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 |
|---|---|---|---|---|---|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
27,838
shares
|
$2.48 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
27,652
shares
|
$2.46 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
27,626
shares
|
$2.46 Million
0.95% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
27,468
shares
|
$2.44 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
27,412
shares
|
$2.44 Million
0.12% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
27,315
shares
|
$2.43 Million
0.13% of portfolio
|
Q1 2025
Added 17.36%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
27,120
shares
|
$2.41 Million
0.1% of portfolio
|
Q4 2024
Reduced 30.7%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
26,882
shares
|
$2.39 Million
0.08% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
26,671
shares
|
$2.37 Million
0.14% of portfolio
|
Q2 2022
Added 0.93%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
26,515
shares
|
$2.36 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
26,088
shares
|
$2.32 Million
0.2% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
26,034
shares
|
$2.32 Million
0.32% of portfolio
|
Q2 2025
Added 32.77%
|
|
|
Hilltop Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
25,966
shares
|
$2.31 Million
1.2% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Apr 09, 2025 Q1 2025 |
25,709
shares
|
$2.29 Million
0.9% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
25,265
shares
|
$2.25 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
24,637
shares
|
$2.19 Million
0.36% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
24,612
shares
|
$2.19 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
23,946
shares
|
$2.13 Million
0.01% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
23,729
shares
|
$2.11 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
23,660
shares
|
$2.11 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
23,273
shares
|
$2.07 Million
0.56% of portfolio
|
Q1 2025
Added 57.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
23,251
shares
|
$2.07 Million
0.06% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
23,066
shares
|
$2.05 Million
0.02% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
23,014
shares
|
$2.05 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
23,000
shares
|
$2.05 Million
0.53% of portfolio
|
Q4 2022
Reduced 46.51%
|