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 |
|---|---|---|---|---|---|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
8,684
shares
|
$303,940
0.08% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
8,666
shares
|
$303,310
0.0% of portfolio
|
Q4 2024
Reduced 26.76%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
8,527
shares
|
$298,445
0.04% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
8,497
shares
|
$297,395
0.12% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
8,496
shares
|
$297,360
0.21% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
8,410
shares
|
$294,350
0.03% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
8,349
shares
|
$292,215
0.03% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
8,264
shares
|
$289,240
0.01% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
8,238
shares
|
$288,330
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
8,166
shares
|
$285,810
0.01% of portfolio
|
Q4 2024
Added 22.12%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
8,094
shares
|
$283,290
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
8,031
shares
|
$281,085
0.11% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
7,987
shares
|
$279,545
0.04% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
7,947
shares
|
$278,145
0.0% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
7,919
shares
|
$277,165
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
7,913
shares
|
$276,955
0.0% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
7,818
shares
|
$273,630
0.03% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,685
shares
|
$268,975
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
7,530
shares
|
$263,550
0.07% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,518
shares
|
$263,130
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
7,492
shares
|
$262,220
0.04% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,468
shares
|
$261,380
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Leverty Financial Group, LLC
|
Jan 24, 2025 Q4 2024 |
7,394
shares
|
$258,790
0.13% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
7,364
shares
|
$257,740
0.0% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
7,334
shares
|
$256,690
0.01% of portfolio
|
Q4 2020
New holding
|