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 634 institutions that hold shares in the stock, with a total of 93.2 Million shares, which have been reported (via 13F filing form) to have a value of $7.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
26,298
shares
|
$2.04 Million
0.11% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
26,026
shares
|
$2.02 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
25,821
shares
|
$2 Million
0.5% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
25,470
shares
|
$1.97 Million
0.78% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
25,453
shares
|
$1.97 Million
0.37% of portfolio
|
Q1 2024
Reduced 10.5%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
25,391
shares
|
$1.97 Million
0.51% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
25,270
shares
|
$1.96 Million
0.52% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
25,103
shares
|
$1.95 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
24,992
shares
|
$1.94 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
24,255
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2024
Added 28.19%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
23,756
shares
|
$1.84 Million
0.07% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
23,533
shares
|
$1.82 Million
0.18% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
23,431
shares
|
$1.82 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
23,366
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
23,184
shares
|
$1.8 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
23,014
shares
|
$1.78 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
23,000
shares
|
$1.78 Million
0.55% of portfolio
|
Q4 2022
Reduced 46.51%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
22,895
shares
|
$1.78 Million
1.0% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
22,840
shares
|
$1.77 Million
0.92% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,760
shares
|
$1.76 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
22,727
shares
|
$1.76 Million
0.03% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
22,605
shares
|
$1.75 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
22,234
shares
|
$1.72 Million
0.17% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
21,353
shares
|
$1.66 Million
0.77% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
21,110
shares
|
$1.64 Million
0.06% of portfolio
|
Q3 2024
Reduced 16.31%
|