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 753 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 $9.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
4,549
shares
|
$430,972
0.21% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
4,544
shares
|
$430,498
0.09% of portfolio
|
Q2 2023
Reduced 6.23%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
4,534
shares
|
$429,551
0.13% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,501
shares
|
$426,424
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
4,414
shares
|
$418,182
0.07% of portfolio
|
Q4 2025
Added 6.03%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,400
shares
|
$416,856
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
4,322
shares
|
$409,466
0.26% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,311
shares
|
$408,424
0.01% of portfolio
|
Q1 2018
Reduced 98.61%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
4,310
shares
|
$408,329
0.04% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,296
shares
|
$407,003
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
4,265
shares
|
$404,066
0.24% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
4,233
shares
|
$401,034
0.23% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 20, 2026 Q4 2025 |
4,205
shares
|
$398,381
0.09% of portfolio
|
Q4 2025
Added 31.2%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
4,170
shares
|
$395,065
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
4,143
shares
|
$392,507
0.13% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
4,087
shares
|
$387,202
0.19% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
4,078
shares
|
$386,349
0.05% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 21, 2026 Q4 2025 |
4,070
shares
|
$385,591
0.13% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,060
shares
|
$384,644
0.01% of portfolio
|
Q3 2025
Added 60.66%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,056
shares
|
$384,265
0.02% of portfolio
|
Q4 2023
Reduced 71.61%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
4,051
shares
|
$383,791
0.32% of portfolio
|
Q3 2025
Reduced 9.98%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
4,000
shares
|
$378,960
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
3,997
shares
|
$378,675
0.0% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
|
Hanson & Doremus Investment Management
|
Jan 20, 2026 Q4 2025 |
3,995
shares
|
$378,486
0.05% of portfolio
|
Q1 2023
Reduced 1.55%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,956
shares
|
$374,791
0.02% of portfolio
|
Q4 2023
Reduced 27.0%
|
|