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 |
|---|---|---|---|---|---|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
3,111
shares
|
$294,736
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
3,108
shares
|
$294,451
0.04% of portfolio
|
Q4 2025
Added 1.47%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
3,099
shares
|
$293,599
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
3,093
shares
|
$293,030
0.03% of portfolio
|
Q3 2025
Added 29.25%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
3,092
shares
|
$292,936
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
3,086
shares
|
$292,367
0.01% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
3,082
shares
|
$291,988
0.09% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,044
shares
|
$288,388
0.05% of portfolio
|
Q1 2025
Reduced 70.48%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
3,020
shares
|
$286,114
0.0% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
2,991
shares
|
$283,367
0.03% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
2,973
shares
|
$281,662
0.02% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
2,928
shares
|
$277,398
0.04% of portfolio
|
Q4 2025
Added 2.41%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,917
shares
|
$276,356
0.04% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
2,911
shares
|
$275,788
0.0% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,873
shares
|
$272,188
0.03% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
2,872
shares
|
$272,093
0.08% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
2,869
shares
|
$271,809
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
2,868
shares
|
$271,714
0.01% of portfolio
|
Q2 2025
Reduced 56.01%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
2,868
shares
|
$271,714
0.02% of portfolio
|
Q3 2025
Added 27.02%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
2,862
shares
|
$271,145
0.06% of portfolio
|
Q3 2025
Added 14.3%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
2,857
shares
|
$270,672
0.1% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
2,843
shares
|
$269,345
0.19% of portfolio
|
Q4 2025
Added 17.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,825
shares
|
$267,640
0.02% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,795
shares
|
$264,798
0.0% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,792
shares
|
$264,514
0.03% of portfolio
|
Q4 2025
New holding
|
|