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 742 institutions that hold shares in the stock, with a total of 96.2 Million shares, which have been reported (via 13F filing form) to have a value of $9.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
250,843
shares
|
$23.8 Million
0.04% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
246,594
shares
|
$23.4 Million
0.1% of portfolio
|
Q3 2025
Reduced 13.7%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
229,552
shares
|
$21.7 Million
11.4% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
228,199
shares
|
$21.6 Million
0.01% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
220,715
shares
|
$20.9 Million
0.92% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
218,606
shares
|
$20.7 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
212,411
shares
|
$20.1 Million
0.64% of portfolio
|
Q3 2023
Added 20.02%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
211,068
shares
|
$20 Million
0.05% of portfolio
|
Q3 2025
Added 11.68%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
208,414
shares
|
$19.7 Million
0.04% of portfolio
|
Q3 2025
Added 942.33%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
206,765
shares
|
$19.6 Million
0.17% of portfolio
|
Q3 2025
Added 222.72%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
203,944
shares
|
$19.3 Million
0.75% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
203,209
shares
|
$19.3 Million
0.05% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
202,420
shares
|
$19.2 Million
2.78% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
201,813
shares
|
$19.1 Million
0.19% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
200,733
shares
|
$19 Million
11.43% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
186,534
shares
|
$17.7 Million
0.1% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 21, 2025 Q3 2025 |
185,230
shares
|
$17.5 Million
16.61% of portfolio
|
Q3 2025
Added 154.81%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
182,435
shares
|
$17.3 Million
0.01% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
181,937
shares
|
$17.2 Million
4.75% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
179,634
shares
|
$17 Million
0.03% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
169,804
shares
|
$16.1 Million
0.51% of portfolio
|
Q1 2023
Added 0.45%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
161,359
shares
|
$15.3 Million
0.08% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
152,346
shares
|
$14.4 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
151,670
shares
|
$14.4 Million
0.06% of portfolio
|
Q3 2025
Added 54.91%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
148,531
shares
|
$14.1 Million
0.03% of portfolio
|
Q3 2025
Added 5.16%
|
|