iShares Trust iShares ESG AwESGDETF
13F holders, Q1 2024 (March 31)575holders
2famous investors
$79.88avg. 13F price*
At the end of Q1 2024, 575 institutions reported holding iShares Trust iShares ESG Aw (ESGD) in their 13F filings. The largest holders were Bank of America Corp. ($753.6M), JPMorgan Chase & Co. ($483.8M) and Empower Advisory Group, LLC ($464.4M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Trust iShares ESG Aw
- CUSIP
- 46435G516
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $14.3M |
| Exits | 33 | $22.1M |
Ownership 575 holders
| Bank of America Corp. | 0.07% | Add +2.7% | 9,430,635 | $753.6M |
| JPMorgan Chase & Co. | 0.04% | Add +0.2% | 6,054,493 | $483.8M |
| Empower Advisory Group, LLC | 1.74% | Reduce -3.1% | 5,811,965 | $464.4M |
| Morgan Stanley | 0.03% | Add +5.2% | 5,127,090 | $409.7M |
| Tiaa Trust, National Association | 1.22% | Add +0.8% | 5,008,504 | $400.2M |
| Betterment LLC | 0.86% | Add +4.6% | 4,014,381 | $320.8M |
| Northern Trust Corp. | 0.05% | Add +10.8% | 3,730,183 | $298.1M |
| Ameriprise Financial Inc. | 0.05% | Add +2.7% | 2,080,661 | $166.6M |
| Fifth Third Bancorp | 0.61% | Reduce -0.3% | 1,948,793 | $155.7M |
| Wells Fargo & Company | 0.03% | Add +1.3% | 1,648,140 | $131.7M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -1.0% | 1,596,498 | $127.6M |
| Envestnet Asset Management Inc. | 0.05% | Add +5.5% | 1,554,037 | $124.2M |
| UBS Group AG | 0.04% | Reduce -0.7% | 1,511,678 | $120.8M |
| Flputnam Investment Management Co. | 2.30% | Add +2.5% | 1,350,054 | $107.9M |
| Acorns Advisers, LLC | 1.10% | Add +4.2% | 1,231,273 | $98.4M |
| BlackRock Inc. | 0.00% | Reduce -25.4% | 1,205,697 | $96.3M |
| Spinnaker Trust | 6.10% | Add +0.7% | 1,181,809 | $94.4M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -37.5% | 1,094,920 | $87.5M |
| Wealthfront Advisers LLC | 0.31% | Add +10.4% | 1,092,361 | $87.3M |
| FMR LLC | 0.01% | Add +56.6% | 1,048,095 | $83.8M |
| Mercer Global Advisors Inc. | 0.21% | Add +13.9% | 912,389 | $72.9M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +5.6% | 873,624 | $69.8M |
| US Bancorp \de | 0.09% | Add +2.3% | 816,058 | $65.2M |
| Ellevest, Inc. | 3.86% | Add +573.5% | 777,741 | $62.1M |
| PNC Financial Services Group, Inc. | 0.04% | Add +6.3% | 668,885 | $53.5M |
| HighTower Advisors, LLC | 0.07% | Add +0.7% | 574,661 | $45.9M |
| M&T Bank Corp | 0.15% | Add +7.2% | 541,481 | $43.3M |
| Creative Planning | 0.05% | Add +0.3% | 509,773 | $40.7M |
| Sei Investments Co. | 0.06% | Reduce -6.0% | 480,058 | $38.4M |
| Fiduciary Trust Co | 0.56% | Add +3.8% | 459,565 | $36.7M |
| LPL Financial LLC | 0.02% | Add +3.9% | 455,025 | $36.4M |
| D.A. Davidson & Co. | 0.29% | Add +0.3% | 406,892 | $32.5M |
| Royal Bank of Canada | 0.01% | Add +4.9% | 391,247 | $31.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Reduce -14.3% | 375,500 | $30.0M |
| EP Wealth Advisors, LLC | 0.35% | Reduce -2.5% | 374,167 | $29.9M |
| Mission Wealth Management, LP | 0.79% | Add +16.1% | 370,327 | $29.6M |
| IMPACTfolio, LLC | 17.46% | Reduce -4.5% | 361,631 | $28.9M |
| Thrivent Financial for Lutherans | 0.06% | Add +16.6% | 359,331 | $28.7M |
| Corient Private Wealth LP | 0.05% | Reduce -6.4% | 332,525 | $26.6M |
| Olde Wealth Management, LLC | 12.09% | Add +96.4% | 319,938 | $25.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.79% | Add +4.4% | 317,597 | $25.4M |
| Citizens Financial Group Inc. | 0.82% | Reduce -2.7% | 306,634 | $24.5M |
| Howland Capital Management LLC | 1.09% | Reduce -7.3% | 283,548 | $22.7M |
| AlTi Global, Inc. | 0.61% | Reduce -11.5% | 272,145 | $21.7M |
| High Note Wealth, LLC | 7.05% | Add +12.7% | 271,207 | $21.7M |
| Lake Street Advisors Group, LLC | 0.93% | Reduce -7.4% | 247,489 | $19.8M |
| Keybank National Association | 0.08% | Add +3.9% | 242,574 | $19.4M |
