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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
4,950
shares
|
$468,963
0.02% of portfolio
|
Q4 2025
Reduced 7.48%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,935
shares
|
$467,541
0.03% of portfolio
|
Q4 2022
Reduced 83.39%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
4,923
shares
|
$466,405
0.03% of portfolio
|
Q3 2025
Added 47.53%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
4,875
shares
|
$461,857
0.07% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
4,818
shares
|
$456,457
0.07% of portfolio
|
Q3 2025
Added 15.02%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,805
shares
|
$455,225
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
4,791
shares
|
$453,899
0.01% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,790
shares
|
$453,804
0.01% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
4,779
shares
|
$452,762
0.0% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
4,779
shares
|
$452,762
0.04% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
4,773
shares
|
$452,194
0.01% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
4,772
shares
|
$452,099
0.01% of portfolio
|
Q4 2025
Reduced 5.9%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
4,758
shares
|
$450,772
0.23% of portfolio
|
Q2 2024
Added 14.93%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
4,747
shares
|
$449,730
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
4,729
shares
|
$448,025
0.35% of portfolio
|
Q3 2025
Reduced 16.89%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
4,664
shares
|
$441,867
0.03% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
4,662
shares
|
$441,677
0.17% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
4,659
shares
|
$441,393
0.0% of portfolio
|
Q3 2025
Reduced 97.56%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,622
shares
|
$437,888
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
4,597
shares
|
$435,519
0.03% of portfolio
|
Q3 2025
Added 3048.63%
|
|
|
Villere St Denis J & CO LLC
|
Nov 04, 2025 Q3 2025 |
4,590
shares
|
$434,856
0.04% of portfolio
|
Q1 2025
Reduced 14.89%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
4,587
shares
|
$434,572
0.04% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
4,586
shares
|
$434,477
0.05% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
4,584
shares
|
$434,288
0.12% of portfolio
|
Q3 2025
Added 0.95%
|
|