iShares Trust iShares ESG AwESGDETF

13F holders, Q2 2025 (June 30)
645holders +36
63new positions
24sold out
3famous investors
$89.19avg. 13F price*

At the end of Q2 2025, 645 institutions reported holding iShares Trust iShares ESG Aw (ESGD) in their 13F filings, up 36 from Q1 2025. 63 opened new positions and 24 sold out. The largest holders were Bank of America Corp. ($951.0M), JPMorgan Chase & Co. ($669.1M) and Empower Advisory Group, LLC ($504.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
iShares Trust iShares ESG Aw
CUSIP
46435G516
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 575Q1 2024Q2 2024: 584Q2 2024Q3 2024: 589Q3 2024Q4 2024: 610Q4 2024Q1 2025: 609Q1 2025Q2 2025: 645Q2 2025Q3 2025: 647Q3 2025Q4 2025: 724Q4 2025Q1 2026: 753Q1 2026Q2 2026: 759Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions63$52.9M
Exits24$29.6M

All 13F filers, Q1 2025 → Q2 2025: 5,488,074 shares bought and 5,855,297 shares sold, net −367,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 645 holders

Bank of America Corp. 0.08% Add +0.2% 10,659,560 $951.0M
JPMorgan Chase & Co. 0.05% Add +4.5% 7,499,593 $669.1M
Empower Advisory Group, LLC 1.51% Reduce -3.6% 5,649,063 $504.0M
Northern Trust Corp. 0.06% Reduce -14.5% 4,837,272 $431.6M
Morgan Stanley 0.02% Reduce -12.9% 4,229,303 $377.3M
Tiaa Trust, National Association 0.92% Reduce -7.3% 3,964,182 $353.2M
Betterment LLC 0.73% Add +17.0% 3,856,164 $344.0M
FMR LLC 0.01% Add +15.8% 2,953,536 $263.5M
Envestnet Asset Management Inc. 0.06% Add +22.8% 2,191,836 $195.5M
Wells Fargo & Company 0.03% Add +1.6% 1,687,563 $150.6M
Acorns Advisers, LLC 1.16% Add +4.1% 1,516,142 $135.3M
Goldman Sachs Group Inc. 0.02% Reduce -4.8% 1,496,294 $133.5M
Mercer Global Advisors Inc. 0.25% Add +3.3% 1,269,873 $113.3M
Flputnam Investment Management Co. 1.93% Add +25.3% 1,261,024 $112.5M
UBS Group AG 0.02% Reduce -4.9% 1,244,100 $111.0M
Wealthfront Advisers LLC 0.26% Reduce -0.0% 1,121,283 $100.0M
Northwestern Mutual Wealth Management Co. 0.07% Add +3.3% 1,119,074 $99.8M
Ameriprise Financial Inc. 0.02% Reduce -14.3% 1,106,334 $98.7M
Spinnaker Trust 5.59% Reduce -1.2% 1,042,117 $93.0M
US Bancorp \de 0.09% Add +1.3% 835,568 $74.5M
Commonwealth Equity Services, LLC 0.10% Reduce -18.9% 823,830 $73.5M
PNC Financial Services Group, Inc. 0.04% Add +19.8% 744,884 $66.5M
BlackRock, Inc. 0.00% Reduce -32.5% 733,187 $65.4M
Fifth Third Bancorp 0.21% Reduce -46.0% 695,850 $62.1M
LPL Financial LLC 0.02% Add +24.2% 654,212 $58.4M
EP Wealth Advisors, LLC 0.33% Add +3.0% 568,174 $50.7M
Fiduciary Trust Co 0.62% Add +6.2% 564,886 $50.4M
Creative Planning 0.04% Reduce -0.0% 549,546 $49.0M
M&T Bank Corp 0.16% Reduce -0.4% 530,265 $47.3M
HighTower Advisors, LLC 0.06% Reduce -5.0% 521,531 $46.5M
Susquehanna International Group, LLP 0.07% Add +6961.7% 503,922 $45.0M
Royal Bank of Canada 0.01% Add +9.3% 450,724 $40.2M
Mission Wealth Management, LP 0.81% Reduce -2.6% 415,759 $37.1M
IMPACTfolio, LLC 16.51% Add +4.3% 390,322 $34.8M
D.A. Davidson & Co. 0.24% Reduce -4.4% 379,018 $33.8M
Sei Investments Co. 0.04% Reduce -6.2% 376,390 $33.6M
Citigroup Inc. 0.02% Add +484.1% 349,222 $31.2M
Corient Private Wealth LP 0.04% Add +0.3% 325,501 $29.0M
High Note Wealth, LLC 6.54% Add +3.8% 320,164 $28.6M
Bond & Devick Financial Network, Inc. 9.04% Add +2.3% 304,592 $27.2M
Eastern Bank 0.52% Add +23.9% 303,872 $27.1M
Federation des caisses Desjardins du Quebec 0.11% Add +2.6% 285,740 $25.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.57% Reduce -2.8% 282,864 $25.2M
