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 741 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 |
|---|---|---|---|---|---|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 21, 2025 Q3 2025 |
10,594
shares
|
$1 Million
0.19% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
10,468
shares
|
$991,738
0.03% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
10,462
shares
|
$991,169
0.33% of portfolio
|
Q3 2025
Added 26.64%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,438
shares
|
$988,896
0.06% of portfolio
|
Q4 2022
Added 18.99%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
10,383
shares
|
$983,685
0.01% of portfolio
|
Q2 2024
Added 19.44%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
10,287
shares
|
$974,590
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
10,268
shares
|
$972,790
0.2% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
10,214
shares
|
$967,674
0.02% of portfolio
|
Q3 2025
Added 22.79%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
10,150
shares
|
$961,611
0.03% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
10,086
shares
|
$955,547
0.04% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,079
shares
|
$954,884
0.01% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
10,055
shares
|
$952,610
0.36% of portfolio
|
Q3 2025
Added 17.27%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
10,011
shares
|
$948,442
0.0% of portfolio
|
Q3 2025
Reduced 91.9%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
9,937
shares
|
$941,431
0.16% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
9,793
shares
|
$927,788
0.05% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
9,741
shares
|
$922,862
0.0% of portfolio
|
Q2 2023
Reduced 59.53%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
9,733
shares
|
$922,104
0.16% of portfolio
|
Q3 2025
Added 60.58%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
9,731
shares
|
$921,914
0.05% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
9,669
shares
|
$916,041
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
9,607
shares
|
$910,167
0.01% of portfolio
|
Q3 2025
Added 14.7%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
9,532
shares
|
$903,061
0.0% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
9,516
shares
|
$901,545
0.3% of portfolio
|
Q3 2025
Added 27.99%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
9,473
shares
|
$897,472
0.0% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
9,368
shares
|
$887,524
0.09% of portfolio
|
Q3 2025
Reduced 11.85%
|
|
|
Jordan Park Group LLC
|
Nov 03, 2025 Q3 2025 |
9,309
shares
|
$881,934
0.05% of portfolio
|
Q2 2025
Reduced 12.04%
|
|