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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
219
shares
|
$16,714
0.0% of portfolio
|
Q2 2024
Added 19.67%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
216
shares
|
$16,485
0.0% of portfolio
|
Q1 2024
Added 0.93%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
191
shares
|
$14,577
0.0% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
185
shares
|
$14,119
0.0% of portfolio
|
Q2 2023
Reduced 57.47%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
183
shares
|
$13,966
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
160
shares
|
$12,211
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
155
shares
|
$11,829
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
155
shares
|
$11,829
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
146
shares
|
$11,142
0.0% of portfolio
|
Q1 2024
Added 14.96%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
135
shares
|
$10,303
0.0% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
134
shares
|
$10,226
0.01% of portfolio
|
Q2 2024
Reduced 94.69%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
110
shares
|
$8,395
0.0% of portfolio
|
Q4 2023
Reduced 91.94%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
99
shares
|
$7,555
0.01% of portfolio
|
Q2 2024
Reduced 49.49%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
93
shares
|
$7,097
0.01% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
92
shares
|
$7,021
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
89
shares
|
$6,792
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
73
shares
|
$5,571
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
68
shares
|
$5,189
0.0% of portfolio
|
Q2 2024
Added 3.03%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
67
shares
|
$5,113
0.0% of portfolio
|
Q2 2023
Reduced 68.84%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
66
shares
|
$5,037
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
57
shares
|
$4,350
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
53
shares
|
$4,044
0.0% of portfolio
|
Q2 2024
Reduced 36.14%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
48
shares
|
$3,663
0.0% of portfolio
|
Q2 2024
Added 23.08%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
41
shares
|
$3,129
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
34
shares
|
$2,594
0.0% of portfolio
|
Q3 2024
New holding
|