iShares Trust iShares ESG AwESGDETF
13F holders, Q4 2024 (December 31)610holders +21
29new positions
37sold out
2famous investors
$76.17avg. 13F price*
At the end of Q4 2024, 610 institutions reported holding iShares Trust iShares ESG Aw (ESGD) in their 13F filings, up 21 from Q3 2024. 29 opened new positions and 37 sold out. The largest holders were Bank of America Corp. ($739.4M), JPMorgan Chase & Co. ($477.3M) and Empower Advisory Group, LLC ($454.1M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $17.0M |
| Exits | 37 | $9.2M |
All 13F filers, Q3 2024 → Q4 2024: 4,922,967 shares bought and 1,480,490 shares sold, net +3,442,477 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 610 holders
| Bank of America Corp. | 0.07% | Add +2.4% | 9,710,875 | $739.4M |
| JPMorgan Chase & Co. | 0.04% | Add +6.8% | 6,268,152 | $477.3M |
| Empower Advisory Group, LLC | 1.53% | Add +4.8% | 5,963,609 | $454.1M |
| Northern Trust Corp. | 0.06% | Add +21.0% | 5,604,447 | $426.7M |
| Morgan Stanley | 0.03% | Add +1.3% | 5,054,619 | $384.9M |
| Tiaa Trust, National Association | 1.04% | Add +4.1% | 4,482,820 | $341.2M |
| Betterment LLC | 0.62% | Add +1.6% | 3,403,920 | $259.2M |
| FMR LLC | 0.01% | Add +24.4% | 2,343,423 | $178.4M |
| Ameriprise Financial Inc. | 0.04% | Add +0.8% | 2,007,305 | $152.8M |
| Envestnet Asset Management Inc. | 0.05% | Add +6.7% | 1,870,256 | $142.4M |
| Wells Fargo & Company | 0.03% | Reduce -0.5% | 1,652,696 | $125.8M |
| Goldman Sachs Group Inc. | 0.02% | Add +8.1% | 1,624,062 | $123.7M |
| Acorns Advisers, LLC | 1.10% | Add +11.7% | 1,496,050 | $113.9M |
| UBS Group AG | 0.02% | Reduce -1.6% | 1,440,370 | $109.7M |
| Fifth Third Bancorp | 0.38% | Reduce -23.4% | 1,380,210 | $105.1M |
| Mercer Global Advisors Inc. | 0.22% | Add +6.6% | 1,205,740 | $91.8M |
| Spinnaker Trust | 5.77% | Add +0.4% | 1,201,071 | $91.4M |
| Wealthfront Advisers LLC | 0.25% | Reduce -3.7% | 1,126,828 | $85.8M |
| BlackRock, Inc. | 0.00% | Reduce -10.4% | 1,121,980 | $85.4M |
| Flputnam Investment Management Co. | 1.43% | Reduce -16.6% | 1,024,276 | $78.0M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +6.6% | 1,015,945 | $77.4M |
| Commonwealth Equity Services, LLC | 0.11% | Add +2.9% | 986,250 | $75.1M |
| Ellevest, Inc. | 4.00% | Add +7.8% | 909,767 | $69.3M |
| US Bancorp \de | 0.08% | Add +6.1% | 851,387 | $64.8M |
| Jane Street Group, LLC | 0.08% | Add +363.0% | 624,581 | $47.6M |
| HighTower Advisors, LLC | 0.06% | Reduce -2.6% | 557,731 | $42.5M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -1.5% | 555,446 | $42.3M |
| EP Wealth Advisors, LLC | 0.34% | Add +7.5% | 553,762 | $42.2M |
| Creative Planning | 0.04% | Add +5.0% | 539,688 | $41.1M |
| M&T Bank Corp | 0.14% | Add +0.7% | 534,326 | $40.7M |
| Fiduciary Trust Co | 0.53% | Add +5.8% | 524,932 | $40.0M |
| LPL Financial LLC | 0.02% | Add +3.5% | 516,418 | $39.3M |
| Royal Bank of Canada | 0.01% | Add +7.2% | 409,814 | $31.2M |
| IMPACTfolio, LLC | 16.07% | Add +4.8% | 406,743 | $31.0M |
| Sei Investments Co. | 0.04% | Add +2.0% | 403,562 | $30.7M |
| D.A. Davidson & Co. | 0.25% | Reduce -0.4% | 403,336 | $30.7M |
| Mission Wealth Management, LP | 0.69% | Add +3.0% | 381,466 | $29.0M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -11.7% | 346,743 | $27.5M |
| Olde Wealth Management, LLC | 9.44% | Add +5.4% | 346,888 | $26.4M |
| Corient Private Wealth LP | 0.04% | Reduce -1.6% | 325,839 | $24.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Reduce -13.3% | 325,500 | $24.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.61% | Add +2.0% | 295,067 | $22.5M |
| High Note Wealth, LLC | 5.81% | Add +3.0% | 293,384 | $22.3M |
| Federation des caisses Desjardins du Quebec | 0.11% | Add +0.3% | 283,557 | $21.6M |
| Ally Invest Advisors Inc. | 1.85% | Add +8.6% | 280,094 | $21.3M |
