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 676 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 $8.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
1,204
shares
|
$107,143
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
1,194
shares
|
$106,254
0.0% of portfolio
|
Q4 2024
Added 797.99%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
1,137
shares
|
$101,181
0.02% of portfolio
|
Q2 2024
Added 47.28%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,122
shares
|
$99,846
0.24% of portfolio
|
Q2 2022
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
1,097
shares
|
$97,622
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,096
shares
|
$97,533
0.05% of portfolio
|
Q3 2021
Reduced 7.35%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
1,090
shares
|
$96,999
0.07% of portfolio
|
Q1 2025
Reduced 18.9%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
982
shares
|
$87,388
0.04% of portfolio
|
Q4 2022
Reduced 0.61%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
929
shares
|
$82,671
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
910
shares
|
$80,980
0.02% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
880
shares
|
$78,311
0.01% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
858
shares
|
$76,353
0.01% of portfolio
|
Q1 2025
Reduced 22.98%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
850
shares
|
$75,641
0.03% of portfolio
|
Q3 2024
Reduced 32.38%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
844
shares
|
$75,107
0.01% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
843
shares
|
$75,018
0.01% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
810
shares
|
$72,081
0.04% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
801
shares
|
$71,280
0.01% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
794
shares
|
$70,658
0.01% of portfolio
|
Q1 2025
Reduced 54.81%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
769
shares
|
$68,433
0.0% of portfolio
|
Q1 2025
Reduced 23.02%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
765
shares
|
$68,077
0.01% of portfolio
|
Q3 2023
Reduced 14.43%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
744
shares
|
$66,208
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
727
shares
|
$64,695
0.01% of portfolio
|
Q1 2025
Added 1035.94%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
692
shares
|
$61,581
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
683
shares
|
$60,780
0.0% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
673
shares
|
$59,890
0.03% of portfolio
|
Q4 2024
Added 0.45%
|