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 635 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 $7.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,627
shares
|
$661,949
0.04% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
8,528
shares
|
$654,353
0.07% of portfolio
|
Q3 2024
Added 65.43%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
8,514
shares
|
$653,279
0.05% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
8,468
shares
|
$649,749
0.03% of portfolio
|
Q2 2024
Added 3.83%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
8,404
shares
|
$644,838
0.13% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
8,286
shares
|
$635,784
0.24% of portfolio
|
Q1 2023
Added 2.35%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
8,271
shares
|
$634,633
0.21% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
8,077
shares
|
$619,748
0.19% of portfolio
|
Q2 2024
Reduced 9.67%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
8,070
shares
|
$619,211
0.25% of portfolio
|
Q3 2024
Reduced 17.67%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
8,063
shares
|
$618,673
0.14% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
7,927
shares
|
$608,238
0.0% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
7,926
shares
|
$608,161
0.08% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
7,838
shares
|
$601,409
0.02% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
7,804
shares
|
$598,800
0.33% of portfolio
|
Q2 2022
Added 89.46%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
7,791
shares
|
$597,803
0.2% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
7,709
shares
|
$591,511
0.07% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
7,706
shares
|
$591,281
0.01% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
7,683
shares
|
$589,516
0.17% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
7,667
shares
|
$588,288
0.21% of portfolio
|
Q3 2024
Reduced 42.06%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
7,629
shares
|
$585,373
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
7,615
shares
|
$584,298
0.27% of portfolio
|
Q3 2024
Added 23.32%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
7,597
shares
|
$582,917
0.16% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,403
shares
|
$568,032
0.08% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,380
shares
|
$566,267
0.06% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
7,357
shares
|
$564,502
0.03% of portfolio
|
Q4 2023
Added 3.56%
|