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 |
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
50,674
shares
|
$4.29 Million
0.08% of portfolio
|
Q1 2025
Added 20.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
48,283
shares
|
$4.09 Million
0.02% of portfolio
|
Q4 2024
Added 12.49%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
46,665
shares
|
$3.95 Million
0.23% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
44,426
shares
|
$3.76 Million
0.21% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
43,973
shares
|
$3.72 Million
0.55% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
43,902
shares
|
$3.72 Million
1.02% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
43,635
shares
|
$3.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 22.76%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
42,751
shares
|
$3.62 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
42,469
shares
|
$3.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
41,926
shares
|
$3.55 Million
1.55% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
41,918
shares
|
$3.55 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
40,797
shares
|
$3.45 Million
0.13% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
40,439
shares
|
$3.42 Million
0.87% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
40,307
shares
|
$3.41 Million
2.62% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
38,954
shares
|
$3.3 Million
0.77% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
37,749
shares
|
$3.2 Million
0.23% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
37,631
shares
|
$3.19 Million
1.4% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
37,479
shares
|
$3.17 Million
0.2% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
37,131
shares
|
$3.14 Million
0.08% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
May 09, 2025 Q1 2025 |
36,957
shares
|
$3.13 Million
1.97% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
36,881
shares
|
$3.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 28.26%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
35,992
shares
|
$3.05 Million
0.03% of portfolio
|
Q4 2024
Added 407.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
35,235
shares
|
$2.98 Million
0.0% of portfolio
|
Q4 2024
Added 361.86%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
34,751
shares
|
$2.94 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
34,374
shares
|
$2.91 Million
1.56% of portfolio
|
Q1 2025
Added 42.6%
|