iShares Trust iShares ESG AwESGDETF
13F holders, Q2 2024 (June 30)584holders +9
29new positions
24sold out
2famous investors
$78.77avg. 13F price*
At the end of Q2 2024, 584 institutions reported holding iShares Trust iShares ESG Aw (ESGD) in their 13F filings, up 9 from Q1 2024. 29 opened new positions and 24 sold out. The largest holders were Bank of America Corp. ($743.7M), JPMorgan Chase & Co. ($463.3M) and Empower Advisory Group, LLC ($450.2M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $15.4M |
| Exits | 24 | $22.5M |
All 13F filers, Q1 2024 → Q2 2024: 2,703,175 shares bought and 2,838,535 shares sold, net −135,360 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 584 holders
| Bank of America Corp. | 0.07% | Add +0.1% | 9,439,724 | $743.7M |
| JPMorgan Chase & Co. | 0.04% | Reduce -2.9% | 5,881,365 | $463.3M |
| Empower Advisory Group, LLC | 1.67% | Reduce -1.7% | 5,714,132 | $450.2M |
| Morgan Stanley | 0.03% | Reduce -2.7% | 4,988,208 | $393.0M |
| Tiaa Trust, National Association | 1.11% | Reduce -8.5% | 4,584,553 | $360.8M |
| Northern Trust Corp. | 0.06% | Add +17.3% | 4,375,644 | $344.7M |
| Betterment LLC | 0.69% | Reduce -16.4% | 3,357,341 | $264.5M |
| Ameriprise Financial Inc. | 0.04% | Reduce -2.1% | 2,037,355 | $160.4M |
| Fifth Third Bancorp | 0.56% | Reduce -5.0% | 1,851,720 | $145.9M |
| Wells Fargo & Company | 0.03% | Add +0.2% | 1,650,805 | $130.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +4.8% | 1,629,400 | $128.4M |
| FMR LLC | 0.01% | Add +45.1% | 1,520,872 | $119.8M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -7.5% | 1,476,756 | $116.3M |
| UBS Group AG | 0.04% | Reduce -3.1% | 1,464,791 | $115.4M |
| Flputnam Investment Management Co. | 1.97% | Reduce -1.0% | 1,336,256 | $105.3M |
| Acorns Advisers, LLC | 1.10% | Add +6.3% | 1,308,942 | $103.1M |
| BlackRock Inc. | 0.00% | Add +1.3% | 1,220,764 | $96.2M |
| Spinnaker Trust | 6.00% | Add +0.6% | 1,189,313 | $93.7M |
| Wealthfront Advisers LLC | 0.29% | Add +1.5% | 1,108,759 | $87.3M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -3.1% | 1,060,760 | $83.6M |
| Mercer Global Advisors Inc. | 0.21% | Add +8.0% | 985,020 | $77.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +5.1% | 918,335 | $72.3M |
| Ellevest, Inc. | 3.83% | Add +4.2% | 810,139 | $63.8M |
| US Bancorp \de | 0.08% | Reduce -4.3% | 781,111 | $61.5M |
| PNC Financial Services Group, Inc. | 0.04% | Add +1.4% | 678,607 | $53.5M |
| HighTower Advisors, LLC | 0.07% | Reduce -0.6% | 571,093 | $45.0M |
| M&T Bank Corp | 0.15% | Add +0.6% | 544,605 | $42.9M |
| Creative Planning | 0.04% | Add +1.6% | 517,793 | $40.8M |
| EP Wealth Advisors, LLC | 0.42% | Add +33.0% | 497,450 | $39.2M |
| LPL Financial LLC | 0.02% | Add +4.5% | 475,563 | $37.5M |
| Fiduciary Trust Co | 0.56% | Add +3.0% | 473,386 | $37.3M |
| D.A. Davidson & Co. | 0.29% | Add +1.3% | 412,040 | $32.5M |
| Sei Investments Co. | 0.05% | Reduce -14.2% | 411,862 | $32.4M |
| IMPACTfolio, LLC | 16.85% | Add +5.5% | 381,694 | $30.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.15% | No change | 375,500 | $29.5M |
| Thrivent Financial for Lutherans | 0.06% | Add +3.7% | 372,724 | $29.4M |
| Royal Bank of Canada | 0.01% | Reduce -6.6% | 365,492 | $28.8M |
| Mission Wealth Management, LP | 0.76% | Reduce -4.3% | 354,240 | $27.9M |
| Federation des caisses Desjardins du Quebec | 0.15% | Add +97.0% | 347,767 | $27.4M |
| Corient Private Wealth LP | 0.05% | Add +1.2% | 336,443 | $26.5M |
| Olde Wealth Management, LLC | 9.76% | Add +1.7% | 325,311 | $25.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.72% | Reduce -4.0% | 304,761 | $24.0M |
| High Note Wealth, LLC | 6.77% | Add +3.7% | 281,124 | $22.1M |
| Howland Capital Management LLC | 1.03% | Reduce -3.9% | 272,368 | $21.5M |
| AlTi Global, Inc. | 0.54% | Reduce -6.9% | 253,435 | $20.0M |
