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 672 institutions that hold shares in the stock, with a total of 97.2 Million shares, which have been reported (via 13F filing form) to have a value of $8.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
245,284
shares
|
$20.8 Million
0.4% of portfolio
|
Q1 2025
Added 43.06%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
241,405
shares
|
$20.4 Million
0.55% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
238,384
shares
|
$20.2 Million
0.97% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
236,047
shares
|
$20 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
235,728
shares
|
$20 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
228,595
shares
|
$19.4 Million
0.06% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
220,150
shares
|
$18.6 Million
0.82% of portfolio
|
Q1 2025
Reduced 20.27%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
220,008
shares
|
$18.6 Million
0.03% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
218,606
shares
|
$18.5 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
212,411
shares
|
$18 Million
0.64% of portfolio
|
Q3 2023
Added 20.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
209,215
shares
|
$17.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
194,614
shares
|
$16.5 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
187,712
shares
|
$15.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
175,188
shares
|
$14.8 Million
3.28% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
173,266
shares
|
$14.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
172,153
shares
|
$14.6 Million
4.39% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
169,804
shares
|
$14.4 Million
0.51% of portfolio
|
Q1 2023
Added 0.45%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
166,311
shares
|
$14.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
162,987
shares
|
$13.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
156,357
shares
|
$13.2 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
145,439
shares
|
$12.3 Million
0.08% of portfolio
|
Q1 2025
Added 65.15%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
143,349
shares
|
$12.1 Million
0.51% of portfolio
|
Q1 2025
Added 9.67%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
143,215
shares
|
$12.1 Million
0.75% of portfolio
|
Q1 2025
Added 17.76%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
142,775
shares
|
$12.1 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
139,627
shares
|
$11.8 Million
8.43% of portfolio
|
Q1 2025
Added 4.1%
|