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 |
|---|---|---|---|---|---|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
673
shares
|
$59,890
0.02% of portfolio
|
Q1 2020
Reduced 19.98%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
652
shares
|
$58,021
0.0% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
650
shares
|
$57,843
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
647
shares
|
$57,576
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
645
shares
|
$57,398
0.0% of portfolio
|
Q1 2025
Reduced 55.91%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
635
shares
|
$56,508
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
603
shares
|
$53,660
0.01% of portfolio
|
Q1 2025
Reduced 17.4%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
600
shares
|
$53,394
0.0% of portfolio
|
Q4 2023
Reduced 31.03%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
594
shares
|
$52,860
0.02% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
585
shares
|
$52,059
0.0% of portfolio
|
Q3 2024
Reduced 53.27%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
580
shares
|
$51,614
0.0% of portfolio
|
Q1 2025
Added 249.4%
|
|
|
Umb Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
568
shares
|
$50,546
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
568
shares
|
$50,546
0.0% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
567
shares
|
$50,457
0.0% of portfolio
|
Q2 2024
Added 12.06%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
553
shares
|
$49,211
0.01% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
549
shares
|
$48,855
0.01% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
508
shares
|
$45,206
0.0% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
475
shares
|
$42,270
0.01% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
469
shares
|
$41,736
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
438
shares
|
$38,977
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
430
shares
|
$38,265
0.0% of portfolio
|
Q2 2022
Reduced 0.92%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
408
shares
|
$36,307
0.0% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
394
shares
|
$35,062
0.0% of portfolio
|
Q1 2025
Reduced 62.87%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
378
shares
|
$33,638
0.01% of portfolio
|
Q2 2025
Added 10.2%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
377
shares
|
$33,549
0.0% of portfolio
|
Q3 2024
New holding
|