iShares Trust iShares ESG AwESGDETF

13F holders, Q3 2025 (September 30)
647holders +2
42new positions
31sold out
2famous investors
$93.01avg. 13F price*

At the end of Q3 2025, 647 institutions reported holding iShares Trust iShares ESG Aw (ESGD) in their 13F filings, up 2 from Q2 2025. 42 opened new positions and 31 sold out. The largest holders were Bank of America Corp. ($995.3M), JPMorgan Chase & Co. ($729.9M) and Empower Advisory Group, LLC ($522.1M). 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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions42$43.6M
Exits31$55.8M

All 13F filers, Q2 2025 → Q3 2025: 3,117,293 shares bought and 2,836,574 shares sold, net +280,719 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 647 holders

Bank of America Corp. 0.07% Add +0.4% 10,703,934 $995.3M
JPMorgan Chase & Co. 0.05% Add +4.7% 7,849,611 $729.9M
Empower Advisory Group, LLC 1.45% Reduce -0.6% 5,614,910 $522.1M
Northern Trust Corp. 0.06% Reduce -3.1% 4,687,296 $435.8M
Morgan Stanley 0.02% Add +0.9% 4,267,559 $396.8M
Tiaa Trust, National Association 0.92% Add +3.2% 4,091,655 $379.4M
Betterment LLC 0.71% Add +0.8% 3,888,708 $361.6M
FMR LLC 0.02% Add +9.8% 3,242,467 $301.5M
Wells Fargo & Company 0.03% Reduce -0.2% 1,684,463 $156.6M
Envestnet Asset Management Inc. 0.04% Reduce -28.6% 1,565,608 $145.6M
Acorns Advisers, LLC 1.14% Add +2.5% 1,553,309 $144.4M
Goldman Sachs Group Inc. 0.02% Add +0.1% 1,498,393 $139.3M
Mercer Global Advisors Inc. 0.21% Add +5.4% 1,337,965 $124.4M
Flputnam Investment Management Co. 1.85% Add +5.6% 1,331,282 $123.8M
UBS Group AG 0.02% Reduce -3.0% 1,206,616 $112.2M
Wealthfront Advisers LLC 0.26% Add +4.3% 1,169,041 $108.7M
Northwestern Mutual Wealth Management Co. 0.07% Add +3.7% 1,160,592 $107.9M
Spinnaker Trust 5.41% Add +0.7% 1,049,501 $97.6M
Ameriprise Financial Inc. 0.02% Reduce -8.6% 1,011,179 $94.0M
BlackRock, Inc. 0.00% Add +12.4% 824,365 $76.6M
LPL Financial LLC 0.02% Add +20.1% 785,721 $73.1M
US Bancorp \de 0.09% Reduce -6.6% 780,169 $72.5M
Commonwealth Equity Services, LLC 0.09% Reduce -7.1% 765,658 $71.2M
PNC Financial Services Group, Inc. 0.04% Reduce -0.4% 741,988 $69.0M
Fifth Third Bancorp 0.20% Reduce -5.2% 659,791 $61.3M
Fiduciary Trust Co 0.64% Add +8.1% 610,864 $56.8M
Creative Planning 0.04% Add +0.9% 554,297 $51.5M
M&T Bank Corp 0.17% Add +3.4% 548,319 $51.0M
HighTower Advisors, LLC 0.05% Reduce -0.3% 519,980 $48.3M
Royal Bank of Canada 0.01% Add +1.9% 459,050 $42.7M
Mission Wealth Management, LP 0.80% Add +1.4% 421,528 $39.2M
Olde Wealth Management, LLC 11.75% — 401,264 $38.1M
IMPACTfolio, LLC 15.41% Reduce -1.6% 384,182 $35.7M
Sei Investments Co. 0.04% Add +0.7% 378,896 $35.2M
D.A. Davidson & Co. 0.22% Reduce -1.2% 374,627 $34.8M
Bond & Devick Financial Network, Inc. 9.16% Add +7.6% 327,627 $30.5M
High Note Wealth, LLC 5.93% Reduce -0.8% 317,498 $29.5M
Corient Private Wealth LP 0.05% Reduce -4.9% 309,415 $28.8M
Mariner, LLC 0.03% Add +5.0% 285,422 $26.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.53% Add +0.3% 283,859 $26.4M
Composition Wealth, LLC 0.39% Add +5.6% 283,115 $26.3M
Eastern Bank 0.47% Reduce -7.0% 282,738 $26.3M
Ally Invest Advisors Inc. 1.84% Add +2.5% 275,866 $25.6M
Keybank National Association 0.09% Add +3.5% 274,324 $25.5M
Bank Julius Baer & Co. Ltd, Zurich 0.07% New 273,436 $25.4M
