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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
244,252
shares
|
$20.1 Million
0.04% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
242,345
shares
|
$20 Million
0.07% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
241,405
shares
|
$19.9 Million
0.55% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
235,728
shares
|
$19.4 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
228,595
shares
|
$18.8 Million
0.06% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
220,008
shares
|
$18.1 Million
0.03% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
218,606
shares
|
$18 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
213,998
shares
|
$17.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
212,411
shares
|
$17.5 Million
0.64% of portfolio
|
Q3 2023
Added 20.02%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
205,178
shares
|
$16.9 Million
0.2% of portfolio
|
Q4 2024
Added 12.28%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
187,831
shares
|
$15.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
173,266
shares
|
$14.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
172,613
shares
|
$14.2 Million
6.52% of portfolio
|
Q3 2024
Added 75.07%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
171,454
shares
|
$14.1 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
171,208
shares
|
$14.1 Million
0.02% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
169,804
shares
|
$14 Million
0.51% of portfolio
|
Q1 2023
Added 0.45%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
166,610
shares
|
$13.7 Million
3.88% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
166,324
shares
|
$13.7 Million
2.94% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
164,553
shares
|
$13.6 Million
0.03% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
160,880
shares
|
$13.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
148,081
shares
|
$12.2 Million
0.22% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
142,920
shares
|
$11.8 Million
0.34% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
138,712
shares
|
$11.4 Million
1.14% of portfolio
|
Q4 2023
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
137,521
shares
|
$11.3 Million
0.0% of portfolio
|
Q4 2024
Added 82.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
135,802
shares
|
$11.2 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.14%
|