iShares Trust iShares ESG AwESGDETF
13F holders, Q1 2026 (March 31)753holders +29
58new positions
25sold out
2famous investors
$95.26avg. 13F price*
At the end of Q1 2026, 753 institutions reported holding iShares Trust iShares ESG Aw (ESGD) in their 13F filings, up 29 from Q4 2025. 58 opened new positions and 25 sold out. The largest holders were Bank of America Corp. ($900.9M), JPMorgan Chase & Co. ($721.0M) and Empower Advisory Group, LLC ($523.4M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $29.7M |
| Exits | 25 | $46.2M |
All 13F filers, Q4 2025 → Q1 2026: 3,372,489 shares bought and 9,911,510 shares sold, net −6,539,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 753 holders
| Bank of America Corp. | 0.07% | Reduce -12.2% | 9,421,820 | $900.9M |
| JPMorgan Chase & Co. | 0.05% | Reduce -3.7% | 7,788,801 | $721.0M |
| Empower Advisory Group, LLC | 1.36% | Reduce -16.6% | 5,474,027 | $523.4M |
| Northern Trust Corp. | 0.06% | Add +0.0% | 4,711,100 | $450.5M |
| Morgan Stanley | 0.03% | Reduce -1.4% | 4,330,948 | $414.1M |
| FMR LLC | 0.02% | Add +9.6% | 3,973,464 | $379.9M |
| Betterment LLC | 0.71% | Reduce -0.7% | 3,918,891 | $374.7M |
| TIAA Wealth Investment Management LLC | 2.03% | — | 2,874,555 | $266.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +23.4% | 1,814,697 | $173.5M |
| Acorns Advisers, LLC | 1.12% | Reduce -0.9% | 1,578,342 | $150.9M |
| UBS Group AG | 0.03% | Add +26.5% | 1,546,466 | $147.9M |
| Wells Fargo & Company | 0.03% | Reduce -13.7% | 1,521,293 | $145.5M |
| Envestnet Asset Management Inc. | 0.04% | Add +2.8% | 1,482,809 | $141.8M |
| Mercer Global Advisors Inc. | 0.20% | Add +4.6% | 1,432,910 | $137.0M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +2.8% | 1,234,641 | $118.1M |
| Wealthfront Advisers LLC | 0.25% | Reduce -3.1% | 1,208,522 | $115.6M |
| Flputnam Investment Management Co. | 1.58% | Reduce -16.0% | 1,111,041 | $106.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.39% | — | 1,059,587 | $101.3M |
| Spinnaker Trust | 5.55% | Reduce -0.5% | 1,047,931 | $100.2M |
| Ameriprise Financial Inc. | 0.02% | Add +5.4% | 1,003,439 | $95.9M |
| PNC Financial Services Group, Inc. | 0.05% | Add +14.7% | 947,377 | $90.6M |
| LPL Financial LLC | 0.02% | Add +14.1% | 907,428 | $86.8M |
| BlackRock, Inc. | 0.00% | Add +0.2% | 853,371 | $81.6M |
| US Bancorp \de | 0.10% | Add +12.8% | 833,783 | $79.5M |
| Commonwealth Equity Services, LLC | 0.11% | Add +1.4% | 819,887 | $78.4M |
| Fiduciary Trust Co | 0.73% | Add +4.4% | 643,821 | $61.6M |
| Fifth Third Bancorp | 0.11% | Add +2.2% | 624,015 | $59.7M |
| EP Wealth Advisors, LLC | 0.29% | Reduce -0.3% | 619,047 | $59.2M |
| Creative Planning | 0.04% | Add +6.4% | 595,730 | $57.0M |
| M&T Bank Corp | 0.18% | Add +3.5% | 586,683 | $56.1M |
| HighTower Advisors, LLC | 0.05% | Add +0.6% | 522,218 | $49.9M |
| Royal Bank of Canada | 0.01% | Reduce -7.0% | 488,801 | $46.7M |
| Mission Wealth Management, LP | 0.88% | Add +1.7% | 439,002 | $42.0M |
| Olde Wealth Management, LLC | 12.81% | Add +3.3% | 423,213 | $40.5M |
| IMPACTfolio, LLC | 17.07% | Add +5.2% | 420,121 | $40.2M |
| Jane Street Group, LLC | 0.04% | Reduce -72.7% | 381,632 | $36.5M |
| Sei Investments Co. | 0.03% | Reduce -2.9% | 369,066 | $35.3M |
| Beacon Pointe Advisors, LLC | 0.19% | Add +71.7% | 368,679 | $35.3M |
| D.A. Davidson & Co. | 0.20% | Reduce -3.0% | 353,077 | $33.8M |
| Bond & Devick Financial Network, Inc. | 8.96% | Reduce -1.4% | 335,830 | $32.1M |
| Corient Private Wealth LP | 0.04% | Add +4.7% | 318,854 | $30.5M |
| Mariner, LLC | 0.04% | Add +5.2% | 318,634 | $30.5M |
| High Note Wealth, LLC | 5.91% | Reduce -0.5% | 314,519 | $30.1M |
| Composition Wealth, LLC | 0.40% | Add +2.5% | 303,573 | $29.0M |
| Eastern Bank | 0.49% | Add +5.9% | 298,727 | $28.6M |
| Ally Invest Advisors Inc. | 1.87% | Add +2.5% | 290,163 | $27.7M |
