ESGD

Ishares Trust Ishares Esg Aw

Latest period2024 - Q4Total superinvestors89

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 89 superinvestors own shares of Ishares Trust Ishares Esg Aw (ESGD), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Trust Ishares Esg Aw (ESGD), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Trust Ishares Esg Aw (ESGD) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Trust Ishares Esg Aw (ESGD) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Paige Johnson Roth@Pine Haven Investment Counsel, Inc Recent Activity Increased 3.15%	2.05%	$2.491M 32,722 shares@ 76.15 avg price	Increased 3.15%
Anthony Habbit@Wesbanco Bank Inc Recent Activity Increased 0.63%	0.08%	$2.328M 30,580 shares@ 76.14 avg price	Increased 0.63%
Terry M. Stanford@Diversified Trust Co Recent Activity Increased 16.57%	0.06%	$2.08M 27,313 shares@ 76.14 avg price	Increased 16.57%
Matt Lovett@Brookstone Capital Management Recent Activity Increased 5.43%	0.03%	$1.824M 23,960 shares@ 76.14 avg price	Increased 5.43%
W. Travis McKinney@Hb Wealth Management, Llc Recent Activity Increased 4.23%	0.02%	$1.578M 20,724 shares@ 76.14 avg price	Increased 4.23%
Marla Wooton@Miracle Mile Advisors, Llc Recent Activity Increased 17.92%	0.04%	$1.516M 19,907 shares@ 76.15 avg price	Increased 17.92%
Mike Greim@Cgn Advisors Llc Recent Activity Increased 6.6%	0.14%	$1.374M 18,048 shares@ 76.15 avg price	Increased 6.6%
Benjamin S. Littman@Pure Financial Advisors, Llc Recent Activity Increased 41.56%	0.03%	$1.078M 14,156 shares@ 76.15 avg price	Increased 41.56%
Keith Greenwald@Aprio Wealth Management, Llc Recent Activity Increased 1.59%	0.16%	$1.033M 13,566 shares@ 76.14 avg price	Increased 1.59%
Bryan Reinhard@Omega Financial Group, Llc Recent Activity Increased 2.92%	0.37%	$971,754 12,763 shares@ 76.14 avg price	Increased 2.92%