ISHARES TRUST ISHARES ESG AW (ESGD) Institutional Ownership

ESGD is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.05M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $1.48M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's ESGD position is now estimated to be worth approximately $1.57M, representing an estimated gain of +5.85% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, Matrix Advisors Value Fund, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional holding trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES TRUST ISHARES ESG AW (ESGD).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$2,051,52821,455
Q4 20253$2,400,19925,241
Q3 20252$1,517,71316,323
Q2 20252$1,051,81511,789
Q1 20253$1,265,54215,492
Q4 20242$903,93511,872
Q3 20242$804,3299,556
Q2 20242$667,2988,473
Q1 20242$826,98910,349
Q4 20233$758,70118,735
Q3 20232$685,5629,917
Q2 20233$722,40913,402