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 |
|---|---|---|---|---|---|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
7,154
shares
|
$576,326
0.02% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
7,104
shares
|
$572,298
0.08% of portfolio
|
Q4 2024
Reduced 29.91%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
6,942
shares
|
$559,247
0.01% of portfolio
|
Q4 2024
Added 32.38%
|
|
|
Nepc LLC
Boston, MA |
Feb 18, 2025 Q4 2024 |
6,878
shares
|
$554,091
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
6,855
shares
|
$552,238
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
6,771
shares
|
$545,471
0.07% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
6,686
shares
|
$538,624
0.02% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
6,676
shares
|
$537,818
0.34% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
6,631
shares
|
$534,193
0.15% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
6,619
shares
|
$533,226
0.15% of portfolio
|
Q4 2024
Reduced 15.04%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
6,594
shares
|
$531,212
0.18% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
6,563
shares
|
$528,715
0.06% of portfolio
|
Q4 2024
Added 54.1%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
6,544
shares
|
$527,184
0.02% of portfolio
|
Q4 2024
Reduced 24.74%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
6,516
shares
|
$524,928
0.06% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
6,451
shares
|
$519,692
0.04% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
6,434
shares
|
$518,323
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
6,411
shares
|
$516,470
0.04% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Apr 15, 2025 Q1 2025 |
6,401
shares
|
$515,664
0.38% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
6,378
shares
|
$513,811
0.13% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Apr 08, 2025 Q1 2025 |
6,353
shares
|
$511,797
0.42% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
6,245
shares
|
$503,097
0.0% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
6,233
shares
|
$502,130
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Apr 15, 2025 Q1 2025 |
6,230
shares
|
$501,888
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
6,103
shares
|
$491,657
0.09% of portfolio
|
Q1 2025
Reduced 51.63%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
6,092
shares
|
$490,771
0.13% of portfolio
|
Q4 2024
Reduced 10.04%
|