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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
372
shares
|
$33,104
0.01% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
353
shares
|
$31,413
0.0% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
350
shares
|
$31,146
0.01% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
346
shares
|
$30,790
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
325
shares
|
$28,921
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
323
shares
|
$28,743
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
321
shares
|
$28,565
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
287
shares
|
$25,540
0.01% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
282
shares
|
$25,095
0.0% of portfolio
|
Q4 2024
Added 30.56%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
269
shares
|
$23,938
0.0% of portfolio
|
Q2 2025
Added 46.99%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
266
shares
|
$23,671
0.0% of portfolio
|
Q1 2024
Added 1.92%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
257
shares
|
$22,870
0.0% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
245
shares
|
$21,802
0.09% of portfolio
|
Q1 2025
Reduced 85.78%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
229
shares
|
$20,378
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
225
shares
|
$20,022
0.0% of portfolio
|
Q4 2024
Reduced 73.81%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
219
shares
|
$19,488
0.0% of portfolio
|
Q2 2024
Added 19.67%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
219
shares
|
$19,488
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
210
shares
|
$18,687
0.0% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
200
shares
|
$17,798
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
185
shares
|
$16,463
0.0% of portfolio
|
Q2 2023
Reduced 57.47%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
164
shares
|
$14,594
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
160
shares
|
$14,238
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
155
shares
|
$13,793
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
155
shares
|
$13,793
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
155
shares
|
$13,793
0.0% of portfolio
|
Q4 2023
New holding
|