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 663 institutions that hold shares in the stock, with a total of 95.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
17,491
shares
|
$1.44 Million
0.21% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
17,486
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
17,025
shares
|
$1.4 Million
0.61% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
16,546
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
16,438
shares
|
$1.35 Million
0.07% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
16,380
shares
|
$1.35 Million
0.15% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
16,343
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
16,319
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 27, 2025 Q4 2024 |
16,277
shares
|
$1.34 Million
0.42% of portfolio
|
Q4 2024
Reduced 98.42%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
15,817
shares
|
$1.3 Million
0.77% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
15,734
shares
|
$1.3 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
15,455
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2023
Added 3.93%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,401
shares
|
$1.27 Million
0.17% of portfolio
|
Q2 2023
Reduced 1.4%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,178
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2022
Added 5.18%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
15,043
shares
|
$1.24 Million
0.15% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
14,812
shares
|
$1.22 Million
0.35% of portfolio
|
Q4 2024
Added 49.19%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
14,731
shares
|
$1.21 Million
0.09% of portfolio
|
Q4 2024
Reduced 22.48%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
14,625
shares
|
$1.21 Million
0.68% of portfolio
|
Q1 2023
Reduced 0.14%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
14,414
shares
|
$1.19 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
14,209
shares
|
$1.17 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
14,206
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,156
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Added 41.56%
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
13,714
shares
|
$1.13 Million
0.64% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
13,566
shares
|
$1.12 Million
0.16% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
13,501
shares
|
$1.11 Million
0.88% of portfolio
|
Q4 2024
Reduced 50.73%
|