ESGD Institutional Ownership & Shareholders
ISHARES TRUST ISHARES ESG AW (ESGD) is currently held by 742 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.90B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of ESGD tracked by InsiderSet, reporting ownership valued at approximately $972.16M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $971.31M, representing an estimated loss of -0.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed ESGD value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Jpmorgan Chase & Co, Empower Advisory Group, Llc, and several other long-term asset managers with concentrated positions in ISHARES TRUST ISHARES ESG AW (ESGD).
This page ranks the largest institutional ESGD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
742
Total Reported Value
$8.90B
Largest Holder
Bank Of America Corp
Largest Position
$972.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.06% | 9,455,930 | $972,164,142 | $971,313,130 | -$851,012 | -0.09% | |
| Jpmorgan Chase & Co | 0.05% | 7,773,616 | $796,640,273 | $798,505,836 | +$1,865,563 | +0.23% | |
| Empower Advisory Group, Llc | 1.33% | 5,431,650 | $558,427,956 | $557,939,088 | -$488,868 | -0.09% | |
| Northern Trust Corp | 0.06% | 5,064,070 | $520,637,036 | $520,181,270 | -$455,766 | -0.09% | |
| Morgan Stanley | 0.03% | 4,873,244 | $501,018,269 | $500,579,624 | -$438,645 | -0.09% | |
| Fmr Llc | 0.02% | 4,581,349 | $471,008,491 | $470,596,169 | -$412,322 | -0.09% | |
| Betterment Llc | 0.69% | 3,972,639 | $408,427,000 | $408,069,478 | -$357,522 | -0.09% | |
| Tiaa Wealth Investment Management Llc | 2.02% | 2,950,589 | $302,376,404 | $303,084,502 | +$708,098 | +0.23% | |
| Acorns Advisers, Llc | 1.10% | 1,642,193 | $168,834,000 | $168,686,065 | -$147,935 | -0.09% | |
| Ubs Group Ag | 0.03% | 1,563,789 | $160,773,148 | $160,632,406 | -$140,742 | -0.09% | |
| Wells Fargo & Company/Mn | 0.03% | 1,533,371 | $157,645,872 | $157,507,869 | -$138,003 | -0.09% | |
| Mercer Global Advisors Inc | 0.19% | 1,484,182 | $152,588,825 | $152,455,175 | -$133,650 | -0.09% | |
| Us Bancorp \De\ | 0.14% | 1,287,442 | $132,361,913 | $132,246,042 | -$115,871 | -0.09% | |
| Wealthfront Advisers Llc | 0.25% | 1,283,855 | $131,993,158 | $131,877,586 | -$115,572 | -0.09% | |
| Envestnet Asset Management Inc | 0.03% | 1,221,505 | $125,582,978 | $125,472,994 | -$109,984 | -0.09% | |
| Goldman Sachs Group Inc | 0.01% | 1,216,570 | $125,075,542 | $124,966,070 | -$109,472 | -0.09% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.39% | 1,115,547 | $114,689,387 | $114,588,988 | -$100,399 | -0.09% | |
| Flputnam Investment Management Co | 1.30% | 1,058,614 | $108,836,352 | $108,740,830 | -$95,522 | -0.09% | |
| Ameriprise Financial Inc | 0.02% | 973,616 | $100,069,191 | $100,009,836 | -$59,355 | -0.06% | |
| Lpl Financial Llc | 0.02% | 945,480 | $97,204,770 | $97,119,706 | -$85,064 | -0.09% | |
| Spinnaker Trust | 4.53% | 907,376 | $93,287,359 | $93,205,663 | -$81,696 | -0.09% | |
| Pnc Financial Services Group, Inc. | 0.05% | 876,637 | $90,127,033 | $90,048,153 | -$78,880 | -0.09% | |
| Commonwealth Equity Services, Llc | 0.12% | 874,031 | $90,068,889 | $89,780,464 | -$288,425 | -0.32% | |
| Blackrock, Inc. | 0.00% | 870,465 | $89,492,478 | $89,414,165 | -$78,313 | -0.09% | |
| Ep Wealth Advisors, Llc | 0.26% | 656,526 | $67,497,480 | $67,438,351 | -$59,129 | -0.09% | |
| Fiduciary Trust Co | 0.71% | 632,314 | $65,008,202 | $64,951,294 | -$56,908 | -0.09% | |
| Fifth Third Bancorp | 0.10% | 615,682 | $63,298,266 | $63,242,855 | -$55,411 | -0.09% | |
| Creative Planning | 0.04% | 609,730 | $62,832,676 | $62,631,466 | -$201,210 | -0.32% | |
