iShares Trust iShares ESG AwESGDETF
13F holders, Q4 2025 (December 31)724holders +77
66new positions
22sold out
4famous investors
$95.11avg. 13F price*
At the end of Q4 2025, 724 institutions reported holding iShares Trust iShares ESG Aw (ESGD) in their 13F filings, up 77 from Q3 2025. 66 opened new positions and 22 sold out. The largest holders were Bank of America Corp. ($1.0B), JPMorgan Chase & Co. ($769.0M) and Empower Advisory Group, LLC ($624.0M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $233.0M |
| Exits | 22 | $31.0M |
All 13F filers, Q3 2025 → Q4 2025: 6,130,592 shares bought and 1,407,400 shares sold, net +4,723,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 724 holders
| Bank of America Corp. | 0.07% | Add +0.3% | 10,733,029 | $1.0B |
| JPMorgan Chase & Co. | 0.05% | Add +3.0% | 8,086,938 | $769.0M |
| Empower Advisory Group, LLC | 1.69% | Add +16.9% | 6,562,442 | $624.0M |
| Northern Trust Corp. | 0.06% | Add +0.5% | 4,709,931 | $447.9M |
| Morgan Stanley | 0.03% | Add +2.9% | 4,392,541 | $417.7M |
| Tiaa Trust, National Association | 0.92% | Reduce -2.1% | 4,003,911 | $382.0M |
| Betterment LLC | 0.72% | Add +1.5% | 3,947,005 | $375.3M |
| FMR LLC | 0.02% | Add +11.8% | 3,625,329 | $344.7M |
| Wells Fargo & Company | 0.03% | Add +4.7% | 1,763,187 | $167.7M |
| Acorns Advisers, LLC | 1.14% | Add +2.5% | 1,592,959 | $151.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -1.9% | 1,470,315 | $139.8M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -7.9% | 1,442,269 | $137.1M |
| Jane Street Group, LLC | 0.16% | New | 1,397,442 | $132.9M |
| Mercer Global Advisors Inc. | 0.20% | Add +2.4% | 1,369,980 | $129.6M |
| Flputnam Investment Management Co. | 1.83% | Reduce -0.7% | 1,322,352 | $125.7M |
| Wealthfront Advisers LLC | 0.27% | Add +6.7% | 1,247,288 | $118.6M |
| UBS Group AG | 0.02% | Add +1.3% | 1,222,618 | $116.3M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +3.5% | 1,201,583 | $114.3M |
| Spinnaker Trust | 5.36% | Add +0.3% | 1,052,778 | $100.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -5.9% | 951,850 | $90.5M |
| BlackRock, Inc. | 0.00% | Add +3.3% | 851,714 | $81.0M |
| PNC Financial Services Group, Inc. | 0.04% | Add +11.3% | 825,971 | $78.5M |
| Commonwealth Equity Services, LLC | 0.10% | Add +5.6% | 808,836 | $76.9M |
| LPL Financial LLC | 0.02% | Add +1.2% | 795,195 | $75.6M |
| US Bancorp \de | 0.08% | Reduce -5.3% | 738,824 | $70.3M |
| EP Wealth Advisors, LLC | 0.31% | — | 620,901 | $59.0M |
| Fiduciary Trust Co | 0.67% | Add +1.0% | 616,854 | $58.7M |
| Fifth Third Bancorp | 0.18% | Reduce -7.5% | 610,365 | $58.0M |
| M&T Bank Corp | 0.17% | Add +3.4% | 566,945 | $53.9M |
| Creative Planning | 0.04% | Add +1.0% | 559,928 | $53.2M |
| Royal Bank of Canada | 0.01% | Add +14.6% | 525,900 | $50.0M |
| HighTower Advisors, LLC | 0.05% | Reduce -0.1% | 519,226 | $49.4M |
| Flow Traders U.S. LLC | 1.43% | New | 456,243 | $43.4M |
| Mission Wealth Management, LP | 0.84% | Add +2.4% | 431,782 | $41.1M |
| Olde Wealth Management, LLC | 11.98% | Add +2.1% | 409,651 | $39.0M |
| IMPACTfolio, LLC | 15.95% | Add +4.0% | 399,378 | $38.0M |
| Citadel Advisors | 0.03% | Add +8121.0% | 383,018 | $36.4M |
| Sei Investments Co. | 0.04% | Add +0.4% | 380,255 | $36.2M |
| D.A. Davidson & Co. | 0.21% | Reduce -2.8% | 364,023 | $34.6M |
| Bond & Devick Financial Network, Inc. | 9.12% | Add +3.9% | 340,419 | $32.4M |
| High Note Wealth, LLC | 5.89% | Reduce -0.4% | 316,154 | $30.1M |
| Corient Private Wealth LP | 0.04% | Reduce -1.6% | 304,476 | $29.0M |
| Mariner, LLC | 0.03% | Add +6.1% | 302,841 | $28.8M |
| Composition Wealth, LLC | 0.40% | Add +4.6% | 296,183 | $28.2M |
| Ally Invest Advisors Inc. | 1.86% | Add +2.6% | 282,978 | $26.9M |
| Eastern Bank | 0.46% | Reduce -0.2% | 282,084 | $26.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.48% | Reduce -0.6% | 282,078 | $26.8M |
