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 752 institutions that hold shares in the stock, with a total of 96.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
6,607
shares
|
$625,947
0.18% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
6,582
shares
|
$623,578
0.05% of portfolio
|
Q4 2025
Reduced 0.14%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
6,577
shares
|
$623,104
0.08% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
6,513
shares
|
$617,041
0.12% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
6,468
shares
|
$612,778
0.09% of portfolio
|
Q4 2025
Added 7.73%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
6,434
shares
|
$609,557
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
6,342
shares
|
$600,841
0.26% of portfolio
|
Q4 2025
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
6,260
shares
|
$593,072
0.14% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
6,245
shares
|
$591,651
0.0% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
6,230
shares
|
$590,230
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
6,229
shares
|
$590,135
0.15% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
6,215
shares
|
$588,809
0.01% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Libra Wealth LLC
|
Nov 06, 2025 Q3 2025 |
6,149
shares
|
$582,556
0.17% of portfolio
|
Q2 2025
Added 29.13%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
6,126
shares
|
$580,377
0.03% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
6,072
shares
|
$575,261
0.21% of portfolio
|
Q4 2022
Reduced 27.26%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
6,046
shares
|
$572,798
0.01% of portfolio
|
Q3 2025
Added 100.33%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
6,044
shares
|
$572,608
0.08% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
6,037
shares
|
$571,945
0.02% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 16, 2026 Q4 2025 |
6,036
shares
|
$571,850
0.06% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
6,011
shares
|
$569,482
0.02% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
6,004
shares
|
$568,818
0.0% of portfolio
|
Q3 2025
Added 13.05%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
5,988
shares
|
$567,303
0.03% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
5,983
shares
|
$566,829
0.08% of portfolio
|
Q2 2025
Added 30.07%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 12, 2026 Q4 2025 |
5,934
shares
|
$562,187
0.35% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
5,921
shares
|
$560,955
0.06% of portfolio
|
Q3 2025
Reduced 2.49%
|
|