ISHARES TR (ESGD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
728
Reporting holders
$8.8B
Reported value
0.0%
Held as options
+18
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $972.2M | 9,455,930 | 0.06% | 31q | HELD |
| JPMORGAN CHASE & CO | $796.6M | 7,773,616 | 0.04% | 31q | HELD |
| Empower Advisory Group, LLC | $558.4M | 5,431,650 | 1.33% | 14q | -0.8%-$4.4M |
| NORTHERN TRUST CORP | $520.6M | 5,064,070 | 0.06% | 27q | +7.5%+$36.3M |
| MORGAN STANLEY | $501.0M | 4,873,244 | 0.03% | 35q | +12.5%+$55.8M |
| FMR LLC | $471.0M | 4,581,349 | 0.02% | 25q | +15.3%+$62.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $302.9M | 2,946,646 | 0.19% | 30q | +105.6%+$155.6M |
| TIAA Wealth Investment Management LLC | $302.4M | 2,950,589 | 2.02% | 2q | +2.6%+$7.8M |
| UBS Group AG | $160.8M | 1,563,789 | 0.02% | 31q | +1.1%+$1.8M |
| WELLS FARGO & COMPANY/MN | $157.6M | 1,533,371 | 0.03% | 31q | -49.6%-$155.2M |
| US BANCORP \DE\ | $132.4M | 1,287,442 | 0.14% | 28q | +54.4%+$46.6M |
| Wealthfront Advisers LLC | $132.0M | 1,283,855 | 0.25% | 21q | +6.2%+$7.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $131.0M | 1,274,392 | 0.07% | 31q | +3.2%+$4.1M |
| ENVESTNET ASSET MANAGEMENT INC | $125.6M | 1,221,505 | 0.03% | 31q | -17.6%-$26.9M |
| GOLDMAN SACHS GROUP INC | $125.1M | 1,216,570 | 0.01% | 31q | -33.0%-$61.5M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $114.7M | 1,115,547 | 0.39% | 2q | +5.3%+$5.8M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $108.8M | 1,058,614 | 1.30% | 31q | -4.7%-$5.4M |
| PNC Financial Services Group, Inc. | $100.3M | 975,966 | 0.05% | 31q | +3.0%+$2.9M |
| AMERIPRISE FINANCIAL INC | $100.1M | 973,616 | 0.02% | 31q | -51.5%-$106.2M |
| LPL Financial LLC | $97.2M | 945,480 | 0.02% | 31q | +4.2%+$3.9M |
| SPINNAKER TRUST | $93.3M | 907,376 | 4.53% | 25q | -13.4%-$14.5M |
| BlackRock, Inc. | $89.5M | 870,465 | 0.00% | 8q | +2.0%+$1.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $87.0M | 846,705 | 0.11% | 31q | +3.3%+$2.8M |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | $79.7M | 775,300 | 15.40% | new | FIRST |
| EP Wealth Advisors, LLC | $67.5M | 656,526 | 0.26% | 30q | +6.1%+$3.9M |
| Corient Private Wealth LP | $65.3M | 635,513 | 0.04% | 15q | +99.3%+$32.6M |
| Fiduciary Trust Co | $65.0M | 632,314 | 0.71% | 30q | -1.8%-$1.2M |
| FIFTH THIRD BANCORP | $63.3M | 615,682 | 0.10% | 31q | -1.3%-$856.7K |
| Creative Planning | $61.5M | 597,951 | 0.04% | 31q | HELD |
