ESGD — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns ESGD? 49 Institutions Hold $111M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (ESGD)? 49 institutions reported holding $111.35M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Eastern Bank ($28.5M), Shira Ridge Wealth Management ($14.2M), Farther Finance Advisors, LLC ($9.6M).

Rank	Institution	Value	Shares	Change
1	EASTERN BANK	$28.5M	276,229	Trimmed
2	Shira Ridge Wealth Management	$14.2M	137,458	Added
3	Farther Finance Advisors, LLC	$9.6M	93,627	Added
4	Apella Capital, LLC	$8.3M	81,599	Added
5	RVW Wealth, LLC	$5.9M	56,799	Trimmed
6	Midwest Financial Partners Investments, Inc.	$4.3M	41,990	Trimmed
7	CANANDAIGUA NATIONAL BANK & TRUST CO	$3.9M	37,500	Added
8	Sincerus Advisory, LLC	$3.8M	37,126	Added
9	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$2.9M	27,867	Added
10	RTD Financial Advisors, Inc.	$2.9M	27,789	Trimmed
11	Baron Financial Group, LLC	$2.8M	27,600	Trimmed
12	Pioneer Wealth Management Group	$2.7M	26,567	Trimmed
13	FIRST FINANCIAL BANK - TRUST DIVISION	$2.1M	20,018	Hold
14	ELEVATION WEALTH PARTNERS, LLC	$2.0M	19,296	Added
15	Acropolis Investment Management, LLC	$1.8M	17,576	Added
16	Williams & Novak, LLC	$1.6M	15,920	Hold
17	HF Advisory Group, LLC	$1.5M	14,071	Added
18	Coastline Trust Co	$1.4M	14,065	Trimmed
19	Pathway Financial Advisors LLC	$1.4M	13,455	Added
20	MassMutual Private Wealth & Trust, FSB	$1.2M	11,420	Trimmed
21	Cambridge Financial Group, LLC	$1.1M	10,576	Hold
22	Montecito Bank & Trust	$881,490	8,554	Trimmed
23	Wedmont Private Capital	$781,824	7,680	Added
24	Bangor Savings Bank	$581,202	5,640	Added
25	Leverty Financial Group, LLC	$559,974	5,434	Added

Source: SEC Form 13F filings · as of 2026-09-30