2024
Reduced 12.92%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
2,621
shares
|
$203,206
0.04% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,620
shares
|
$203,128
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
2,596
shares
|
$201,267
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
2,583
shares
|
$200,259
0.08% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
2,576
shares
|
$199,717
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
2,549
shares
|
$197,623
0.06% of portfolio
|
Q2 2024
Reduced 43.82%
|