| M&T Bank Corp | $57.3M | 557,789 | 0.17% | 24q | +24.1%+$11.1M |
| HighTower Advisors, LLC | $52.9M | 514,835 | 0.05% | 31q | -1.4%-$759.0K |
| ROYAL BANK OF CANADA | $52.4M | 509,934 | 0.01% | 31q | +4.3%+$2.2M |
| MISSION WEALTH MANAGEMENT, LP | $50.6M | 492,111 | 0.62% | 31q | +12.1%+$5.5M |
| ALLIANCEBERNSTEIN L.P. | $50.0M | 523,178 | 0.02% | 19q | +194.7%+$33.1M |
| IMPACTfolio, LLC | $44.2M | 430,343 | 16.66% | 19q | +2.4%+$1.1M |
| SEI INVESTMENTS CO | $38.7M | 375,979 | 0.03% | 31q | +1.9%+$710.7K |
| Beacon Pointe Advisors, LLC | $38.6M | 375,356 | 0.18% | 26q | +1.8%+$686.5K |
| D.A. DAVIDSON & CO. | $36.6M | 356,409 | 0.20% | 31q | +0.9%+$342.6K |
| Bond & Devick Financial Network, Inc. | $35.7M | 346,929 | 8.78% | 23q | +3.3%+$1.1M |
| Mariner, LLC | $32.4M | 314,863 | 0.03% | 19q | -1.2%-$387.7K |
| High Note Wealth, LLC | $32.2M | 313,173 | 5.49% | 23q | HELD |
| Composition Wealth, LLC | $31.9M | 310,104 | 0.37% | 18q | +2.2%+$671.5K |
| Ally Invest Advisors Inc. | $30.6M | 297,816 | 1.85% | 27q | +2.6%+$786.8K |
| AlTi Global, Inc. | $29.7M | 289,260 | 0.61% | 11q | +1.3%+$371.8K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $29.0M | 282,212 | 0.42% | 27q | HELD |
| EASTERN BANK | $28.8M | 280,489 | 0.44% | 18q | -6.1%-$1.9M |
| JONES FINANCIAL COMPANIES LLLP | $27.4M | 269,484 | 0.01% | 19q | +12.8%+$3.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $26.7M | 261,607 | 0.04% | 26q | +6.9%+$1.7M |
| RAYMOND JAMES FINANCIAL INC | $26.4M | 257,039 | 0.01% | 7q | -0.8%-$204.9K |
| MML INVESTORS SERVICES, LLC | $25.8M | 251,429 | 0.05% | 31q | -1.6%-$429.5K |
| KEYBANK NATIONAL ASSOCIATION/OH | $25.6M | 249,137 | 0.08% | 31q | +2.4%+$604.1K |
| MATHER GROUP, LLC. | $24.8M | 241,378 | 0.22% | 24q | +11.3%+$2.5M |
| Ellevest, Inc. | $24.3M | 519,661 | 2.86% | 31q | +141.1%+$14.2M |
| Stanich Group LLC | $24.0M | 232,994 | 15.08% | 7q | +6.4%+$1.4M |
| Bank of New York Mellon Corp | $23.3M | 226,326 | 0.00% | 20q | -9.4%-$2.4M |
| BLAIR WILLIAM & CO/IL | $23.2M | 225,764 | 0.06% | 31q | -2.5%-$594.5K |
| Odyssey Group, LLC | $22.6M | 220,180 | 6.13% | new | FIRST |
| HOWLAND CAPITAL MANAGEMENT LLC | $21.0M | 203,791 | 0.76% | 28q | HELD |
| Steward Partners Investment Advisory, LLC | $20.1M | 195,241 | 0.10% | 29q | -4.3%-$900.8K |
| Baird Financial Group, Inc. | $19.7M | 191,817 | 0.03% | 28q | +3.4%+$641.1K |
| FinArc Investments, Inc. | $19.1M | 186,142 | 17.35% | 2q | -1.3%-$244.9K |
