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 |
|---|---|---|---|---|---|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
9,293
shares
|
$880,418
0.08% of portfolio
|
Q3 2024
Added 16.09%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
9,196
shares
|
$871,229
0.1% of portfolio
|
Q1 2025
Added 165.63%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
9,181
shares
|
$869,807
0.02% of portfolio
|
Q3 2025
Added 19.56%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,180
shares
|
$869,713
0.0% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
9,133
shares
|
$865,260
0.12% of portfolio
|
Q3 2025
Added 58.59%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
9,070
shares
|
$859,291
0.34% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
8,944
shares
|
$847,354
0.03% of portfolio
|
Q4 2022
Reduced 40.01%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
8,922
shares
|
$845,270
0.06% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
8,912
shares
|
$844,322
0.06% of portfolio
|
Q3 2022
Added 33.37%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,742
shares
|
$828,217
0.05% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
8,722
shares
|
$826,322
0.13% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,653
shares
|
$819,785
0.02% of portfolio
|
Q2 2025
Reduced 26.14%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
8,635
shares
|
$818,079
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
8,609
shares
|
$815,616
0.1% of portfolio
|
Q2 2025
Added 21.19%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
8,401
shares
|
$795,910
0.05% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
8,397
shares
|
$795,531
0.22% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
8,371
shares
|
$793,068
0.1% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
8,286
shares
|
$785,015
0.24% of portfolio
|
Q1 2023
Added 2.35%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
8,277
shares
|
$784,162
0.13% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
7,969
shares
|
$754,983
0.11% of portfolio
|
Q3 2025
Added 212.63%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
7,881
shares
|
$746,645
0.23% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
7,845
shares
|
$743,235
0.02% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
7,843
shares
|
$743,045
0.22% of portfolio
|
Q3 2025
Reduced 13.5%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
7,838
shares
|
$742,572
0.02% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
7,804
shares
|
$739,350
0.33% of portfolio
|
Q2 2022
Added 89.46%
|
|