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 662 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 $8.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nepc LLC
Boston, MA |
Feb 18, 2025 Q4 2024 |
6,878
shares
|
$575,138
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
6,871
shares
|
$574,553
0.06% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
6,855
shares
|
$573,215
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
6,850
shares
|
$572,797
0.02% of portfolio
|
Q4 2024
Reduced 75.35%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
6,686
shares
|
$559,083
0.02% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
6,676
shares
|
$558,247
0.34% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
6,631
shares
|
$554,484
0.15% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
6,619
shares
|
$553,480
0.15% of portfolio
|
Q4 2024
Reduced 15.04%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
6,594
shares
|
$551,390
0.18% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
6,563
shares
|
$548,798
0.06% of portfolio
|
Q4 2024
Added 54.1%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
6,544
shares
|
$547,209
0.02% of portfolio
|
Q4 2024
Reduced 24.74%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
6,516
shares
|
$544,867
0.06% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
6,482
shares
|
$542,024
0.1% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
6,451
shares
|
$539,432
0.04% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
6,434
shares
|
$538,011
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
6,411
shares
|
$536,087
0.04% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
6,401
shares
|
$535,251
0.35% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
6,378
shares
|
$533,328
0.13% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
6,245
shares
|
$522,206
0.0% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
6,092
shares
|
$509,413
0.13% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
6,072
shares
|
$507,740
0.21% of portfolio
|
Q4 2022
Reduced 27.26%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,968
shares
|
$499,044
0.02% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
5,919
shares
|
$494,946
0.0% of portfolio
|
Q4 2024
Added 86.84%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
5,914
shares
|
$494,528
0.12% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Idaho Trust Bank
Boise, ID |
Feb 07, 2025 Q4 2024 |
5,900
shares
|
$493,358
0.23% of portfolio
|
Q2 2024
Added 44.82%
|