| Windsor Capital Management, LLC | $18.3M | 177,687 | 4.75% | 31q | +1.1%+$200.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $17.8M | 172,727 | 0.00% | 3q | +436.8%+$14.5M |
| STIFEL FINANCIAL CORP | $17.6M | 171,088 | 0.01% | 31q | +24.4%+$3.5M |
| Financial Engines Advisors L.L.C. | $16.9M | 163,989 | 0.03% | 20q | HELD |
| Global Retirement Partners, LLC | $16.1M | 156,526 | 0.25% | 16q | +6.0%+$904.7K |
| Private Advisor Group, LLC | $15.8M | 153,209 | 0.07% | 30q | -15.8%-$3.0M |
| Modera Wealth Management, LLC | $15.1M | 146,928 | 0.16% | 13q | -0.9%-$135.2K |
| Relyea Zuckerberg Hanson LLC | $14.1M | 136,952 | 0.59% | 26q | +99.0%+$7.0M |
| Shira Ridge Wealth Management | $13.9M | 135,088 | 4.85% | 15q | -0.9%-$127.7K |
| Sand Hill Global Advisors, LLC | $13.6M | 132,543 | 0.41% | 28q | +0.7%+$97.8K |
| Wealth Architects, LLC | $13.6M | 132,123 | 1.07% | 19q | +0.8%+$109.5K |
| CITADEL ADVISORS LLC | $13.0M | 126,104 | 0.00% | new | NEW |
| Alesco Advisors, LLC, An ESL Co | $12.7M | 123,195 | 0.29% | 26q | HELD |
| FRANKLIN RESOURCES INC | $12.2M | 118,838 | 0.00% | 25q | +0.6%+$67.0K |
| Fund Evaluation Group, LLC | $12.0M | 116,875 | 0.32% | 12q | +3.0%+$354.7K |
| Cetera Investment Advisers | $11.9M | 115,954 | 0.01% | 23q | -10.2%-$1.4M |
| Roof Eidam Maycock Peralta, LLC | $11.6M | 113,018 | 2.29% | 25q | HELD |
| TRUIST FINANCIAL CORP | $11.4M | 111,208 | 0.01% | 27q | -0.9%-$103.6K |
| Impact Investors, Inc | $11.4M | 110,574 | 8.31% | 7q | -6.4%-$774.8K |
| Mirae Asset Global Investments Co., Ltd. | $11.2M | 109,170 | 0.02% | 19q | -52.8%-$12.5M |
| Clearstead Advisors, LLC | $10.9M | 106,479 | 0.10% | 23q | -59.4%-$16.0M |
| Wealthspire Advisors, LLC | $10.9M | 105,989 | 0.06% | 20q | +4.5%+$465.3K |
| PRINCIPAL FINANCIAL GROUP INC | $10.8M | 104,788 | 0.01% | 4q | +10.4%+$1.0M |
| Forefront Analytics, LLC | $10.7M | 104,247 | 11.65% | 5q | -59.0%-$15.4M |
| Rockefeller Capital Management L.P. | $10.7M | 104,183 | 0.02% | 26q | +1.0%+$102.9K |
| NewEdge Advisors, LLC | $10.5M | 102,299 | 0.03% | new | NEW |
| Advisory Services Network, LLC | $10.2M | 99,054 | 0.12% | 31q | HELD |
| Cerity Partners LLC | $10.1M | 98,140 | 0.01% | 23q | +13.6%+$1.2M |
| HB Wealth Management, LLC | $9.9M | 96,757 | 0.06% | 19q | +4.1%+$393.4K |
| Robertson Stephens Wealth Management, LLC | $9.9M | 95,969 | 0.24% | 18q | +6.7%+$622.1K |
| Orgel Wealth Management, LLC | $9.3M | 90,566 | 0.18% | 16q | HELD |
| Laurel Wealth Planning LLC | $9.2M | 89,199 | 4.06% | 23q | -3.7%-$349.1K |
| RAFFA WEALTH MANAGEMENT, LLC | $8.6M | 84,064 | 1.09% | 28q | +6.6%+$532.2K |