| M&T Bank Corp | 0.18% | 586,683 | $56,098,386 | $60,264,078 | +$4,165,692 | +7.43% | |
| Royal Bank Of Canada | 0.01% | 509,934 | $52,427,000 | $52,380,420 | -$46,580 | -0.09% | |
| Alliancebernstein L.P. | 0.02% | 523,178 | $50,026,280 | $53,740,844 | +$3,714,564 | +7.43% | |
| Impactfolio, Llc | 16.87% | 449,201 | $46,290,145 | $46,141,927 | -$148,218 | -0.32% | |
| Mission Wealth Management, Lp | 0.74% | 445,462 | $45,904,811 | $45,757,857 | -$146,954 | -0.32% | |
| Olde Wealth Management, Llc | 12.65% | 434,001 | $44,619,000 | $44,580,583 | -$38,417 | -0.09% | |
| Sei Investments Co | 0.03% | 375,979 | $38,654,259 | $38,620,563 | -$33,696 | -0.09% | |
| Beacon Pointe Advisors, Llc | 0.18% | 375,356 | $38,590,386 | $38,556,568 | -$33,818 | -0.09% | |
| Bond & Devick Financial Network, Inc. | 8.87% | 356,811 | $36,769,338 | $36,651,626 | -$117,712 | -0.32% | |
| D.A. Davidson & Co. | 0.19% | 347,489 | $35,808,767 | $35,694,070 | -$114,697 | -0.32% | |
| Mariner, Llc | 0.03% | 314,863 | $32,370,994 | $32,342,727 | -$28,267 | -0.09% | |
| High Note Wealth, Llc | 5.23% | 309,558 | $31,899,975 | $31,797,798 | -$102,177 | -0.32% | |
| Composition Wealth, Llc | 0.37% | 310,104 | $31,881,745 | $31,853,883 | -$27,862 | -0.09% | |
| Thrivent Financial For Lutherans | 0.05% | 304,935 | $31,347,000 | $31,322,923 | -$24,077 | -0.08% | |
| Ally Invest Advisors Inc. | 1.85% | 297,816 | $30,618,439 | $30,591,660 | -$26,779 | -0.09% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.41% | 288,703 | $29,750,820 | $29,655,572 | -$95,248 | -0.32% | |
| Alti Global, Inc. | 0.61% | 289,260 | $29,738,770 | $29,712,787 | -$25,983 | -0.09% | |
| Eastern Bank | 0.43% | 276,229 | $28,465,355 | $28,374,243 | -$91,112 | -0.32% | |
| Jones Financial Companies Lllp | 0.01% | 269,484 | $27,364,386 | $27,681,396 | +$317,010 | +1.16% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 266,189 | $26,778,725 | $27,342,934 | +$564,209 | +2.11% | |
| Raymond James Financial Inc | 0.01% | 257,039 | $26,426,244 | $26,403,046 | -$23,198 | -0.09% | |
| Mather Group, Llc. | 0.22% | 251,884 | $25,956,670 | $25,873,524 | -$83,146 | -0.32% |
Frequently asked questions about ESGD
Who are the largest institutional holders of ESGD?
The largest institutional holders of ESGD reported in the latest SEC Form 13F filings include Bank Of America Corp, Jpmorgan Chase & Co, Empower Advisory Group, Llc, Northern Trust Corp, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported ESGD position.
What is ESGD institutional ownership?
This page tracks ESGD positions reported by institutional investment managers through SEC Form 13F. ISHARES TRUST ISHARES ESG AW (ESGD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ESGD?
InsiderSet currently tracks 742 institutional managers reporting ESGD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ESGD shareholders.
How much ESGD stock do institutions own?
Institutional investment managers disclosed approximately $8.90B in ESGD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ESGD institutional ownership last updated?
The latest ESGD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ESGD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ESGD position after the reporting date.
Are institutions buying or selling ESGD?
Institutional buying and selling can be analyzed by comparing ESGD positions across consecutive 13F reporting periods. InsiderSet's ESGD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ESGD ownership changes.
How has ESGD institutional ownership changed over time?
InsiderSet tracks ESGD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.