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 |
|---|---|---|---|---|---|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,940
shares
|
$373,275
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
3,921
shares
|
$371,475
0.13% of portfolio
|
Q2 2025
Reduced 13.9%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 21, 2025 Q3 2025 |
3,918
shares
|
$371,191
0.21% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,883
shares
|
$367,875
0.0% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
3,856
shares
|
$365,317
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
3,821
shares
|
$362,001
0.01% of portfolio
|
Q4 2025
Added 26.15%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
3,778
shares
|
$357,927
0.03% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
3,749
shares
|
$355,180
0.01% of portfolio
|
Q4 2025
Added 2.24%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
3,749
shares
|
$355,180
0.02% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
3,747
shares
|
$354,990
0.17% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
3,739
shares
|
$354,232
0.07% of portfolio
|
Q3 2025
Reduced 48.72%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
3,739
shares
|
$354,232
0.08% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
3,727
shares
|
$353,095
0.03% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
3,718
shares
|
$352,243
0.04% of portfolio
|
Q3 2025
Added 14.97%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
3,716
shares
|
$352,053
0.1% of portfolio
|
Q3 2025
Reduced 13.78%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
3,679
shares
|
$348,548
0.06% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
3,677
shares
|
$348,358
0.26% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
3,676
shares
|
$348,264
0.05% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,673
shares
|
$347,980
0.06% of portfolio
|
Q1 2024
Added 3.58%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
3,596
shares
|
$340,685
0.03% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
3,591
shares
|
$340,211
0.02% of portfolio
|
Q3 2025
Added 19.26%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
3,577
shares
|
$338,884
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
3,568
shares
|
$338,032
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,560
shares
|
$337,274
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,546
shares
|
$335,948
0.03% of portfolio
|
Q1 2025
Reduced 0.59%
|
|