Institutional Ownership Ishares Trust Ishares Esg Awar (ESGD)
Currently, there are no institutions holding Ishares Trust Ishares Esg Awar (ESGD). This information is based on the latest data available and is subject to change as new information becomes available.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
138,712
shares
|
$11.7 Million
1.14% of portfolio
|
Q4 2023
New holding
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
137,521
shares
|
$11.6 Million
0.0% of portfolio
|
Q4 2024
Added 82.6%
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
135,802
shares
|
$11.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
129,816
shares
|
$11 Million
0.01% of portfolio
|
Q4 2024
Added 12.93%
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
127,869
shares
|
$10.8 Million
5.21% of portfolio
|
Q1 2025
Added 9.27%
|
|
Wealth Architects, LLC
|
May 12, 2025 Q1 2025 |
120,911
shares
|
$10.2 Million
0.06% of portfolio
|
Q1 2025
Added 15.75%
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
120,309
shares
|
$10.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
119,322
shares
|
$10.1 Million
0.19% of portfolio
|
Q3 2022
Added 3.07%
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
118,639
shares
|
$10 Million
2.6% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
118,625
shares
|
$10 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
117,156
shares
|
$9.92 Million
0.38% of portfolio
|
Q4 2024
Added 6.26%
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
115,705
shares
|
$9.8 Million
0.01% of portfolio
|
Q4 2024
Added 0.39%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
115,451
shares
|
$9.78 Million
0.02% of portfolio
|
Q3 2023
Added 2.59%
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
115,166
shares
|
$9.75 Million
0.19% of portfolio
|
Q1 2025
Reduced 22.23%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
113,285
shares
|
$9.59 Million
0.83% of portfolio
|
Q2 2024
Reduced 8.97%
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
110,203
shares
|
$9.33 Million
0.93% of portfolio
|
Q4 2023
Added 28.82%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
104,660
shares
|
$8.86 Million
0.01% of portfolio
|
Q3 2024
Added 8.14%
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
99,752
shares
|
$8.45 Million
0.23% of portfolio
|
Q1 2025
Reduced 12.34%
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
98,009
shares
|
$8.3 Million
3.11% of portfolio
|
Q1 2025
Added 1.94%
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
97,887
shares
|
$8.29 Million
2.13% of portfolio
|
Q1 2025
Added 1.0%
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
97,340
shares
|
$8.24 Million
0.68% of portfolio
|
Q1 2025
Added 6.72%
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
95,582
shares
|
$8.09 Million
5.38% of portfolio
|
Q1 2025
Added 0.12%
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
83,896
shares
|
$7.1 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
Impact Investors, Inc
San Francisco, CA |
Apr 25, 2025 Q1 2025 |
83,386
shares
|
$7.06 Million
5.3% of portfolio
|
Q1 2025
Added 5.58%
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
79,190
shares
|
$6.71 Million
0.17% of portfolio
|
Q1 2025
Added 92.39%
|