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 673 institutions that hold shares in the stock, with a total of 97 Million shares, which have been reported (via 13F filing form) to have a value of $7.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Mar 25, 2025 Q4 2024 |
8,366
shares
|
$673,964
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
8,351
shares
|
$672,756
0.19% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Feb 12, 2025 Q4 2024 |
8,318
shares
|
$670,098
0.0% of portfolio
|
Q4 2024
Reduced 27.43%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
8,286
shares
|
$667,520
0.24% of portfolio
|
Q1 2023
Added 2.35%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
8,159
shares
|
$657,289
0.26% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
8,077
shares
|
$650,683
0.14% of portfolio
|
Q2 2024
Reduced 9.67%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
8,059
shares
|
$649,233
0.22% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
8,048
shares
|
$648,346
0.0% of portfolio
|
Q4 2024
Added 55.13%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
8,024
shares
|
$646,413
0.2% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
8,018
shares
|
$645,930
0.01% of portfolio
|
Q4 2024
Added 21.71%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
7,995
shares
|
$644,077
0.13% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
7,962
shares
|
$641,418
0.0% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
7,897
shares
|
$636,182
0.02% of portfolio
|
Q4 2024
Added 28.66%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
7,859
shares
|
$633,121
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
7,838
shares
|
$631,429
0.02% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
7,804
shares
|
$628,690
0.33% of portfolio
|
Q2 2022
Added 89.46%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
7,730
shares
|
$622,728
0.02% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
7,709
shares
|
$621,037
0.07% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
7,670
shares
|
$617,895
0.07% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
7,417
shares
|
$597,513
0.22% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
7,403
shares
|
$596,385
0.06% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
7,352
shares
|
$592,277
0.14% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
7,335
shares
|
$590,907
0.4% of portfolio
|
Q3 2023
Added 8.39%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
7,280
shares
|
$586,476
0.06% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
7,276
shares
|
$586,154
0.02% of portfolio
|
Q1 2025
Reduced 5.46%
|