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 |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
821
shares
|
$63,652
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
771
shares
|
$59,775
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
768
shares
|
$59,543
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
765
shares
|
$59,310
0.01% of portfolio
|
Q3 2023
Reduced 14.43%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
760
shares
|
$58,922
0.04% of portfolio
|
Q3 2024
Reduced 63.78%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
738
shares
|
$57,217
0.0% of portfolio
|
Q3 2024
Added 68.88%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
720
shares
|
$55,821
0.01% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
718
shares
|
$55,666
0.02% of portfolio
|
Q2 2024
Added 97.25%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
699
shares
|
$54,193
0.0% of portfolio
|
Q3 2024
Reduced 69.74%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
692
shares
|
$53,650
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
687
shares
|
$53,263
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
673
shares
|
$52,177
0.02% of portfolio
|
Q1 2020
Reduced 19.98%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
670
shares
|
$51,945
0.03% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
657
shares
|
$50,937
0.0% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
650
shares
|
$50,394
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
647
shares
|
$50,161
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
635
shares
|
$49,231
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
635
shares
|
$49,231
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
603
shares
|
$46,750
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
600
shares
|
$46,518
0.0% of portfolio
|
Q4 2023
Reduced 31.03%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
599
shares
|
$46,440
0.0% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
592
shares
|
$45,897
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
585
shares
|
$45,355
0.0% of portfolio
|
Q3 2024
Reduced 53.27%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
567
shares
|
$43,959
0.0% of portfolio
|
Q2 2024
Added 12.06%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
545
shares
|
$42,253
0.01% of portfolio
|
Q1 2022
Added 0.93%
|