iShares Trust iShares ESG AwESGDETF
13F holders, Q3 2024 (September 30)589holders +5
37new positions
27sold out
3famous investors
$84.14avg. 13F price*
At the end of Q3 2024, 589 institutions reported holding iShares Trust iShares ESG Aw (ESGD) in their 13F filings, up 5 from Q2 2024. 37 opened new positions and 27 sold out. The largest holders were Bank of America Corp. ($798.0M), JPMorgan Chase & Co. ($493.9M) and Empower Advisory Group, LLC ($479.1M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Bill Nygren (0.0% of Harris Associates (Oakmark Funds)'s portfolio).
- Company
- iShares Trust iShares ESG Aw
- CUSIP
- 46435G516
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $18.6M |
| Exits | 27 | $10.0M |
All 13F filers, Q2 2024 → Q3 2024: 2,097,059 shares bought and 1,535,691 shares sold, net +561,368 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 589 holders
| Bank of America Corp. | 0.07% | Add +0.4% | 9,480,236 | $798.0M |
| JPMorgan Chase & Co. | 0.04% | Reduce -0.2% | 5,868,190 | $493.9M |
| Empower Advisory Group, LLC | 1.62% | Reduce -0.4% | 5,691,983 | $479.1M |
| Morgan Stanley | 0.03% | Add +0.1% | 4,992,212 | $420.2M |
| Northern Trust Corp. | 0.06% | Add +5.8% | 4,631,171 | $389.8M |
| Tiaa Trust, National Association | 1.08% | Reduce -6.1% | 4,305,827 | $362.4M |
| Betterment LLC | 0.67% | Reduce -0.2% | 3,350,199 | $282.0M |
| Ameriprise Financial Inc. | 0.04% | Reduce -2.3% | 1,990,623 | $167.5M |
| FMR LLC | 0.01% | Add +23.9% | 1,883,572 | $158.5M |
| Fifth Third Bancorp | 0.55% | Reduce -2.7% | 1,801,667 | $151.6M |
| Envestnet Asset Management Inc. | 0.05% | Add +7.6% | 1,753,487 | $147.6M |
| Wells Fargo & Company | 0.03% | Add +0.6% | 1,660,295 | $139.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +1.7% | 1,502,214 | $126.4M |
| UBS Group AG | 0.03% | Reduce -0.0% | 1,464,158 | $123.2M |
| Acorns Advisers, LLC | 1.11% | Add +2.4% | 1,339,824 | $112.8M |
| BlackRock, Inc. | 0.00% | — | 1,252,671 | $105.4M |
| Flputnam Investment Management Co. | 1.86% | Reduce -8.1% | 1,228,228 | $103.4M |
| Spinnaker Trust | 6.20% | Add +0.6% | 1,196,067 | $100.7M |
| Wealthfront Advisers LLC | 0.30% | Add +5.6% | 1,170,402 | $98.5M |
| Mercer Global Advisors Inc. | 0.22% | Add +14.9% | 1,131,542 | $94.5M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -9.6% | 958,500 | $80.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +3.8% | 953,035 | $80.2M |
| Ellevest, Inc. | 3.94% | Add +4.2% | 844,259 | $71.1M |
| US Bancorp \de | 0.09% | Add +2.7% | 802,274 | $67.5M |
| HighTower Advisors, LLC | 0.07% | Add +0.3% | 572,563 | $48.2M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -16.9% | 564,128 | $47.5M |
| M&T Bank Corp | 0.15% | Reduce -2.6% | 530,507 | $44.7M |
| EP Wealth Advisors, LLC | 0.37% | Add +3.6% | 515,167 | $43.4M |
| Creative Planning | 0.04% | Reduce -0.7% | 514,188 | $43.3M |
| LPL Financial LLC | 0.02% | Add +5.0% | 499,206 | $42.0M |
| Fiduciary Trust Co | 0.58% | Add +4.9% | 496,377 | $41.8M |
| D.A. Davidson & Co. | 0.28% | Reduce -1.7% | 405,084 | $34.1M |
| Sei Investments Co. | 0.04% | Reduce -4.0% | 395,465 | $33.3M |
| Thrivent Financial for Lutherans | 0.06% | Add +5.3% | 392,626 | $33.0M |
| IMPACTfolio, LLC | 16.86% | Add +1.6% | 387,977 | $32.7M |
| Royal Bank of Canada | 0.01% | Add +4.6% | 382,169 | $32.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.14% | No change | 375,500 | $31.7M |
| Mission Wealth Management, LP | 0.77% | Add +4.5% | 370,358 | $31.2M |
| Corient Private Wealth LP | 0.04% | Reduce -1.6% | 330,962 | $27.9M |
| Olde Wealth Management, LLC | 9.93% | Add +1.1% | 329,042 | $27.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.69% | Reduce -5.1% | 289,266 | $24.3M |
| High Note Wealth, LLC | 6.85% | Add +1.3% | 284,781 | $24.0M |
| Federation des caisses Desjardins du Quebec | 0.12% | Reduce -18.7% | 282,767 | $23.8M |
| Howland Capital Management LLC | 1.03% | Add +3.3% | 281,360 | $23.7M |
