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 |
|---|---|---|---|---|---|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
138,712
shares
|
$12.3 Million
1.14% of portfolio
|
Q4 2023
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
135,637
shares
|
$12.1 Million
0.35% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
132,106
shares
|
$11.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
131,060
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
127,869
shares
|
$11.4 Million
5.21% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
120,388
shares
|
$10.7 Million
0.41% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
120,165
shares
|
$10.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
119,322
shares
|
$10.6 Million
0.19% of portfolio
|
Q3 2022
Added 3.07%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
118,639
shares
|
$10.6 Million
2.6% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
118,625
shares
|
$10.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
118,456
shares
|
$10.5 Million
0.01% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
115,451
shares
|
$10.3 Million
0.02% of portfolio
|
Q3 2023
Added 2.59%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
115,166
shares
|
$10.2 Million
0.19% of portfolio
|
Q1 2025
Reduced 22.23%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
113,285
shares
|
$10.1 Million
0.83% of portfolio
|
Q2 2024
Reduced 8.97%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
110,203
shares
|
$9.81 Million
0.93% of portfolio
|
Q4 2023
Added 28.82%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
106,225
shares
|
$9.45 Million
1.03% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
104,660
shares
|
$9.31 Million
0.01% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
99,752
shares
|
$8.88 Million
0.23% of portfolio
|
Q1 2025
Reduced 12.34%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
98,009
shares
|
$8.72 Million
3.11% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
97,887
shares
|
$8.71 Million
2.13% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
97,340
shares
|
$8.66 Million
0.68% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
95,582
shares
|
$8.51 Million
5.38% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
83,813
shares
|
$7.46 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Apr 25, 2025 Q1 2025 |
83,386
shares
|
$7.42 Million
5.3% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
79,190
shares
|
$7.05 Million
0.17% of portfolio
|
Q1 2025
Added 92.39%
|