ISHARES TRUST ISHARES ESG AW (ESGD) Institutional Ownership and Insiders Activity
ISHARES TRUST ISHARES ESG AW (ESGD) is widely held by institutional investors, with 2 tracked firms reporting positions valued at approximately $2.05M based on SEC Form 13F filings for the quarter ended March 31, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $1.48M in ESGD holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
2
Total Reported Value
$2.05M
Largest Holder
Sequoia Financial Advisors
Largest Position
$1.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Sequoia Financial Advisors$1.48M
- Matrix Advisors Value Fund$569,991
Related ESGD Institutional Insights:
- ESGD Institutional Ownership & Insiders Activity
- ESGD Institutional Ownership & 13F Activity
- ESGD Top Institutional Shareholders
- ESGD Institutional Buying Activity
- ESGD Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- ESGD Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings