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 |
|---|---|---|---|---|---|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
4,370
shares
|
$333,518
0.06% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,311
shares
|
$329,015
0.01% of portfolio
|
Q1 2018
Reduced 98.61%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
4,282
shares
|
$326,802
0.04% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
4,259
shares
|
$325,046
0.04% of portfolio
|
Q3 2024
Added 34.1%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
4,253
shares
|
$324,588
0.0% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
4,236
shares
|
$323,291
0.01% of portfolio
|
Q3 2024
Reduced 28.83%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
4,233
shares
|
$323,062
0.26% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
4,222
shares
|
$322,223
0.28% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
4,205
shares
|
$320,925
0.01% of portfolio
|
Q3 2024
Reduced 23.24%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
4,166
shares
|
$317,949
0.05% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,122
shares
|
$314,591
0.05% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
4,117
shares
|
$314,209
0.03% of portfolio
|
Q3 2024
Added 69.91%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
4,110
shares
|
$313,675
0.02% of portfolio
|
Q3 2024
Reduced 14.11%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
4,080
shares
|
$311,385
0.06% of portfolio
|
Q3 2024
Reduced 23.05%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
4,071
shares
|
$310,698
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,070
shares
|
$310,622
0.13% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
4,056
shares
|
$309,553
0.28% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,056
shares
|
$309,553
0.02% of portfolio
|
Q4 2023
Reduced 71.61%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
4,055
shares
|
$309,477
0.06% of portfolio
|
Q3 2024
Reduced 52.99%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
4,054
shares
|
$309,401
0.06% of portfolio
|
Q1 2024
Added 3.58%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
4,047
shares
|
$308,867
0.02% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
4,044
shares
|
$308,638
0.06% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
4,033
shares
|
$307,798
0.15% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
4,017
shares
|
$306,577
0.01% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
3,997
shares
|
$305,051
0.0% of portfolio
|
Q4 2023
Reduced 2.75%
|