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 742 institutions that hold shares in the stock, with a total of 96.2 Million shares, which have been reported (via 13F filing form) to have a value of $9.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
15,455
shares
|
$1.46 Million
0.04% of portfolio
|
Q4 2023
Added 3.93%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,401
shares
|
$1.46 Million
0.17% of portfolio
|
Q2 2023
Reduced 1.4%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 06, 2025 Q3 2025 |
15,369
shares
|
$1.46 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,178
shares
|
$1.44 Million
0.04% of portfolio
|
Q3 2022
Added 5.18%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
15,043
shares
|
$1.43 Million
0.15% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
15,000
shares
|
$1.42 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Weil Company, Inc.
|
Nov 06, 2025 Q3 2025 |
14,948
shares
|
$1.42 Million
0.4% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
14,695
shares
|
$1.39 Million
0.13% of portfolio
|
Q4 2025
Added 2.19%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
14,625
shares
|
$1.39 Million
0.68% of portfolio
|
Q1 2023
Reduced 0.14%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
14,601
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2025
Added 110.3%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
14,562
shares
|
$1.38 Million
0.59% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
14,480
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
14,455
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
14,392
shares
|
$1.36 Million
0.13% of portfolio
|
Q3 2025
Added 22.56%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
14,268
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
14,117
shares
|
$1.34 Million
0.15% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
14,113
shares
|
$1.34 Million
0.44% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
14,047
shares
|
$1.33 Million
0.16% of portfolio
|
Q2 2025
Added 14.87%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
13,976
shares
|
$1.32 Million
0.69% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
13,810
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Added 48.61%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
13,673
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
13,648
shares
|
$1.29 Million
0.62% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
13,511
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
13,065
shares
|
$1.24 Million
0.12% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
12,956
shares
|
$1.23 Million
0.13% of portfolio
|
Q3 2025
Added 0.83%
|
|