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 |
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
22,934
shares
|
$1.94 Million
0.43% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
22,866
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2024
Reduced 49.51%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
22,796
shares
|
$1.93 Million
2.14% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,760
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
22,700
shares
|
$1.92 Million
0.08% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
22,683
shares
|
$1.92 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
22,453
shares
|
$1.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
22,272
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
21,605
shares
|
$1.83 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
21,072
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
20,267
shares
|
$1.72 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
19,756
shares
|
$1.67 Million
0.04% of portfolio
|
Q1 2025
Added 19.4%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
19,713
shares
|
$1.67 Million
0.4% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
19,608
shares
|
$1.66 Million
0.06% of portfolio
|
Q1 2025
Added 166.2%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
19,512
shares
|
$1.65 Million
0.03% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
19,292
shares
|
$1.63 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
19,126
shares
|
$1.62 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
18,947
shares
|
$1.6 Million
0.45% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
18,683
shares
|
$1.58 Million
0.01% of portfolio
|
Q4 2024
Added 38.77%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
18,403
shares
|
$1.56 Million
0.55% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
18,149
shares
|
$1.54 Million
0.36% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
18,129
shares
|
$1.54 Million
1.33% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
17,700
shares
|
$1.5 Million
0.69% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
17,525
shares
|
$1.48 Million
0.05% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
17,131
shares
|
$1.45 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.69%
|