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 |
|---|---|---|---|---|---|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
5,870
shares
|
$490,849
0.17% of portfolio
|
Q4 2024
Added 14.4%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
5,720
shares
|
$478,306
0.02% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
5,622
shares
|
$470,111
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
5,598
shares
|
$468,104
0.06% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
5,504
shares
|
$460,244
0.24% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
5,468
shares
|
$457,234
0.08% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
5,450
shares
|
$455,729
0.02% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Villere St Denis J & CO LLC
|
Jan 30, 2025 Q4 2024 |
5,393
shares
|
$450,962
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
5,390
shares
|
$450,711
0.12% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
5,356
shares
|
$447,868
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
5,325
shares
|
$445,276
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,309
shares
|
$443,938
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
5,220
shares
|
$436,496
0.22% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
5,210
shares
|
$435,660
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
5,199
shares
|
$434,740
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
5,171
shares
|
$432,399
0.03% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
5,169
shares
|
$432,231
0.05% of portfolio
|
Q1 2024
Reduced 16.78%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
5,168
shares
|
$432,148
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
5,150
shares
|
$430,643
0.18% of portfolio
|
Q4 2024
Reduced 14.85%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
5,085
shares
|
$425,207
0.01% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
5,070
shares
|
$423,953
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
4,935
shares
|
$412,664
0.03% of portfolio
|
Q4 2022
Reduced 83.39%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
4,892
shares
|
$409,069
0.06% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
4,890
shares
|
$408,901
0.1% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
4,890
shares
|
$408,901
0.11% of portfolio
|
Q4 2024
Reduced 5.25%
|