| AlTi Global, Inc. | 0.57% | Add +4.0% | 280,180 | $26.6M |
| Keybank National Association | 0.09% | Reduce -0.3% | 273,481 | $26.0M |
| MML Investors Services, LLC | 0.06% | Add +1.1% | 267,831 | $25.5M |
| Raymond James Financial Inc. | 0.01% | Add +16.1% | 264,837 | $25.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +0.5% | 252,049 | $24.6M |
| Susquehanna International Group, LLP | 0.03% | New | 249,842 | $23.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +13.9% | 231,433 | $22.0M |
| LFA - Lugano Financial Advisors SA | 11.27% | No change | 229,552 | $21.8M |
| Thrivent Financial for Lutherans | 0.04% | Add +7.1% | 223,262 | $21.3M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +3.9% | 214,788 | $20.4M |
| Mather Group, Llc. | 0.21% | Add +5.9% | 213,779 | $20.3M |
| Blair William & Co. | 0.05% | Add +1.1% | 213,412 | $20.3M |
| Stanich Group LLC | 15.17% | Add +5.4% | 211,591 | $20.1M |
| Forefront Analytics, LLC | 17.73% | Add +14.0% | 211,190 | $20.1M |
| Ellevest, Inc. | 2.72% | Add +2.0% | 206,533 | $19.6M |
| Howland Capital Management LLC | 0.74% | Reduce -0.2% | 203,446 | $19.3M |
| Jones Financial Companies LLLP | 0.01% | Add +11.2% | 202,923 | $19.3M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +3.6% | 193,280 | $18.4M |
| Baird Financial Group, Inc. | 0.03% | Add +1.7% | 182,697 | $17.4M |
| Windsor Capital Management, LLC | 5.04% | Reduce -0.5% | 180,988 | $17.2M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +7.5% | 159,690 | $15.2M |
| Private Advisor Group, LLC | 0.07% | Reduce -2.5% | 157,255 | $15.0M |
| Modera Wealth Management, LLC | 0.16% | Reduce -1.8% | 149,544 | $14.2M |
| Global Retirement Partners, LLC | 0.25% | Add +4573.4% | 147,726 | $14.0M |
| Clarius Group, LLC | 0.76% | Reduce -0.7% | 140,693 | $13.4M |
| Shira Ridge Wealth Management | 5.22% | Add +4.8% | 136,577 | $13.0M |
| Alesco Advisors, LLC, An ESL Co | 0.33% | Add +3.6% | 132,544 | $12.6M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -13.4% | 131,301 | $12.5M |
| Fund Evaluation Group, LLC | 0.41% | Add +0.0% | 131,274 | $12.5M |
| Sand Hill Global Advisors, LLC | 0.43% | Add +2.7% | 129,403 | $12.3M |
| Wealth Architects, LLC | 1.11% | Add +10.1% | 129,286 | $12.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +18.0% | 128,700 | $12.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.0% | 126,772 | $12.1M |
| Litman Gregory Wealth Management LLC | 0.88% | Reduce -1.8% | 126,386 | $12.0M |
| Stifel Financial Corp. | 0.01% | Add +1.3% | 126,277 | $12.0M |
| Cetera Investment Advisers | 0.01% | Add +7.3% | 125,295 | $11.9M |
| Impact Investors, Inc | 7.93% | Add +21.0% | 120,306 | $11.4M |
| Wealthspire Advisors, LLC | 0.09% | Add +4.8% | 118,638 | $11.3M |
| Franklin Resources Inc. | 0.00% | Add +1.2% | 116,772 | $11.1M |
| Roof Eidam Maycock Peralta, LLC | 2.45% | Reduce -2.1% | 113,635 | $10.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -54.2% | 105,455 | $10.0M |
| Truist Financial Corp. | 0.01% | Reduce -4.5% | 101,934 | $9.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +24.6% | 97,644 | $9.3M |
| Advisory Services Network, LLC | 0.13% | Add +11.1% | 93,853 | $8.9M |
| Park Avenue Securities LLC | 0.07% | Reduce -10.5% | 92,685 | $8.8M |
| Robertson Stephens Wealth Management, LLC | 0.25% | Add +29.9% | 92,276 | $8.8M |
| Laurel Wealth Planning LLC | 4.83% | Reduce -0.3% | 91,706 | $8.7M |
| HB Wealth Management, LLC | 0.06% | Reduce -0.3% | 89,864 | $8.5M |
| NewEdge Advisors, LLC | 0.03% | Add +4.0% | 88,186 | $8.4M |
| Cerity Partners LLC | 0.01% | Add +5.5% | 82,659 | $7.9M |
| Facet Wealth, Inc. | 0.14% | Add +0.8% | 78,033 | $7.8M |
| Apella Capital, LLC | 0.15% | Add +0.4% | 79,480 | $7.6M |
| JNBA Financial Advisors | 0.58% | Add +6.5% | 70,302 | $6.7M |
"% 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.