| Farther Finance Advisors, LLC | $8.2M | 79,580 | 0.06% | 15q | +33.3%+$2.0M |
| Apella Capital, LLC | $8.1M | 78,962 | 0.11% | 24q | +1.4%+$108.4K |
| Mascoma Wealth Management LLC | $8.1M | 78,697 | 1.50% | 27q | +7.6%+$570.4K |
| Envestnet Portfolio Solutions, Inc. | $7.9M | 76,512 | 0.04% | 5q | -39.8%-$5.2M |
| OSAIC HOLDINGS, INC. | $7.8M | 76,196 | 0.01% | 26q | +40.0%+$2.2M |
| Xena Financial Planning, LLC | $7.7M | 75,138 | 7.41% | 3q | +14.1%+$954.2K |
Showing the largest 100 of 756 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 728 | $8.8B | 85,869,662 | 46 | 284 | 200 | 0.0% |
| Q1 2026 | 710 | $8.0B | 83,663,874 | 58 | 250 | 198 | 0.0% |
| Q4 2025 | 687 | $8.0B | 84,052,978 | 64 | 255 | 175 | 0.0% |
| Q3 2025 | 613 | $8.0B | 85,657,812 | 39 | 232 | 146 | 0.0% |
| Q2 2025 | 610 | $7.0B | 78,675,298 | 62 | 229 | 171 | 0.0% |
| Q1 2025 | 574 | $6.4B | 78,700,089 | 36 | 165 | 217 | 0.0% |
| Q4 2024 | 574 | $6.0B | 78,745,027 | 30 | 237 | 134 | 0.0% |
| Q3 2024 | 551 | $6.8B | 80,877,288 | 36 | 178 | 150 | 0.0% |
| Q2 2024 | 543 | $6.3B | 80,389,024 | 30 | 207 | 173 | 0.0% |
| Q1 2024 | 530 | $7.1B | 89,441,880 | 36 | 195 | 154 | 0.0% |
| Q4 2023 | 532 | $6.3B | 82,984,096 | 38 | 192 | 160 | 0.0% |
| Q3 2023 | 509 | $5.1B | 73,294,060 | 23 | 193 | 164 | 0.0% |
| Q2 2023 | 508 | $5.4B | 74,161,747 | 39 | 215 | 141 | 0.0% |
| Q1 2023 | 483 | $5.1B | 71,549,859 | 35 | 190 | 150 | 0.0% |
| Q4 2022 | 457 | $4.4B | 67,494,550 | 47 | 151 | 149 | 0.0% |
| Q3 2022 | 495 | $4.8B | 84,786,112 | 32 | 231 | 129 | 0.0% |
| Q2 2022 | 497 | $5.2B | 83,514,766 | 44 | 240 | 132 | 0.0% |
| Q1 2022 | 484 | $6.1B | 82,733,012 | 43 | 228 | 125 | 0.0% |
| Q4 2021 | 498 | $6.0B | 75,607,295 | 49 | 261 | 54 | 0.0% |
| Q3 2021 | 420 | $5.3B | 67,432,339 | 45 | 241 | 51 | 0.0% |
| Q2 2021 | 383 | $4.6B | 58,578,977 | 39 | 232 | 42 | 0.0% |
| Q1 2021 | 373 | $3.9B | 50,867,433 | 60 | 209 | 37 | 0.0% |
| Q4 2020 | 322 | $3.1B | 42,027,536 | 45 | 147 | 56 | 0.0% |
| Q3 2020 | 266 | $2.4B | 37,517,579 | 35 | 132 | 39 | 0.0% |
| Q2 2020 | 247 | $1.9B | 31,764,428 | 46 | 131 | 38 | 0.0% |
| Q1 2020 | 217 | $1.2B | 21,889,754 | 44 | 103 | 33 | 0.0% |
| Q4 2019 | 201 | $999.9M | 14,514,472 | 28 | 95 | 22 | 0.0% |
| Q3 2019 | 174 | $667.2M | 10,355,782 | 31 | 77 | 25 | 0.0% |
| Q2 2019 | 152 | $538.3M | 8,510,365 | 17 | 80 | 22 | 0.0% |
| Q1 2019 | 148 | $457.8M | 7,390,790 | 38 | 65 | 17 | 0.0% |
| Q4 2018 | 120 | $292.3M | 5,091,866 | 1 | 5 | 1 | 0.0% |