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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
141
shares
|
$12,547
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
123
shares
|
$10,945
0.0% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
110
shares
|
$9,788
0.0% of portfolio
|
Q4 2023
Reduced 91.94%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
99
shares
|
$8,810
0.01% of portfolio
|
Q2 2024
Reduced 49.49%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
93
shares
|
$8,276
0.0% of portfolio
|
Q1 2025
Added 19.23%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
93
shares
|
$8,276
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
92
shares
|
$8,187
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
89
shares
|
$7,920
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
73
shares
|
$6,496
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
69
shares
|
$6,140
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
67
shares
|
$5,962
0.0% of portfolio
|
Q2 2023
Reduced 68.84%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
66
shares
|
$5,873
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
60
shares
|
$5,339
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
56
shares
|
$4,983
0.0% of portfolio
|
Q1 2025
Reduced 53.72%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
47
shares
|
$4,182
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
35
shares
|
$3,114
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
28
shares
|
$2,491
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
27
shares
|
$2,402
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
13
shares
|
$1,156
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
6
shares
|
$533
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
6
shares
|
$533
0.0% of portfolio
|
Q4 2023
Reduced 95.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
6
shares
|
$533
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
3
shares
|
$266
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
2
shares
|
$177
0.0% of portfolio
|
Q3 2023
Reduced 90.91%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|