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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
78,681
shares
|
$7 Million
0.01% of portfolio
|
Q1 2025
Added 42.56%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
74,327
shares
|
$6.61 Million
0.26% of portfolio
|
Q1 2025
Reduced 21.97%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
73,908
shares
|
$6.58 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
72,604
shares
|
$6.46 Million
0.4% of portfolio
|
Q4 2023
Added 3.06%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
69,523
shares
|
$6.19 Million
0.58% of portfolio
|
Q1 2025
Reduced 42.46%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
69,129
shares
|
$6.15 Million
0.87% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
68,394
shares
|
$6.09 Million
0.08% of portfolio
|
Q2 2023
Added 31.57%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
67,697
shares
|
$6.02 Million
0.19% of portfolio
|
Q1 2025
Added 33.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
67,133
shares
|
$5.97 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
65,776
shares
|
$5.85 Million
0.01% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
65,009
shares
|
$5.79 Million
0.07% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
64,417
shares
|
$5.73 Million
0.55% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
62,306
shares
|
$5.54 Million
0.32% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
61,724
shares
|
$5.49 Million
0.56% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
61,057
shares
|
$5.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
59,787
shares
|
$5.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
59,674
shares
|
$5.31 Million
1.25% of portfolio
|
Q1 2025
Reduced 18.83%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
59,196
shares
|
$5.27 Million
0.0% of portfolio
|
Q1 2025
Added 39.39%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
58,991
shares
|
$5.25 Million
0.1% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
58,654
shares
|
$5.22 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
58,086
shares
|
$5.17 Million
0.64% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
57,700
shares
|
$5.13 Million
2.14% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
57,420
shares
|
$5.11 Million
0.06% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
54,276
shares
|
$4.83 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
53,536
shares
|
$4.76 Million
0.69% of portfolio
|
Q1 2025
Reduced 26.52%
|