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 743 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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
5,701
shares
|
$540,112
0.06% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,691
shares
|
$539,165
0.02% of portfolio
|
Q2 2024
Reduced 48.01%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
5,672
shares
|
$537,365
0.01% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
5,648
shares
|
$535,091
0.12% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
5,622
shares
|
$532,628
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
5,608
shares
|
$531,301
0.27% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
5,485
shares
|
$519,648
0.03% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Fulcrum Capital LLC
|
Oct 28, 2025 Q3 2025 |
5,467
shares
|
$517,943
0.11% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
5,399
shares
|
$511,501
0.13% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
5,356
shares
|
$507,427
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
5,350
shares
|
$506,859
0.02% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
5,323
shares
|
$504,301
0.01% of portfolio
|
Q3 2025
Added 37.12%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
5,252
shares
|
$497,574
0.0% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
5,244
shares
|
$496,816
0.01% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
5,220
shares
|
$494,542
0.25% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
5,200
shares
|
$492,648
0.02% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,178
shares
|
$490,563
0.01% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
5,169
shares
|
$489,711
0.05% of portfolio
|
Q1 2024
Reduced 16.78%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
5,162
shares
|
$489,047
0.2% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Jan 08, 2026 Q4 2025 |
5,148
shares
|
$487,721
0.11% of portfolio
|
Q4 2025
Reduced 0.83%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
5,114
shares
|
$484,500
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
5,034
shares
|
$476,921
0.05% of portfolio
|
Q3 2025
Added 13.25%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
5,015
shares
|
$475,121
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
4,985
shares
|
$472,278
0.06% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,935
shares
|
$467,541
0.03% of portfolio
|
Q4 2022
Reduced 83.39%
|
|