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 752 institutions that hold shares in the stock, with a total of 96.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
87
shares
|
$8,242
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
79
shares
|
$7,484
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
74
shares
|
$7,010
0.0% of portfolio
|
Q4 2025
Reduced 55.42%
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
73
shares
|
$6,916
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
67
shares
|
$6,347
0.0% of portfolio
|
Q2 2023
Reduced 68.84%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
66
shares
|
$6,252
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
59
shares
|
$5,589
0.0% of portfolio
|
Q3 2025
Reduced 85.06%
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
58
shares
|
$5,494
0.0% of portfolio
|
Q4 2025
Added 1.75%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
55
shares
|
$5,210
0.0% of portfolio
|
Q3 2025
Added 57.14%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
54
shares
|
$5,115
0.0% of portfolio
|
Q3 2025
Reduced 99.35%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
52
shares
|
$4,926
0.0% of portfolio
|
Q4 2024
Reduced 69.94%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
40
shares
|
$3,789
0.0% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
40
shares
|
$3,789
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
27
shares
|
$2,557
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
26
shares
|
$2,463
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
21
shares
|
$1,989
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
18
shares
|
$1,705
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
17
shares
|
$1,610
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
17
shares
|
$1,610
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
13
shares
|
$1,231
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
10
shares
|
$947
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
8
shares
|
$757
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
6
shares
|
$568
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
6
shares
|
$568
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
2
shares
|
$189
0.0% of portfolio
|
Q3 2023
Reduced 90.91%
|
|