AlTi Global, Inc. 0.59% Add +5.0% 269,271 $25.0M
MML Investors Services, LLC 0.07% Add +5.4% 265,050 $24.6M
Wealth Enhancement Advisory Services, LLC 0.04% Add +2.2% 250,843 $23.6M
Federation des caisses Desjardins du Quebec 0.09% Reduce -13.7% 246,594 $22.9M
Bank of New York Mellon Corp 0.00% Add +5.5% 230,046 $21.4M
LFA - Lugano Financial Advisors SA 11.25% No change 229,552 $21.3M
Raymond James Financial Inc. 0.01% Add +8.6% 228,199 $21.2M
Blair William & Co. 0.05% Add +11.7% 211,068 $19.6M
Thrivent Financial for Lutherans 0.04% Add +942.3% 208,414 $19.4M
Beacon Pointe Advisors, LLC 0.16% Add +222.7% 206,765 $19.2M
Howland Capital Management LLC 0.72% Reduce -6.4% 203,944 $19.0M
Cambridge Investment Research Advisors, Inc. 0.05% Add +3.0% 203,209 $18.9M
Ellevest, Inc. 2.69% Add +9.5% 202,420 $18.8M
Mather Group, Llc. 0.19% Add +2.4% 201,813 $18.8M
Stanich Group LLC 11.43% Add +4.7% 200,733 $18.7M
Steward Partners Investment Advisory, LLC 0.10% Add +8.3% 186,534 $17.3M
Forefront Analytics, LLC 16.59% Add +154.8% 185,230 $17.2M
Windsor Capital Management, LLC 4.67% Add +3.3% 181,937 $16.9M
Jones Financial Companies LLLP 0.01% Add +10.4% 182,435 $16.8M
Baird Financial Group, Inc. 0.03% Add +2.2% 179,634 $16.7M
Private Advisor Group, LLC 0.07% Add +1.9% 161,359 $15.0M
Modera Wealth Management, LLC 0.16% Reduce -1.9% 152,346 $14.2M
Envestnet Portfolio Solutions, Inc. 0.05% Add +54.9% 151,670 $14.1M
Financial Engines Advisors L.L.C. 0.03% Add +5.2% 148,531 $13.8M
Clarius Group, LLC 0.78% Add +0.1% 141,681 $13.2M
Fund Evaluation Group, LLC 0.44% Reduce -0.4% 131,229 $12.2M
Shira Ridge Wealth Management 5.14% Add +1.4% 130,330 $12.1M
Alliancebernstein L.P. 0.00% Add +1.2% 129,314 $12.0M
Litman Gregory Wealth Management LLC 0.89% Add +36.1% 128,698 $12.0M
Alesco Advisors, LLC, An ESL Co 0.32% Reduce -5.7% 127,936 $11.9M
Sand Hill Global Advisors, LLC 0.41% Add +3.0% 126,031 $11.7M
Stifel Financial Corp. 0.01% Add +5.3% 124,669 $11.6M
Wealth Architects, LLC 1.03% Add +0.5% 117,454 $10.9M
Cetera Investment Advisers 0.01% Add +34.6% 116,774 $10.9M
Roof Eidam Maycock Peralta, LLC 2.62% Reduce -0.3% 116,050 $10.8M
Franklin Resources Inc. 0.00% Reduce -0.9% 115,383 $10.7M
Wealthspire Advisors, LLC 0.06% Reduce -3.5% 113,250 $10.5M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -44.2% 109,100 $10.1M
Truist Financial Corp. 0.01% Add +5.5% 106,677 $9.9M
Park Avenue Securities LLC 0.08% Add +41.1% 103,544 $9.6M
Impact Investors, Inc 6.09% Add +17.2% 99,438 $9.2M
Principal Financial Group Inc. 0.00% New 92,010 $8.6M
Laurel Wealth Planning LLC 4.52% Add +0.3% 91,990 $8.6M
Citizens Financial Group Inc. 0.12% Reduce -16.2% 90,529 $8.4M
HB Wealth Management, LLC 0.06% Add +3.7% 90,135 $8.4M
NewEdge Advisors, LLC 0.04% Add +5.7% 84,804 $7.9M
Advisory Services Network, LLC 0.12% Add +5.1% 84,489 $7.9M
Apella Capital, LLC 0.17% Reduce -5.6% 79,129 $7.4M
Cerity Partners LLC 0.01% Reduce -0.6% 78,353 $7.3M
Rockefeller Capital Management L.P. 0.01% Add +1.6% 78,352 $7.3M
Facet Wealth, Inc. 0.15% Reduce -0.7% 77,395 $7.2M
Osaic Holdings, Inc. 0.01% Add +32.4% 72,693 $6.7M
Robertson Stephens Wealth Management, LLC 0.20% Add +16.2% 71,039 $6.6M
Wrapmanager Inc. 1.96% Reduce -29.2% 68,610 $6.4M
Mascoma Wealth Management LLC 1.37% Add +2.6% 66,764 $6.2M

"% 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.

Show all 647 holders