# ISHARES TR (ESGD)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ESGD/

- Reporting holders: 48
- Reported value: $111.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $28.5M | 276,229 | 0.4% | 19 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $14.2M | 137,458 | 4.9% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $9.6M | 93,627 | 0.1% | 16 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $8.3M | 81,599 | 0.1% | 25 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $5.9M | 56,799 | 0.4% | 26 |
| [Midwest Financial Partners Investments, Inc.](https://holderbook.com/funds/1968851-midwest-financial-partners-investments-inc/) | $4.3M | 41,990 | 1.7% | 4 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $3.9M | 37,500 | 0.3% | 8 |
| [Sincerus Advisory, LLC](https://holderbook.com/funds/2050968-sincerus-advisory-llc/) | $3.8M | 37,126 | 2.5% | 8 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $2.9M | 27,867 | 0.0% | 3 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $2.9M | 27,789 | 0.3% | 20 |
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $2.8M | 27,600 | 1.4% | 25 |
| [Pioneer Wealth Management Group](https://holderbook.com/funds/1973339-pioneer-wealth-management-group/) | $2.7M | 26,567 | 0.6% | 15 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $2.1M | 20,018 | 0.1% | 26 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $2.0M | 19,296 | 0.6% | 15 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $1.8M | 17,576 | 0.1% | 18 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $1.6M | 15,920 | 1.0% | 12 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $1.5M | 14,071 | 0.4% | 16 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $1.4M | 14,065 | 0.1% | 12 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $1.4M | 13,455 | 0.2% | 7 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $1.2M | 11,420 | 0.0% | 4 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $1.1M | 10,576 | 0.3% | 12 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $881.5K | 8,554 | 0.1% | 22 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $781.8K | 7,680 | 0.0% | 2 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $581.2K | 5,640 | 0.0% | 24 |
| [Leverty Financial Group, LLC](https://holderbook.com/funds/1908386-leverty-financial-group-llc/) | $560.0K | 5,434 | 0.1% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 48 | $111.3M |
| Q2 2026 | 760 | $9.7B |
| Q1 2026 | 748 | $8.7B |
| Q4 2025 | 723 | $8.7B |
| Q3 2025 | 648 | $8.6B |
| Q2 2025 | 646 | $7.7B |
| Q1 2025 | 610 | $7.0B |
| Q4 2024 | 613 | $6.6B |
| Q3 2024 | 591 | $7.4B |
| Q2 2024 | 587 | $6.9B |
| Q1 2024 | 578 | $7.9B |
| Q4 2023 | 582 | $7.0B |