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 671 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 $8.16 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 |
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
78,681
shares
|
$6.66 Million
0.01% of portfolio
|
Q1 2025
Added 42.56%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
74,327
shares
|
$6.29 Million
0.26% of portfolio
|
Q1 2025
Reduced 21.97%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
74,172
shares
|
$6.28 Million
0.02% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
72,604
shares
|
$6.15 Million
0.4% of portfolio
|
Q4 2023
Added 3.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
71,614
shares
|
$6.06 Million
0.03% of portfolio
|
Q4 2024
Added 13.75%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
69,523
shares
|
$5.89 Million
0.58% of portfolio
|
Q1 2025
Reduced 42.46%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
69,129
shares
|
$5.85 Million
0.87% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
68,394
shares
|
$5.79 Million
0.08% of portfolio
|
Q2 2023
Added 31.57%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
67,697
shares
|
$5.73 Million
0.19% of portfolio
|
Q1 2025
Added 33.35%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
65,776
shares
|
$5.57 Million
0.01% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
64,417
shares
|
$5.45 Million
0.55% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
62,306
shares
|
$5.28 Million
0.32% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
62,218
shares
|
$5.27 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
61,724
shares
|
$5.23 Million
0.56% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
61,057
shares
|
$5.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
59,787
shares
|
$5.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
59,674
shares
|
$5.05 Million
1.25% of portfolio
|
Q1 2025
Reduced 18.83%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
58,086
shares
|
$4.92 Million
0.64% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
57,700
shares
|
$4.89 Million
2.14% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
57,420
shares
|
$4.86 Million
0.06% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
57,096
shares
|
$4.83 Million
0.06% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
56,894
shares
|
$4.82 Million
0.19% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
54,276
shares
|
$4.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
54,195
shares
|
$4.59 Million
0.08% of portfolio
|
Q4 2024
Added 81.97%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
53,536
shares
|
$4.53 Million
0.69% of portfolio
|
Q1 2025
Reduced 26.52%
|