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 |
|---|---|---|---|---|---|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
3,542
shares
|
$335,569
0.11% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
3,524
shares
|
$333,863
0.05% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
3,523
shares
|
$333,769
0.11% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Motive Wealth Advisors
|
Jan 15, 2026 Q4 2025 |
3,512
shares
|
$332,726
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
3,454
shares
|
$327,231
0.09% of portfolio
|
Q4 2025
Added 20.73%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
3,410
shares
|
$323,063
0.03% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,374
shares
|
$319,652
0.1% of portfolio
|
Q4 2023
Added 1.26%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
3,372
shares
|
$319,463
0.12% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
3,371
shares
|
$319,368
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,362
shares
|
$318,515
0.01% of portfolio
|
Q3 2025
Reduced 85.21%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
3,300
shares
|
$312,642
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
3,291
shares
|
$311,789
0.14% of portfolio
|
Q3 2025
Added 42.04%
|
|
|
D. Scott Neal, Inc.
|
Oct 28, 2025 Q3 2025 |
3,288
shares
|
$311,505
0.14% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
3,279
shares
|
$310,652
0.01% of portfolio
|
Q3 2025
Added 24.16%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
3,277
shares
|
$310,462
0.23% of portfolio
|
Q2 2025
Reduced 11.5%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,260
shares
|
$308,852
0.0% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Leverty Financial Group, LLC
|
Jan 08, 2026 Q4 2025 |
3,233
shares
|
$306,294
0.09% of portfolio
|
Q4 2025
Reduced 3.43%
|
|
|
Mor Wealth Management, LLC
Philadelphia, PA |
Jan 14, 2026 Q4 2025 |
3,216
shares
|
$304,683
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
3,205
shares
|
$303,641
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
3,202
shares
|
$303,357
0.13% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,181
shares
|
$301,367
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,161
shares
|
$299,473
0.01% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
3,150
shares
|
$298,431
0.0% of portfolio
|
Q3 2025
Reduced 46.52%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
3,149
shares
|
$298,336
0.04% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
3,146
shares
|
$298,052
0.01% of portfolio
|
Q2 2025
Reduced 0.82%
|
|