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 674 institutions that hold shares in the stock, with a total of 96.7 Million shares, which have been reported (via 13F filing form) to have a value of $8.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
323
shares
|
$28,566
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
321
shares
|
$28,389
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
287
shares
|
$25,382
0.01% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
282
shares
|
$24,940
0.0% of portfolio
|
Q4 2024
Added 30.56%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
266
shares
|
$23,525
0.0% of portfolio
|
Q1 2024
Added 1.92%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
257
shares
|
$22,729
0.0% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
245
shares
|
$21,667
0.09% of portfolio
|
Q1 2025
Reduced 85.78%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
229
shares
|
$20,252
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
225
shares
|
$19,899
0.0% of portfolio
|
Q4 2024
Reduced 73.81%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
219
shares
|
$19,368
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
219
shares
|
$19,368
0.0% of portfolio
|
Q2 2024
Added 19.67%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
210
shares
|
$18,572
0.0% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
200
shares
|
$17,688
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
185
shares
|
$16,361
0.0% of portfolio
|
Q2 2023
Reduced 57.47%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
183
shares
|
$16,184
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
164
shares
|
$14,504
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
160
shares
|
$14,150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
155
shares
|
$13,708
0.0% of portfolio
|
Q4 2024
Reduced 95.8%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
155
shares
|
$13,708
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
155
shares
|
$13,708
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
155
shares
|
$13,708
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
147
shares
|
$13,000
0.01% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
146
shares
|
$12,912
0.0% of portfolio
|
Q1 2024
Added 14.96%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
141
shares
|
$12,470
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
137
shares
|
$12,116
0.01% of portfolio
|
Q4 2024
New holding
|