iShares Trust iShares ESG AwESGDETF
13F holders, Q1 2025 (March 31)609holders −1
38new positions
32sold out
3famous investors
$81.69avg. 13F price*
At the end of Q1 2025, 609 institutions reported holding iShares Trust iShares ESG Aw (ESGD) in their 13F filings, down 1 from Q4 2024. 38 opened new positions and 32 sold out. The largest holders were Bank of America Corp. ($869.1M), JPMorgan Chase & Co. ($586.0M) and Empower Advisory Group, LLC ($478.6M). 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Trust iShares ESG Aw
- CUSIP
- 46435G516
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $11.7M |
| Exits | 32 | $16.2M |
All 13F filers, Q4 2024 → Q1 2025: 3,298,027 shares bought and 3,296,896 shares sold, net +1,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 609 holders
| Bank of America Corp. | 0.08% | Add +9.6% | 10,639,251 | $869.1M |
| JPMorgan Chase & Co. | 0.04% | Add +14.4% | 7,173,197 | $586.0M |
| Empower Advisory Group, LLC | 1.56% | Reduce -1.8% | 5,858,225 | $478.6M |
| Northern Trust Corp. | 0.07% | Add +0.9% | 5,656,013 | $462.0M |
| Morgan Stanley | 0.03% | Reduce -4.0% | 4,854,304 | $396.5M |
| Tiaa Trust, National Association | 1.09% | Reduce -4.5% | 4,278,805 | $349.5M |
| Betterment LLC | 0.64% | Reduce -3.2% | 3,295,488 | $269.2M |
| FMR LLC | 0.01% | Add +8.8% | 2,549,402 | $208.3M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -4.6% | 1,784,896 | $145.8M |
| Wells Fargo & Company | 0.03% | Add +0.5% | 1,661,510 | $135.7M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -3.3% | 1,571,253 | $128.4M |
| Acorns Advisers, LLC | 1.14% | Reduce -2.6% | 1,456,662 | $119.0M |
| UBS Group AG | 0.02% | Reduce -9.2% | 1,308,502 | $106.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -35.7% | 1,290,845 | $105.5M |
| Fifth Third Bancorp | 0.40% | Reduce -6.6% | 1,288,831 | $105.3M |
| Mercer Global Advisors Inc. | 0.23% | Add +1.9% | 1,229,253 | $100.4M |
| Wealthfront Advisers LLC | 0.25% | Reduce -0.5% | 1,121,344 | $91.6M |
| BlackRock, Inc. | 0.00% | Reduce -3.2% | 1,086,253 | $88.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +6.7% | 1,083,587 | $88.5M |
| Spinnaker Trust | 5.63% | Reduce -12.2% | 1,054,975 | $86.2M |
| Commonwealth Equity Services, LLC | 0.12% | Add +3.0% | 1,016,204 | $83.0M |
| Flputnam Investment Management Co. | 1.54% | Reduce -1.8% | 1,006,200 | $82.2M |
| US Bancorp \de | 0.09% | Reduce -3.1% | 825,203 | $67.4M |
| Ellevest, Inc. | 4.38% | Reduce -11.5% | 805,253 | $65.8M |
| PNC Financial Services Group, Inc. | 0.03% | Add +11.9% | 621,606 | $50.8M |
| EP Wealth Advisors, LLC | 0.36% | Reduce -0.4% | 551,520 | $45.1M |
| Creative Planning | 0.04% | Add +1.9% | 549,666 | $44.9M |
| HighTower Advisors, LLC | 0.06% | Reduce -1.6% | 548,819 | $44.8M |
| M&T Bank Corp | 0.16% | Reduce -0.4% | 532,277 | $43.5M |
| Fiduciary Trust Co | 0.57% | Add +1.3% | 531,916 | $43.5M |
| LPL Financial LLC | 0.02% | Add +2.0% | 526,658 | $43.0M |
| Jane Street Group, LLC | 0.08% | Reduce -16.8% | 519,771 | $42.5M |
| Mission Wealth Management, LP | 0.88% | Add +11.9% | 426,940 | $34.9M |
| Royal Bank of Canada | 0.01% | Add +0.6% | 412,370 | $33.7M |
| Sei Investments Co. | 0.04% | Reduce -0.5% | 401,388 | $32.8M |
| D.A. Davidson & Co. | 0.26% | Reduce -1.7% | 396,506 | $32.4M |
| IMPACTfolio, LLC | 16.07% | Reduce -8.0% | 374,374 | $30.6M |
| Olde Wealth Management, LLC | 10.50% | Add +5.0% | 364,219 | $29.8M |
| Corient Private Wealth LP | 0.04% | Reduce -0.4% | 324,563 | $26.5M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -5.3% | 328,446 | $26.1M |
| High Note Wealth, LLC | 6.24% | Add +5.1% | 308,414 | $25.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Reduce -9.1% | 295,800 | $24.4M |
| Bond & Devick Financial Network, Inc. | 8.82% | Add +72.5% | 297,849 | $24.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.61% | Reduce -1.4% | 290,948 | $23.8M |
