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 635 institutions that hold shares in the stock, with a total of 93.2 Million shares, which have been reported (via 13F filing form) to have a value of $7.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
545
shares
|
$41,594
0.01% of portfolio
|
Q1 2022
Added 0.93%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
534
shares
|
$40,754
0.01% of portfolio
|
Q3 2024
Reduced 38.12%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
496
shares
|
$37,854
0.0% of portfolio
|
Q1 2023
Added 1277.78%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
481
shares
|
$36,709
0.0% of portfolio
|
Q2 2024
Reduced 20.89%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
455
shares
|
$34,725
0.01% of portfolio
|
Q2 2024
Added 309.91%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
455
shares
|
$34,725
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
446
shares
|
$34,038
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
437
shares
|
$33,351
0.0% of portfolio
|
Q3 2024
Reduced 28.36%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
432
shares
|
$32,970
0.02% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
430
shares
|
$32,817
0.0% of portfolio
|
Q2 2022
Reduced 0.92%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
418
shares
|
$31,901
0.03% of portfolio
|
Q3 2024
Added 151.81%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
403
shares
|
$30,756
0.0% of portfolio
|
Q3 2024
Reduced 68.29%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
377
shares
|
$28,772
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
361
shares
|
$27,551
0.01% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
350
shares
|
$26,711
0.01% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
344
shares
|
$26,254
0.01% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
330
shares
|
$25,185
0.0% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
323
shares
|
$24,651
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
321
shares
|
$24,498
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
311
shares
|
$23,735
0.0% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
283
shares
|
$21,598
0.01% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
266
shares
|
$20,301
0.0% of portfolio
|
Q1 2024
Added 1.92%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
257
shares
|
$19,614
0.0% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
229
shares
|
$17,477
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
219
shares
|
$16,714
0.0% of portfolio
|
Q4 2023
New holding
|