| Ally Invest Advisors Inc. | 1.88% | Add +4.7% | 248,854 | $19.6M |
| Lake Street Advisors Group, LLC | 0.94% | Add +0.0% | 247,576 | $19.5M |
| Money Design Co.,Ltd. | 1.01% | Add +0.8% | 238,295 | $18.8M |
| Keybank National Association | 0.08% | Reduce -3.2% | 234,738 | $18.5M |
| Citizens Financial Group Inc. | 0.40% | Reduce -25.4% | 228,592 | $18.0M |
| Mariner, LLC | 0.03% | Add +17.8% | 224,834 | $17.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +1.1% | 223,561 | $17.6M |
| MML Investors Services, LLC | 0.07% | Reduce -3.8% | 216,778 | $17.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +14.2% | 215,206 | $17.0M |
| Blair William & Co. | 0.05% | Reduce -4.4% | 205,625 | $16.2M |
| Baird Financial Group, Inc. | 0.03% | Add +3.1% | 202,069 | $15.9M |
| Partners Capital Investment Group, LLP | 0.27% | Reduce -5.2% | 201,757 | $15.9M |
| Dohj, LLC | 3.67% | Add +7.2% | 186,659 | $14.7M |
| Mather Group, Llc. | 0.18% | Add +11.2% | 178,197 | $14.2M |
| Jane Street Group, LLC | 0.02% | Add +15.0% | 176,602 | $13.9M |
| Eastern Bank | 0.56% | Add +0.0% | 176,398 | $13.9M |
| Windsor Capital Management, LLC | 4.01% | Add +1.5% | 164,523 | $13.0M |
| Natixis Advisors, LLC | 0.03% | Add +5.8% | 163,374 | $12.9M |
| Modera Wealth Management, LLC | 0.19% | Reduce -4.6% | 162,903 | $12.8M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +6.7% | 162,767 | $12.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.3% | 160,873 | $12.7M |
| Alesco Advisors, LLC, An ESL Co | 0.37% | Add +3.5% | 141,471 | $11.1M |
| Franklin Resources Inc. | 0.00% | Reduce -3.4% | 137,178 | $10.8M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +0.9% | 137,075 | $10.8M |
| RVW Wealth, LLC | 1.00% | Reduce -11.5% | 127,496 | $10.0M |
| Roof Eidam Maycock Peralta, LLC | 2.45% | Add +0.2% | 114,479 | $9.0M |
| Private Ocean, LLC | 0.79% | Reduce -9.0% | 113,285 | $8.9M |
| Stifel Financial Corp. | 0.01% | Reduce -1.2% | 111,627 | $8.8M |
| GeoWealth Management, LLC | 0.38% | Reduce -4.3% | 110,833 | $8.7M |
| Sand Hill Global Advisors, LLC | 0.39% | Reduce -0.7% | 108,814 | $8.6M |
| Fund Evaluation Group, LLC | 0.52% | Add +0.3% | 106,944 | $8.4M |
| Orgel Wealth Management, LLC | 0.23% | Add +44.2% | 106,820 | $8.4M |
| Shira Ridge Wealth Management | 4.65% | Add +1.4% | 106,027 | $8.4M |
| Laurel Wealth Planning LLC | 5.49% | Reduce -9.7% | 100,222 | $7.9M |
| Bond & Devick Financial Network, Inc. | 4.16% | Reduce -2.7% | 98,596 | $7.8M |
| Jones Financial Companies LLLP | 0.01% | Add +10.9% | 98,017 | $7.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +21.9% | 96,783 | $7.6M |
| Wrapmanager Inc. | 2.08% | Reduce -1.8% | 95,459 | $7.5M |
| Hill Island Financial LLC | 2.39% | Add +2.5% | 92,558 | $7.3M |
| Wealth Architects, LLC | 0.88% | Add +29.0% | 91,894 | $7.2M |
| Private Advisor Group, LLC | 0.05% | Reduce -43.6% | 91,146 | $7.2M |
| Litman Gregory Wealth Management LLC | 0.63% | Add +2.0% | 89,497 | $7.1M |
| Apella Capital, LLC | 0.30% | Reduce -0.4% | 84,951 | $6.8M |
| Clarius Group, LLC | 0.46% | Add +2.4% | 82,152 | $6.5M |
| Nottingham Advisors, Inc. | 0.75% | Add +3.6% | 80,764 | $6.4M |
| BSW Wealth Partners | 0.98% | Reduce -10.9% | 75,493 | $5.9M |
| SOA Wealth Advisors, LLC. | 1.19% | Reduce -2.0% | 74,851 | $5.9M |
| Clarity Asset Management, Inc. | 4.17% | Reduce -43.8% | 74,503 | $5.9M |
| Dynamic Advisor Solutions LLC | 0.18% | Reduce -8.0% | 74,276 | $5.9M |
| Alliancebernstein L.P. | 0.00% | Add +28.1% | 73,833 | $5.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +160.0% | 72,800 | $5.7M |
| Raffa Wealth Management, LLC | 1.57% | Add +4.0% | 70,407 | $5.5M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -7.2% | 67,850 | $5.3M |
| Citigroup Inc. | 0.01% | Add +3.6% | 65,947 | $5.2M |
| Accredited Investors Inc. | 0.31% | Add +4.2% | 63,158 | $5.0M |
"% 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.