| Federation des caisses Desjardins du Quebec | 0.11% | Reduce -1.8% | 278,452 | $22.7M |
| Ally Invest Advisors Inc. | 1.92% | Reduce -2.1% | 274,161 | $22.4M |
| Mariner, LLC | 0.04% | Add +3.6% | 261,083 | $21.3M |
| Keybank National Association | 0.08% | Add +2.3% | 247,799 | $20.2M |
| Eastern Bank | 0.39% | Add +43.1% | 245,284 | $20.0M |
| Money Design Co.,Ltd. | 0.97% | Reduce -3.6% | 238,384 | $19.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -3.4% | 236,047 | $19.3M |
| MML Investors Services, LLC | 0.06% | Add +1.6% | 232,157 | $19.0M |
| Partners Capital Investment Group, LLP | 0.31% | Reduce -6.6% | 225,418 | $18.4M |
| Howland Capital Management LLC | 0.80% | Reduce -20.3% | 220,150 | $18.0M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -2.2% | 209,215 | $17.1M |
| Baird Financial Group, Inc. | 0.03% | Reduce -5.2% | 208,571 | $17.0M |
| Mather Group, Llc. | 0.18% | Reduce -5.2% | 194,614 | $15.9M |
| Blair William & Co. | 0.05% | Reduce -0.1% | 187,712 | $15.3M |
| Dohj, LLC | 3.27% | Add +5.3% | 175,188 | $14.3M |
| Windsor Capital Management, LLC | 4.32% | Add +3.3% | 172,153 | $14.1M |
| Natixis Advisors, LLC | 0.03% | Reduce -2.9% | 166,311 | $13.6M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -0.9% | 162,987 | $13.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.1% | 158,286 | $12.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.7% | 158,139 | $12.9M |
| Modera Wealth Management, LLC | 0.17% | Reduce -2.8% | 156,357 | $12.8M |
| AlTi Global, Inc. | 0.33% | Reduce -34.0% | 155,653 | $12.7M |
| Jones Financial Companies LLLP | 0.01% | Add +14.9% | 149,219 | $12.3M |
| Private Advisor Group, LLC | 0.07% | Add +65.2% | 145,439 | $11.9M |
| Fund Evaluation Group, LLC | 0.51% | Add +9.7% | 143,349 | $11.7M |
| Clarius Group, LLC | 0.73% | Add +17.8% | 143,215 | $11.7M |
| Alesco Advisors, LLC, An ESL Co | 0.37% | Reduce -0.1% | 142,775 | $11.7M |
| Stanich Group LLC | 8.43% | Add +4.1% | 139,627 | $11.4M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -2.7% | 132,106 | $10.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.7% | 131,060 | $10.7M |
| Shira Ridge Wealth Management | 5.21% | Add +9.3% | 127,869 | $10.4M |
| Sand Hill Global Advisors, LLC | 0.41% | Add +2.8% | 120,388 | $9.8M |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 120,165 | $9.8M |
| Roof Eidam Maycock Peralta, LLC | 2.57% | Reduce -0.4% | 118,639 | $9.7M |
| Wealthspire Advisors, LLC | 0.06% | Reduce -0.9% | 118,625 | $9.7M |
| Stifel Financial Corp. | 0.01% | Add +2.4% | 118,456 | $9.7M |
| Citizens Financial Group Inc. | 0.19% | Reduce -22.2% | 115,166 | $9.4M |
| Wealth Architects, LLC | 0.96% | Add +1.7% | 106,225 | $8.7M |
| Orgel Wealth Management, LLC | 0.21% | Reduce -12.3% | 99,752 | $8.1M |
| Hill Island Financial LLC | 2.35% | Add +1.9% | 98,009 | $8.0M |
| Wrapmanager Inc. | 2.10% | Add +1.0% | 97,887 | $8.0M |
| Litman Gregory Wealth Management LLC | 0.68% | Add +6.7% | 97,340 | $8.0M |
| Laurel Wealth Planning LLC | 5.19% | Add +0.1% | 95,582 | $7.8M |
| Facet Wealth, Inc. | 0.18% | Add +92.4% | 79,190 | $6.8M |
| Impact Investors, Inc | 5.30% | Add +5.6% | 83,386 | $6.8M |
| Apella Capital, LLC | 0.23% | Reduce -1.4% | 83,896 | $6.6M |
| Cerity Partners LLC | 0.01% | Add +42.6% | 78,681 | $6.4M |
| GeoWealth Management, LLC | 0.24% | Reduce -22.0% | 74,327 | $6.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.4% | 73,908 | $6.0M |
| RVW Wealth, LLC | 0.53% | Reduce -42.5% | 69,523 | $5.7M |
| BSW Wealth Partners | 0.86% | Reduce -8.8% | 69,129 | $5.6M |
| Robertson Stephens Wealth Management, LLC | 0.21% | Add +33.4% | 67,697 | $5.5M |
| NewEdge Advisors, LLC | 0.03% | Reduce -6.3% | 67,133 | $5.5M |
| Truist Financial Corp. | 0.01% | Add +5.7% | 65,776 | $5.4M |
| Moneta Group Investment Advisors LLC | 0.07% | Add +13.9% | 65,009 | $5.3M |
| JNBA Financial Advisors | 0.55% | Reduce -5.9% | 64,417 | $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.