| Howland Capital Management LLC | 0.92% | Reduce -1.9% | 276,132 | $21.0M |
| Mariner, LLC | 0.03% | Reduce -1.6% | 251,990 | $19.2M |
| Money Design Co.,Ltd. | 0.97% | Add +1.4% | 247,269 | $18.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +15.0% | 244,252 | $18.6M |
| Keybank National Association | 0.07% | Add +0.1% | 242,345 | $18.5M |
| Partners Capital Investment Group, LLP | 0.51% | Add +0.8% | 241,405 | $18.4M |
| AlTi Global, Inc. | 0.43% | Reduce -1.0% | 235,728 | $17.9M |
| MML Investors Services, LLC | 0.06% | Add +3.2% | 228,595 | $17.4M |
| Baird Financial Group, Inc. | 0.03% | Add +4.0% | 220,008 | $16.8M |
| Lake Street Advisors Group, LLC | 0.77% | Reduce -1.4% | 218,606 | $16.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -2.8% | 213,998 | $16.3M |
| Mather Group, Llc. | 0.20% | Add +12.3% | 205,178 | $15.6M |
| Bond & Devick Financial Network, Inc. | 6.21% | No change | 172,613 | $14.5M |
| Blair William & Co. | 0.04% | Reduce -7.1% | 187,831 | $14.3M |
| Bank of New York Mellon Corp | 0.00% | Add +2.5% | 175,990 | $13.4M |
| Raymond James Financial Inc. | 0.00% | — | 173,266 | $13.2M |
| Eastern Bank | 0.24% | Reduce -2.3% | 171,454 | $13.1M |
| Natixis Advisors, LLC | 0.02% | Add +1.4% | 171,208 | $13.0M |
| Windsor Capital Management, LLC | 3.76% | Add +1.5% | 166,610 | $12.7M |
| Dohj, LLC | 2.93% | Reduce -5.4% | 166,324 | $12.7M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +3.0% | 164,553 | $12.5M |
| Modera Wealth Management, LLC | 0.15% | Reduce -0.5% | 160,880 | $12.2M |
| Citizens Financial Group Inc. | 0.22% | Reduce -13.4% | 148,081 | $11.3M |
| Alesco Advisors, LLC, An ESL Co | 0.34% | Add +0.4% | 142,920 | $10.9M |
| Alliancebernstein L.P. | 0.00% | Add +82.6% | 137,521 | $10.5M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -2.1% | 135,802 | $10.3M |
| Stanich Group LLC | 7.63% | — | 134,124 | $10.2M |
| Fund Evaluation Group, LLC | 0.47% | Add +51.6% | 130,708 | $10.0M |
| Jones Financial Companies LLLP | 0.01% | Add +12.9% | 129,816 | $9.9M |
| Clarius Group, LLC | 0.63% | Add +40.5% | 121,617 | $9.3M |
| RVW Wealth, LLC | 0.86% | Reduce -1.0% | 120,830 | $9.2M |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 120,309 | $9.2M |
| Wealthspire Advisors, LLC | 0.09% | Reduce -0.7% | 119,680 | $9.1M |
| Roof Eidam Maycock Peralta, LLC | 2.34% | Add +3.6% | 119,134 | $9.1M |
| Sand Hill Global Advisors, LLC | 0.38% | Add +6.3% | 117,156 | $8.9M |
| Shira Ridge Wealth Management | 4.36% | Add +6.9% | 117,018 | $8.9M |
| Stifel Financial Corp. | 0.01% | Add +0.4% | 115,705 | $8.8M |
| Orgel Wealth Management, LLC | 0.23% | Add +6.4% | 113,790 | $8.7M |
| Wealth Architects, LLC | 0.90% | Add +5.9% | 104,463 | $8.0M |
| Wrapmanager Inc. | 1.89% | Reduce -0.9% | 96,914 | $7.4M |
| Hill Island Financial LLC | 2.14% | Add +2.3% | 96,145 | $7.3M |
| Laurel Wealth Planning LLC | 4.69% | Add +4.7% | 95,464 | $7.3M |
| GeoWealth Management, LLC | 0.24% | Reduce -19.3% | 95,255 | $7.3M |
| Essential Planning, LLC. | 0.05% | New | 88,110 | $7.0M |
| Litman Gregory Wealth Management LLC | 0.60% | Add +0.4% | 91,207 | $6.9M |
| Private Advisor Group, LLC | 0.04% | Add +1.5% | 88,065 | $6.7M |
| Apella Capital, LLC | 0.25% | Reduce -0.1% | 85,063 | $6.5M |
| Impact Investors, Inc | 4.67% | — | 78,982 | $6.0M |
| BSW Wealth Partners | 0.85% | Add +1.1% | 75,762 | $5.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.2% | 74,172 | $5.6M |
| Mascoma Wealth Management LLC | 1.41% | Add +6.1% | 73,517 | $5.6M |
| Nottingham Advisors, Inc. | 0.70% | Reduce -8.1% | 72,858 | $5.5M |
| SOA Wealth Advisors, LLC. | 1.01% | Reduce -1.8% | 71,965 | $5.5M |
| NewEdge Advisors, LLC | 0.03% | Add +13.8% | 71,614 | $5.5M |
| JNBA Financial Advisors | 0.53% | Add +3.1% | 68,448 | $5.2M |
"% 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.