| AlTi Global, Inc. | 0.59% | Add +1.9% | 285,644 | $27.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.47% | Reduce -0.1% | 281,817 | $26.9M |
| Clearstead Advisors, LLC | 0.23% | Add +17251.0% | 262,174 | $25.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.2% | 259,032 | $24.8M |
| MML Investors Services, LLC | 0.07% | Reduce -4.6% | 255,607 | $24.4M |
| Forefront Analytics, LLC | 22.13% | Add +20.5% | 254,427 | $24.3M |
| Bank of New York Mellon Corp | 0.00% | Add +136.9% | 249,821 | $23.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -2.9% | 244,683 | $23.4M |
| Keybank National Association | 0.09% | Reduce -11.1% | 243,261 | $23.3M |
| Blair William & Co. | 0.06% | Add +8.5% | 231,547 | $22.1M |
| Jones Financial Companies LLLP | 0.01% | Add +17.7% | 238,877 | $22.0M |
| LFA - Lugano Financial Advisors SA | 11.16% | No change | 229,552 | $21.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -5.0% | 219,808 | $21.0M |
| Stanich Group LLC | 15.96% | Add +3.5% | 219,010 | $20.9M |
| Mather Group, Llc. | 0.21% | Add +1.4% | 216,863 | $20.7M |
| Ellevest, Inc. | 2.87% | Add +4.4% | 215,582 | $20.6M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -4.1% | 214,200 | $20.4M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +5.5% | 204,003 | $19.5M |
| Howland Capital Management LLC | 0.77% | Add +0.2% | 203,846 | $19.5M |
| FinArc Investments, Inc. | 17.35% | — | 188,524 | $18.0M |
| Baird Financial Group, Inc. | 0.03% | Add +1.6% | 185,581 | $17.7M |
| Private Advisor Group, LLC | 0.08% | Add +15.7% | 181,928 | $17.4M |
| Alliancebernstein L.P. | 0.01% | Add +40.0% | 177,523 | $16.9M |
| Windsor Capital Management, LLC | 5.02% | Reduce -2.9% | 175,739 | $16.8M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +2.8% | 164,104 | $15.7M |
| Modera Wealth Management, LLC | 0.17% | Reduce -0.9% | 148,243 | $14.2M |
| Stifel Financial Corp. | 0.01% | Add +8.9% | 137,504 | $13.1M |
| Shira Ridge Wealth Management | 5.16% | Reduce -0.2% | 136,330 | $13.0M |
| Sand Hill Global Advisors, LLC | 0.42% | Add +1.7% | 131,592 | $12.6M |
| Wealth Architects, LLC | 1.12% | Add +1.4% | 131,058 | $12.5M |
| Cetera Investment Advisers | 0.01% | Add +3.1% | 129,155 | $12.3M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -3.3% | 127,007 | $12.1M |
| Alesco Advisors, LLC, An ESL Co | 0.30% | Reduce -6.9% | 123,456 | $11.8M |
| Franklin Resources Inc. | 0.00% | Add +1.2% | 118,186 | $11.3M |
| Impact Investors, Inc | 7.84% | Reduce -1.8% | 118,110 | $11.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -10.2% | 115,600 | $11.1M |
| Fund Evaluation Group, LLC | 0.33% | Reduce -13.6% | 113,425 | $10.8M |
| Roof Eidam Maycock Peralta, LLC | 2.49% | Reduce -0.3% | 113,335 | $10.8M |
| Truist Financial Corp. | 0.01% | Add +10.1% | 112,216 | $10.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +5.7% | 103,182 | $9.9M |
| Wealthspire Advisors, LLC | 0.08% | Reduce -14.5% | 101,463 | $9.7M |
| Advisory Services Network, LLC | 0.13% | Add +5.3% | 98,796 | $9.4M |
| Park Avenue Securities LLC | 0.07% | Add +6.2% | 98,467 | $9.4M |
| Principal Financial Group Inc. | 0.00% | Add +47.6% | 94,895 | $9.1M |
| HB Wealth Management, LLC | 0.06% | Add +3.4% | 92,931 | $8.9M |
| Laurel Wealth Planning LLC | 4.67% | Add +1.0% | 92,595 | $8.9M |
| Orgel Wealth Management, LLC | 0.19% | Add +56.6% | 90,685 | $8.7M |
| Robertson Stephens Wealth Management, LLC | 0.24% | Reduce -2.6% | 89,918 | $8.6M |
| Cerity Partners LLC | 0.01% | Add +4.5% | 86,408 | $8.3M |
| NewEdge Advisors, LLC | 0.03% | Reduce -3.7% | 84,951 | $8.1M |
| Apella Capital, LLC | 0.12% | Reduce -2.0% | 77,910 | $8.0M |
| Facet Wealth, Inc. | 0.14% | Add +4.7% | 81,691 | $7.8M |
| Raffa Wealth Management, LLC | 1.18% | Add +14.0% | 78,887 | $7.5M |
| One Capital Management, LLC | 0.20% | Add +23.6% | 77,721 | $7.4M |
"% 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.