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 |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
809
shares
|
$76,644
0.01% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
801
shares
|
$75,886
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
800
shares
|
$75,792
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
794
shares
|
$75,223
0.01% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
784
shares
|
$74,276
0.0% of portfolio
|
Q3 2025
Reduced 11.31%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
783
shares
|
$74,181
0.01% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
780
shares
|
$73,897
0.04% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
772
shares
|
$73,139
0.06% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
765
shares
|
$72,476
0.01% of portfolio
|
Q3 2023
Reduced 14.43%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
750
shares
|
$71,055
0.04% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
717
shares
|
$67,928
0.0% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
707
shares
|
$66,981
0.06% of portfolio
|
Q2 2025
Added 19.02%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
683
shares
|
$64,707
0.01% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
677
shares
|
$64,138
0.03% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
673
shares
|
$63,760
0.02% of portfolio
|
Q1 2020
Reduced 19.98%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
657
shares
|
$62,244
0.0% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
650
shares
|
$61,581
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
647
shares
|
$61,296
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
618
shares
|
$58,549
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
589
shares
|
$55,801
0.01% of portfolio
|
Q4 2025
Reduced 48.2%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
569
shares
|
$53,907
0.0% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
568
shares
|
$53,812
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
567
shares
|
$53,717
0.0% of portfolio
|
Q2 2024
Added 12.06%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
566
shares
|
$53,622
0.01% of portfolio
|
Q3 2025
Reduced 23.92%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
553
shares
|
$52,391
0.0% of portfolio
|
Q3 2025
Reduced 76.31%
|
|