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 |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
48,281
shares
|
$3.68 Million
0.21% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
48,134
shares
|
$3.67 Million
2.08% of portfolio
|
Q3 2024
Reduced 19.7%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
46,617
shares
|
$3.56 Million
0.24% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
46,457
shares
|
$3.55 Million
0.41% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
46,083
shares
|
$3.52 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
45,456
shares
|
$3.47 Million
0.62% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
45,289
shares
|
$3.46 Million
0.05% of portfolio
|
Q3 2024
Added 59.18%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
44,892
shares
|
$3.43 Million
0.09% of portfolio
|
Q3 2024
Added 17.33%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
44,780
shares
|
$3.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
43,952
shares
|
$3.35 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
42,996
shares
|
$3.28 Million
1.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
42,923
shares
|
$3.28 Million
0.01% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
40,805
shares
|
$3.11 Million
0.1% of portfolio
|
Q3 2024
Added 17.41%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
40,606
shares
|
$3.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
40,425
shares
|
$3.09 Million
0.94% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
40,245
shares
|
$3.07 Million
0.14% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
39,137
shares
|
$2.99 Million
0.15% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
38,873
shares
|
$2.97 Million
0.2% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
37,329
shares
|
$2.85 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
37,267
shares
|
$2.84 Million
0.26% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
37,248
shares
|
$2.84 Million
1.88% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
35,845
shares
|
$2.74 Million
0.11% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
35,640
shares
|
$2.72 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
35,640
shares
|
$2.72 Million
0.08% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
35,214
shares
|
$2.69 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.39%
|