ISHARES TRUST ISHARES ESG AW ESGD
$103.31
+1.2% 52w: $83.18 – $103.55
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data83.1893.36103.55
Jun 20, 2025 Jul 2, 2026
Institutional holders
745
+27 QoQ
13F value
$8.35B
-3.5% QoQ
Smart-money holders
14
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
calls only
$47K calls / — puts
Institutional value by quarter
Number of holders
Who owns ESGD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 9.4M | $900.9M | 0.1% | -12.2% |
| JPMORGAN CHASE & CO | Bank broker | 7.8M | $721.0M | 0.0% | -3.7% |
| Empower Advisory Group, LLC | Wealth advisor | 5.5M | $523.4M | 1.4% | -16.6% |
| NORTHERN TRUST CORP | Index provider | 4.7M | $450.5M | 0.1% | 0.0% |
| MORGAN STANLEY | Bank broker | 4.3M | $414.1M | 0.0% | -1.4% |
| FMR LLC | Long only active | 4.0M | $379.9M | 0.0% | +9.6% |
| Betterment LLC | Wealth advisor | 3.9M | $374.7M | 0.7% | -0.7% |
| TIAA Wealth Investment Management LLC | Wealth advisor | 2.9M | $266.1M | 2.0% | — |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.8M | $173.5M | 0.0% | +23.4% |
| Acorns Advisers, LLC | Wealth advisor | 1.6M | $150.9M | 1.1% | -0.9% |
| UBS Group AG | Bank broker | 1.5M | $147.9M | 0.0% | +26.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.5M | $145.5M | 0.0% | -13.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.5M | $141.8M | 0.0% | +2.8% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.4M | $137.0M | 0.2% | +4.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.2M | $118.1M | 0.1% | +2.8% |
| Wealthfront Advisers LLC | Wealth advisor | 1.2M | $115.6M | 0.3% | -3.1% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | Other | 1.1M | $106.2M | 1.6% | -16.0% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 1.1M | $101.3M | 0.4% | — |
| SPINNAKER TRUST | Wealth advisor | 1.0M | $100.2M | 5.5% | -0.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.0M | $95.9M | 0.0% | +5.4% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 947.4K | $90.6M | 0.1% | +14.7% |
| LPL Financial LLC | Bank broker | 907.4K | $86.8M | 0.0% | +14.1% |
| BlackRock, Inc. | Index provider | 853.4K | $81.6M | 0.0% | +0.2% |
| US BANCORP \DE\ | Wealth advisor | 833.8K | $79.5M | 0.1% | +12.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 819.9K | $78.4M | 0.1% | +1.4% |
| Fiduciary Trust Co | Other | 643.8K | $61.6M | 0.7% | +4.4% |
| FIFTH THIRD BANCORP | Diversified mechanical | 624.0K | $59.7M | 0.1% | +2.2% |
| EP Wealth Advisors, LLC | Wealth advisor | 619.0K | $59.2M | 0.3% | -0.3% |
| Creative Planning | Wealth advisor | 595.7K | $57.0M | 0.0% | +6.4% |
| HighTower Advisors, LLC | Diversified mechanical | 522.2K | $49.9M | 0.1% | +0.6% |
| ROYAL BANK OF CANADA | Bank broker | 488.8K | $46.7M | 0.0% | -7.1% |
| M&T Bank Corp | Diversified mechanical | 449.4K | $43.0M | 0.1% | -20.7% |
| MISSION WEALTH MANAGEMENT, LP | Wealth advisor | 439.0K | $42.0M | 0.9% | +1.7% |
| Olde Wealth Management, LLC | Wealth advisor | 423.2K | $40.5M | 12.8% | +3.3% |
| IMPACTfolio, LLC | Wealth advisor | 420.1K | $40.2M | 17.1% | +5.2% |
| JANE STREET GROUP, LLC | Market maker | 381.6K | $36.5M | 0.0% | -72.7% |
| SEI INVESTMENTS CO | Diversified mechanical | 369.1K | $35.3M | 0.0% | -2.9% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 368.7K | $35.3M | 0.2% | +71.6% |
| D.A. DAVIDSON & CO. | Wealth advisor | 353.1K | $33.8M | 0.2% | -3.0% |
| Bond & Devick Financial Network, Inc. | Wealth advisor | 335.8K | $32.1M | 9.0% | -1.3% |
| Corient Private Wealth LLC | Diversified mechanical | 318.9K | $30.5M | 0.0% | -47.6% |
| Mariner, LLC | Diversified mechanical | 318.6K | $30.5M | 0.0% | +5.2% |
| High Note Wealth, LLC | Wealth advisor | 314.5K | $30.1M | 5.9% | -0.5% |
| Composition Wealth, LLC | Wealth advisor | 303.6K | $29.0M | 0.4% | +2.5% |
| EASTERN BANK | Other | 298.7K | $28.6M | 0.5% | +5.9% |
| Ally Invest Advisors Inc. | Wealth advisor | 290.2K | $27.7M | 1.9% | +2.5% |
| AlTi Global, Inc. | Wealth advisor | 285.6K | $27.3M | 0.6% | +2.0% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 281.8K | $26.9M | 0.5% | -0.1% |
| Clearstead Advisors, LLC | Wealth advisor | 262.2K | $25.1M | 0.2% | +17251.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 259.0K | $24.8M | 0.0% | -2.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.