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 664 institutions that hold shares in the stock, with a total of 96.9 Million shares, which have been reported (via 13F filing form) to have a value of $7.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,590
shares
|
$213,467
0.02% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
2,580
shares
|
$212,643
0.01% of portfolio
|
Q4 2024
Added 109.93%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,533
shares
|
$208,769
0.0% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,491
shares
|
$205,308
0.02% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,350
shares
|
$193,687
0.02% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
2,215
shares
|
$182,560
0.0% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
2,204
shares
|
$181,653
0.07% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,192
shares
|
$180,664
0.1% of portfolio
|
Q4 2023
Added 130.74%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,158
shares
|
$177,862
0.0% of portfolio
|
Q4 2024
Added 348.65%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
2,091
shares
|
$172,340
0.02% of portfolio
|
Q4 2024
Added 368.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,085
shares
|
$171,845
0.01% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,007
shares
|
$165,416
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
1,969
shares
|
$162,284
0.09% of portfolio
|
Q4 2024
Added 159.08%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,967
shares
|
$162,120
0.0% of portfolio
|
Q4 2023
Added 1.44%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,963
shares
|
$161,790
0.04% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,893
shares
|
$156,021
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,880
shares
|
$154,949
0.0% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
1,873
shares
|
$154,372
0.11% of portfolio
|
Q2 2024
Reduced 41.8%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
1,830
shares
|
$150,828
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,780
shares
|
$146,707
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,757
shares
|
$144,811
0.03% of portfolio
|
Q2 2024
Reduced 8.96%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
1,723
shares
|
$142,009
0.37% of portfolio
|
Q4 2024
Added 37.73%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,717
shares
|
$141,515
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,695
shares
|
$139,701
0.01% of portfolio
|
Q3 2022
Reduced 83.17%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,671
shares
|
$137,723
0.08% of portfolio
|
Q4 2024
Reduced 2.68%
|