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 673 institutions that hold shares in the stock, with a total of 97 Million shares, which have been reported (via 13F filing form) to have a value of $7.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
28,776
shares
|
$2.32 Million
0.55% of portfolio
|
Q1 2025
Added 13.78%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
28,207
shares
|
$2.27 Million
0.06% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
27,842
shares
|
$2.24 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
27,838
shares
|
$2.24 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
27,815
shares
|
$2.24 Million
0.33% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
27,315
shares
|
$2.2 Million
0.13% of portfolio
|
Q1 2025
Added 17.36%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
27,313
shares
|
$2.2 Million
0.06% of portfolio
|
Q4 2024
Added 16.57%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
27,120
shares
|
$2.18 Million
0.1% of portfolio
|
Q4 2024
Reduced 30.7%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
26,671
shares
|
$2.15 Million
0.14% of portfolio
|
Q2 2022
Added 0.93%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
26,515
shares
|
$2.14 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
26,372
shares
|
$2.12 Million
0.1% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
26,088
shares
|
$2.1 Million
0.2% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Hilltop Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
25,966
shares
|
$2.09 Million
1.2% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Apr 09, 2025 Q1 2025 |
25,709
shares
|
$2.07 Million
0.9% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
25,697
shares
|
$2.07 Million
0.02% of portfolio
|
Q4 2024
Added 833.76%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
25,350
shares
|
$2.04 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
25,092
shares
|
$2.02 Million
0.53% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
24,612
shares
|
$1.98 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Olio Financial Planning
|
Apr 11, 2025 Q1 2025 |
24,366
shares
|
$1.96 Million
0.7% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
24,105
shares
|
$1.94 Million
1.06% of portfolio
|
Q4 2024
Added 26.21%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
23,960
shares
|
$1.93 Million
0.03% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
23,662
shares
|
$1.91 Million
0.31% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
23,660
shares
|
$1.91 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
23,436
shares
|
$1.89 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
23,094
shares
|
$1.86 Million
1.73% of portfolio
|
Q4 2024
New holding
|