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 $1.99M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $1.32M 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
$1.99M
Largest Holder
Sequoia Financial Advisors
Largest Position
$1.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$1.32M
- Matrix Advisors Value Fund$666,312
esgd News
All news- Spinnaker Trust Q2 2026 Portfolio Activity: Significant Purchases and Sales Observed
Aug 5, 2026 · valut.ai
- Stanich Group Llc Investment Activity Analysis: Q2 2026 Portfolio Changes
Jul 18, 2026 · valut.ai
- Bond & Devick Financial Network Inc.: Significant Portfolio Changes in Q2 2026
Jul 18, 2026 · valut.ai
- Shira Ridge Wealth Management Portfolio Changes in Q2 2026
Jul 12, 2026 · valut.ai
- Windsor Capital Management Q2 Portfolio Shifts: Focus on Growth ETFs
Jul 10, 2026 · valut.ai
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