Mariner, LLC 0.04% Add +4.1% 271,695 $24.2M
Ally Invest Advisors Inc. 1.87% Reduce -1.8% 269,107 $24.0M
Composition Wealth, LLC 0.40% Add +1289.2% 267,994 $23.9M
Keybank National Association 0.09% Add +7.0% 265,077 $23.7M
AlTi Global, Inc. 0.57% Add +64.8% 256,534 $22.9M
MML Investors Services, LLC 0.06% Add +8.3% 251,548 $22.4M
Wealth Enhancement Advisory Services, LLC 0.04% Add +4.0% 245,390 $21.9M
LFA - Lugano Financial Advisors SA 12.14% New 229,552 $20.5M
Money Design Co.,Ltd. 0.97% Reduce -7.4% 220,715 $19.7M
Bank of New York Mellon Corp 0.00% Add +37.7% 218,022 $19.5M
Howland Capital Management LLC 0.79% Reduce -1.1% 217,800 $19.4M
Raymond James Financial Inc. 0.01% Add +32.8% 210,077 $18.7M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -5.7% 197,306 $17.6M
Mather Group, Llc. 0.19% Add +1.3% 197,096 $17.6M
Mirae Asset Global Investments Co., Ltd. 0.06% Reduce -33.9% 195,400 $17.4M
Citadel Advisors 0.01% Add +1278.6% 191,186 $17.1M
Stanich Group LLC 15.20% Add +37.3% 191,740 $17.0M
Blair William & Co. 0.05% Add +0.7% 188,998 $16.9M
Ellevest, Inc. 2.63% Reduce -77.0% 184,913 $16.5M
Windsor Capital Management, LLC 4.58% Add +2.3% 176,072 $15.7M
Baird Financial Group, Inc. 0.03% Reduce -15.7% 175,774 $15.7M
Steward Partners Investment Advisory, LLC 0.12% Add +30.3% 172,166 $15.4M
Dohj, LLC 4.41% Add +4.7% 183,380 $15.2M
Jones Financial Companies LLLP 0.01% Add +10.8% 165,288 $14.7M
Private Advisor Group, LLC 0.08% Add +8.8% 158,313 $14.1M
Modera Wealth Management, LLC 0.17% Reduce -0.7% 155,251 $13.9M
Clarius Group, LLC 0.74% Reduce -1.2% 141,548 $12.6M
Financial Engines Advisors L.L.C. 0.03% Reduce -13.3% 141,238 $12.6M
Alesco Advisors, LLC, An ESL Co 0.35% Reduce -5.0% 135,637 $12.1M
Fund Evaluation Group, LLC 0.45% Reduce -8.1% 131,697 $11.7M
Shira Ridge Wealth Management 5.24% Add +0.5% 128,514 $11.5M
Alliancebernstein L.P. 0.00% Reduce -2.5% 127,804 $11.4M
Natixis Advisors, LLC 0.02% Reduce -25.7% 123,599 $11.0M
Sand Hill Global Advisors, LLC 0.41% Add +1.6% 122,342 $10.9M
Stifel Financial Corp. 0.01% Reduce -0.1% 118,373 $10.6M
Wealthspire Advisors, LLC 0.06% Reduce -1.1% 117,314 $10.5M
Wealth Architects, LLC 1.06% Add +10.1% 116,914 $10.4M
Roof Eidam Maycock Peralta, LLC 2.56% Reduce -1.8% 116,456 $10.4M
Franklin Resources Inc. 0.00% Reduce -3.1% 116,409 $10.4M
Citizens Financial Group Inc. 0.15% Reduce -6.2% 108,066 $9.6M
Truist Financial Corp. 0.01% Add +53.7% 101,111 $9.0M
Envestnet Portfolio Solutions, Inc. 0.03% New 97,907 $8.7M
Acadian Asset Management LLC 0.02% Add +488.7% 97,004 $8.7M
Wrapmanager Inc. 2.11% Reduce -0.9% 96,959 $8.7M
Litman Gregory Wealth Management LLC 0.66% Reduce -2.9% 94,559 $8.4M
Laurel Wealth Planning LLC 4.65% Reduce -4.1% 91,699 $8.2M
HB Wealth Management, LLC 0.06% Add +276.9% 86,935 $7.8M
Cetera Investment Advisers 0.01% Add +42.1% 86,769 $7.7M
Impact Investors, Inc 5.35% Add +1.7% 84,839 $7.6M
Apella Capital, LLC 0.20% Reduce -0.1% 83,813 $7.4M
NewEdge Advisors, LLC 0.04% Add +19.6% 80,269 $7.2M
Cerity Partners LLC 0.01% Add +0.2% 78,806 $7.0M
Advisory Services Network, LLC 0.11% Add +36.3% 80,378 $7.0M
Rockefeller Capital Management L.P. 0.02% Add +4.4% 77,141 $6.9M
Facet Wealth, Inc. 0.15% Reduce -1.6% 77,933 $6.8M
Jane Street Group, LLC 0.01% Reduce -85.5% 75,423 $6.7M
Park Avenue Securities LLC 0.06% Add +111.2% 73,398 $6.5M

"% 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.

Show all 645 holders