| Ally Invest Advisors Inc. | 1.89% | Add +2.0% | 237,802 | $19.0M |
| Money Design Co.,Ltd. | 1.03% | Reduce -0.8% | 236,365 | $18.9M |
| MML Investors Services, LLC | 0.07% | Add +0.1% | 225,395 | $18.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +4.2% | 221,105 | $17.7M |
| Blair William & Co. | 0.05% | Reduce -10.9% | 215,099 | $17.2M |
| Partners Capital Investment Group, LLP | 0.51% | Reduce -5.7% | 212,739 | $17.0M |
| Forefront Analytics, LLC | 8.05% | Reduce -43.4% | 207,750 | $16.6M |
| Baird Financial Group, Inc. | 0.03% | Add +3.9% | 195,969 | $15.7M |
| Mariner, LLC | 0.03% | Add +85.9% | 190,838 | $15.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +4.2% | 188,404 | $15.1M |
| Federation des caisses Desjardins du Quebec | 0.10% | Add +316.6% | 176,574 | $14.1M |
| Eastern Bank | 0.59% | Add +33.4% | 176,358 | $14.1M |
| Dohj, LLC | 3.69% | Add +3.0% | 174,139 | $13.9M |
| Modera Wealth Management, LLC | 0.21% | Reduce -2.5% | 170,719 | $13.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -23.8% | 169,912 | $13.6M |
| Windsor Capital Management, LLC | 4.02% | Add +2.5% | 162,041 | $12.9M |
| Private Advisor Group, LLC | 0.09% | Add +821.7% | 161,744 | $12.9M |
| Natixis Advisors, LLC | 0.03% | Add +6.7% | 154,399 | $12.3M |
| Jane Street Group, LLC | 0.02% | Reduce -66.3% | 153,616 | $12.3M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +15.8% | 152,531 | $12.2M |
| Mather Group, Llc. | 0.19% | Add +1.7% | 160,232 | $12.1M |
| RVW Wealth, LLC | 1.18% | Reduce -3.5% | 144,087 | $11.5M |
| Franklin Resources Inc. | 0.00% | Reduce -1.2% | 142,056 | $11.4M |
| Alesco Advisors, LLC, An ESL Co | 0.36% | Add +0.9% | 136,756 | $10.9M |
| Steward Partners Investment Advisory, LLC | 0.12% | Reduce -3.5% | 135,864 | $10.9M |
| Clarity Asset Management, Inc. | 7.32% | Reduce -0.2% | 132,550 | $10.6M |
| Private Ocean, LLC | 1.05% | Reduce -8.7% | 124,447 | $9.9M |
| GeoWealth Management, LLC | 0.36% | Add +10275.3% | 115,788 | $9.3M |
| Roof Eidam Maycock Peralta, LLC | 2.51% | Add +0.3% | 114,250 | $9.1M |
| Stifel Financial Corp. | 0.01% | Add +12.4% | 112,946 | $9.0M |
| Laurel Wealth Planning LLC | 5.89% | Reduce -8.1% | 111,030 | $8.9M |
| Sand Hill Global Advisors, LLC | 0.42% | Add +0.6% | 109,539 | $8.8M |
| Fund Evaluation Group, LLC | 0.53% | Add +33.0% | 106,572 | $8.5M |
| Shira Ridge Wealth Management | 4.78% | Reduce -0.2% | 104,592 | $8.4M |
| Bond & Devick Financial Network, Inc. | 4.39% | Reduce -2.2% | 101,350 | $8.1M |
| Wrapmanager Inc. | 2.16% | Add +18.5% | 97,200 | $7.8M |
| Hill Island Financial LLC | 2.38% | Reduce -0.1% | 90,310 | $7.2M |
| Jones Financial Companies LLLP | 0.01% | Add +14.5% | 88,340 | $7.1M |
| Litman Gregory Wealth Management LLC | 0.64% | Add +1.6% | 87,716 | $7.0M |
| Apella Capital, LLC | 0.34% | Reduce -3.9% | 85,291 | $6.8M |
| BSW Wealth Partners | 1.15% | Reduce -5.2% | 84,688 | $6.8M |
| Dynamic Advisor Solutions LLC | 0.22% | Add +5.6% | 80,694 | $6.4M |
| Clarius Group, LLC | 0.44% | Reduce -1.4% | 80,263 | $6.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -3.2% | 79,431 | $6.3M |
| Nottingham Advisors, Inc. | 0.76% | Reduce -0.7% | 77,921 | $6.2M |
| SOA Wealth Advisors, LLC. | 1.26% | Reduce -1.2% | 76,421 | $6.1M |
| Orgel Wealth Management, LLC | 0.16% | Add +2.5% | 74,081 | $5.9M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +3.0% | 73,089 | $5.8M |
| Wealth Architects, LLC | 0.75% | Reduce -1.2% | 71,213 | $5.7M |
| Raffa Wealth Management, LLC | 1.61% | Add +6.3% | 67,669 | $5.4M |
| Dunhill Financial, LLC | 4.00% | Reduce -37.8% | 67,457 | $5.4M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -12.2% | 66,497 | $5.3M |
| Cetera Investment Advisers | 0.01% | Add +173.6% | 66,062 | $5.3M |
"% of holder's portfolio" is ESGD's weight in each manager's 13F, not the share of iShares Trust iShares ESG Aw the manager owns.