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 |
|---|---|---|---|---|---|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
50,674
shares
|
$4.51 Million
0.08% of portfolio
|
Q1 2025
Added 20.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
48,555
shares
|
$4.32 Million
0.02% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
47,909
shares
|
$4.26 Million
0.66% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
46,665
shares
|
$4.15 Million
0.23% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
44,565
shares
|
$3.97 Million
0.21% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
43,902
shares
|
$3.91 Million
1.02% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
42,751
shares
|
$3.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
41,926
shares
|
$3.73 Million
1.55% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
40,307
shares
|
$3.59 Million
2.62% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
39,976
shares
|
$3.56 Million
0.34% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
39,323
shares
|
$3.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Waypoint Wealth Partners Inc.
|
May 13, 2025 Q1 2025 |
39,104
shares
|
$3.48 Million
0.92% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
38,399
shares
|
$3.42 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
37,749
shares
|
$3.36 Million
0.24% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
37,631
shares
|
$3.35 Million
1.4% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
37,479
shares
|
$3.34 Million
0.2% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
37,245
shares
|
$3.31 Million
0.73% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
37,131
shares
|
$3.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
May 09, 2025 Q1 2025 |
36,957
shares
|
$3.29 Million
1.97% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
36,881
shares
|
$3.28 Million
0.01% of portfolio
|
Q4 2024
Added 42.17%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
35,866
shares
|
$3.19 Million
0.12% of portfolio
|
Q1 2025
Reduced 36.96%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
34,931
shares
|
$3.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
34,751
shares
|
$3.09 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
34,374
shares
|
$3.06 Million
1.56% of portfolio
|
Q1 2025
Added 42.6%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
33,948
shares
|
$3.02 Million
0.1% of portfolio
|
Q1 2025
Added 44.85%
|