Institutional Ownership Ishares, Inc. Ishares Esg Awar (ESGE)
This table provides information about the institutional ownership of Ishares, Inc. Ishares Esg Awar (ESGE). We have compiled data on the 572 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $3.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
10,357
shares
|
$362,495
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
10,305
shares
|
$360,675
0.01% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,183
shares
|
$356,405
0.01% of portfolio
|
Q2 2020
Reduced 44.68%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
10,022
shares
|
$350,770
0.02% of portfolio
|
Q4 2024
Reduced 49.27%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
9,921
shares
|
$347,235
0.01% of portfolio
|
Q2 2024
Reduced 4.02%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
9,901
shares
|
$346,535
0.03% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Feb 13, 2025 Q4 2024 |
9,828
shares
|
$343,980
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
9,781
shares
|
$342,335
0.01% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
9,754
shares
|
$341,390
0.05% of portfolio
|
Q4 2024
Reduced 28.66%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
9,748
shares
|
$341,180
0.03% of portfolio
|
Q3 2022
Added 12.38%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
9,652
shares
|
$337,820
0.02% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
9,553
shares
|
$334,355
0.03% of portfolio
|
Q4 2022
Added 139.66%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Feb 12, 2025 Q4 2024 |
9,402
shares
|
$329,070
0.0% of portfolio
|
Q4 2024
Reduced 26.79%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
9,322
shares
|
$326,270
0.1% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
9,286
shares
|
$325,010
0.02% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
9,217
shares
|
$322,595
0.01% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
9,188
shares
|
$321,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
9,107
shares
|
$318,745
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild & CO Wealth Management Uk LTD
|
Jan 17, 2025 Q4 2024 |
8,938
shares
|
$312,830
0.01% of portfolio
|
Q3 2022
Added 18.21%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
8,907
shares
|
$311,745
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
8,847
shares
|
$309,645
0.01% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
8,840
shares
|
$309,400
0.03% of portfolio
|
Q4 2024
Reduced 31.48%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
8,801
shares
|
$308,035
0.04% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
8,721
shares
|
$305,235
0.11% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
8,710
shares
|
$304,850
0.01% of portfolio
|
Q4 2024
Reduced 14.03%
|