| Ally Invest Advisors Inc. | 1.92% | Add +3.6% | 257,884 | $21.7M |
| Mariner, LLC | 0.04% | Add +13.9% | 256,144 | $21.6M |
| Money Design Co.,Ltd. | 1.02% | Add +2.4% | 243,938 | $20.5M |
| Keybank National Association | 0.08% | Add +3.2% | 242,171 | $20.4M |
| Partners Capital Investment Group, LLP | 0.32% | Add +18.7% | 239,467 | $20.2M |
| AlTi Global, Inc. | 0.48% | Reduce -6.0% | 238,122 | $20.0M |
| Lake Street Advisors Group, LLC | 0.86% | Reduce -10.5% | 221,587 | $18.7M |
| MML Investors Services, LLC | 0.07% | Add +2.2% | 221,483 | $18.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +2.3% | 220,093 | $18.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -5.0% | 212,348 | $17.9M |
| Baird Financial Group, Inc. | 0.03% | Add +4.7% | 211,601 | $17.8M |
| Blair William & Co. | 0.05% | Reduce -1.7% | 202,143 | $17.0M |
| Mather Group, Llc. | 0.20% | Add +2.5% | 182,743 | $15.4M |
| Eastern Bank | 0.26% | Reduce -0.5% | 175,465 | $14.8M |
| Dohj, LLC | 3.42% | Reduce -5.8% | 175,838 | $14.7M |
| Bond & Devick Financial Network, Inc. | 6.21% | Add +75.1% | 172,613 | $14.5M |
| Bank of New York Mellon Corp | 0.00% | Add +6.7% | 171,642 | $14.4M |
| Citizens Financial Group Inc. | 0.29% | Reduce -25.2% | 170,944 | $14.4M |
| Natixis Advisors, LLC | 0.03% | Add +3.4% | 168,911 | $14.2M |
| Windsor Capital Management, LLC | 4.01% | Reduce -0.2% | 164,163 | $13.8M |
| Modera Wealth Management, LLC | 0.17% | Reduce -0.8% | 161,650 | $13.6M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -1.8% | 159,780 | $13.4M |
| Alesco Advisors, LLC, An ESL Co | 0.37% | Add +0.6% | 142,364 | $12.0M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +1.2% | 138,771 | $11.7M |
| Jane Street Group, LLC | 0.02% | Reduce -23.6% | 134,898 | $11.4M |
| RVW Wealth, LLC | 0.95% | Reduce -4.3% | 122,002 | $10.3M |
| Wealthspire Advisors, LLC | 0.10% | Add +1841.7% | 120,542 | $10.1M |
| Franklin Resources Inc. | 0.00% | Reduce -12.3% | 120,377 | $10.0M |
| GeoWealth Management, LLC | 0.35% | Add +6.5% | 117,995 | $9.9M |
| Jones Financial Companies LLLP | 0.01% | Add +17.3% | 114,955 | $9.7M |
| Stifel Financial Corp. | 0.01% | Add +3.3% | 115,250 | $9.7M |
| Roof Eidam Maycock Peralta, LLC | 2.46% | Add +0.5% | 115,014 | $9.7M |
| Sand Hill Global Advisors, LLC | 0.39% | Add +1.3% | 110,257 | $9.3M |
| Shira Ridge Wealth Management | 4.70% | Add +3.2% | 109,457 | $9.2M |
| Orgel Wealth Management, LLC | 0.23% | Add +0.1% | 106,930 | $9.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +8.1% | 104,660 | $8.8M |
| Wealth Architects, LLC | 0.94% | Add +7.4% | 98,655 | $8.3M |
| Wrapmanager Inc. | 2.13% | Add +2.4% | 97,778 | $8.2M |
| Hill Island Financial LLC | 2.39% | Add +1.5% | 93,954 | $7.9M |
| Laurel Wealth Planning LLC | 5.01% | Reduce -9.0% | 91,213 | $7.7M |
| Litman Gregory Wealth Management LLC | 0.64% | Add +1.5% | 90,805 | $7.6M |
| Private Advisor Group, LLC | 0.05% | Reduce -4.8% | 86,760 | $7.3M |
| Clarius Group, LLC | 0.51% | Add +5.4% | 86,558 | $7.3M |
| Fund Evaluation Group, LLC | 0.40% | Reduce -19.4% | 86,209 | $7.3M |
| Apella Capital, LLC | 0.29% | Add +0.3% | 85,173 | $7.1M |
| Nottingham Advisors, Inc. | 0.74% | Reduce -1.8% | 79,285 | $6.7M |
| Alliancebernstein L.P. | 0.00% | Add +2.0% | 75,313 | $6.3M |
| BSW Wealth Partners | 0.95% | Reduce -0.8% | 74,921 | $6.3M |
| SOA Wealth Advisors, LLC. | 1.18% | Reduce -2.1% | 73,271 | $6.2M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -1.3% | 71,861 | $6.0M |
| Cambridge Associates LLC /Ma/ | 0.22% | New | 69,691 | $5.9M |
| Mascoma Wealth Management LLC | 1.45% | Add +17.2% | 69,294 | $5.8M |
| Accredited Investors Inc. | 0.32% | Add +6.3% | 67,169 | $5.7M |
| JNBA Financial Advisors | 0.56% | Add +27.6% | 66,405 | $5.6M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -4.0% | 65,134 | $5.5M |
| NewEdge Advisors, LLC | 0.03% | Add +1.5% | 62,959 | $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.