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 |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
4,851
shares
|
$405,640
0.02% of portfolio
|
Q4 2024
Added 19.87%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
4,821
shares
|
$403,132
0.12% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
4,816
shares
|
$402,713
0.0% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,805
shares
|
$401,794
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
4,758
shares
|
$397,863
0.23% of portfolio
|
Q2 2024
Added 14.93%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
4,694
shares
|
$392,512
0.01% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
4,655
shares
|
$389,251
0.1% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
4,638
shares
|
$387,829
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
4,627
shares
|
$386,909
0.04% of portfolio
|
Q4 2024
Reduced 35.33%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
4,622
shares
|
$386,491
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
4,594
shares
|
$384,150
0.04% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
4,544
shares
|
$379,969
0.09% of portfolio
|
Q2 2023
Reduced 6.23%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
4,499
shares
|
$376,206
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
4,480
shares
|
$374,617
0.09% of portfolio
|
Q3 2024
Added 35.92%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
4,470
shares
|
$373,781
0.12% of portfolio
|
Q4 2024
Added 19.17%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
4,461
shares
|
$373,028
0.2% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
4,424
shares
|
$369,934
0.02% of portfolio
|
Q4 2024
Added 28.83%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,400
shares
|
$367,928
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
4,392
shares
|
$367,259
0.01% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,385
shares
|
$366,673
0.12% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
4,370
shares
|
$365,419
0.06% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,311
shares
|
$360,485
0.01% of portfolio
|
Q1 2018
Reduced 98.61%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
4,305
shares
|
$359,984
0.04% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,296
shares
|
$359,231
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
4,265
shares
|
$356,639
0.24% of portfolio
|
Q4 2024
Added 1.02%
|