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 |
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Apr 14, 2025 Q1 2025 |
33,921
shares
|
$2.87 Million
1.76% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
33,140
shares
|
$2.81 Million
2.33% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
32,998
shares
|
$2.79 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
32,320
shares
|
$2.74 Million
2.35% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
32,238
shares
|
$2.73 Million
0.35% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
32,000
shares
|
$2.71 Million
0.02% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
31,986
shares
|
$2.71 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
31,881
shares
|
$2.7 Million
0.09% of portfolio
|
Q1 2025
Reduced 38.08%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
31,817
shares
|
$2.69 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Cambridge Associates LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
31,737
shares
|
$2.69 Million
0.08% of portfolio
|
Q4 2024
Reduced 54.46%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
31,699
shares
|
$2.68 Million
0.04% of portfolio
|
Q1 2025
Added 156.32%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
31,123
shares
|
$2.64 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
30,797
shares
|
$2.61 Million
0.46% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
30,566
shares
|
$2.59 Million
0.34% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,387
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
30,296
shares
|
$2.57 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
30,161
shares
|
$2.55 Million
0.49% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
30,039
shares
|
$2.54 Million
0.06% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
29,605
shares
|
$2.51 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.56%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
29,546
shares
|
$2.5 Million
0.29% of portfolio
|
Q1 2025
Reduced 58.94%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
29,097
shares
|
$2.46 Million
2.51% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
29,002
shares
|
$2.46 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
28,776
shares
|
$2.44 Million
0.55% of portfolio
|
Q1 2025
Added 13.78%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
28,725
shares
|
$2.43 Million
0.07% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
27,842
shares
|
$2.36 Million
0.27% of portfolio
|
Q4 2024
New holding
|