ESGD · iShares ESG Aware MSCI EAFE ETF ETF
$107.30
+0.14 (+0.13%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 5
Total Value: $21,810,831
Total Shares: 212,147
Institutional Ownership Trend
17 quarters
Holder Concentration
Across 5 13F filers · Δ vs Mar 31, 2026Top Holder
59.4%
−38.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,565
Highly concentrated−4,930
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
1
Decreased
0
Sold Out
2
Unchanged
0
Holder count:
+2
Institutional value:
-62.1%
Shares held:
-64.8%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | +503 | 13,864 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 126,104 | $12,964,752 | |
| Large Corient Private Wealth LLC | 66,604 | $6,847,557 | |
| Small Financial Insights, Inc. | 3,555 | $365,489 | |
| Mid Parkside Financial Bank & Trust | 2,020 | $207,676 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 586,683 | $56,098,624 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group | 2,199 | $210,268 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC ESGD | $12,964,752 | 59.44% | 126,104 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC ESGD | $6,847,557 | 31.40% | 66,604 | Shares | 2026-08-27 | |
| Small Range Advisory, LLC ESGD | $1,425,357 | 6.54% | 13,864 | Shares | 2026-09-02 | |
| Small Financial Insights, Inc. ESGD | $365,489 | 1.68% | 3,555 | Shares | 2026-08-25 | |
| Mid Parkside Financial Bank & Trust Bank ESGD | $207,676 | 0.95% | 2,020 | Shares | 2026-09-04 |