# ISHARES TR (ESGD) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 46435G516
Page URL: https://superinvestorclub.com/stock/ESGD
Last updated: 2026-07-08T12:47:45.922Z

## Summary

As of the most recent 13F filing period, ISHARES TR (ESGD) is held by 2 tracked superinvestors with an aggregate position value of $1.6M representing 0105555961 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 10555 | $1.0M | 0.03% | 2026-03-31 |
| 2 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 5961 | $569,991 | 0.05% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-09-30: 1 holders, $248,038 aggregate, 03588 shares
- 2023-12-31: 1 holders, $267,638 aggregate, 03543 shares
- 2024-03-31: 1 holders, $274,970 aggregate, 03441 shares
- 2024-06-30: 1 holders, $250,000 aggregate, 03176 shares
- 2024-09-30: 1 holders, $358,480 aggregate, 04259 shares
- 2024-12-31: 2 holders, $1.2M aggregate, 090406563 shares
- 2025-03-31: 2 holders, $1.4M aggregate, 0100056523 shares
- 2025-06-30: 2 holders, $1.5M aggregate, 0101696378 shares
- 2025-09-30: 2 holders, $1.5M aggregate, 0101506036 shares
- 2025-12-31: 2 holders, $1.5M aggregate, 0101756036 shares
- 2026-03-31: 2 holders, $1.6M aggregate, 0105555961 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "ISHARES TR (ESGD) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/ESGD), aggregating SEC 13F, Form 4, and congressional disclosures."