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 |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,589
shares
|
$150,541
0.08% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,538
shares
|
$145,710
0.0% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
1,452
shares
|
$137,562
0.0% of portfolio
|
Q4 2025
Added 15.15%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,411
shares
|
$133,678
0.0% of portfolio
|
Q2 2024
Reduced 20.33%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,410
shares
|
$133,583
0.0% of portfolio
|
Q3 2025
Added 56.84%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
1,307
shares
|
$123,825
0.04% of portfolio
|
Q3 2025
Added 52.87%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,237
shares
|
$117,193
0.01% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,236
shares
|
$117,098
0.01% of portfolio
|
Q3 2025
Added 139.53%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,223
shares
|
$115,867
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,208
shares
|
$114,445
0.0% of portfolio
|
Q2 2025
Added 679.35%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
1,204
shares
|
$114,066
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,122
shares
|
$106,298
0.24% of portfolio
|
Q2 2022
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
1,096
shares
|
$103,835
0.05% of portfolio
|
Q3 2021
Reduced 7.35%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
1,090
shares
|
$103,266
0.06% of portfolio
|
Q1 2025
Reduced 18.9%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
1,075
shares
|
$101,845
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
1,060
shares
|
$100,424
0.0% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,037
shares
|
$98,245
0.0% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
996
shares
|
$94,361
0.01% of portfolio
|
Q3 2025
Added 13.18%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
982
shares
|
$93,034
0.04% of portfolio
|
Q4 2022
Reduced 0.61%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
929
shares
|
$88,013
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
922
shares
|
$87,350
0.03% of portfolio
|
Q3 2025
Added 351.96%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
898
shares
|
$85,076
0.02% of portfolio
|
Q3 2025
Added 299.11%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
872
shares
|
$82,613
0.01% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
859
shares
|
$81,381
0.01% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
843
shares
|
$79,865
0.01% of portfolio
|
Q4 2024
Added 9.34%
|
|