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 |
|---|---|---|---|---|---|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,532
shares
|
$196,305
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
2,519
shares
|
$195,298
0.06% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,491
shares
|
$193,127
0.02% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,485
shares
|
$192,662
0.02% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
2,466
shares
|
$191,188
0.0% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
2,464
shares
|
$191,033
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
2,451
shares
|
$190,026
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,447
shares
|
$189,715
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
2,434
shares
|
$188,708
0.07% of portfolio
|
Q3 2024
Reduced 62.17%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
2,419
shares
|
$187,545
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
2,383
shares
|
$184,753
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 23, 2024 Q3 2024 |
2,382
shares
|
$184,676
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
2,347
shares
|
$181,962
0.03% of portfolio
|
Q3 2024
Reduced 22.03%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
2,261
shares
|
$175,295
0.08% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,213
shares
|
$171,573
0.01% of portfolio
|
Q3 2024
Reduced 19.0%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,192
shares
|
$169,945
0.1% of portfolio
|
Q4 2023
Added 130.74%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
2,085
shares
|
$161,650
0.0% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,014
shares
|
$156,145
0.0% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,967
shares
|
$152,501
0.0% of portfolio
|
Q4 2023
Added 1.44%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
1,937
shares
|
$150,175
0.04% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,893
shares
|
$146,764
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
1,880
shares
|
$145,756
0.0% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
1,873
shares
|
$145,213
0.12% of portfolio
|
Q2 2024
Reduced 41.8%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,780
shares
|
$138,003
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,757
shares
|
$136,220
0.03% of portfolio
|
Q2 2024
Reduced 8.96%
|